Investors Fail To “BTFD” As They Await Fed “Taper.” 09-17-21

by Lance Roberts | Sep 18, 2021 | alerts, Markets/Economy, Real Investment Advice

In this 09-17-21 issue of “‘Investors Fail To BTFD As They Await Fed Taper.“ Investors Fail To BTFD The Slope Of Hope A Reason The Fed Can’t Taper…Yet Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In,...

Technically Speaking: Too Many Bears Looking For A Correction?

by Lance Roberts | Sep 14, 2021 | alerts, Markets/Economy, Real Investment Advice

Are there too many “bears” looking for a correction? When it comes to financial markets, there is one truism as noted in Bob Farrell’s famous investment rules: “When all experts agree, something else tends to happen.” Such makes perfect sense given that the “market”...

Investors Hold Record Allocations Despite Rising Warnings 09-10-21

by Lance Roberts | Sep 11, 2021 | alerts, Markets/Economy, Real Investment Advice

In this 09-10-21 issue of “‘Investors Hold Record Allocations Despite Rising Warnings.“ Market Starts Correction Right On Cue. Investors Record Allocations & Rising Warnings Beige Book Highlights Fed’s Biggest Problem Portfolio Positioning Sector & Market...

The Return of Stagflation

by John Mauldin | Sep 10, 2021 | alerts, Markets/Economy, Mauldin Economics

I have been writing this letter for 22 years. Sometimes I look into the future and other times merely try to explain the present. Today I’m going to look at several possible futures. There are forces at work in both Congress and the Federal Reserve that could take us...

Stocks could be due for a correction of up to 20% ‘by fire or ice’: Morgan Stanley strategist

by Brian Cheung, yahoo.com | Sep 10, 2021 | alerts, Markets/Economy, Secular Bulls/Bears

Morgan Stanley’s Chief Investment Officer Mike Wilson says investors should always be positioned for a market correction of 10%, but warned that investors may not be ready for a harsher correction that could be coming soon. “You should always be expecting a 10%...

Technically Speaking: Wall Street Sets Its Sights On S&P 5000

by Lance Roberts | Sep 7, 2021 | alerts, Markets/Economy, Real Investment Advice

Just recently in our “Daily Market Commentary” (subscribe for free), we discussed Wall Street setting its sights on S&P 5000. “Wells Fargo’s Chris Harvey raised his year-end S&P 500 price target to 4,825 from 3,850, as reported by Bloomberg’s Lu Wang. This...