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Weekend Reading - Are Stocks Really The Great "Wealth" Equalizer?
Authored by Lance Roberts via RealInvestmentAdvice.com,Just recently, the New York Post a very interesting article entitled “Millennials should start taking stocks seriously.” While I am sure the...
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Morgan Stanley Asks At What Point Will EURUSD "Breathlessness Turn Into...
In Morgan Stanley's "Sunday Start" note, the bank's chief European economist, Elga Bartsch, looks at the recently surging EUR, where net spec positioning remains near the most bullish level in the past...
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SocGen: Stock Valuations Remain "Remarkably High" Yet Nobody Cares
As discussed earlier, with most traders taking the next 1-2 weeks off for vacation, global markets remain on auto pilot, hitting new all time highs overnight driven by strength out of China where...
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Some Thoughts On "Long-Term Investing"
Authored by Lance Roberts via RealInvestmentAdvice.com,Last week, I was having lunch with a prospective portfolio management client discussing the current market and economic backdrop and the related...
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The Great Disconnect: Markets Vs. Economy
Authored by Lance Roberts via RealInvestmentAdvice.com,The general consensus is the rise in capital markets, despite global weakness, geopolitical risks and sluggish employment and wage growth, is...
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Real Vision's "Killer Charts" For Q3 2017
How do you spot a market top? Is risk being mispriced? What is the greatest macro opportunity of the next decade? These were some of the questions Real Vision asked as part of the latest quarterly deck...
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What The Buffett Indicator Is Really Predicting
Authored by Lance Roberts via RealInvestmentAdvice.com,Every so often an article is produced that is so misleading that it must be addressed. The latest is from Sol Palha via the Huffington Post...
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Exactly How Many Warnings Do You Need?
Authored by Lance Roberts via RealInvestmentAdvice.com,When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn’t until much later in...
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How To Survive And Thrive In A "Zlatan Ibrahimovic" Market
Authored by Daniel Nevins via FFWiley.com, REPORTER:“Who will win the World Cup playoff?” ZLATAN:“Only God knows who will go through.” REPORTER:“It’s hard to ask him.” ZLATAN:“You’re talking to him.”...
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"There Were No Calls, That’s Absolutely Crazy": How The Stock Market Died
Something unexpected happened on the market's relentless trek to all time highs: the market died. At least that is the impression one gets from walking around Wall Street's formerly busy trading desks...
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Mauldin: The Bonfire Burns On
Authored by John Mauldin via MauldinEconomics.com,“Life invests itself with inevitable conditions, which the unwise seek to dodge, which one and another brags that he does not know, that they do not...
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One Of Bank of America's "Guaranteed Bear Market" Indicators Was Just Triggered
It is undisputed that the last 2 quarters have demonstrated an impressive jump in corporate earnings growth, if mostly due to a beneficial base effect from plunging 2016 earnings which pushed them...
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The "Exit" Problem
Authored by Lance Roberts via RealInvestmentAdvice.com,Last week, I discussed the issue of “bubbles” in the market. To wit:“Market bubbles have NOTHING to do with valuations or fundamentals.” Hold...
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Jim Grant: "Markets Trust Too Much In The Presence Of Central Banks"
Authored by Christoph Gisiger via Finanz und Wirtschaft,James Grant, Wall Street expert and editor of the renowned investment newsletter «Grant’s Interest Rate Observer», warns of the unseen...
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Is It 1999? 2007? Or Both?
Authored by Lance Roberts via RealInvestmentAdvice.com,In last week’s Technical Update, I discussed the potential for the S&P 500 to hit 2700 by Christmas. To wit:“The current momentum behind the...
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2018: Irrational Complacency - "What Is Your Exit Strategy?"
Authored by Alberto Gallo via Algebris Investments,“Your loving give me such a thrillBut your love don’t pay my billsNow give me moneyThat’s what I want”Money – Barrett Strong, 1959Ten long years after...
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11 Of 19 Bear Market Indicators Have Now Been Triggered: BofA
Two weeks ago, Bank of America tripped recession-watcher alarms, when it announced out that one of its surest bear-market indicators, one which has never had a false negative, had just been triggered....
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Yes, Virginia, There Is A "Santa Rally"
Authord by Lance Roberts via RealInvestmentAdvice.com,Yes, Virgina, There Is A Santa ClausEvery year, at this time, I republish the story of 8-year Virginia O’Hanlon who asked the most important of...
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