Imminent SP500 correction as Inflation scare will turn to Growth scare

by Jean Josse | Jun 16, 2021 | alerts, Markets/Economy

We’ve witnessed some incredible extremes in economic numbers from depression era data due to the complete shutdown of the global economy to red hot 1970’s style inflation due to the vaccine and reopening. Last year the consensus was that it would take years for the...

Technically Speaking: Slowly At First, Then All At Once

by Lance Roberts | Jun 15, 2021 | alerts, Markets/Economy, Real Investment Advice

Bull markets always seem to end the same – slowly at first, then all at once. My recent discussion on why March 2020 was a “correction” and not a “bear market” sparked much debate over the somewhat arbitrary 20% rule. “Price is nothing more than a reflection of the...

Reviewing Market Signals As Warnings Increase 06-11-21

by Lance Roberts | Jun 12, 2021 | alerts, Markets/Economy, Real Investment Advice

In this 06-11-21 issue of “Reviewing Market Signals As Warnings Increase.“ Reviewing Market Signals Warnings Increase Bonds Say Deflation Is A Risk Portfolio Positioning #MacroView: Rates, Dollar & The 2021 Outlook Sector & Market Analysis 401k Plan Manager...

Technically Speaking: Warning Signs A Correction Is Ahead

by Lance Roberts | Jun 8, 2021 | alerts, Markets/Economy, Real Investment Advice

After a decent rally from the recent lows, there are multiple warning signs a correction approaches. Over the last few weeks, we discussed the rising risk of a correction between 5-10%, most likely this summer. Such drawdowns are historically very common within any...

Market Hits All-Time Highs As Money Flows Peak 06-04-21

by Lance Roberts | Jun 5, 2021 | alerts, Markets/Economy, Real Investment Advice

In this 06-04-21 issue of “Market Hits All-Time Highs As Money Flows Peak.“ Market Review And Update Risk Of A Summer Sell-Off The Lack Of Value In Value Portfolio Positioning #MacroView: Yellen’s Push To Offshore Labor Sector & Market Analysis 401k Plan Manager...

Technology Rules

by John Mauldin | Jun 4, 2021 | alerts, Markets/Economy, Mauldin Economics

Macroeconomic forecasting is too politicized. I don’t mean that in a partisan sense, though it may be so. The bigger problem is that forecasters spend most of their time thinking about central bank decisions and government policies. In the long run, those aren’t the...