by Lance Roberts | Feb 13, 2024 | alerts, Markets/Economy, Real Investment Advice
While the bulls remain entirely in control of the market narrative, divergences and other technical warnings suggest becoming more cautious may be prudent. In January 2020, we discussed why we were taking profits and reducing risk in our portfolios. At the time, the...
by Lance Roberts | Feb 9, 2024 | alerts, Markets/Economy, Real Investment Advice
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest. Such was the subject of this recent CNET article:...
by Lance Roberts | Feb 6, 2024 | alerts, Markets/Economy, Real Investment Advice
In September 2021, I discussed how the markets had set its sights on the S&P 500 index hitting 5000. To wit. “Yes, the rally off the COVID-19 bottom in March 2020 has been extraordinary, but we think there are further gains ahead. Solid economic and corporate...
by Lance Roberts | Feb 2, 2024 | alerts, Markets/Economy, Real Investment Advice
As the financial markets grind higher, retirement savers have consciously decided to add more to equity risk. Such was the result of a recent Bloomberg survey. “Retirement savers want more stocks in their portfolios as a hedge against inflation, potentially offering a...
by Lance Roberts | Jan 30, 2024 | alerts, Markets/Economy, Real Investment Advice
I received an email this past week concerning George Soros’ “Theory Of Reflexivity.” “I am not a fan of Soros, but this market has the look and feel of the dot com bust of 2000. In a few short words, the AI investment phenomenon is feeding on itself just as the...
by Lance Roberts | Jan 26, 2024 | alerts, Markets/Economy, Real Investment Advice
As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.” No? Well, here it is directly from YahooFinance: “The growing pile of cash in money market funds should...
