by Lance Roberts | Feb 24, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
At the end of January, I wrote a piece titled “This Is Nuts: Why We Reduced Risk” discussing why we took profits in our portfolios. Here is the important point: “When you sit down with your portfolio management team, and the first comment made is...
by Lance Roberts | Feb 22, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Did The Market Just Get Infected? MacroView: Japan, The Fed, & The Limits Of QE Financial Planning Corner: Part 2: Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,...
by Lance Roberts | Feb 18, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
This past weekend, we discussed the breakout to all-time highs as the belief the market is immune to risks, due to the Federal Reserve, has become pervasive. As I quoted: “Yet as a major economic problem looms on the horizon, the cognitive disconnect between...
by Lance Roberts | Feb 15, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Market Believes It Has Immunity To Risk MacroView: Debt, Deficits & The Path To MMT Financial Planning Corner: Why Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,...
by Lance Roberts | Feb 11, 2020 | alerts, Real Investment Advice, Uncategorized
As discussed in the past weekend’s newsletter, we have been laying out the basis for a market correction. What has been most stunning is the rapid reversion in sentiment from “bearishness” this summer, to outright excess “bullishness” in...
