Category Archives: Investing

The Economy IS Slowing

Written by Lance Roberts | Jan, 17, 2019

The problem when it comes to blindly investing in markets without a thorough understanding of underlying dynamics is much the same as playing “leapfrog with a unicorn,” eventually, there is a very negative outcome.

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Junk Bond Re-Test

Is The Junk Bond Sell-Off Over?

Written by Jesse Colombo | Jan, 16, 2019

In late-November, I warned that plunging oil prices and the bursting of a Fed-driven bubble in the shale energy industry would also cause a bust in high-yield or “junk” bonds…

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Productivity: What It Is & Why It Matters

Written by Michael Lebowitz | Jan, 16, 2019

The Kansas City Federal Reserve posted the Twitter comment and graph below highlighting a very important economic theme. Although productivity is a basic building block of economic analysis, it is…

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Morningstar’s Christine Benz On Return Forecasts

Written by John Coumarianos | Jan, 16, 2019

Baseball Hall of Famer and sage, Yogi Berra, once said, “It’s tough to make predictions, especially about the future.” But, as Morningstar’s Christine Benz notes, plugging in a return forecast…

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Technically Speaking: Bull Or Bear? Comparing Views

Written by Lance Roberts | Jan, 15, 2019

As the trumpets sound to signal the start of earnings season, the battle between fundamentals and “hope” begins. While earnings expectations have weakened markedly in recent months, the bulls remain steadfast in…

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Market Breadth Paints A Bullish Picture

Written by Guest Author | Jan, 15, 2019

Guest Post by Michael Kahn, CMT.  Mike is a Chartered Market Technician (CMT), Columnist, Editor, Analyst, Instructor, Speaker and Author of three books on technical analysis. It is always difficult…

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Understanding Market Cycles

Written by Lance Roberts | Jan, 14, 2019

I was digging through some old charts over the weekend and stumbled across this gem from AlphaTrends which explains the “best time to buy stocks.” “Is it possible to time the market…

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Are Tech Stocks Cheap?

Written by John Coumarianos | Jan, 14, 2019

Are technology stocks cheap? It seems like a strange question to ask as the market drops on news that Apple has indicated weaker future sales. I also doubted whether Facebook’s…

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Bull Rallies & Market Tops 01-11-19

Written by Lance Roberts | Jan, 12, 2019

Bull Rallies & Market Tops Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Bull Rallies & Market Tops Last week, we discussed the…

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Beats & Misses, Seen & Unseen

Written by Vitaliy N. Katsenelson | Jan, 11, 2019

Wall Street glorifies companies that beat quarterly estimates by arguing that the long-term comprises a lot of short-terms. But beating earnings estimates for a few consecutive quarters doesn’t necessarily lead…

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What Will Cause The Next Recession?

Written by Lance Roberts | Jan, 10, 2019

The problem when it comes to blindly investing in markets without a thorough understanding of underlying dynamics is much the same as playing “leapfrog with a unicorn,” eventually, there is a very negative outcome.

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Rosso’s 2019 Reading List

Written by Lance Roberts | Jan, 9, 2019

Business Insider is prolific with the number of reading lists they produce every year. What books grace Jamie Dimon’s nightstand? Which titles motivate Warren Buffett? Granted, there are respectable fiction…

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Kass: Follow The Money

Written by Doug Kass | Jan, 8, 2019

The Tremor Before the Quake and the Fed’s $450 Billion Balance Sheet Reduction “The combination of rate hikes and balance sheet reductions from the Federal Reserve in 2018 sucked up…

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Are We In A Secular Bull Market?

Written by Lance Roberts | Jan, 7, 2019

Just recently, Jeff Saut from Raymond James made a very interesting statement with respect to the recent market decline. “Speaking to last week’s Dow Theory sell signal, we really cannot decide…

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Does $97,000 Matter To You?

Written by John Coumarianos | Jan, 7, 2019

The S&P 500, including dividends, has produced a meager 4.86% annualized return for the 19-year period since 2000. That return has beaten inflation, but I call it meager because it’s not…

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