by Lance Roberts | Aug 28, 2020 | alerts, Markets/Economy, Real Investment Advice
It’s a tale of two bull markets. One part of the market is trading as you would expect with near depressionary economic numbers. The only description for the other part is “insane.” In last week’s #Macroview, we discussed that “March Was...
by Lance Roberts | Aug 25, 2020 | alerts, Markets/Economy, Real Investment Advice
Why this isn’t 1920 has everything to starting valuations and future returns. While, generally, I’m not too fond of comparisons between today’s markets and the past, Ed Yardeni made a comparison too bombastic to disregard in his blog: “We live in...
by Lance Roberts | Aug 22, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Tending The Portfolio Garden As Winter Approaches” Shortest Bear Market In History Signs Of Excessive Exuberance Why Investing Is Like Gardening Portfolio Positioning Update MacroView: March Was A Correction Sector & Market Analysis...
by Lance Roberts | Aug 21, 2020 | alerts, Markets/Economy, Real Investment Advice
As we have been discussing, this past week, the S&P 500 index set an all-time high. Importantly, the breakout to all-time highs confirms the 35% decline in March was only a correction and not a bear market. The implications are important as the change of...
by Lance Roberts | Aug 18, 2020 | alerts, Markets/Economy, Real Investment Advice
With the second quarter of the 2020 reporting season mostly behind us, and with markets testing “all-time” highs, do earnings support the bullish thesis? Such is the fundamental question surrounding the debate over the record deviation between...
by Lance Roberts | Aug 15, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Close But No Cigar, Bulls Fail To Capture Market Highs” Close But No Cigar The Coming Income Cliff Hedging Risk MacroView: Why Soros Just Called The Market A Bubble Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
