Fear and Greed: An Investors Two Worst Enemies
Written by Michael Lebowitz | Jan 26, 2022Over the past two years, investors have had to balance fear and greed amidst market,…
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Grantham: We’re In An Epic Bubble
Written by Lance Roberts | Jan 25, 2022Jeremy Grantham recently made headlines with his latest market outlook titled “Let The Wild Rumpus…
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Rate Hikes: The Fed Won’t Hike Nearly As Much As Expected
Written by Lance Roberts | Jan 24, 2022Rate hikes will be far fewer than the markets currently expect. Currently, with inflation pushing…
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Wage Increase – The Good, Bad, & Ugly
Written by Lance Roberts | Jan 21, 2022Wage increases are undoubtedly good for workers. However, as we will explore, wage increases are…
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Consumer Spending Decline Makes A Recession More Likely
Written by Patrick Hill | Jan 20, 2022With inflation on the rise and the Fed getting set to taper QE, Patrick Hill warns readers a volatility storm may be on the horizon.
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Instability or Inflation, Which Will the Fed Choose?
Written by Michael Lebowitz | Jan 18, 2022Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to…
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Market Selloff Into January
Written by Lance Roberts | Jan 18, 2022The market selloff into January rattled investors as concerns of “So Goes January, So Goes…
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David Robertson: Market Review And Update Q4-2021
Written by Lance Roberts | Jan 17, 2022Market review Q4-2021: The low-rate conundrum Back in the mid-2000s, then-Fed chair Alan Greenspan remarked…
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“Don’t Fight The Fed”
Written by Lance Roberts | Jan 14, 2022“Don’t Fight The Fed.” But, unfortunately, that mantra has remained a “call to arms” of…
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Want Double-Digit Returns? Hold Cash.
Written by Richard Rosso | Jan 13, 2022So, you want double-digit returns in 2022? Hold cash. Sounds crazy, I know. Especially today…
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2022 Investment Outlook Part 2 – Stocks & Bonds
Written by Michael Lebowitz | Jan 12, 2022Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What…
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“Passive ETFs” Are Hiding The Bear Market
Written by Lance Roberts | Jan 11, 2022Passive ETFs are hiding a bear market in stocks. That may sound like a strange…
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Speculative Mania – Was 2021 The Peak?
Written by Lance Roberts | Jan 10, 2022“Speculative” is a word that aptly sums up the year 2021. The question that remains,…
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New Year “Investor” Resolutions For 2022
Written by Lance Roberts | Jan 7, 2022Here are my New Year “investor” resolutions for 2022. Like all resolutions made at the…
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2022 Outlook Part 1 – Tailwinds Shift To Headwinds
Written by Michael Lebowitz | Jan 5, 2022The first part of our 2022 outlook looks through the front windshield and contrasts 2021s…
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Market Outlook For 2022 – Risks To The Bullish Thesis
Written by Lance Roberts | Jan 4, 2022The market outlook for 2022 remains bullish, as Wall Street veterans suggest that Fed tightening…
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Small Caps Could Be In Trouble In 2022
Written by Lance Roberts | Jan 3, 2022“Small caps,” or small-capitalization companies, could be in trouble next year if signs from the…
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S&P 500 Monthly Valuation & Analysis Review – 12-31-21
Written by Lance Roberts | Jan 2, 2022S&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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Absolute Returns Or Relative – There Is A Difference
Written by Lance Roberts | Dec 28, 2021Absolute vs. relative returns? There is a very important difference. Most investors say they want…
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Five of the Best Money Ideas for 2022
Written by Richard Rosso | Dec 23, 2021When I query my Magic 8 Ball about major financial decisions, it rarely disappoints. Frankly,…
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MMT’s Fatal Flaw: Political Willpower
Written by Michael Lebowitz | Dec 22, 2021MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows the government to…
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The Biggest Risk To Stocks Is Not The Fed
Written by Lance Roberts | Dec 21, 2021The biggest risk to stocks is not the Fed. Over the next few months, you…
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Bull Markets & Why We Repeat Our Mistakes
Written by Lance Roberts | Dec 20, 2021During bull markets, investors have a concise memory of previous bear markets. Such is why,…
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Going To Cash Can Be As Costly As A Market Crash
Written by Lance Roberts | Dec 17, 2021Going to all cash in your portfolio to avoid a crash can be just as…
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Dollar Appreciation Threatens the Global Economy
Written by Michael Lebowitz | Dec 15, 2021The Fed’s liquidity fire hose supported the massive government fiscal response to Covid. Through unprecedented…
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“Wipe Out” Below The Calm Surface Of The Bull Market
Written by Lance Roberts | Dec 14, 2021“Wipe Out” is an appropriate description of what is happening beneath the calm surface of…
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CNBC Index Of MoMo Stocks A Sign Of Exuberance
Written by Lance Roberts | Dec 13, 2021“CNBC is launching a new index focusing on younger people, younger workers, and younger investors….
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A Liquidity Crunch & Volatility Surge is Coming in 2022
Written by Patrick Hill | Dec 12, 2021With inflation on the rise and the Fed getting set to taper QE, Patrick Hill warns readers a volatility storm may be on the horizon.
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The Market Is Disconnected From Everything
Written by Lance Roberts | Dec 10, 2021The market is disconnected from everything. Throughout history, there are correlations you would expect to…
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Why Conversations About Money Are The Greatest Gifts.
Written by Richard Rosso | Dec 9, 2021I own the first edition of Works of Washington Irving (circa 1900), published by T.Y….
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