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#MacroView: THE 2020 – INVESTMENT SUMMIT
For the last couple of years, we have warned of an exogenous event which would cause a “cascade effect” through the markets and economy. To wit: “While that laundry list of worries is long, none of...
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Major Technical Failures Confirms Bear Market Risk (Full Report)
Major Technical Failures Confirms Bear Market Risks MacroView: The 2020 Investment Summit Financial Planning Corner: Anatomy Of A Bear Sector & Market Analysis 401k Plan Manager Follow Us On:...
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Aaand Its Gone…The Biggest Support For Asset Prices
Since the passage of “tax cuts,” in late 2017, the surge in corporate share buybacks has become a point of much debate. I previously wrote that stock buybacks were setting records over the past couple...
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Technically Speaking: The 4-Phases Of A Full-Market Cycle
In a recent post, I discussed the “3-stages of a bear market.” To wit: “Yes, the market will rally, and likely substantially so. But, let me remind you of Bob Farrell’s Rule #8 from our recent...
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Thinking Outside of the “V” Shaped Recovery Box
It seems the entirety of the financial media and many on Wall Street believe a “V” shaped economic recovery is in our future. While we hope they are right, we would be foolish to take such analysis...
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Michael Markowski: Difference Between Market Corrections & Crashes
Michael Markowski has been involved in the Capital Markets since 1977. He spent the first 15 years of his career in the Financial Services Industry as a Stockbroker, Portfolio Manager, Venture...
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Robertson: The Market’s “Last Call” For Investors
The first quarter was one for the record books. The fastest drawdown on record was immediately followed by the steepest recovery since the Great Depression. The wild swings sent investors’ heads...
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#WhatYouMissed On RIA This Week: 04-10-20
We know you get busy and don’t check 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 of...
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#MacroView: Is The “Debt Chasm” Too Big For The Fed To Fill?
Over the last month, the Federal Reserve, and the Government, have unleashed a torrent of liquidity into the U.S. markets to offset a credit crisis of historic proportions. Here is a list of programs...
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Market Completes A 50% “Bear Market” Retracement (Full Report)
Market Completes A 50% Retracement MacroView: Is The “Debt Chasm” Too Big For The Fed To Fill Financial Planning Corner: Top Planning Questions Answered Sector & Market Analysis 401k Plan Manager...
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“Boomer Crisis”– Crash Permanently Delays Retirement Plans
In business, the 80/20 rule states that 80% of your business will come from 20% of your customers. In an economy where roughly 2/3rds of the growth is driven by consumption, a growing “wealth gap”...
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Technically Speaking: The Reward Doesn’t Justify The Risk
In this past weekend’s missive, I discussed the market’s completion of the 50% retracement. To wit: “From a purely technical basis, the extreme downside extension, and potential selling exhaustion, has...
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The Path to Socialism is Paved in Bailouts
Prelude: This article was largely written before the emergence of the Coronavirus. Recent developments as a result of the pandemic only add emphasis and gravity to the points made here. “…many people...
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#WhatYouMissed On RIA This Week: 04-17-20
We know you get busy and don’t check 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 of...
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Market Rallies Into The “Resistance Zone”– Full Report
Market Rallies Into The “Resistance Zone” MacroView: This Time Might Be Different Financial Planning Corner: Top Planning Questions Answered Sector & Market Analysis 401k Plan Manager Follow Us...
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The Fed’s Only Choice – Exacerbate The Wealth Gap, Or Else.
“Gradual inflation has a numbing effect. It impoverishes the lower and middle class, but they don’t notice.” —Andrew Bosomworth, PIMCO Germany, as quoted in Der Spiegel The rise of populism, evidenced...
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Fundamentally Speaking: Estimating The Earnings Crash
In early March, before the impact of the COVID-19 was fully understood, I penned an article suggesting that both corporate profits and S&P 500 earnings were suggesting the “bear market wasn’t...
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“Greater Fool” Bonds: Turning Portfolio Management On Its Head
U.S. Treasury bonds of all maturities have recently flirted with zero percent yields and, in the case of some Treasury Bills, have at times traded at negative yields. As a result, these bonds are...
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Seth Levine: COVID-19 A Catalyst Against Passive Investing
Passive investing has eaten active management’s lunch for decades. Its market share has grown steadily, capturing disproportionate amounts of inflows and allocation changes. Backed by scores of...
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#WhatYouMissed On RIA This Week: 04-24-20
We know you get busy, and with so much investing content pushed out every week from the RIA Team, here is a weekly synopsis of what you missed on RIA this week. Our best thoughts on investing,...
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