by Lance Roberts | Jul 20, 2021 | alerts, Markets/Economy, Real Investment Advice
The “Fear Of Missing Out” has infected retail and hedge funds alike as they ramp up exposure to chase performance. We have previously discussed the near “mania” of retail investors taking on exceptional risk in various manners. From increasing leverage, engaging in...
by Lance Roberts | Jul 17, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 07-16-21 issue of “Earnings Kick Off With Markets Priced For Perfection.” Market Pulls Back As Signals Turn Earnings Season Has A High Bar Markets Priced For Perfection Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by John Mauldin | Jul 16, 2021 | alerts, Markets/Economy, Mauldin Economics
I have mixed feelings about China. On the plus side, I think the country’s massive economic transformation may be one of the most impressive events in human history. Bringing hundreds of millions from primitive rural lives into relatively prosperous cities within a...
by Lance Roberts | Jul 13, 2021 | alerts, Markets/Economy, Real Investment Advice
Bubbles are evident and only get acknowledged after they pop. Such is because, during the inflation phase of the market bubble, investors rationalize why “this time is different.” We have seen many examples of this rationalization over the last couple of years. Such...
by Lance Roberts | Jul 10, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 07-09-21 issue of “Yields Plunge Dollar Surges The Reflation Trade Unravels.“ Market Pulls Back As Signals Turn Yield Plunge, Dollar Surge The Reflation Trade Unravels Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by John Mauldin | Jul 9, 2021 | alerts, Markets/Economy, Mauldin Economics
In the 1980s, British Prime Minister Margaret Thatcher liked to say, “There is no alternative” to her market-driven economic reform ideas. She said it so much people began abbreviating it as “TINA.” Whatever you think of Lady Thatcher’s policies, the slogan was...
