In the later stages of a bull market advance, Wall Street starts seeking out rationalizations to support their bullish views. One common refrain is “there are trillions of dollars in cash sitting on the sidelines.”
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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Based on Fed member comments inflation is what is best for all of us. We explore whether this is true and why the Fed says such things.
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With 2021 already off to a good start, with the market up almost 2% in January, such is an excellent time to review our “investor resolutions.”
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Are we in a bubble? We explore recent comments by Jeremy Grantham and why valuations are a reflection of a stock market bubble. While the variables are never the same, the outcome always is.
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The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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The following article describes four ways in which the Fed juices the stock market.
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As we kick off a new year, we begin with the S&P 500 trading at historical extremes. It is essential to have some perspective to set reasonable expectations for future returns and quantify the “risk” of something going wrong.
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In the later stages of a bull market advance, Wall Street starts seeking out rationalizations to support their bullish views. One common refrain is “there are trillions of dollars in cash sitting on the sidelines.”
>> Read More
S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive long-term returns from J. Breet Freeze.
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The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
>> Read More
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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Coming to the end of a great year, investors ponder how much longer the stock market can rally. Abundant liquidity and low-interest rates have almost forced investors into risk assets. Can it last?
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This story of France circa the 18th century is not a forecast but a simple reminder of what has repeatedly happened in the past.
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A recent article from Institutional investor decode “fund manager speak” when you see them on financial media. Here are some steps to improve you investing and avoid the noise.
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“Maybe this time is different. Those words, supposedly the most dangerous to utter in the investing realm, came to mind amid the frenzied pops in the highly anticipated IPO’s. We discuss why the current market mania reminds us of the “Shades of 1999.”
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The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
>> Read More
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.
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The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
>> Read More
Janet Yellen’s appointment to Treasury Secretary under Biden is no surprise. It was what the markets already suspected, an “arranged marriage” to the Fed.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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Judah Spinner discusses what defines a “wonderful business,” and how investors should approach the investing process to achieve long-term success/
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Current stock valuations imply the economy will expand at a faster rate than the prior expansion. History and math imply something else. Which is right?
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The “rationalization” that low rates justify high valuations is but one of several arguments used to justify overpaying for value in a late-stage bull market. But is it true?
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The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
>> Read More
It’s that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately, each year these overly optimistic estimates are ground down reality disappoints fantasy. 2021 may be much weaker than expected.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
>> Read More
Research of the three prior Bullish Sentiment Anomaly occurrences since 2017 indicates a 100% probability the S&P will be down, and the VIX up, by year-end.
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