The Coming “Reversion To The Mean” Of Economic Growth
Written by Lance Roberts | Sep 24, 2021From stimulus boom to income thud, the coming “reversion to the mean” of economic growth is happening faster than economists expected.
> Read MoreReal Investment Daily
When Will “Transitory Inflation” Overstay Its Welcome?
Written by Michael Lebowitz | Sep 22, 2021Understanding inflation beyond the headlines helps us answer the all-important question: Just how transitory is transitory?
> Read More
Technically Speaking: Stocks Bounce Off The Lows. Time To Buy?
Written by Lance Roberts | Sep 21, 2021On Monday the market solidly cracked below the 50-dma as the bulls failed to show. Such was a warning I discussed in “Investors Fail To Buy The Dip,” this past weekend.
> Read More
Expecting “Stimulus?” Household Credit Explodes Higher.
Written by Lance Roberts | Sep 20, 2021As stimulus payments ran dry, individuals turned back to spending on credit to make ends meet. Are they more solvent or is it an illusion?
> Read More
#MacroView: Deficit Deniers & 40-Years Of Economic Erosion
Written by Lance Roberts | Sep 17, 2021After 40-years of economic erosion, deficit deniers remain. The belief debt and deficits “don’t matter” is only supported by the fact the U.S. economy hasn’t become Weimer, Germany.
> Read More
5 Ways To Increase Spending in Retirement
Written by Richard Rosso | Sep 16, 2021The guide to Post-Pandemic Retirement in 2021 is designed to help industry professionals make clear choices in the face of transition whether it’s to retirement or another career.
> Read More
David Robertson: The Inelastic Market Hypothesis.
Written by Lance Roberts | Sep 16, 2021The inelastic markets hypothesis provides some very interesting intellectual fodder for investors. At very least, it provides a plausible explanation for why markets have been so incredibly strong despite weak financial performance.
> Read More
The Fed Speaks Loudly And Carries a Feather
Written by Michael Lebowitz | Sep 15, 2021Fed members are very vocal about tapering “sooner rather than later.” However, the composition of the FOMC leads one to ignore the hawks.
> Read More
Technically Speaking: Too Many Bears Looking For A Correction?
Written by Lance Roberts | Sep 14, 2021Are there too many “bears” looking for a correction. While the markets tend to climb a “wall of worry” there are times they don’t.
> Read More
What’s Wrong With Gold? Absolutely, Nothing.
Written by Lance Roberts | Sep 13, 2021Gold. What’s wrong with it? From spiking inflation, falling real interest rates, and massive money printing, it seems logical that gold, a touted inflation hedge, should be rising. Yet, so far this year, gold has done little.
> Read More
#MacroView: The Insecurity Of Social Security
Written by Lance Roberts | Sep 10, 2021The latest report from the Social Security Board of Trustees revealed the vast insecurity of the welfare programs and the problem facing retirees.
> Read More
Patrick Hill: Can The Fed Achieve Full Employment Without Inflation?
Written by Patrick Hill | Sep 9, 2021Can the Fed achieve full employment without triggering run away surging inflation?
> Read More
BLS’ Housing Inflation Measure is Hypothetical Bull****
Written by Michael Lebowitz | Sep 8, 2021Forecasting inflation is much akin to throwing darts. As we discuss, almost a third of the CPI report is not ground in reality.
> Read More
Technically Speaking: Wall Street Sets Its Sights On S&P 5000
Written by Lance Roberts | Sep 7, 2021As the market gets more bullish, analysts are now in a foot race to see who can claim the title of S&P 5000 first. The question is will economic growth and earnings disappoint?
> Read More
Case Study: 6-Figure Tax Deductions & Asset Protection
Written by Tom Allen | Sep 6, 2021Is it possible to get both 6-figure tax deductions and asset protection? It is common for business owners who are late in their careers to start thinking about increasing their savings outside of their business, which makes perfect sense.
> Read More
S&P 500 Monthly Valuation & Analysis Review – 08-31-21
Written by J. Brett Freeze | Sep 6, 2021S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive long-term returns from J. Breet Freeze.
> Read More
Stock Market Addiction: Warning Signs & How To Fix The Problem
Written by Lance Roberts | Sep 3, 2021Do you think you may have a stock market addiction? In this article, we’re going to talk about how to recognize the signs, why it’s potentially destructive, and what you can do if you believe you may be addicted to trading.
> Read More
Valuations Are Extreme Even With Rose Tinted Glasses
Written by Michael Lebowitz | Sep 1, 2021Even With Rose Tinted Glasses and limited history, equity valuations are extreme. The logic this time is different is not a rationale for higher prices.
> Read More
Technically Speaking: The Bulls Warn The Fed Not To Taper
Written by Lance Roberts | Aug 31, 2021As the Fed starts to talk about “taper,” the “bulls” sent a stern warning with a 2% “crash” they shouldn’t. With weak internals investors remain at risk.
> Read More
Japanization: The S&P 500 Is Tracking The Nikkei Of 1980
Written by Lance Roberts | Aug 30, 2021Is the S&P 500 becoming the Nikkei of 1980? As the U.S. expands its deficits and entitlement spending, the Japanization of the economy continues.
> Read More
This Won’t End Well – Gen Z’ers Take On Debt To Invest
Written by Lance Roberts | Aug 27, 2021This won’t end well. Gen Z’ers are taking on debt to invest according to a recent Magnify Money survey. History suggests outcomes will not be kind.
> Read More
The Guide to Post-Pandemic Retirement in 2021
Written by Richard Rosso | Aug 26, 2021The guide to Post-Pandemic Retirement in 2021 is designed to help industry professionals make clear choices in the face of transition whether it’s to retirement or another career.
> Read More
Seth Levine: ESG Is A Superfluous Virtue Signal
Written by Seth Levine | Aug 26, 2021Environmental, social, and governance (ESG) investing is all the rage. Naturally, funds are launching to meet investor demand, but is it a good investment.
> Read More
What a Miami Stripper and Fiscal Elephant Have in Common
Written by Michael Lebowitz | Aug 25, 2021The “best and brightest” do not see the debt elephant in the room. Maybe worse, they see it but perpetuating the problem serves their interests best.
> Read More
Technically Speaking: “Pet Rocks” & Other Signs Of A Rich Market
Written by Lance Roberts | Aug 24, 2021Recently, an NFT pet rock was sold for 6-figures. These types of behaviors are just the latest sign of exuberance and “rich” markets. We examine valuations, history and eventual outcomes.
> Read More
Fastest Bull Market In History As S&P 500 Doubles.
Written by Lance Roberts | Aug 23, 2021From the pandemic lows, the S&P 500 has experienced the fastest bull market in history. The question from a historical perspective is “what happens next?”
> Read More
Did The Fed’s Monetary Policy Experiment Just Fail?
Written by Lance Roberts | Aug 20, 2021Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.
> Read More
WWBD? What Would Bob Farrell Do? Part II
Written by Michael Lebowitz | Aug 18, 2021This article explores Bob Farrell’s ten commandments and importantly contemplates them in today’s environment to remind us of the potential risks.
> Read More
Technically Speaking: 6-Positive Market Months. What Happens Next?
Written by Lance Roberts | Aug 17, 2021The market has been positive 6-months in a row. Such tends to be one of the longer stretches without a market decline of 5-10%.
> Read More
When Is The Next Bear Market? 3-Things Will Tell You
Written by Lance Roberts | Aug 16, 2021The question I get most often is “when is the next bear market?” There are three specific items that tend to predict bear markets and recessions with some accuracy.
> Read More