by Lance Roberts | Apr 27, 2021 | alerts, Markets/Economy, Real Investment Advice
One of the interesting aspects of “bull markets” is the further they go, the lower forward returns fall. In hindsight, such an idea seems counter-intuitive, but ultimately it always comes down to valuations. As Warren Buffett once quipped: “Price is what you pay....
by Lance Roberts | Apr 24, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-24-21 issue of “Stocks vs. Rates – Which One Is Most Likely Right?“ Market Review And Update Market Pricing In Huge Recovery Interest Rates Are Not Convinced Portfolio Positioning #MacroView: Siegel On Why Stocks Could Rise 30% Sector & Market Analysis...
by John Mauldin | Apr 23, 2021 | alerts, Markets/Economy
In economic forecasting, reality is usually somewhere between the extremes. The best-case and worst-case rarely happen. That’s why, when they do happen, markets react so quickly to the “missed expectations.” I saw this early in my career. Realizing we will “muddle...
by Lance Roberts | Apr 20, 2021 | alerts, Markets/Economy, Real Investment Advice
Recently, Bank of America’s Savita Subramanian discussed why the market could drop to 3800. She discussed her thesis in her latest strategy note titled “Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to...
by Lance Roberts | Apr 17, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-16-21 issue of “Market Continues Its Rally As Earnings Season Starts.“ Market Review And Update China Is A Risk Hard To Justify Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Apr 16, 2021 | alerts, Markets/Economy, Mauldin Economics
A tsunami is a wall of water that wipes out everything in its path, typically caused by earthquakes. But first, the water actually disappears from the usual shoreline, leaving land where there should be sea. A tsunami is a wall of water that wipes out everything in...
