by Lance Roberts | Aug 3, 2019 | alerts, Real Investment Advice, Uncategorized
Review & Market Update Risk Is Now Elevated Low Yields Don’t Support Higher Valuations Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Market Review & Update I am on vacation this week, but...
by Lance Roberts | Jul 30, 2019 | alerts, Real Investment Advice, Uncategorized
In this past weekend’s newsletter, I discussed the rather severe extensions of the market above both the longer-term bullish trend and the 200-dma. To wit: There is also just the simple issue that markets are very extended above their long-term trends, as shown...
by Lance Roberts | Jul 27, 2019 | alerts, Real Investment Advice, Uncategorized
Review & Market Update Whistling Past The $70 Trillion Debt Graveyard The Real Crisis Is Coming Sector & Market Analysis 401k Plan Manager Market Review & Update Last week, we discussed the setup for a near-term mean reversion because of the massive...
by Lance Roberts | Jul 23, 2019 | alerts, Real Investment Advice, Uncategorized
Over the last couple of weeks, I have laid out the bull and bear case for the S&P 500 rising to 3300, and the case for the Fed to cut rates. In summary, the basic driver of the “bull market thesis” has essentially come down to Central Bank policy. This...
by Lance Roberts | Jul 17, 2019 | alerts, Markets/Economy, Real Investment Advice
On Wednesday, Jerome Powell testified before Congress the U.S. economy is “suffering” from a bout of uncertainty caused by trade tensions and slow global growth. To wit: “Since [the Fed meeting in mid-June], based on incoming data and other developments, it appears...
by Lance Roberts | Jul 17, 2019 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s newsletter, I laid out the bull and bear case for the S&P 500 rising to 3300. In summary, the basic driver of the “bull market thesis” essentially boils down to Central Bank policy, as noted by the WSJ yesterday: “U.S. indices hit record...
