Thursday , February 27 2020
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Tag Archives: real investment report

Did The Market Just Get Infected?

Did The Market Just Get Infected? MacroView: Japan, The Fed, & The Limits Of QE Financial Planning Corner: Part 2: Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Did The Market Just Get Infected? Just last week, we were asking the opposite question, as traders were believing that the market had immunity to the risks from the...

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Market Believes It Has Immunity To Risks

Market Believes It Has Immunity To Risk MacroView: Debt, Deficits & The Path To MMT Financial Planning Corner: Why Dave Ramsey Is Wrong About Life Insurance Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Believes It Has Immunity To Risks As noted last week, the spread of the coronavirus has had little impact on the markets so far. “”The market bounced firmly off the...

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Market Vaccine For Virus Is More Fed’s “NotQE”

Market Vaccine For Virus Is More Fed Trust The Process MacroView: The Next Minsky Moment Is Inevitable Financial Planning Corner: 5-Things You Need To Know About HSA’s Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Vaccine For Virus Is More Fed  Last week, I asked the question of whether the “correction was over?” To wit: “On a very short-term basis, there is a potential...

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Market Correction Goes Viral, Is It Time To Buy?

Market Correction Goes Viral Portfolio Position Review MacroView: Fed’s View Of Valuations May Be Misguided Financial Planning Corner: What You May Have In Common With Kobe Bryant Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Correction Goes Viral Over the last few weeks, the message from the newsletter has been repetitive: “The markets are overbought, overextended,...

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Market Advance Stalls As Liquidity Begins To Slow

Market Advance Stalls Portfolio Position Review MacroView: Elites View World Through “Market Colored” Glasses Financial Planning Corner: 2-Things Advisors Shouldn’t Do Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Advance Stalls As noted last week, there have only been a few points over the previous 25-years where the market has been so overbought, extended, and bullishly...

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Market Continues “Euphoric” Advance As 3500 Becomes Next Target

Market Continues Euphoric Advance Portfolio Position Review MacroView: 2020 Market Outlook (Video) Financial Planning Corner: By The Numbers For 2020 Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Continues Euphoric Advance In last week’s missive, I discussed a couple of charts which suggested the markets are pushing limits which have previously resulted in fairly brutal...

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This Is Nuts & Why We Reduced Risk On Friday

This Is Nuts Portfolio Position Review MacroView: Has The Fed Trapped Itself? Financial Planning Corner: By The Numbers For 2020 Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Review & Update When you sit down with your portfolio management team, and the first comment made is “this is nuts,” it’s probably time to think about your overall portfolio risk. On Friday, that...

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Market Flat In 2020 As Iran Trips Up Traders

Market Review & Update MacroView: Is This A Repeat Of 2018? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Review & Update The first trading day of the year started with a “bang” with the S&P 500 rising more than 20 points. However, the gain was abbreviated on Friday as news shook the market the U.S. had taken out a top Iranian commander in Baghdad. But concerns...

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Special Update: Market “Melt Up” Continues

Market Melt Up Continues Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market “Melt Up” Continues I am traveling this week with my family for our annual “year-end” ski trip. I am working on a laptop so I won’t be able to update some of the weekly market stat reports, but I did want to pen a few paragraphs on the market as we move into the last two trading days of the decade. I...

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Market Melts Up As Fed Turns On The Liquidity Firehose

Market Melts Up As Fed Turns On Liquidity Firehose Opportunities In A Melt-Up 2020 – The Futility Of Predictions & Understanding The Risks Financial Planning Corner Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Melts Up “We are so overbought, and this is feeling like a panicky-just-get-me-in buy day. Be careful about being impressed.” – Kevin Muir Let me start this...

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