by Lance Roberts | Dec 25, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “All I Want For Christmas Is A Bull Market 2021.” Will Santa Claus Visit Broad & Wall The Grinch That Stole Christmas Portfolio Positioning Update MacroView: Yellen’s Arranged Marriage To The Fed Sector & Market Analysis 401k...
by Lance Roberts | Dec 22, 2020 | alerts, Markets/Economy, Real Investment Advice
As we prepare to wrap up the year, 2020 will go down in the record books as a year of the “unexpected.” While no one expected the world to get besieged by a raging pandemic, equally, no one expected the year to end in a “speculative mania.” In...
by Michael Markowski | Dec 20, 2020 | alerts, Markets/Economy, Secular Bulls/Bears
The Bull Vix now has vicious accuracy due to its new algorithm. The results from a 10 year backtest indicated that the algorithm’s performance for its defined trading periods after an occurrence of a Bullish Sentiment Anomaly (BSA) were flawless. The Bull Vix...
by John P. Hussman, Ph.D | Dec 20, 2020 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust Late-December 2020 In traditional financial theory, interest rates are a key component of valuation models. When interest rates fall, the discount rate used in these models decreases and the price of...
by Lance Roberts | Dec 19, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Overly Bullish Speculators Front-Run ‘Santa Claus’” Here Comes “Santa Claus” Good Intentions Portfolio Positioning Update MacroView: The Energy Rally Is Likely Premature Sector & Market Analysis 401k Plan...
by John Mauldin | Dec 18, 2020 | alerts, Markets/Economy, Mauldin Economics
“History repeats itself, that’s one of the things that’s wrong with history.” —Clarence Darrow (1857-1938), American lawyer The end of 2020 has me looking back. I started writing the letters that later became Thoughts from the Frontline back in the...