by Lance Roberts | Mar 23, 2021 | alerts, Markets/Economy, Real Investment Advice
The end of the value trade may be near as investors push prices beyond economic growth expectations. Interestingly, it was just last year that I wrote: “The Rotation To Value Is Inevitable.” The critical point of that article was this: “The market’s surge higher since...
by Lance Roberts | Mar 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Powell Can’t Raise Rates As Economy Remains On Life-Support.” Market Review And Update Powell Says No Rate Hikes An Economic Coma Portfolio Positioning #MacroView: Is “Hyperinflation” Really A Threat Sector & Market Analysis 401k Plan Manager...
by Michael Lebowitz | Mar 17, 2021 | alerts, Markets/Economy, Real Investment Advice
What Interest Rate Triggers The Next Crisis? The Ten-year U.S. Treasury note yields 1.61%. 10-year high-quality corporate bonds yield 2.09%. The rate on a 30-year mortgage is 3.05%. Despite recent increases, interest rates are hovering near historic lows. We do not...
by Lance Roberts | Mar 16, 2021 | alerts, Markets/Economy, Real Investment Advice
Yes. We are in a stock market bubble. But what if conventional methods of examining market cycles miss a crucial point? While we often talk about parts of cycles (bull or bear), exploring the full-market cycle may provide another way to look at long-term bubble...
by Lance Roberts | Mar 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Bulls ‘Rush In’ With More Stimulus On The Way 03-12-21.” Market Review And Update Speculation Alive And Well Yes, Rising Rates Will Matter Portfolio Positioning #MacroView: Yellen’s “Go Big” MMT Plan May Disappoint Sector & Market Analysis 401k...
by Lance Roberts | Mar 9, 2021 | alerts, Markets/Economy, Real Investment Advice
Last week’s sell-off left the “bull market” on shaky ground. The big question for investors at the moment is whether the 11-year old bull market is ending or is this just a “pause that refreshes?” While the optimistic “hope” is that this is just a pause within a...
