by Lance Roberts | Nov 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 11-19-21 issue of “The FOMO Rises As Investors Push Risk Bets” Market Consolidates Gains Near Highs FOMO Is Evident As Investors Chase Returns The Next Financial Crisis Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by Lance Roberts | Nov 16, 2021 | alerts, Markets/Economy, Real Investment Advice
“How do you trade this off-the-charts bull market?” That was an email question I got last week that deserves a deeper explanation. However, let me start with an excellent note from Global Macro Monitor, ironically entitled “The Off-The-Charts Bull Market.” “Bezos,...
by Lance Roberts | Nov 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 11-12-21 issue of “Inflation In Irrational Exuberance.” Market Stalls Ahead Of Options Expiration Sentiment Is Showing Irrational Exuberance Inflation Is Surging Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by Lance Roberts | Nov 2, 2021 | alerts, Markets/Economy, Real Investment Advice
Fundamentally speaking, there are more than a few indications that 2022 earnings estimates are still overly exuberant. However, the bullish optimism currently supports rising stock prices. Such was a point I touched on in this past weekend’s newsletter: “Overall, 56%...
by Lance Roberts | Oct 30, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 10-29-21 issue of “Market ‘Melts Up’ As Economic Growth Weakens.” Market Back To Extreme Overbought Economic Growth Weakens Earnings Expectations Way Ahead Of Reality Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by Lance Roberts | Oct 26, 2021 | alerts, Markets/Economy, Real Investment Advice
Last week’s “Technically Speaking” covered the first part of the bull and bear market case as we head into the end of the year. As we noted, investors face a conundrum between year-end seasonality and the Fed starting to taper its bond-buying program. I received lots...
