Invest
— Invest · 7 years ago
Our Triple-C Rated Economy: Complacency, Contradictions, and Corona
The Fed and markets are confident and complacent despite a laundry list of risks and problems that are only getting bigger.
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lance roberts
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Invest
PRO BLOG
— PRO BLOG · 7 years ago
Special Report: S&P 500 Plunges On Coronavirus Impact
Dow plunges 1,000 points on coronavirus fears, 3.5% drop is worst in two years “Stocks fell sharply on Monday as the number of coronavirus cases outside China surged, stoking fears of a prolonged global economic slowdown from the virus spreading.“ – CNBC According to CNBC’s logic, the economy was perfectly fine on Friday, even though […]
Invest
— Invest · 7 years ago
Technically Speaking: Markets Start To Price In “Viral Impacts”
On Monday, the market suffered the sharpest one day decline we have seen since 2018. Is this another "buy the dip" opportunity or is it a bigger correction in the making? The question is now that the markets have woken up to the coronavirus how much has been priced in?
PRO BLOG
— PRO BLOG · 7 years ago
Intermarket Analysis & Review: 02-20-20
We are adding a NEW REPORT we will be rotating on Thursday’s which looks at the intermarket analysis between various asset classes, commodities, rates, and currency. The goal is to identify opportunities in areas which may be breaking historical correlations, or are confirming changes in trends. What Is Intermarket Analysis? Intermarket analysis is a method […]
Financial Planning
— Financial Planning · 7 years ago
6 Considerations for Long-Term Care Coverage.
Retirement care analysis is a deep dive into the overall retirement planning process. Unlike income planning, retirement care planning requires us to face our inevitable physical limitations and the toll it can have on personal finances along with the negative ripple effects on wealth and health of loved ones.
PRO BLOG
— PRO BLOG · 7 years ago
Sector Buy/Sell Review: 02-18-20
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]
PRO BLOG
— PRO BLOG · 7 years ago
Major Market Buy/Sell Review: 02-17-20
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks, as a whole, tend to rise and fall with the overall market. Therefore, if we get the short-term trend of the market right, our […]
PRO BLOG
— PRO BLOG · 7 years ago
McDonald’s, Not A Shelter In The Coming Storm
Like KO, we are not making a recommendation on MCD as a short or a sell candidate, but by our analysis, MCD stock appears to be trading at a very high valuation.
PRO BLOG
— PRO BLOG · 7 years ago
Selected Portfolio Position Review: 02-12-2020
Each week we produce a chart book of 10 of the current positions we have in our equity portfolio. Specifically, we are looking at the positions which warrant attention, or are providing an opportunity, or need to be sold. While the portfolios are designed to have longer-term holding periods, we understand that things do not […]