by Lance Roberts | Oct 17, 2023 | alerts, Markets/Economy, Real Investment Advice
Bond valuations are cheap. Psychology in markets is always fascinating. In February 2009, I wrote “8 Reasons For A Bull Market.” While in hindsight, it is easy to see that was the right call, overall, psychology was highly negative at the time. The arguments for lower...
by Lance Roberts | Oct 6, 2023 | alerts, Markets/Economy, Real Investment Advice
While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously written much on the recent rise in bond yields related to economic growth, event risks, and recessions. To wit: “Since rates and expectations must...
by Lance Roberts | Oct 3, 2023 | alerts, Markets/Economy, Real Investment Advice
Once again, due to the ongoing lack of fiscal responsibility in Washington, the markets and the economy faced a Government shutdown. After a day of theatrics, Congress passed a “stopgap” measure that will keep the Government operating for 45 days. But is that a good...
by Lance Roberts | Sep 29, 2023 | alerts, Markets/Economy, Real Investment Advice
The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of the recent #BullBearReport, which discussed the long record of the Fed’s economic growth projections. To wit: “However, there is a problem with the Fed projections. They are...
by Lance Roberts | Sep 26, 2023 | alerts, Markets/Economy, Real Investment Advice
“Compound market returns.” During bullish markets, there is inevitably a regurgitation of this myth that was contrived to extract capital from retail investors and place it in the hands of Wall Street. However, the compound market returns myth was contrived from the...
by Lance Roberts | Sep 22, 2023 | alerts, Markets/Economy, Real Investment Advice
The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s. The irony was that the actors playing the teenagers were not born in the late 70s and had never experienced life during that period. Many...
