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Peak Buybacks? Has Corporate Indulgence Hit Its Limits
Since the passage of “tax cuts,” in late 2017, the surge in corporate share buybacks has become a point of much debate. As I previously wrote, stock buybacks are once again on pace to set a new record...
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The Great LIBOR Liquidation
We are thrilled to introduce Jess L. as a new contributor to RIA. Jess started her career nearly two decades ago as a market maker at Goldman Sachs, followed by a stint at Merrill Lynch. After that,...
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#WhatYouMissed On RIA: Week Of 09-23-19
We know you get busy and don’t check on our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis...
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A “Trade Deal” Is Coming As Trump Needs “Win” For Election: 09-27-19
Market Review & Update Trade Deal Before The Election Trump Looking For An Exit Would A Deal Change Anything? Bear Market Still Coming Sector & Market Analysis 401k Plan Manager Follow Us On:...
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Earnings Season & The Truth About Wall Street Analysis
Earnings results for the third quarter is fast approaching, and investors are getting excited for the “beat the estimate” game where Wall Street continually lowers estimates so companies can beat them....
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Technically Speaking: The Risk To The Bullish View Of Trade Deal
In this past weekend’s newsletter, I discussed the bullish view of a trade deal with China. “Assuming we are correct, and Trump does indeed ‘cave’ into China in mid-October to get a ‘small deal’ done,...
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S&P 500 Monthly Valuation & Analysis Review – 10-1-19
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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A Somewhat Bullish Market Commentary
If we think about the headlines, we’d be in 100% cash but fortunately, we have other things to use – like the market itself. Let’s just put the lead where it should be. Stocks are resilient and...
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QE By Any Other Name
“What’s in a name? That which we call a rose, By any other name would smell as sweet.” – Juliet Capulet in Romeo and Juliet by William Shakespeare Burgeoning Problem The short-term repo funding...
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ESG Investing & The Quest For Sustainability
Almost anywhere you look there is commentary on sustainability. What used to be known fairly narrowly as “socially responsible investing” has now grown into a broad effort captured by the acronym...
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#WhatYouMissed On RIA: Week Of 09-30-19
We know you get busy and don’t check on our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis...
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UNLOCKED: Market Review: The Good, The Bad & The Ugly
, The Good, The Bad & The Ugly The Ugly Not Really Bad, More Okay-ish The Good Hope For More Q.E. Will It Work Next Time The Fly In The Ointment Sector & Market Analysis 401k Plan Manager...
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Technically Speaking: This Is Nuts & The Reason To Focus On Risk
Since the lows of last December, the markets have climbed ignoring weakening economic growth, deteriorating earnings, weak revenue growth, and historically high valuations on “hopes” that more “Fed...
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The Voice of the Market- The Millennial Perspective
“Those who cannot remember the past are condemned to repeat it.” – George Santayana Current investors must be at least 60 years old to have been of working age during a sustained bond bear market. The...
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Will Monetary or Fiscal Stimulus Turnaround the Next Recession?
A recession is emerging with interest rate curves inverted, the end of the business cycle at hand, world trade falling, and consumers and businesses beginning to pull back on spending. The question...
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#WhatYouMissed On RIA: Week Of 10-07-19
We know you get busy and don’t check on our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis...
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Trade Deal Done? Is 3300 The Next Stop For The Market? 10-11-19
Trade Deal Done QE, Not QE, But It’s QE Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Trade Deal Done On Thursday and Friday,...
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Technically Speaking: Bulls Get QE & Trade, Remain “Stuck In The Middle”
“Clowns to the left of me,Jokers to the right, here I am,Stuck in the middle with you” – Stealers Wheels __________________________ The lyrics seem apropos considering we have Trump, China, Mnuchin,...
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In The Fed We TRUST – Part 2: What is Money?
Part one of this article can be found HERE. President Trump recently nominated Judy Shelton to fill an open seat on the Federal Reserve Board. She was recently quoted by the Washington Post as...
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The Bursting Bubble Of “B.S.”
On the surface, middle of the road performance for stocks in the quarter indicated relative calm. Especially coming off strong performance in the first half of the year, there was little cause for...
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