S&P 500 Monthly Valuation & Analysis Review – 02-28-21
Written by J. Brett Freeze | Feb 28, 2021S&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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Shedlock: Spending Surge Coming With More Stimulus Money
Written by Mike Shedlock | Feb 27, 2021Stimulus continues to flood the system and spending surged. With another package on the way, free money doesn’t solve long-term problems.
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Seth Levine: Using Gamestop To Uncover Biases
Written by Seth Levine | Feb 27, 2021The Gamestock trading saga triggered many theories about what went wrong in the system, however, it can serve as a lesson to check our biases.
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#MacroView: Powell Changes The Rules On QE.
Written by Lance Roberts | Feb 26, 2021The markets took a tumble to start this week as rising interest rates and inflationary pressures begin to weigh on the “bullish dream.” Those worries quickly diminished as Jerome Powell changed the rules to reassure Wall Street that “QE” is here to stay.
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#WhatYouMissed On RIA This Week: 2-26-21
Written by Lance Roberts | Feb 26, 2021Here 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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Outliers: Four Ways They Can Change Our Lives (Part 1)
Written by Richard Rosso | Feb 25, 2021The pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.
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Will “Go Crazy” Drive The Bear Out Of Hibernation?
Written by Michael Lebowitz | Feb 24, 2021For a market riding high on the back of excessive monetary policy, a “go crazy” situation might awaken the hibernating bear.
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Technically Speaking: Blowing Up The “Everything Bubble”
Written by Lance Roberts | Feb 23, 2021The problem facing the Fed is a sharp rise in interest rates, due to spiking inflation from the stimulus, which risks blowing up the everything bubble.Blow
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The Only Reason To Be “Bearish” Is “No One Is Bearish”
Written by Lance Roberts | Feb 22, 2021A recent Bank of American fund manager survey found that the majority of investors believe there is no reason to be “bearish.” With investors “all in the pool,” maybe that is a reason to start being more “bearish.”
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Will The Economy Replace Ten Million Jobs By 2022?
Written by Patrick Hill | Feb 21, 2021A look at the many obstacles that lie in the way of the economy creating 10 million new jobs by the beginning of next year.
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The Two Pins That Will Pop The Stock Market Bubble
Written by Lance Roberts | Feb 19, 2021Yes. We are in a stock market bubble. The only question is what will be the issue that eventually pops it? From our perspective there are two pins to this bubble: inflation and rates.
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#WhatYouMissed On RIA This Week: 2-19-21
Written by Lance Roberts | Feb 19, 2021Here 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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Eric Hickman: 4th-Wave Of COVID-19 Will Push Rates To Zero
Written by Lance Roberts | Feb 18, 2021The economic effects from COVID-19 will be devastating. Stock and asset prices will fall dramatically and will take years to recover.
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Bye Bye Brokers, Hello Blockchain Technology
Written by Michael Lebowitz | Feb 17, 2021By reducing the role of intermediaries, blockchain technology can reduce asset transaction costs and risks to the benefit of all citizens.
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Technically Speaking: Howard Marks On Speculative Manias
Written by Lance Roberts | Feb 16, 2021Howard Marks is revered as an investing legend as his knowledge and understandings of markets and investor behavior has led to his exceptional success. His views fit well with the speculative mania we see in the markets currently.
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Powell Is Wrong. More Stimulus Won’t Create Employment
Written by Lance Roberts | Feb 15, 2021Stimulus, mainly when it comes from debt, does not create organic economic growth. In the second part of this analysis, we delve into why Powell is wrong when he says more stimulus will solve the employment problem.
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#MacroView: Why Stimulus Doesn’t Lead To Organic Growth
Written by Lance Roberts | Feb 12, 2021There is a growing consensus in Washington the only way to fix the worst economic downturn in more than 70 years is by giving out more free money. However, the reason the previous programs failed is the stimulus doesn’t lead to organic growth.
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#WhatYouMissed On RIA This Week: 2-12-21
Written by Lance Roberts | Feb 12, 2021Here 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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David Robertson: Millennials Are Mad As Hell.
Written by Lance Roberts | Feb 11, 2021The recent Gamestop saga simply revealed the underlying problem with the wealth gap and the Millennial generation. They are “mad as hell.”
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Covid-19 and Women’s Finances: 4 Money Ideas.
Written by Richard Rosso | Feb 11, 2021Richard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts of Covid-19 from job loss to taking control.
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Can The Fed Both Tap On The Brakes and Floor The Gas?
Written by Michael Lebowitz | Feb 10, 2021The Federal Reserve may be forced to tighten monetary policy shortly, all the while they are easing policy on a massive scale.
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Technically Speaking: COT – Dollar & Rates Issue A Warning
Written by Lance Roberts | Feb 9, 2021The signs of market exuberance did not diminish during the recent correction. With the market well ahead of fundamentals, as money continues to chase performance, the “risk” remains elevated. The dollar and rates are sending a warning.
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Extraordinary Popular Delusions & The Madness Of Crowds
Written by Lance Roberts | Feb 8, 2021No matter where you look in the market, there are signs of exuberance. As we discussed previously, stock market bubbles are about psychology. Throughout history, bubbles have been a function of the extraordinary popular delusions and the madness of crowds.
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Market Review: Bull Mania & The Charge Of The Light Brigade
Written by Lance Roberts | Feb 5, 2021A market review seems appropriate as the bulls seem to remain bulletproof even as the mania grows. From excess speculation to record low cash levels it reminds of the “Charge Of The Light Brigade.”
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#WhatYouMissed On RIA This Week: 2-05-21
Written by Lance Roberts | Feb 5, 2021Here 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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Blackbeard Research: Misunderstood Dynamics Of Negative Yields
Written by Guest Author | Feb 4, 2021The Misunderstood Dynamics Of Negative Yields. Blackbeard Research delves into the differences between “money” and “currency.”
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The Game Stop Fairy Tale And Its Lesson
Written by Michael Lebowitz | Feb 3, 2021We tell the story of GME because it’s fascinating and important. It also holds an important lesson about the level of speculation the Fed is fostering.
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Technically Speaking: Is A Larger Correction Coming?
Written by Lance Roberts | Feb 2, 2021The correction last week fell in line with our short-term warning signals and our previous risk reduction. Is it over? Or, is there a larger correction coming?
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The Fed, Zombies, & The Pathway To Japanification
Written by Lance Roberts | Feb 1, 2021The “moral hazard” fostered by the Fed’s ongoing monetary interventions has created an economy fraught with zombies and a pathway to “Japanification.”
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S&P 500 Monthly Valuation & Analysis Review – 01-31-21
Written by J. Brett Freeze | Feb 1, 2021S&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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