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Did The Fed Over-React To A “Natural Disaster?”

By Lance Roberts, May 18, 2020

There are two different types of "recessionary" events that occur throughout history. "Business...

Stuck In The Middle As Seasonal Sell Signals Trigger

By Lance Roberts, May 16, 2020

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...

Relative Value Sector Report 5/15/2020

By Michael Lebowitz, May 15, 2020

The Weekly Relative Value Sector...

#MacroView: Why Siegel Is Wrong About End Of Bond Bull Market

By Lance Roberts, May 15, 2020

Jeremy Siegel, will likely be proved wrong about the end of the "40-year bond bull" market. History...

What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 05-15-20

By Lance Roberts, May 15, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs,...

Negative Rates Are Not An Option

By Mike Shedlock, May 14, 2020

Negative rates are not an option. That was Fed Chair Jerome Powell's point as he reiterated the...

Putting A Price on the S&P 500

By Michael Lebowitz, May 13, 2020

Jerome Powell recently said: "both the depth and duration of the economic downturn are...

Selected Portfolio Positions Review: 05-13-20

By Lance Roberts, May 13, 2020

Each week we produce a chart book of 10-selected portfolio positions to review in our equity model....

Sector Buy/Sell Review: 05-12-20

By Lance Roberts, May 12, 2020

Each week we produce a Sector Buy Sell chart book of the S&P 500 sectors to review where money...

Economically Speaking: The Stock Market Is Not The Economy?

By Lance Roberts, May 12, 2020

While investors cling to the "hope" that the Fed has everything under control, there is more than a...

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