by Lance Roberts | May 25, 2021 | alerts, Markets/Economy, Real Investment Advice
“I take my hat off that you are able to continue picking up pennies in front of a steamroller. Reading your newsletter, I scratch my head in amazement at your ability to increase your exposures in a market you admit is the most expensive ever.” – @mlevin999 That was a...
by Lance Roberts | May 22, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 05-21-21 issue of “Bulls Buy Stocks, As Fed Starts To Talk Taper.“ Market Review And Update Fed Starts To Talk Taper Risk Is Elevated Portfolio Positioning #MacroView: NFIB Data Says It’s Only A Recovery Sector & Market Analysis 401k Plan Manager Follow Us...
by Lance Roberts | May 18, 2021 | alerts, Markets/Economy, Real Investment Advice
“The strong economic recovery will not get interrupted by inflation or a credit crunch, and the market will soon reach 4,500.” – Ed Yardeni via Advisor Perspectives After discussing BofA’s view of why the market could drop to 3800, I thought it fair to discuss a more...
by Lance Roberts | May 15, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 05-14-21 issue of “Despite Surging Inflation, The Bulls Shake Off Weakness.“ Market Review And Update Rates Doing The Fed’s Work The Fed Will Be Late Portfolio Positioning #MacroView: NFIB Data Says It’s Only A Recovery Sector & Market Analysis 401k Plan...
by Lance Roberts | May 11, 2021 | alerts, Markets/Economy, Real Investment Advice
“If everyone sees it, is it still a bubble?” That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen. As Mark Hulbert noted recently, “everyone” is worrying about a...
by Lance Roberts | May 8, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 05-08-21 issue of “Poor Jobs Report Gives Bulls A Reason To Charge.“ Market Review And Update Peak Earnings Bonds Aren’t Buying It Portfolio Positioning #MacroView: No. Bonds Aren’t Overvalued. Sector & Market Analysis 401k Plan...
