by Michael Markowski | Nov 23, 2020 | alerts, Markets/Economy, Secular Bulls/Bears
The recent discovery of two stock market sentiment anomalies has created a rare upside investment opportunity for gains of above 36% in December and 86% by February 2020. The two anomalies: Thanksgiving Melt Up Anomaly. The average gain for 12 of past 14 November 20...
by Lance Roberts | Nov 21, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Risk Exceeds Reward – Why We Took Profits.” Market Struggles With All-Time Highs Sentiment Is Getting Overly Bullish Valuations Vs. Momentum Portfolio Positioning Update MacroView: The Fed Will Monetize All Debt Issuance Sector...
by John Mauldin | Nov 20, 2020 | alerts, Markets/Economy, Mauldin Economics
In baseball, there is a situation where a base runner is sprinting to home plate and can’t see what is happening behind him. Totally focused on scoring, he doesn’t know if the outfielder is throwing a ball that will reach home plate first. That’s where we get the...
by Paul Lengemann, BullsnBears Economist | Nov 19, 2020 | alerts, Markets/Economy
The US employment picture remains murky. Today the labor department reported a significant increase in initial unemployment claims for the week ending November 14. Initial jobless claims in regular state programs totaled 742,000, up 31,000 from the prior week. The...
by Keven Young | Nov 17, 2020 | alerts, Crash of 2020, Markets/Economy, Secular Bulls/Bears
U.S. retail sales fell short of estimates in October rising only 0.3%, the lowest pace in the last six months. The median estimates by Bloomberg’s survey of economists was a 0.5% increase.  The miss could be the catalyst for a 5% to 10% market correction. This...
by Lance Roberts | Nov 17, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
In this past weekend’s newsletter, we discussed the exceedingly deviated price and overbought conditions. When we combine the technical backdrop with the “bulls going ballistic,” it once again makes sense to reduce risk in our portfolios. “The...
