by Lance Roberts | Apr 10, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-10-21 issue of “Markets Surges Back To Overbought As Investors Go ‘All In’“ Market Review And Update Investors Are All In More Than One Cockroach Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market Analysis...
by Lance Roberts | Apr 6, 2021 | alerts, Markets/Economy, Real Investment Advice
Despite the recent correction in the markets, leading to a hedge fund imploding, investors remain exuberant. The hopes for more stimulus, government spending, and Fed liquidity displace fears of a correction. Before we get into the technical review of the markets, I...
by Lance Roberts | Apr 2, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-02-21 issue of “Increasing Equity Exposure As Money Flows Turn Positive.“ Market Review And Update Cognitive Dissonance Valuations Dictate Long-Term Returns Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market...
by Lance Roberts | Mar 30, 2021 | alerts, Markets/Economy, Real Investment Advice
As liquidity floods the market, the bulls continue to run the market. However, was the recent consolidation enough to reset market exuberance? Over the last few weeks, I discussed the weekly “sell signals.” Such suggested upside would be somewhat limited for markets...
by Lance Roberts | Mar 27, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 03-27-21 issue of “Market Rallies On Powell’s Easy Money Promise.” Market Review And Update Powell’s “Easy Money” Promise Stock Buybacks Gone Wild Portfolio Positioning #MacroView: Could A Transaction Tax Be A Good Thing? Sector & Market Analysis 401k Plan...
by Lance Roberts | Mar 23, 2021 | alerts, Markets/Economy, Real Investment Advice
The end of the value trade may be near as investors push prices beyond economic growth expectations. Interestingly, it was just last year that I wrote: “The Rotation To Value Is Inevitable.” The critical point of that article was this: “The market’s surge higher since...
