by Lance Roberts | Jan 23, 2024 | alerts, Markets/Economy, Real Investment Advice
As the stock market hit all-time highs this past week, there remains an interesting disconnect from the more dour economic concerns of the average American. A recent survey by Axios, a left-leaning website that supports the current Administration, addressed this...
by Lance Roberts | Jan 19, 2024 | alerts, Markets/Economy, Real Investment Advice
Economic growth continues to defy expectations of a slowdown and recession due to continued increases in deficit spending. In fact, the U.S. Treasury recently reported the December budget deficit, which shows the U.S. collected $429 billion through various taxes while...
by Lance Roberts | Jan 16, 2024 | alerts, Markets/Economy, Real Investment Advice
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will be unsurprising that we will see a high percentage of companies “beat” Wall Street estimates. Of course, the high beat rate...
by Lance Roberts | Jan 12, 2024 | alerts, Markets/Economy, Real Investment Advice
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000 led most media commentators to suggest a “soft landing” is at hand. However, the decline in full-time...
by Lance Roberts | Jan 9, 2024 | alerts, Markets/Economy, Real Investment Advice
During the last week of December, I polled my Twitter followers for their outlook on the markets and the economy for 2024. The results were quite interesting, but before we look forward, we must look back at 2023 for context. Last year was not what the majority of...
by Lance Roberts | Jan 5, 2024 | alerts, Markets/Economy, Real Investment Advice
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations. The poll was global; however, I will focus on this post’s domestic portfolio return expectations. Note the gap...
