Sunday , January 17 2021
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Tag Archives: Investing

Is Inflation In Your Best Interest, Or The Feds?

Is Inflation In Your Best Interest Or The Feds? “We want to see American citizens pay higher prices for milk, butter, eggs, bread, and toilet paper. To reach our goal, we will adjust monetary policy to make these goods and other goods and services more expensive in the future.” How long before mobs storm the Mariner Eccles building (Fed headquarters) if Jerome Powell were to make such a statement? Is our mock proclamation that different from Powell’s comment on 12/16/2020: “With inflation...

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Technically Speaking: 2021 Investor Resolutions & January Stats

With 2021 already off to a good start, with the market up almost 2% in January, such is an excellent time to review our “investor resolutions.” So Goes January There is an abundance of “Wall Street Axioms” surrounding the first month of the New Year as investors anxiously try and predict what is in store for the next twelve months. You are likely familiar with the “Superbowl Indicator” to “So Goes The First 5-days. So Goes The Month.” Considering that trying to predict the markets more than...

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Yes, Virginia. There Is A Stock Market Bubble.

“Yes, Virginia. There is a stock market bubble. “ In 1897, an 8-year girl named Virginia O’Hanlon sent a letter to the New York Sun questioning Santa Claus’s existence. Why? Because her friends had all told her that Santa Claus didn’t exist. As we enter 2021, there are two myths told to investors to support the bull market narrative. The first, as we debunked recently, is that low-interest rates justify high valuations. The second is that since valuations are not as high as the “dot.com”...

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Transcript: Sébastien Page

The transcript from this week’s, MiB: Sébastien Page, T. Rowe Price, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ VOICEOVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is...

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MiB: Sébastien Page, T. Rowe Price

This week, we speak with Sébastien Page, head of T. Rowe Price’s $363.5 billion multi-asset division. He is also a member of the firm’s asset allocation committee and its executive management committee.  T. Rowe Price’s total AUM was $1.31 trillion. Page is the author of 2020’s “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation.” He was previously an executive vice president at Pimco and a senior managing director at State Street Global Markets. We discuss...

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Bulls Loving The “Heads I Win, Tails I Win” Market 01-08-21

Portfolio Positioning Update With January kicking off with a bang, we are maintaining our long bias with reduced hedges at the moment.  We made some changes to align our portfolio more with our equal-weighted benchmark index during the past week by reducing some of our overweight in technology, healthcare, and communications. While many other sectors of the market are grossly overbought short-term, we added a 5% weighting of RSP (S&P Equal Weight ETF) and SPY (S&P Market Weight) to...

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#WhatYouMissed On RIA This Week: 1-8-21

What You Missed On RIA This Week Ending 1-8-21 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 you haven’t already, opt-in to get our newsletter and technical updates. Here is this week’s rundown of what you missed. RIA Advisors Can Now Manage Your 401k Plan Too many choices? Unsure of what funds to select? Need a strategy to protect your retirement plan from a market...

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What If You Only Invested at Market Peaks?

This is the story of Bob, the world’s worst market timer. Follow along on Bob’s journey as an investor who had the misfortune of only investing his savings at the peak of the stock market just before a crash. The results may surprise you. Check out Ben’s post that inspired this animation. What If You Only Invested at Market Peaks?[embedded content] ~~~ Subscribe to our channel Listen to The Compound Show podcast: Talk with us about your portfolio or financial plan here

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The Fed is Juicing Stocks

The Fed Is Juicing Stocks We came across the following bullet points from a Seeking Alpha article titled- The Fed is not Juicing the Stock Market. It makes for a great headline, but the Fed is not the cause of this rally. Every dollar the Fed has pumped into the economy is spoken for, and it is not in equities. The truth is a lot more boring and scary than the conspiracy theory. After explaining how the Fed is not culpable for rising stock prices, the author ends the article with the...

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Technically Speaking: S&P 500 – Trading At Historical Extremes

Welcome to 2021. As we kick off a new year, we begin with the S&P 500 trading at historical extremes. It is essential to have some perspective to set reasonable expectations for future returns and quantify the “risk” of something going wrong. As we discussed with our RIAPRO.NET subscribers yesterday, the real risk to the market in 2021 is over-confidence. “Currently, Wall Street analysts are wildly exuberant on expectations of explosive economic growth, rising interest rates, and...

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