Speculative Mania – Was 2021 The Peak?
"Speculative" is a word that aptly sums up the year 2021. The question that remains, however, is whether we have seen the peak in that speculative behavior, or will 2022 continue the trend?
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Lance Roberts, Chief Investment Strategist, RIA Advisors
82 posts
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; Lance has pretty much “been there and done that” at one point or another. His common-sense approach, clear explanations and “real world” experience has appealed to audiences for over a decade. Lance is also the Chief Editor of the Real Investment Report, a weekly subscriber-based newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also writes the Real Investment Daily blog, which is read by thousands nationwide from individuals to professionals, and his opinions are frequently sought after by major media sources. Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has been quoted by a litany of publications from the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post all the way to TheStreet.com. His writings and research have also been featured on several of the nation’s biggest financial blog sites such as the Pragmatic Capitalist, Credit Write-downs, The Daily Beast, Zero Hedge and Seeking Alpha.
Small Caps Could Be In Trouble In 2022
"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.
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“Wipe Out” Below The Calm Surface Of The Bull Market
"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market.
As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.
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The Market Is Disconnected From Everything
The market is disconnected from everything. Throughout history, there are correlations you would expect to hold constant between the market, consumer confidence, and the economy. Currently, after a decade of zero interest rate policy, massive amounts of liquidity, and financial supports, the market has become detached from reality.
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Inflation vs. Deflation – Which Is The Bigger Threat In 2022?
Inflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows “deflation” remains a threat.
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Could The Fed Trigger The Next “Financial Crisis”
Could the Fed trigger the next "financial crisis" as they begin to hike interest rates? Such is certainly a question worth asking as we look back at the Fed's history of previous monetary actions. Such was a topic I discussed in "Investors Push Risk Bets."
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Rising Interest Rates Matter To The Stock Market
Do rising interest rates matter to the stock market? Many in the financial media and advisory community are scrambling to locate periods where rates rose along with stocks. Has it happened? Absolutely. However, it was only a function of timing until it mattered.
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Fed Issues Stock Market Warning As Valuations Surge
In the semi-annual Financial Stability Report, the Fed issued a stock market warning as elevated valuations are causing markets to be “vulnerable to significant declines”.
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Charting The Stock Market “Melt Up,” & The Fed’s Naivety
Charting the stock market “melt-up” in prices, and the Fed’s naivety of the laws of physics may be of benefit to younger investors. After more than a decade of rising prices, accelerating markets seem entirely normal, detached from underlying fundamentals. As a result, new acronyms like “TINA” and “BTFD” get developed to rationalize surging prices.
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Bob Farrell’s 10-Investing Rules For A “QE” Driven Market
A recent post on CNBC discussed Bob Farrell's 10-Investing Rules. These rules have withstood the test of time as it relates to long-term investing.
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