Traders Are Pushing Oil, Rates & The Dollar. Are They Right?
Written by Lance Roberts | Oct 15, 2021With inflation fears getting stoked by the mainstream media, traders are pushing oil, interest rates,…
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What Causes “Transitory” Inflation to Become “Persistent”?
Written by Michael Lebowitz | Oct 13, 2021How can “transitory” inflation become persistent? This article puts you in the shoes of a CEO to help answer the question.
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Technically Speaking: Is The Risk Of A Bigger Correction Over?
Written by Lance Roberts | Oct 12, 2021Is the risk of a more significant correction over now that the expected 5% decline…
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The 5000-Year View Of Rates & The Economic Consequences
Written by Lance Roberts | Oct 11, 2021Previously we discussed Modern Monetary Theory (MMT) and its one limitation of inflation. However, as is always the case when “theories” collide with “reality,” the tenants of the theory are quickly discarded.
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Why We Aren’t Repeating The Roaring 20’s Analog
Written by Lance Roberts | Oct 8, 2021No. We are not repeating the “Roaring 20’s” analog. Ben Carlson had a recent post…
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The Fed Must End Its Love Affair With The Markets.
Written by Richard Rosso | Oct 7, 2021The Fed must end its long-running love affair with the markets. It needs to be…
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Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run?
Written by Michael Lebowitz | Oct 6, 2021In this article, we explore a few essential factors that tend to dictate bond yields in hopes of better assessing if bonds are a buy or not.
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Technically Speaking: Bears Gain Control As Market Fails Resistance
Written by Lance Roberts | Oct 5, 2021With yesterday’s rout, the “bears” gained control of the narrative as the market failed at…
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Is the “Best Way To Invest” Always The Best Way?
Written by Lance Roberts | Oct 4, 2021Is the “best way to invest” as noted by academic research always the best way to invest. Or do different times call for different approaches?
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S&P 500 Monthly Valuation & Analysis Review – 09-30-21
Written by J. Brett Freeze | Oct 3, 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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The Debt Ceiling Non-Crisis & Why Rates Will Fall.
Written by Lance Roberts | Oct 1, 2021The financial media is rife with misinformation on the debt ceiling and the jump in…
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Ignoring Medicare Open Enrollment Can Cost You.
Written by Richard Rosso | Sep 30, 2021Ignoring Medicare Open Enrollment can cost you. With the Annual Enrollment Period coming, it’s essential…
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Filing For College Aid? Here Are The Mistakes That Will Cost You.
Written by Chris Liebum | Sep 30, 2021October 1st is here and its time to start your College Aid (FAFSA) application. But,…
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China Plays The Long Game While The U.S. Blows Bubbles
Written by Michael Lebowitz | Sep 29, 2021If the U.S. and other countries sit idly by, we may look back at today as a turning point in global economic affairs
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Technically Speaking: Is The Market “Melting-Up?”
Written by Lance Roberts | Sep 28, 2021Is the “market melting-up?” Much ink has gotten spilled on the issue as prices relentlessly rise higher in what investors believe is a “no risk” market.
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Dow 40000 – A Huge Disappointment Of Promises
Written by Lance Roberts | Sep 27, 2021Dow 40000! Yes, it will eventually happen. Such should not be surprising given the massive…
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The Coming “Reversion To The Mean” Of Economic Growth
Written by Lance Roberts | Sep 24, 2021From stimulus boom to income thud, the coming “reversion to the mean” of economic growth is happening faster than economists expected.
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When Will “Transitory Inflation” Overstay Its Welcome?
Written by Michael Lebowitz | Sep 22, 2021Understanding inflation beyond the headlines helps us answer the all-important question: Just how transitory is transitory?
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Technically Speaking: Stocks Bounce Off The Lows. Time To Buy?
Written by Lance Roberts | Sep 21, 2021On Monday the market solidly cracked below the 50-dma as the bulls failed to show. Such was a warning I discussed in “Investors Fail To Buy The Dip,” this past weekend.
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Expecting “Stimulus?” Household Credit Explodes Higher.
Written by Lance Roberts | Sep 20, 2021As stimulus payments ran dry, individuals turned back to spending on credit to make ends meet. Are they more solvent or is it an illusion?
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#MacroView: Deficit Deniers & 40-Years Of Economic Erosion
Written by Lance Roberts | Sep 17, 2021After 40-years of economic erosion, deficit deniers remain. The belief debt and deficits “don’t matter” is only supported by the fact the U.S. economy hasn’t become Weimer, Germany.
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5 Ways To Increase Spending in Retirement
Written by Richard Rosso | Sep 16, 2021The guide to Post-Pandemic Retirement in 2021 is designed to help industry professionals make clear choices in the face of transition whether it’s to retirement or another career.
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David Robertson: The Inelastic Market Hypothesis.
Written by Lance Roberts | Sep 16, 2021The inelastic markets hypothesis provides some very interesting intellectual fodder for investors. At very least, it provides a plausible explanation for why markets have been so incredibly strong despite weak financial performance.
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The Fed Speaks Loudly And Carries a Feather
Written by Michael Lebowitz | Sep 15, 2021Fed members are very vocal about tapering “sooner rather than later.” However, the composition of the FOMC leads one to ignore the hawks.
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Technically Speaking: Too Many Bears Looking For A Correction?
Written by Lance Roberts | Sep 14, 2021Are there too many “bears” looking for a correction. While the markets tend to climb a “wall of worry” there are times they don’t.
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What’s Wrong With Gold? Absolutely, Nothing.
Written by Lance Roberts | Sep 13, 2021Gold. What’s wrong with it? From spiking inflation, falling real interest rates, and massive money printing, it seems logical that gold, a touted inflation hedge, should be rising. Yet, so far this year, gold has done little.
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#MacroView: The Insecurity Of Social Security
Written by Lance Roberts | Sep 10, 2021The latest report from the Social Security Board of Trustees revealed the vast insecurity of the welfare programs and the problem facing retirees.
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Patrick Hill: Can The Fed Achieve Full Employment Without Inflation?
Written by Patrick Hill | Sep 9, 2021Can the Fed achieve full employment without triggering run away surging inflation?
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BLS’ Housing Inflation Measure is Hypothetical Bull****
Written by Michael Lebowitz | Sep 8, 2021Forecasting inflation is much akin to throwing darts. As we discuss, almost a third of the CPI report is not ground in reality.
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Technically Speaking: Wall Street Sets Its Sights On S&P 5000
Written by Lance Roberts | Sep 7, 2021As the market gets more bullish, analysts are now in a foot race to see who can claim the title of S&P 5000 first. The question is will economic growth and earnings disappoint?
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