by Lance Roberts | Jun 12, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 06-11-21 issue of “Reviewing Market Signals As Warnings Increase.“ Reviewing Market Signals Warnings Increase Bonds Say Deflation Is A Risk Portfolio Positioning #MacroView: Rates, Dollar & The 2021 Outlook Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Jun 11, 2021 | alerts, Markets/Economy, Mauldin Economics
You can’t always get what you wantBut if you try sometime you findYou get what you need Mick Jagger and Keith Richards, 1969 There’s no way around it: Investing in public companies is always political. Corporations exist because governments charter these artificial...
by Lance Roberts | Jun 8, 2021 | alerts, Markets/Economy, Real Investment Advice
After a decent rally from the recent lows, there are multiple warning signs a correction approaches. Over the last few weeks, we discussed the rising risk of a correction between 5-10%, most likely this summer. Such drawdowns are historically very common within any...
by Lance Roberts | Jun 5, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 06-04-21 issue of “Market Hits All-Time Highs As Money Flows Peak.“ Market Review And Update Risk Of A Summer Sell-Off The Lack Of Value In Value Portfolio Positioning #MacroView: Yellen’s Push To Offshore Labor Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Jun 4, 2021 | alerts, Markets/Economy, Mauldin Economics
Macroeconomic forecasting is too politicized. I don’t mean that in a partisan sense, though it may be so. The bigger problem is that forecasters spend most of their time thinking about central bank decisions and government policies. In the long run, those aren’t the...
by Lance Roberts | Jun 1, 2021 | alerts, Markets/Economy, Real Investment Advice
A recent Bloomberg article made the case that since 2009 “sell signals” are useless during “mania” markets. To wit: “If you bailed because of Bollinger Bands, ran away from relative strength or took direction from the directional market indicator in 2021, you paid for...
