by Lance Roberts | Apr 13, 2021 | alerts, Markets/Economy, Real Investment Advice
As markets surge to record highs, analysts are rushing to ratchet up earnings estimates as optimism explodes. “The first quarter of 2021 marked the largest increase in the bottom-up EPS estimate during a quarter since FactSet began tracking the quarterly bottom-up EPS...
by Lance Roberts | Apr 10, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-10-21 issue of “Markets Surges Back To Overbought As Investors Go ‘All In’“ Market Review And Update Investors Are All In More Than One Cockroach Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market Analysis...
by Lance Roberts | Apr 6, 2021 | alerts, Markets/Economy, Real Investment Advice
Despite the recent correction in the markets, leading to a hedge fund imploding, investors remain exuberant. The hopes for more stimulus, government spending, and Fed liquidity displace fears of a correction. Before we get into the technical review of the markets, I...
by Lance Roberts | Apr 2, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-02-21 issue of “Increasing Equity Exposure As Money Flows Turn Positive.“ Market Review And Update Cognitive Dissonance Valuations Dictate Long-Term Returns Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market...
by Lance Roberts | Mar 30, 2021 | alerts, Markets/Economy, Real Investment Advice
As liquidity floods the market, the bulls continue to run the market. However, was the recent consolidation enough to reset market exuberance? Over the last few weeks, I discussed the weekly “sell signals.” Such suggested upside would be somewhat limited for markets...
by Lance Roberts | Mar 27, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 03-27-21 issue of “Market Rallies On Powell’s Easy Money Promise.” Market Review And Update Powell’s “Easy Money” Promise Stock Buybacks Gone Wild Portfolio Positioning #MacroView: Could A Transaction Tax Be A Good Thing? Sector & Market Analysis 401k Plan...
