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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Since the financial crisis in 2008, extraordinary monetary policies have been in place to prevent an ugly and debilitating decline in economic growth. Despite such policies, and because of them, growth has remained below par while inflation remains quiescent.
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The two stock market sentiment anomalies of a stock surge and overly exuberant sentiment have increased the probability of a correction near term.
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Jim Bianco at Bianco Research shares his views on the great inflation debate. When it will come, how big it will be, and when the Fed will hike
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We are in the throes of Medicare open enrollment season. What is the Great Medicare Mistake? Let’s explore what it is and how to avoid it.
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We have recently written a couple of posts about the “exuberance” that has invaded the market since the election. Such is often seen near short- to intermediate-term peaks in markets as investors go “all-in” without a net.
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“The stock market is not the economy.” Such has been the “Siren’s Song” of investors. Given corporations derive their revenue from economic activity, the “Buffett Indicator” suggests investors may be walking into a trap.
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Pfizer announced a potential vaccine for COVID-19 that was 90% effective. While a “vaccine” will eventually come to the market, it will only ensure a return to the “New New Normal.”
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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.
>> Read More
The Premature Vaccine Rally To Soon Fizzle The stock market rally after Pfizer announced that…
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Investing is incredibly hard. Mapping observations to security price movements are complex. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task.
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Equity valuations are not reflective of future weak economic and earnings growth rates and, as such, appear far too high.
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In this past weekend’s newsletter, we discussed the exceedingly deviated price and overbought conditions. When we combine the technical backdrop with the “bulls going ballistic,” it once again makes sense to reduce risk in our portfolios.
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“The stock market is not the economy.” Such has been the “Siren’s Song” of investors. Given corporations derive their revenue from economic activity, the “Buffett Indicator” suggests investors may be walking into a trap.
>> Read More
I recently discussed the “Importance of Recessions” and how “Rescues Ruining Capitalism.” While the data is clear that ongoing stimulus programs lead to weaker economic growth and rising wealth gap, is the Fed stuck with “forever stimulus?”
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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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A perfect economic storm for the housing debt bubble is gathering strength from the health, social and financial forces identified in this article
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What started in 1992 as a seemingly noble idea to shrink the wealth gap and income disparity now quite clearly has only made the problem worse.
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I posited a potential bullish run on the S&P index to 3750. For that to occur, several things would have to happen. One of those was a “vaccine.” Yesterday, the market surged higher on just that. With the markets now extremely overbought, what now?
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In the financial markets, our job as investors is to weigh the evidence and monitor the investment risks which could reduce our capital. However, at the peak of bull market cycles, investors begin to ignore evidence at their own peril.
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A recent WallStreet Journal article touched on the subject of how the ongoing bailouts and rescues are ruining capitalism. We dig deeper into the issue to understand why.
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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.
>> Read More
While the recent drop in unemployment claims was celebrated by the markets and media, it shouldn’t have been. The drop in unemployment claims occurred for the wrong reason.
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I recently joined my friend, Sara Grillo, for a conversation about capitalism, and whether we are still a capitalist nation.
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As we observe rising levels of geopolitical tensions, wealth and income divergence, and civil unrest, it should be evident the cobra effect is in play.
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There are four possible post-2020 election outcome scenarios which will determine the direction
of the US stock market through November 2022.
Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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We have no idea what will come of this election. Neither does anyone else. Therefore, we review the investing rules to navigate a potentially contested election outcome over the next month.
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One of the most recent mantras in the financial media is that housing prices rise because there is an inventory shortage. While it is an excellent headline for “getting clicks,” the reality is there is “no” housing shortage.
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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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