by Lance Roberts | Mar 26, 2024 | alerts, Markets/Economy, Real Investment Advice
Technical measures and valuations all suggest the market is expensive, overbought, and exuberant. However, none of it seems to matter as investors pile into equities to chase risk assets higher. A recent BofA report shows that the increase in risk appetite has been...
by Lance Roberts | Mar 22, 2024 | alerts, Markets/Economy, Real Investment Advice
It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security. “The program’s payouts have exceeded revenue since 2010, but the...
by Lance Roberts | Mar 19, 2024 | alerts, Markets/Economy, Real Investment Advice
With the last half of March upon us, the blackout of stock buybacks threatens to reduce one of the liquidity sources supporting the bullish run this year. If you don’t understand the importance of corporate share buybacks and the blackout periods, here is a snippet of...
by Lance Roberts | Mar 15, 2024 | alerts, Markets/Economy, Real Investment Advice
Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher. As Michael Hartnett from Bank of America recently noted: “Stocks are up a ferocious +25% in 5 months, which has...
by Lance Roberts | Mar 12, 2024 | alerts, Markets/Economy, Real Investment Advice
Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite. Such isn’t surprising given the evolution of the market into a “casino” following the pandemic, where retail traders have increased their speculative...
by Lance Roberts | Mar 8, 2024 | alerts, Markets/Economy, Real Investment Advice
Presidential elections and market corrections have a long history of companionship. Given the rampant rhetoric between the right and left, such is not surprising. Such is particularly the case over the last two Presidential elections, where polarizing candidates...
