◄ back to all posts

Weekend Reading: Fed Up

Written by Lance Roberts | Feb, 10, 2017
ShareShare on FacebookTweet about this on TwitterShare on LinkedInShare on Google+Email this to someonePrint this page

As discussed yesterday, the markets have been quiet. Too quiet. That makes me worry as generally when volatility resurfaces it has not been kind to investors in the short-term.

But despite the lack of volatility in the market, the S&P eclipsed 2300 yesterday breaking through the psychological barrier on its continued quest towards 2400.

While the market continues to trade on the back of Trump announcements of potential tax reform and support for airlines, the economic backdrop continues to show signs of age.

The important point to note here is the historical deviation between exuberance and economic realities has generally NOT been resolved by reality catching up with fantasy. It has always been the other way around.

This brings me to my interview with Danielle DiMartino-Booth this past week. She and I dig into the economy, the Fed’s missteps, and the realities that currently prevail in the market and the economy. I am sure you will enjoy the interview.

 

(Note: If you order a copy of Fed Up and bring it to the 2017 Economic & Investment Summit on April 1st in Houston, Texas you can have Danielle personally autograph for you. Also presenting Greg Morris, Michael Lebowitz, and Dave Collum.)

In them meantime, here is what I am reading this weekend as I put my “S&P 2300” hat on…for now.


Trump/Economy


Markets/Fed


Favorite / Interesting Reads


“The only thing standing between you and your goal is the Bulls*** story you keep telling yourself as to why you can’t achieve it.” -The Wolf Of Wall Street

Questions, comments, suggestions – please email me.


Lance Roberts

lance_sig

Lance Roberts is a Chief Portfolio Strategist/Economist for Clarity Financial. He is also the host of “The Lance Roberts Show” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter and Linked-In

2017/02/10
◄ back to all posts