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All Inflation Is Transitory. The Fed Will Be Late Again. 04-30-21
In this issue of “All Inflation Is Transitory, The Fed WIll Be Late Again.“ Market Review And Update All Inflation Is Temporary The Fed Should Be Hiking Now Portfolio Positioning #MacroView: No. Bonds...
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S&P 500 Monthly Valuation & Analysis Review – 04-30-21
S&P 500 Monthly Valuation & Analysis Review – 04-30-21 Also, read our commentary on why low rates don’t justify high valuations. J. Brett Freeze, CFA, founder of Global Technical Analysis. Each...
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Technically Speaking: Doug Kass’ 50-Laws Of Investing
Over the years I have published numerous articles with “investing laws” from some of the great investors in history. These laws, or rules, are born of experience, tested by markets, and survived time....
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Noah Didn’t Yield To FOMO, Neither Should You
Noah didn’t yield to FOMO, neither should you. “In the beginning, God created the heavens and the earth” reads the first sentence of the bible. Later in the book of Genesis, God created cycles. “Then...
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#WhatYouMissed On RIA This Week: 05-07-21
What You Missed On RIA This Week Ending 05-07-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If...
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#MacroView: Are Stocks Cheap, Or Just Another Rationalization?
Are stocks “cheap,” or is this just another bullish “rationalization.” Such was the suggestion by the consistently bullish Brian Wesbury of First Trust in a research note entitled “Yes, Stocks Are...
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Poor Jobs Report Gives Bulls A Reason To Charge 05-08-21
In this 05-08-21 issue of “Poor Jobs Report Gives Bulls A Reason To Charge.“ Market Review And Update Peak Earnings Bonds Aren’t Buying It Portfolio Positioning #MacroView: No. Bonds Aren’t...
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The Problem Of Pulling Forward Sales & Revenue
There is a problem of pulling forward sales and revenue when it comes to future outcomes. Currently, analysts are incredibly exuberant about earnings for the S&P 500 index. In just the last month,...
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Technically Speaking: If Everyone Sees It, Is It Still A Bubble?
“If everyone sees it, is it still a bubble?” That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen. As...
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Soar Above Overconfidence To Fortify Your Wealth
Soar Above Hubris and Overconfidence To Fortify Your Wealth “Neither Bull nor Bear“ A growing deflationary hurricane is churning off the coast. At the same time, a massive inflationary warm front is...
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#WhatYouMissed On RIA This Week: 05-14-21
What You Missed On RIA This Week Ending 05-14-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If...
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#MacroView: NFIB Data Says It’s Only An Economic Recovery
The recent NFIB survey suggests we are only in an economic recovery, not an expansion. Such was a point I made with Daniel Lacalle in a recent podcast. While the mainstream media overlooks the NFIB...
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Despite Surging Inflation, The Bulls Shake Off Weakness 05-14-21
In this 05-14-21 issue of “Despite Surging Inflation, The Bulls Shake Off Weakness.“ Market Review And Update Rates Doing The Fed’s Work The Fed Will Be Late Portfolio Positioning #MacroView: NFIB...
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The Most Profitable Company In The World
You can thank the most profitable company in the world for the recovery in corporate profits. More importantly, with asset prices near record highs, just how much are investors willing to pay?...
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Technically Speaking: Yardeni – The Market Will Soon Reach 4500
“The strong economic recovery will not get interrupted by inflation or a credit crunch, and the market will soon reach 4,500.” – Ed Yardeni via Advisor Perspectives After discussing BofA’s view of why...
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Foreseeing The “Flation” Knuckleball & Investor Implications
“Flation” Knuckleball. Foreseeing it and the investor implications. In baseball, a knuckleball is a distinctive pitch that only a very few significant leaguers can perfect. The goal of a knuckleball...
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#WhatYouMissed On RIA This Week: 05-21-21
What You Missed On RIA This Week Ending 05-21-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If...
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#MacroView: Confusing Market Crashes & Bear Markets. (Part-1)
Over the long term, confusing market crashes and bear markets can be detrimental to investor outcomes. Yet, this is what Morningstar did recently in discussing the market correction in 2020. To wit:...
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Bulls Buy Stocks, As Fed Starts Talk Of Taper 05-21-21
In this 05-21-21 issue of “Bulls Buy Stocks, As Fed Starts To Talk Taper.“ Market Review And Update Fed Starts To Talk Taper Risk Is Elevated Portfolio Positioning #MacroView: NFIB Data Says It’s Only...
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Technically Speaking: Picking Up Pennies In Front Of A Steamroller
“I take my hat off that you are able to continue picking up pennies in front of a steamroller. Reading your newsletter, I scratch my head in amazement at your ability to increase your exposures in a...
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