For Review Fed Starting Campaign To Taper Its Asset Purchases Over the last couple of months, the Fed started its campaign to prepare markets for a "taper" of its asset purchases. Michael Lebowitz noted that Jerome Powell repeatedly affirmed the Fed “isn’t even thinking about thinking about tapering.” "As Chairman of the Fed, his opinions take precedence over those from other Fed members. Regardless, other…RIAJun 14 2021Reviewing Market Signals As Warnings Increase 06-11-21 In this 06-11-21 issue of "Reviewing Market Signals As Warnings Increase." Reviewing Market Signals Warnings Increase Bonds Say Deflation Is A Risk Portfolio Positioning #MacroView: Rates, Dollar & The 2021 Outlook Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Are you worried about the potential for…RIAJun 12 2021#MacroView: Rates, The Dollar & The 2021 OutlookAs we move into the second half of 2021, interest rates and the dollar continue to shape the outlook. Of course, much of the debate focuses on whether rates and the dollar continue to miss the bigger picture. For example, just recently, Jim Bianco tweeted a critical point. However, while I very much respect his…RIAJun 11 2021#WhatYouMissed On RIA This Week: 06-11-21What You Missed On RIA This Week Ending 06-11-21 It's been a long week. You probably didn't have time to read all the headlines that scrolled past you on RIA. Don't worry, we've got you covered. If you haven't already, opt-in to get our newsletter and technical updates. Here is this week’s rundown of what…RIAJun 11 2021Two Pins Threatening Multiple Asset Bubbles- Part IIPart One of this article showed how growing wealth inequality might pressure the Fed to taper QE and/or raise interest rates. Given the indirect market liquidity resulting from the Fed's stimulus, a reduction is likely a headwind for many asset prices. In this follow up we discuss another proverbial needle looking for asset bubbles; Financial…RIAJun 09 2021Technically Speaking: Warning Signs A Correction Is AheadAfter a decent rally from the recent lows, there are multiple warning signs a correction approaches. Over the last few weeks, we discussed the rising risk of a correction between 5-10%, most likely this summer. Such drawdowns are historically very common within any given year of an ongoing bull market. As Sentiment Trader recently noted,…RIAJun 08 2021 .
