MarketWatch discussed with George Soros why he no longer participates in the “bubble.” The foundation of his argument comes from his previous work in “Alchemy of Finance” and more importantly the “theory of reflexivity.”
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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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Government spending comes at a cost in the future. The effects of the rest of the economy are likely to hit much sooner. The bottom line- the recession or depression will have a lasting and negative effect on growth for years to come.
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While the bulls have set S&P targets to 3750 over the next 12-months while bearish signals persist. For investors it will be the difference in determining the “light” from the “train.”
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There has been much discussion about the surge in the 5-largest mega-cap stocks driving the Nasdaq to record highs. Is the bullishness in the markets justifiable, or is it willful blindness?
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Investors should appreciate that the emanation of inflation is probably one of the relatively few big turning points that can materially affect wealth distribution.
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Employment rose by 1.8 million in July, nearly in line with the economic consensus. However, looking below the headlines the report was not nearly as strong as it seems.
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A CNBC article states the Fed is expected to make a major commitment to ramping up inflation. While the Fed may want inflation, their very actions continue to be deflationary.
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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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The Monday Market Blues is not just a common gripe but a real phenomena in the markets. Monday’s, far and away, as we show are the worst performance day of the week.
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Markets are more fragile today because of a hovering Fed parent, shielding investors from every hazard. The second and third-order effects continue to evolve, but the volatility in the first quarter offered a glimpse of disturbing possibilities.
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As discussed in Is It Insanely Stupid To Chase Stocks, the market has gotten quite ahead of the fundamentals as money continues to chase performance. In the Q2-2020 review of Committment Of Traders report (COT) we can see how positioning has moved back to extremes.
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Safety, Liquidity, Or Return. Why Cash Is An Important Hedge.With markets detached from underlying economics, the speculative risk in stocks has risen.
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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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What few seem to realize is that the proliferation of options trading has created a new market dynamic. Do investors realize they are skiing into an avalanche?
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Could a universal basic income could permanently make U.S. economy trillions of dollars larger. While such socialistic policies sound great in theory, history, and data, show it isn’t the economic savior it is touted to be.
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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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Roughly 130 million people are receiving some form of pandemic aid. Those with no pay or little pay will be hammered this week as benefits run out.
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Consumers play an important role in driving economic growth. Can they recover and bail out the economy?
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The Federal Reserve is having a major impact on market prices and by default warps and deforms traditional signals that markets send.
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As July comes to an end, should we be looking for a sellable rally to reduce risk? The failure of the market to “breakout” of the June highs says we should.
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Despite the surging stock market from the March lows, trillions in liquidity support from the Fed, retirement confidence declined.
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There has been a growing concern over Technology stocks as investors “Party Like It’s 1999.” While no two periods are the same, the outcomes often are.
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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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Market’s postmodern mind. Understanding human behavior can be helpful in assessing and anticipating market moves and investing better.
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Lacy Hunt at Hoisington Management explains the deflationary consequences of the current global situation in its Second Quarter 2020 Review. Hunt commented on the four economic challenges central bankers face in a globally synchronized recession.
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“Volatility” is a pedestrian word on Wall Street. Traders, investors, and the media throw it around as if everyone understands its financial definition. What matters, of course, is outcome
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Options risk in the stock market? Over the past two years there has been a growing interest in “options gamma” in the markets.
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In this edition of “Technically Speaking” we analyze the 15-bullish beliefs (or not) currently supporting the market. Is this time different? Or should investors be concerned?
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The “Pavlovian” response to the massive monetary interventions by the Fed has pushed “risk-taking” to extremes. Unfortunately, the odds are stacked against investors in a post-COVID economy.
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