by Lance Roberts | Oct 1, 2018 | alerts, Real Investment Advice
Last week, James Rickards posted an interesting article discussing the risk to the financial markets from the rise in passive indexing. To wit: “Free riding is one of the oldest problems in economics and in society in general. Simply put, free riding describes a...
by Lance Roberts | Sep 28, 2018 | alerts, Real Investment Advice
Without much fanfare or public discussion, Congress has decided to push the U.S. into deeper fiscal responsibility. Earlier this week, the House passed another Continuing Resolution (CR) to keep the government from “shutting down” prior to the mid-term elections. “The...
by Lance Roberts | Sep 27, 2018 | alerts, Real Investment Advice
This bull market seems unstoppable. Regardless of short-term events, investors have quickly looked beyond those risks to in a bid to push stock prices higher. For example, in February of this year the markets dove roughly 10% as “trade wars” became a “thing.” Over...
by Lance Roberts | Sep 25, 2018 | alerts, Real Investment Advice, Uncategorized
Yesterday, the market sold off modestly over continuing concerns of “tariffs” and trade wars. At least that was the headline reason. The real reason was simply that the market is overbought in the short-term and traders were taking profits in a...
by Lance Roberts | Sep 24, 2018 | alerts, Real Investment Advice, Uncategorized
Last week, Mark Hulbert warned of an indicator that hasn’t been this inflated since the “Dot.com” bubble. To wit: “It’s been more than 25 years since the stock market’s long-term trailing return was as low as it is today. Since the top of the internet bubble in March...
by Lance Roberts | Sep 22, 2018 | alerts, Markets/Economy, Real Investment Advice
Bulls Push To All-Time Highs Get out your party hats ladies and gentlemen, the markets hit all-time highs this past week. After increasing equity exposure in portfolios on the 11th, as the markets pulled back to the previous break-out support levels, I suggested a...
