After reviewing BofA’s analysis of a market correction to 3800, we review Ed Yardeni’s analysis of a rally to 4500. Is he correct? We dig into the analysis.
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You can thank the most profitable company in the world for the recovery in corporate profits. More importantly, with asset prices near record highs, just how much are investors willing to pay?
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The latest NFIB survey data clearly shows we are in an economic “recovery” rather than an economic “boom.” The difference is quite important.
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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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Despite such extraordinary circumstances, the level of confidence in economic and market forecasts is remarkably high. Such confidence should be a concern.
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“If everyone sees it, is it still a bubble?” That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen.
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There is a problem of pulling forward sales and revenue when it comes to future outcomes. Once the stimulus gets spent, the void becomes a drag on earnings?
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The always bullish Brian Wesbury at First Trust suggested that based on economic growth stocks are cheap. Is he right or is this just a rationalization?
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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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To make sense of today’s market extremes and prepare for tomorrow we highlight the behavioral traits that drive both greed and fear.
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Learning the “investing laws” from the great investors in history can save us from repeating mistakes. These 50-rules from Doug Kass add to that knowledge
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The argument for increasing the minimum is to create a “livable wage” for those working at that level. However, does that help, or hurt, “the poor?”
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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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There is little argument over stocks being extremely overvalued. However, given that rates reflect economic growth, wages and Inflation, bond prices really don’t get overvalued as they reflect the economy. They are issuing a warning sign.
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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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Crypto may be part of the DeFi future. But its supporters have it backwards. DeFi is the prerequisite, not the result. DeFi is not a matter of technology; it’s a matter of political philosophy.
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Consider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.
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The equity market is bullish about corporate earnings prospects. Bond market yields point to low rates of earnings growth. Which market is right?
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Is This Time Different? Eric Hickman walks through the math of markets, valuations, and dividends pointing out why the stock market’s collapse is near.
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As bullish investors continue to push asset prices higher, forward returns over the next decade continue to fall. We review those theories and realities.
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When discussing valuations it is assumed the “low future returns” means low returns each year. Looking at market cycles we discover that low future returns are caused by nasty bear markets caused by market excesses.
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Last week, I joined Daniel Lacalle to discuss why markets are mistaken in pricing in a “massive” economic expansion.
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During a recent CNBC interview, Jeremy Siegel suggested stocks could rise another 30% before the boom ends. Just when it seems like “euphoria” can’t get much more “euphoric,” every bullish guest in the financial media attempts to “out bull” the previous
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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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Target Date mutual funds, used primarily in retirement plans, do not account for market conditions and therefore put your wealth at risk.
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Recently, BofA published a research note suggesting the market could drop nearly 10% to 3800. We review the market and find it could be more. Such is why we took profits yesterday.
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PRINTER FRIENDLY VERSIONThere is no way this bull market doesn’t end very badly. We all…
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The debate between inflation and deflation/disinflation is inherently uncertain. Not only are the assumptions behind each case credibly at risk of being invalidated, but the narratives behind each case are also inherently unpredictable.
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In December of 2019, I wrote about Dimon’s delusional view of economic realities. In 2021, after another bailout, his views remain detached from what the vast majority of American’s experience.
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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
