by Lance Roberts | Jan 9, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Bulls Loving The Heads I Win, Tails I Win” Market Bulls Loving The “Heads I Win, Tails I Win” Market The Risk To The Bullish View Is The Reflation Trade Over? Portfolio Positioning Update MacroView: The Two Primary Risks In...
by John Mauldin | Jan 8, 2021 | alerts, Markets/Economy, Mauldin Economics
This week’s letter is the first part of my 2021 forecast. There is simply too much to cover in one letter, and today we’ll start with the most important factor, a known unknown, that I think will be the driver for 2021. Before beginning, I want to make two points, one...
by Jeremy Grantham | Jan 6, 2021 | alerts, GMO, Markets/Economy
Executive Summary The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Featuring extreme overvaluation, explosive price increases, frenzied issuance, and hysterically speculative investor behavior, I believe this event will be...
by Lance Roberts | Jan 5, 2021 | alerts, Markets/Economy, Real Investment Advice
Welcome to 2021. As we kick off a new year, we begin with the S&P 500 trading at historical extremes. It is essential to have some perspective to set reasonable expectations for future returns and quantify the “risk” of something going wrong. As we...
by Lance Roberts | Jan 1, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “So Far, The Bulls Are Disappointed In Santa.” An Administrative Note Only Two-Days Left For Santa To Deliver Portfolio Positioning Update MacroView: Shades Of 1999 As “Market Mania” Returns Sector & Market Analysis 401k...
by Lance Roberts | Dec 29, 2020 | alerts, Markets/Economy, Real Investment Advice
In February, Institutional Investor published a brilliant piece entitled “Asset Manager B.S. Decoded.” As we approach the year-end of 2020, succeeding in 2021 may come down to navigating the “market lingo” successfully. “A handy...
