HOW TO READ THE MAJOR MARKET BUY-SELL REVIEW 08-31-20 There are three primary components to each...
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Rationalization: Low Rates Justify High Valuations
The "rationalization" that low rates justify high valuations is but one of several arguments used...
Winter Is Coming. Is It Time For “Value” To Shine?
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: A Tale Of Two Bull Markets
It's a "Tale Of Two Bull Markets." I review the major markets and sectors from a longer-term...
#WhatYouMissed On RIA This Week: 08-28-20
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs,...
Shedlock: How Overstated Are New Home Sales?
Just how overstated are new home sales? Year-to-date new home sales total 450,000. That is the 6th...
Sector Buy/Sell Review: 08-25-20
HOW TO READ THE SECTOR BUY/SELL REVIEW: 08-25-20 Each week we produce a “Sector Buy/Sell...
Technically Speaking: Why This Isn’t 1920. Valuations & Returns
Recently, Ed Yardeni suggested that 2020 looked a lot like 1920. Could we in for a melt-up? Maybe....
Major Market Buy-Sell Review: 08-24-20
HOW TO READ THE MAJOR MARKET BUY-SELL REVIEW 08-24-20 There are three primary components to each...
The 4% Rule Is Dead. What Should Retirees Do Now?
The 4% rule is dead. Retirees have long counted on being able to retire and take out 4% each year....
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