Category Archives: Investing

The Goldilocks Warning 03-16-19

Written by Lance Roberts | Mar, 16, 2019

Market Review & Recap The Goldilocks Warning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Can you help me? I would appreciate…

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Artificial Intelligence Or Real Stupidity?

Written by David Robertson | Mar, 15, 2019

It’s hard to go anywhere these days without coming across some mention of artificial intelligence (AI). You hear about it, you read about it and it’s hard to find a…

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Mature Company Stocks Are NOT Bonds

Written by Vitaliy N. Katsenelson | Mar, 14, 2019

Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the last hundred years, half of total stock returns came from dividends.In a…

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Jerome Powell on 60 Minutes: Fact Check

Written by Michael Lebowitz | Mar, 13, 2019

On Sunday, March 11, 2019, Federal Reserve Chairman Jerome Powell was interviewed by Scott Pelley on 60 Minutes. We thought it would be helpful to cite a few sections of…

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You Can’t Get Blood Out Of A Stone

Written by John Coumarianos | Mar, 13, 2019

My title comes from Jeremy Grantham’s recent CNBC interview. This remark occurs in a discussion about likely returns from the U.S. stock market. Everyone at Grantham’s firm, Grantham, Mayo, van…

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Economic Theories & Debt Driven Realities

Written by Lance Roberts | Mar, 11, 2019

One of the most highly debated topics over the past few months has been the rise of Modern Monetary Theory (MMT). The economic theory has been around for quite some…

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What Do Central Bankers Know? 03-09-18

Written by Lance Roberts | Mar, 9, 2019

What Do Central Banks Know? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha In last week’s missive, we discussed a critical point…

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QE – Then, Now, & Why It May Not Work

Written by Lance Roberts | Mar, 7, 2019

Since the beginning of the year, the market has rallied sharply. That rally has been fueled by commentary from both the Trump Administration and the Federal Reserve of the removal…

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Navigating With The R Star

Written by Michael Lebowitz | Mar, 6, 2019

“It’s difficult to make predictions, especially about the future.” – Niels Bohr On November 28, 2018, Federal Reserve (Fed) Chairman Jerome Powell gave a speech at the Economics Club of…

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Social Security IS America’s Pension

Written by Richard Rosso | Mar, 6, 2019

Abhorrent income inequality along with issues related to social safety nets like Social Security are political hot potatoes. They should be considered human issues. I’m certain that most readers regardless…

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Will The Pound Get Pounded?

Written by Erik Lytikainen | Mar, 5, 2019

British pound futures have been declining against the US dollar since November 2007. Over that period the pound has fallen from a high of over $2.10 US dollars per pound…

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The Fed Doesn’t Target The Market?

Written by Lance Roberts | Mar, 4, 2019

Earlier this month, I penned an article asking if we “really shouldn’t worry about the Fed’s balance sheet?” The question arose from a specific statement made by previous New York…

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Bull Run Reaches Exhaustion 03-01-19

Written by Lance Roberts | Mar, 2, 2019

Bull Run Reaches Exhaustion Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha On Tuesday, we discussed a very important point with respect…

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