by Lance Roberts | Mar 23, 2021 | alerts, Markets/Economy, Real Investment Advice
The end of the value trade may be near as investors push prices beyond economic growth expectations. Interestingly, it was just last year that I wrote: “The Rotation To Value Is Inevitable.” The critical point of that article was this: “The market’s surge higher since...
by Lance Roberts | Mar 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Powell Can’t Raise Rates As Economy Remains On Life-Support.” Market Review And Update Powell Says No Rate Hikes An Economic Coma Portfolio Positioning #MacroView: Is “Hyperinflation” Really A Threat Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Mar 19, 2021 | alerts, Markets/Economy, Mauldin Economics
Modern technology is amazing but our ancient forebears built some wondrous things, too. Long-ago historians organized them into “Seven Wonders of the Ancient World.” (Of course, their “world” was the Mediterranean and Middle East. Other wonders existed elsewhere.)...
by Michael Markowski | Mar 17, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
The chart below which covers the yields for US 10 year and 30-year Treasury bonds from January 1940 to March 2021, was pulled from a March 4, 2021 Elliot Wave report. The chart depicts the crashes for the Dow Jones Industrials (DJIA) and S&P 500 composite indices...
by Michael Lebowitz | Mar 17, 2021 | alerts, Markets/Economy, Real Investment Advice
What Interest Rate Triggers The Next Crisis? The Ten-year U.S. Treasury note yields 1.61%. 10-year high-quality corporate bonds yield 2.09%. The rate on a 30-year mortgage is 3.05%. Despite recent increases, interest rates are hovering near historic lows. We do not...
by Lance Roberts | Mar 16, 2021 | alerts, Markets/Economy, Real Investment Advice
Yes. We are in a stock market bubble. But what if conventional methods of examining market cycles miss a crucial point? While we often talk about parts of cycles (bull or bear), exploring the full-market cycle may provide another way to look at long-term bubble...
