Wednesday , October 16 2019
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Tag Archives: Lance Roberts

Capitalism Is The Worst, Except For All The Rest – Part 3

Part 1 – How Wall Street Destroyed Capitalism Part 2 – The Myths Of “Broken Capitalism” In Part 1, we discussed how “Capitalism” was distorted by Wall Street. In Part 2, we reviewed some of the “myths” of capitalism, which are used to garner “votes” by politicians but are not really true. Most importantly, we discussed the fallacy that “more Government” is the answer in creating equality as it impairs economic opportunity. I want to conclude this series with a discussion on the fallacy of...

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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, the market surged on hopes that a “trade deal” was coming to fruition. This was not a surprise to us, as we detailed this outcome two weeks ago: “‘For Trump, he can spin a limited deal as a ‘win’ saying ‘China is caving to his tariffs’ and that he ‘will continue working to get the rest of the...

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The Myths Of “Broken Capitalism” – Part 2

Read Part 1 – The Distortion Of Capitalism By Wall Street In the introduction to this series, we discussed the bit of the history leading us to the outcry against capitalism. As I concluded: “The important point is that ‘capitalism’ isn’t broken, but there is one aspect of the system which has morphed into something no one intended. As you hear candidates promising to ‘eat the rich,’ remember ‘political narratives’ designed to win votes is not always representative of what is best for you in...

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How Wall Street Destroyed Capitalism – Part 1

Over the last decade, wealth inequality in America has become a political battleground. It started with #OccupyWallStreet early in President Obama’s term and has morphed into direct calls for socialistic reforms. Is there a problem with capitalism? Does it need reform? Or, is Bernie Sanders correct when he says: Billionaires should not exist. https://t.co/hgR6CeFvLa— Bernie Sanders (@BernieSanders) September 24, 2019In this three-part series, we will explore: How Capitalism Got Distorted By...

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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 Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Note: we are providing the full unlocked version of the weekly newsletter. Every week, we provide detailed market, sector, and portfolio position analysis to our RIAPRO.NET subscribers.  You can try it FREE for 30-days to...

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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: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Market Review & Update Friday morning stocks rose as optimism over “trade” seemed to “trump” the ongoing antics in Washington as Democrats are once again trying to find a “smoking gun” to impeach the “Trumpster.” Then, the market...

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The Moment You Know You Know, You Know! 09-20-19

Market Review & Update The Moment You Know Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Market Review & Update Last week, we started our discussion by itemizing the list of all the things going “right” for the bullish narrative.  Trump easing up on tariffs and trade negotiations The ECB (European Central Bank) went “all-in” on cutting rates and launching more Q.E. The economy is showing some signs of life as...

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The Fed & The Stability/Instability Paradox

“Only those that risk going too far can possibly find out how far one can go.” – T.S. Eliot Well, this certainly seems to be the path that the Federal Reserve, and global Central Banks, have decided take. Yesterday, the Fed lowered interest rates by a quarter-point and maintained their “dovish” stance but suggested they are open to “allowing the balance sheet to grow.” While this isn’t anything more than just stopping Q.T. entirely, the markets took this as a sign that Q.E. is just around the...

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NFIB Survey Trips Economic Alarms

Last week, I wrote an article discussing the August employment report, which clearly showed a slowdown in employment activity and an overall deterioration the trend of the data. To wit: “While the recent employment report was slightly below expectations, the annual rate of growth is slowing at a faster pace. Therefore, by applying a 3-month average of the seasonally-adjusted employment report, we see the slowdown more clearly.” I want to follow that report up with analysis from the...

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Has The Narrative Been All Priced In? 09-13-19

The Bullish Narrative Is It All Priced In? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha The Bullish Narrative This past week was built for the “bulls” as just about every item on their “wish list.” was fulfilled. From a “trade deal” to more “QE,” what more could you want? Trade Deal Near? Concerning the ongoing “trade war,” our prediction that Trump would begin to back peddle on negotiations to get a “deal done”...

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