Will more fiscal stimulus really cure what ails the economy? Or, will more debt, bigger deficits, and more spending, continue to lead us down the same path we have seen over the last three decades.
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As we prepare to wrap up the year, 2020 will go down in the record books as a year of the “unexpected.” While no one expected the world to be besieged by a raging pandemic, equally no one expected the year to end in a “speculative mania.”
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In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.
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Janet Yellen’s appointment to Treasury Secretary under Biden is no surprise. It was what the markets already suspected, an “arranged marriage” to the Fed.
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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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If you’re worried about taxes (and who isn’t?), consider these ideas for 2020 and beyond. The RIA annual tax planning guide has lot of helpful tips.
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Judah Spinner discusses what defines a “wonderful business,” and how investors should approach the investing process to achieve long-term success/
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Current stock valuations imply the economy will expand at a faster rate than the prior expansion. History and math imply something else. Which is right?
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As we start moving into the last two weeks of the trading year, investors everywhere are hopeful that “Santa Claus” will visit “Broad & Wall.”
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The “rationalization” that low rates justify high valuations is but one of several arguments used to justify overpaying for value in a late-stage bull market. But is it true?
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It’s that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately, each year these overly optimistic estimates are ground down reality disappoints fantasy. 2021 may be much weaker than expected.
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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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Working from home is will result in significant headwinds for the commercial office real estate for at least the next several years.
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Research of the three prior Bullish Sentiment Anomaly occurrences since 2017 indicates a 100% probability the S&P will be down, and the VIX up, by year-end.
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Of the stories being told to justify extreme equity valuations, low interest rates are among the more popular, but it only tells half of a story.
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Technically speaking, margin debt has been fueling the market as the recent mania has driven markets to record highs. However, therein also lies the risk of the next correction.
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Ed Yardeni view of another “Roaring 20’s” is full of “bullish optimism,” however, there are significant fundamental problems with his view. The economic, debt, and technological backdrop are starkly different. Here’s why.
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The rally in energy companies is likely premature. To understand why such may be the case, we have to review a bit of history.
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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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Popularity, narratives, hype, and advertising dollars are now the predominant driving force for many investors, old and young.
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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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Is everything “priced in?” Investors have gone “all in” with a disregard for caution. But with markets extended and overvalued what should investors do now?
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It is hoped that a “vaccine” will lead to explosive rates of economic growth finally curing the problems that have plagued the “value” trade over the last decade. We suspect that will not be the case.
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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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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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