For Review A Vaccine Won’t Cure The 20-Year “Widow-Maker” Trade Will a vaccine cure the 20-year "Widow-Maker" trade? In 1999, a media personality stated that "investing like Warren Buffett was like driving dad's old Pontiac." Of course, that was at the height of the Dot.com bubble, and soon after, "value investing" paid off. Unfortunately, it didn't stick. The Widow-Maker Trade It wasn't just 1999. In 2007,…RIANov 30 2020Market Risk Elevated Heading Into Distribution Season 11-27-20 In this issue of "Market Risk Elevated Heading Into Distribution Season." Stuck Near All-Time Highs More Signs Of Market Risk Portfolio Positioning Update MacroView: A Vaccine & The New "New Normal" Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Long-Term Care Webinar Register Now to reserve…RIANov 28 2020#WhatYouMissed On RIA This Week: 11-27-20What You Missed On RIA This Week Ending 11-27-20 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…RIANov 27 2020David Robertson: Growth & Inflation Remain QuiescentSince the financial crisis in 2008, extraordinary monetary policies have been in place to prevent an ugly and debilitating decline in economic growth. Despite such policies, and because of them, growth has remained below par while inflation remains quiescent. Since the coronavirus pandemic struck, a new inflationary dynamic exists. The immovable object of demand destruction…RIANov 27 2020Markowski: Sentiment Anomalies & Market DownturnsMarket Sentiment Anomalies And Historical Market Downturns. The two stock market sentiment anomalies have increased the probability of a correction near term. The two anomalies are: Thanksgiving Melt Up Anomaly. The average S&P 500 gain for 12 of the past 14 ten-day periods concluding November, was 3.5%. The only two exceptions, 2015 and 2018, were preceded…RIANov 27 2020Shedlock: The Great Inflation Debate. When & How Big?Jim Bianco at Bianco Research shares his views on the great inflation debate. When it will come, how big it will be, and when the Fed will hike. When and Why Will the Fed Hike? This is a guest post by Jim Bianco who explains his views on When Will the Fed Hike and Why. Summary…RIANov 26 2020What Is The Great Medicare Mistake?What is the Great Medicare Mistake? Let's explore what it is and how to avoid it. We are in the throes of Medicare open enrollment season. The political ads are gone (thankfully). However, Medicare Advantage commercials continue to inundate the airwaves and interrupt my Westerns. As much as I love Joe Namath, he shouldn't win…RIANov 25 2020Technically Speaking: Investors Go “All-In” Without A NetWe have recently written a couple of posts about the "exuberance" that has invaded the market since the election. Such is often seen near short- to intermediate-term peaks in markets as investors go "all-in" without a net. It was on December 5th, 1996, during a televised speech, that Fed Chairman Alan Greenspan stated: "Clearly, sustained…RIANov 24 2020 .
