by Lance Roberts | Jan 22, 2022 | alerts, Markets/Economy, Real Investment Advice
In this 01-21-22 issue of “Retail Investors Panic As Market Plunges.” Retail Investors Panic The “Value Trade” Isn’t Really A Value Portfolio Positioning Sector & Market Analysis Retail Investors Panic As Market Plunges Last week, we noted: Notably, despite the...
by John Mauldin | Jan 21, 2022 | alerts, Markets/Economy, Mauldin Economics
Ranked by population, the United States is the world’s third largest country, behind China and India. But the gap is greater than the ranking implies. According to Worldometer, as of 2020 China had 1.44 billion people, India 1.38 billion, and the US 331 million. In...
by Lance Roberts | Jan 18, 2022 | alerts, Markets/Economy, Real Investment Advice
The market selloff into January rattled investors as concerns of “So Goes January, So Goes The Year” began to dampen expectations. Combined with a more aggressive stance from the Federal Reserve, rising inflation, and a reduction in liquidity, investor concerns seem...
by Lance Roberts | Jan 15, 2022 | alerts, Markets/Economy, Real Investment Advice
In this 01-14-22 issue of “Inflation Surge Pushes Fed To Hike Rates Faster.” Market Struggles With Inflation Surge The Fed Is Getting Aggressive Portfolio Positioning Sector & Market Analysis Market Struggles With Inflation Surge Last week, we started our...
by John Mauldin | Jan 14, 2022 | alerts, Markets/Economy, Mauldin Economics
If you are a booklover like me, you probably have many shelves. On some of those shelves you probably have bookends holding the books in place. They come in opposing pairs—similar but reversed. What if the COVID-era economy has bookends? I think that may be what’s...
by Lance Roberts | Jan 11, 2022 | alerts, Markets/Economy, Real Investment Advice
Passive ETFs are hiding a bear market in stocks. That may sound like a strange statement when you look at major stock market indexes hovering near all-time highs. However, much like an iceberg, what we see on the surface hides much of what lies beneath. Such was a...
