by Keven Young | Sep 30, 2020 | alerts, Markets/Economy
During the month of July 2020, the savings rate as a percentage of disposable income was 17.8%. For the seven months ended July 31st, 2020, savings rates averaged 17.7% (harmonic mean of 13.7% & geometric mean of 15.6%). This compares to the 7.5% average for...
by Jean Josse | Sep 30, 2020 | alerts, Markets/Economy
Before I begin explaining why I believe this to be the most probable outcome a few disclosures are necessary. First and foremost, at Glass Bead Capital we use a systematic risk management strategy which is designed to protect capital in the event that our opinion...
by Lance Roberts | Sep 22, 2020 | alerts, Markets/Economy, Real Investment Advice
Last week, we asked the question: “Is everything ‘priced in?’” On Monday, the market realized no help is coming as the political backdrop worsened markedly. However, we need to back up a little bit to discuss how we got here. In the middle of...
by Lance Roberts | Sep 19, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “The Pre-Election Correction Continues, Is It Over?” The Correction Continues A Historical Look At Pre- And Post-Election Years Will Policy Matter Portfolio Positioning Update MacroView: A Permanent Shift To Valuations Sector & Market...
by Lance Roberts | Sep 15, 2020 | alerts, Markets/Economy, Real Investment Advice
Is everything “priced in?” Investors have gone “all in” with a disregard for caution. But with markets extended and overvalued what should investors do now? As discussed in this past weekend’s newsletter, investors got even more...
by Lance Roberts | Sep 12, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Correction Makes Speculators Even More Speculative.” The Correction We Warned About Speculators Get Even More Speculative Longer-Term Market Still Very Overbought Portfolio Positioning Update MacroView: A Permanent Shift To Valuations...
