by Lance Roberts | Oct 13, 2020 | alerts, Markets/Economy, Real Investment Advice
As discussed in Hopes Of More Stimulus, the market has rebounded following the September decline. Unfortunately, the market has again gotten quite ahead of the fundamentals as money continues to chase performance. In the Q3-2020 review of the Commitment Of Traders...
by Lance Roberts | Oct 10, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
In this issue of “Market Regains Footing On Hopes Of More Stimulus.” Hopes For More Stimulus Market Regains Its Footing Policies Over Politics Portfolio Positioning Update MacroView: The Second Derivative Of More Stimulus Sector & Market Analysis 401k...
by John Mauldin | Oct 9, 2020 | alerts, Markets/Economy, Mauldin Economics
Like everyone else, I am weary of this pandemic mess. I want to travel freely, enjoy dinner with friends, hug, and shake hands. And, of course, I want everyone who lost jobs and businesses to get them back. I wasn’t thrilled with the economy a year ago, but I’d take...
by Lance Roberts | Oct 6, 2020 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s missive “Trump Infects Markets Bounce,” we discussed even though the market had bounced off support, we still consider it a “sellable rally,” for now. The comment generated quite a few emails, mainly since we also...
by Lance Roberts | Oct 3, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Trump’s COVID Infects The Market Bounce, Is It Over?” Administrative Note Market Catches Trump’s COVID Infection. Does It Matter Who Wins The Election? Portfolio Positioning Update MacroView: The Astonishing Lack Of Value In...
by John Mauldin | Oct 2, 2020 | alerts, Markets/Economy, Mauldin Economics
“There is no means of avoiding the final collapse of a boom brought about by credit expansion.” —Ludwig von Mises Economic recovery is coming, we are told, because the economy has found a new equilibrium. We are supposedly adapting to the new-normal...
