The debate between inflation and deflation/disinflation is inherently uncertain. Not only are the assumptions behind each case credibly at risk of being invalidated, but the narratives behind each case are also inherently unpredictable.
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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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This article will help understand what drives inflation. Being a step ahead of the markets inflationary thinking is critical to investment success.
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As markets surge to record highs, analysts are rushing to ratchet up earnings estimates as optimism explodes. Is it already “priced in” to the markets?
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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.
>> Read More
This article will help understand what drives inflation. Being a step ahead of the markets inflationary thinking is critical to investment success.
>> Read More
Despite the recent correction in the markets, leading to a hedge fund imploding, investors remain exuberant. The hopes for more stimulus, government spending, and Fed liquidity displace fears of a correction.
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In retail investing, do the “blind lead the blind?” Young investors are currently very “Long Confidence And Short Experience.” A recent survey by MagnifyMoney dug much deeper into the subject.
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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.
>> 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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Zen-like awareness of the investment environment and mindset of other investors allows us to run with the bulls and hide from the bears.
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With weekly “sell signals” close to turning, the downside risk is limited due to liquidity flooding into the market. While volatility has prevailed the markets have made little headway since February. More importantly, dips continue to be readily bought.
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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
Could a “financial transaction tax” be a good thing for investors if it slows down the frequency of trading and reduces predatory Hedge fund practices?
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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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“Trading time” as a non-linear, fractal distribution is an interesting observation of an investing framework in fast-moving markets.
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Warren Buffett’s view of the glory days as part of the much-awaited letter to shareholders. It provided a typical mix of transparent reporting of business results, dollops of investment wisdom, and occasional witticisms.
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Contrary to popular belief aggressive monetary policies funding immense fiscal spending widens the wealth gap and slows future economic growth.
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The end of the value trade may be near as investors push prices beyond economic growth expectations. The chase for “value” has left little margin of safety.
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After a decade of monetary interventions and artificially suppressed rates, the wealth gap has exploded. With no return on cash the Fed has forced investors to take on excess risk.
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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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A review of the past 40 years reveals sudden spikes in interest rates and financial problems go hand in hand.
The question for all investors is how big a spike before the proverbial hits the fan again?
What if conventional methods of examining market cycles miss a crucial point? While we often talk about parts of cycles (bull or bear), exploring the full-market cycle may provide another way to look at long-term bubble cycles.
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Payment for order flow was not a problem when the world wasn’t connected to instantaneous data flows with high-frequency trading, dark pools, and algorithms running amok. Today, flows are bought to fleece retail investor trading.
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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.
>> Read More
