by Lance Roberts | May 10, 2022 | alerts, Markets/Economy, Real Investment Advice
Investor sentiment has become so bearish that it’s bullish. One of the hardest things to do is go “against” the prevailing bias regarding investing. Such is known as contrarian investing. One of the most famous contrarian investors is Howard Marks, who once stated:...
by Lance Roberts | May 7, 2022 | alerts, Markets/Economy, Real Investment Advice
Stock Market Rollercoaster I can almost repeat last week’s opening note: “Another tough week, and month, for the market. Ongoing concerns about inflation, earnings, and economic growth, continue to pressure stocks. As noted last week, there is a tremendous amount of...
by Lance Roberts | May 3, 2022 | alerts, Markets/Economy, Real Investment Advice
Originally Published At Epoch Times “Don’t be bearish.” That was the message delivered by a Wall Street Journal article in August 2021, discussing the “new generation” of “financial media stars.” To wit: “As the U.S. retreated amid the pandemic to its couches,...
by Lance Roberts | Apr 30, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update Another tough week, and month, for the market. Ongoing concerns about inflation, earnings, and economic growth, continue to pressure stocks. As noted last week, there is a tremendous amount of damage in the market below the surface of the...
by John Mauldin | Apr 29, 2022 | alerts, Markets/Economy, Mauldin Economics
We found out this week that the first quarter was recessionary: GDP down 1.4% when the expectation was that the quarter would be up 1%. Rather large miss! Even so, the quarter-over-quarter comparisons were difficult so I believe the Fed will look past it and a...
by Lance Roberts | Apr 26, 2022 | alerts, Markets/Economy, Real Investment Advice
A bull market in bonds is set to return with a vengeance as the Fed once again makes a policy mistake. I recently discussed the surge in bond yields noting that such events have previously led to more unwelcome market and economic outcomes. “As shown below, the surge...
