by Lance Roberts | Feb 24, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
At the end of January, I wrote a piece titled “This Is Nuts: Why We Reduced Risk” discussing why we took profits in our portfolios. Here is the important point: “When you sit down with your portfolio management team, and the first comment made is...
by Lance Roberts | Feb 22, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Did The Market Just Get Infected? MacroView: Japan, The Fed, & The Limits Of QE Financial Planning Corner: Part 2: Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,...
by John Mauldin | Feb 21, 2020 | alerts, Markets/Economy, Mauldin Economics
As I write this, a self-proclaimed “democratic socialist” is leading the race for one of our major parties’ presidential nomination. The fact that so many Americans (especially young Americans) support Bernie Sanders ought to tell us something. A Quinnipiac poll out...
by Lance Roberts | Feb 18, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
This past weekend, we discussed the breakout to all-time highs as the belief the market is immune to risks, due to the Federal Reserve, has become pervasive. As I quoted: “Yet as a major economic problem looms on the horizon, the cognitive disconnect between...
by Lance Roberts | Feb 15, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Market Believes It Has Immunity To Risk MacroView: Debt, Deficits & The Path To MMT Financial Planning Corner: Why Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,...
by John Mauldin | Feb 14, 2020 | alerts, Markets/Economy, Mauldin Economics
The welfare of a nation can scarcely be inferred from a measure of [GDP].” —Simon Kuznets (who developed GDP), 1934 At the risk of restating the obvious, production should result in a product the producer can recognize. That’s the case even for intangible products....
