by Lance Roberts | Feb 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Speculative Mania Continues As It ‘Goes Up In Smoke.’” Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth Sector & Market Analysis 401k...
by Lance Roberts | Feb 9, 2021 | alerts, Markets/Economy, Real Investment Advice
As discussed in Bull Mania, the signs of market exuberance did not diminish during the recent correction. With the market well ahead of fundamentals, as money continues to chase performance, the “risk” remains elevated. In this past weekend’s newsletter, “Wall Street...
by Lance Roberts | Feb 6, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Wall Street Wins Again As Gamestop Becomes Game Over.” Market Review & Update It All Ended Badly Very Quickly The Dollar Rally Threat Portfolio Positioning #MacroView: Bull Mania & Charge Of The Light Brigade Sector & Market Analysis 401k...
by Lance Roberts | Feb 2, 2021 | alerts, Markets/Economy, Real Investment Advice
In last week’s Technically Speaking post we discussed why we reduced risk in anticipation of a pullback in the markets. However, there are some warning signs which beg the question “is a larger correction coming?” A Tough Start What started out as a promising January,...
by Lance Roberts | Jan 30, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Retail Investors Stage Riot Against Wall Street.” Retail Investors Stage Riot Market Takes A Hit Greed Breaks Things Portfolio Positioning #MacroView: 2021 – A Disappointment Of Growth And Disinflation Sector & Market Analysis...
by Lance Roberts | Jan 26, 2021 | alerts, Markets/Economy, Real Investment Advice
Why we reduced risk last week. During the last few weeks, I have discussed the rising levels of exuberance in the markets. On Friday, I tweeted the following: Money flows very close to flipping negative. I might be a few days early but we are dropping #equity exposure...
