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U.S. Household Wealth Is In A Bubble – Part 2
U.S. Stocks Are In A Bubble In Part 1 of this series called “Why U.S. Household Wealth Is In A Bubble,” I explained why America’s post-Great Recession wealth boom is driven by a tremendous bubble that...
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It’s Not To Early To Be Late
The golden rule of investing is buy low and sell high. While great advice, it is extremely difficult to accomplish with precision. Because of the perceived impossibility of timing peaks and troughs,...
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The Mirage That Will Be Q2-GDP
Tomorrow, the US Department of Commerce will report its advance estimate of 2Q GDP which will be the long-awaited evidence that “Trumponomics” is working. The current estimates for the initial print...
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The Fallacy of Macroeconomics – RIA Pro
“The hubris in economics came not from a moral failing among economists, but from a false conviction: the belief that theirs was a science. It neither is nor can be one, and has always operated more...
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Everyone Hears The Fed…But Few Listen
Announcing RIA PRO After several long months of research, development and input from our loyal readers and subscribers, we are pleased to announce RIA PRO, a new subscription service by Real Investment...
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Return To Reality – 07-27-18
Market Back To Overbought It Wasn’t All That Seen This Before Sector & Market Analysis – Returns Next Week 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha...
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Facebook Follow-up: Looking At Two Other Tech Darlings
Well, that was fast. I published an article on Monday wondering about Facebook’s valuation, and on Thursday Facebook dropped around 20% in the wake of its Q2 earnings report, putting in the worst day...
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Kass: Tops Are Processes & We May Be In That Process
The Yield Curve Will Likely Invert by November, 2018 Economic growth is less synchronized than the consensus believes On a trending and rate of change basis the economic data is slowing down The Fed’s...
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The Myths Of Stocks For The Long Run – Part IX
Written by Lance Roberts and Michael Lebowitz, CFA of Real Investment Advice Part I – “Buy & Hold” Can Be Hazardous To Your Wealth Part II – Why Crashes Matter & The Saving Problem Part III –...
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Technically Speaking: What Is The “Williams %R”
Earlier this year, I begin penning a series on the technical indicators we use in much of our analysis, both in these weekly “Technically Speaking” posts and in our weekly Real Investment Reports....
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Tariff Turbulence, Mollified Market
The founder who shaped our economic system more than all the others was Alexander Hamilton. Unlike Thomas Jefferson, Hamilton favored an economy based on finance and industry rather than agriculture....
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Are The Market Generals Leading Us To War?
Market Wizards, a best-selling investment book written by Jack Schwager, is a must-read for investors looking to improve their performance. Each chapter of the book provides a biography and an...
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Was Q2-GDP Really All That Extraordinary?
Last week, while I was on vacation, I penned a report prior to the release of the second quarter GDP report in which I noted the following: “Tomorrow, the US Department of Commerce will report its...
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S&P 500 Monthly Valuation & Analysis Review – 07-31-18
J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term...
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Breaking Bad? Technology & Its Transformation
Submitted by David Robertson, CFA Via Arete Asset Management The hit TV series Breaking Bad was compelling for a number of reasons, not least of which was its disarmingly believable depiction of the...
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Emerging Markets: Acting Badly & Getting Cheaper
A version of this article originally appeared in Citywire. Emerging market stocks have lost their luster for US investors in 2018. After gaining more than 35% in 2017, the MSCI Emerging Markets index...
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Weekend Reading: Mathematical Adjustments Don’t Change Reality
Yesterday, I discussed the mathematical adjustment to the GDP calculation that added $1 trillion to economic growth. To wit: “Where did a bulk of the change come from? A change in the calculation of...
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Bulls Make A Charge For The Highs – 08-03-18
Bulls Make A Charge For The Highs Weekly Buy Signal Is In – Don’t Jump All FAANG’ed Up Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking...
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The Myths Of Stocks For The Long Run – Part X
Written by Lance Roberts and Michael Lebowitz, CFA of Real Investment Advice Part I – “Buy & Hold” Can Be Hazardous To Your Wealth Part II – Why Crashes Matter & The Saving Problem Part III –...
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Attention Savers: Yields Are Up
Cash instruments are now paying around 2%, and that’s a boon for savers. The first rule of financial planning is to have a short-term savings account in case of job loss, major health issue, or other...
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