by Lance Roberts | Jul 23, 2019 | alerts, Real Investment Advice, Uncategorized
Over the last couple of weeks, I have laid out the bull and bear case for the S&P 500 rising to 3300, and the case for the Fed to cut rates. In summary, the basic driver of the “bull market thesis” has essentially come down to Central Bank policy. This...
by Lance Roberts | Jul 17, 2019 | alerts, Markets/Economy, Real Investment Advice
On Wednesday, Jerome Powell testified before Congress the U.S. economy is “suffering” from a bout of uncertainty caused by trade tensions and slow global growth. To wit: “Since [the Fed meeting in mid-June], based on incoming data and other developments, it appears...
by Lance Roberts | Jul 17, 2019 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s newsletter, I laid out the bull and bear case for the S&P 500 rising to 3300. In summary, the basic driver of the “bull market thesis” essentially boils down to Central Bank policy, as noted by the WSJ yesterday: “U.S. indices hit record...
by Lance Roberts | Jul 9, 2019 | alerts, Real Investment Advice, Uncategorized
With June now officially in the books, we can take a look at our long-term monthly indicators to see what they are telling us now. Does the recent breakout to “all-time highs” mean the bull market is finally back? Or, is this breakout doomed to failure as...
by Lance Roberts | Jul 2, 2019 | alerts, Real Investment Advice, Uncategorized
For the fifth time, since the end of 2017. the market hit an all-time high. Each previous all-time high has led an almost immediate sell-off. Will this time be different? This was the question I asked last Tuesday: “Such is the belief currently which is being...
by Lance Roberts | Jun 29, 2019 | alerts, Markets/Economy, Real Investment Advice
Review & Update The “Art Of The Deal” vs. The “Art Of War” Margin Debt & Market Reversions 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Review & Update On Thursday and Friday, the markets mustered a “Pre-G20...
