by Lance Roberts | Apr 18, 2023 | alerts, Markets/Economy, Real Investment Advice
The vast “cash hoard of 2023” has the bullish media salivating about what it means for the future of equities. That cash hoard in money market funds now exceeds $5.2 trillion. Such has brought forth the age-old narrative that the “money on the sidelines” is set to...
by Lance Roberts | Apr 14, 2023 | alerts, Markets/Economy, Real Investment Advice
Recession odds have climbed considerably since Jerome Powell’s testimony before Congress and the latest FOMC meeting. However, the recent failures of Silicon Valley Bank (SVB) and Credit Suisse (CS), as higher rates impact regional bank liquidity, also added to the...
by Lance Roberts | Apr 11, 2023 | alerts, Markets/Economy, Real Investment Advice
Despite media headlines, podcasts, and broadcasts suggesting “doom and gloom” lurks around the corner, investor bullishness has increased markedly since the October lows. This isn’t the first time we have discussed investor sentiment, which is often wrong at the...
by Lance Roberts | Apr 11, 2023 | alerts, Markets/Economy, Real Investment Advice
Despite media headlines, podcasts, and broadcasts suggesting “doom and gloom” lurks around the corner, investor bullishness has increased markedly since the October lows. This isn’t the first time we have discussed investor sentiment, which is often wrong at the...
by Lance Roberts | Apr 4, 2023 | alerts, Markets/Economy, Real Investment Advice
The market bottomed last October despite ongoing concerns about inflation, higher rates, recessionary risks, and a banking crisis. While the media headlines and youtube podcasts are filled with “crisis” headlines, as noted in “Analysts Raise Estimates,” expectations...
by Lance Roberts | Mar 31, 2023 | alerts, Markets/Economy, Real Investment Advice
As the Fed tightens monetary policy, a banking crisis is historically the first evidence that something was breaking. As noted recently in “Not QE,” “Last week, amid a rash of bank insolvencies, government agencies took action to stem a potential banking crisis. The...
