by Lance Roberts | Aug 11, 2020 | alerts, Markets/Economy, Real Investment Advice
Mentally, it has been a challenge to marry a market challenging all-time highs against a backdrop of weaker earnings, falling profits, surging unemployment, and a recessionary economy. Yet, here we are. While the bulls have set S&P targets to 3750 over the next...
by Paul Lengemann, BullsnBears Economist | Aug 9, 2020 | alerts, Markets/Economy
In her CNBC appearance below Lori Calvasina, the head of US Equity Strategy at RBC Capital Markets explained the negative side effects for the US stock market due to the US Dollar declining to multi-year lows versus all currencies. Ms. Calvasina also provided some...
by Lance Roberts | Aug 8, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Bulls Chant Into A Megaphone – ‘All-Time Highs:” Bulls Charge To All-Time Highs Exuberance Abounds The Megaphone Risk/Reward Ranges MacroView: Everything The Fed Does Is Deflationary Sector & Market Analysis 401k Plan...
by John Mauldin | Aug 7, 2020 | alerts, Markets/Economy, Mauldin Economics
As I file this letter Friday morning, people are reacting to the July jobs report. My own reaction: The headline report is absurd. I will explain further at the end of this letter. But first, I have another topic. Regular readers know I worry about debt, mainly that...
by Lance Roberts | Aug 4, 2020 | alerts, Markets/Economy, Real Investment Advice
As discussed in Is It Insanely Stupid To Chase Stocks, the market has gotten quite ahead of the fundamentals as money continues to chase performance. In the Q2-2020 review of Commitment Of Traders report (COT,) we can see how positioning has moved back to extremes....
by Lance Roberts | Aug 1, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Is It Insanely Stupid To Chase Stocks As The Economy Plunges.” Stocks Hug The Bullish Trend The Gold/Dollar Conundrum The GDP Crash Is It “Insanely Stupid” To Chase Stocks Managing Into The Unknown MacroView: Universal Basic...
