#WhatYouMissed On RIA This Week: 06-04-21

What You Missed On RIA This Week Ending 06-04-21 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 […]

#MacroView: Yellen & The Big Push To Offshore US Labor

Janet Yellen’s latest commitment to support the Biden progressive agenda from higher taxes to unionization, will not lead to increased economic prosperity. Instead, it will lead to more outsourcing and offshoring of U.S. Labor. Such was evident in two recent comments. “With corporate taxes at a historical low of one percent of GDP, we believe the corporate sector can contribute […]

Three Ways To Teach Your Kids To Invest Smart.

Three ways to teach your kids to invest “smart” is something I take to heart because even though she’s 22 years old, I still assist my daughter in navigating the financial landscape. When I was a boy, my paternal grandfather – a depression-era blue-collar sort  – repeatedly advised me to invest smart, not stupid. Fidelity Investments’ recent move to allow […]

Two Pins Threatening Multiple Asset Bubbles

Inequality and Financial Stability: Two Pins Threatening Multiple Asset Bubbles “Powell Says Fed Policies “Absolutely” Don’t Add To Inequality” -Bloomberg May 2020 The headline above is but one of countless times Fed Chairman Powell and his colleagues confidently said their policies do not result in wealth or income inequality. Their political stature and use of complex economic lingo give weight […]

Technically Speaking: Are “Sell Signals” Useless In “Mania” Markets?

A recent Bloomberg article made the case that since 2009 “sell signals” are useless during “mania” markets. To wit: “If you bailed because of Bollinger Bands, ran away from relative strength or took direction from the directional market indicator in 2021, you paid for it. It’s testament to the straight-up trajectory of stocks that virtually all signals that told investors […]

S&P 500 Monthly Valuation & Analysis Review – 05-31-21

S&P 500 Monthly Valuation & Analysis Review: 05-31-21 Also, read our commentary on why low rates don’t justify high valuations. J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long-term perspective of equity valuations. If you are interested in learning more about […]

David Robertson: The Great Inflation Debate

The great inflation debate has arrived. After several false starts over the years, inflation is now officially a hot topic of discussion. Along with it are views and analyses that run the gamut of different perspectives. While many individual ideas provide helpful information content, they often favor one potential outcome over another. Doing so, however, diverts attention away from the […]

China, Yields, And The Coming Deflationary Impulse 05-28-21

In this 05-28-21 issue of “China, Yields, And The Coming Deflationary Impulse.“ Market Review And Update China Drives Inflation Yields Need A New Narrative Portfolio Positioning #MacroView: Bear Markets Matter More Than You Think 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 […]

#WhatYouMissed On RIA This Week: 05-28-21

What You Missed On RIA This Week Ending 05-28-21 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 […]

#MacroView: Bear Markets Matter More Than You Think (Part-2)

Bear markets matter, and they matter much more than you think. (Read Part 1 Here) In part-1, we discussed the differences between a “correction” and a “bear market.” But what is often missed by mainstream analysis is the long-term damage done to investor’s financial outcomes. Now and then, you will see a version of the following chart floating around suggesting […]