by Lance Roberts | Jan 6, 2023 | alerts, Markets/Economy, Real Investment Advice
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation. As we have discussed previously, the fear is repeating the policy errors of the...
by Lance Roberts | Jan 3, 2023 | alerts, Markets/Economy, Real Investment Advice
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade. But it won’t be solely due to high valuations. I recently discussed why the next “Secular Bear Market” may have...
by Lance Roberts | Dec 27, 2022 | alerts, Markets/Economy, Real Investment Advice
Much ink has been spilled over the death of the 60/40 portfolio. However, declaring the demise of the 60/40 portfolio could be a mistake. Such is particularly the case as equity returns remain slated to be lower over the next decade due to high valuations. We bet a...
by Lance Roberts | Dec 20, 2022 | alerts, Markets/Economy, Real Investment Advice
Managing your portfolio has more to do with gardening than you might imagine. Over the last decade, behavioral finance studied investor psychology and identified the repeated behaviors investors make throughout market cycles. As you can probably surmise, investors...
by Lance Roberts | Dec 16, 2022 | alerts, Markets/Economy, Real Investment Advice
In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate. Estimating price targets for the next full trading year is an exercise in futility. Too many variables, from politics to economics to monetary and...
by Lance Roberts | Dec 13, 2022 | alerts, Markets/Economy, Real Investment Advice
In Part 1, we suggested a weaker dollar may not lead to the bullish outcomes many investors expect in 2023. We will build on that thesis in Part II, and bonds will win in the first half of 2023 and stocks in the second half. The big question heading into 2023 is the...
