The "Pavlovian" response to the massive monetary interventions by the Fed has pushed "risk-taking"...
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Stocks Struggle As The Bull Market In Virus Cases Rises
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: Value Is Dead. Long Live Value Investing
The rotation from "growth" to "value" is inevitable. It will occur against a backdrop of...
#WhatYouMissed On RIA This Week: 07-17-20
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs,...
Shedlock: Millennial Renters Abandon Their Home Buying Plans
Many renters who were in the market to buy a home pre-Covid just threw in the towel. 43% of...
Selected Portfolio Positions Review: 07-15-20
In this week’s selected portfolio positions review (07-15-20), we want to review a few of the...
Passive Fingerprints Are All Over This Crazy Market
The popularity of passive investment strategies has grown markedly over the last thirty years....
Sector Buy/Sell Review: 07-14-20
Each week we produce a “Sector Buy/Sell Review” chart book of the S&P 500 sectors...
Technically Speaking: “Golden Cross” Arrives, Are The Bulls Safe?
The "Golden Cross" arrives, but are the bulls safe? With markets facing one of worst earnings...
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