| Market Analysis & Commentary from RIA Advisors Chief Investment Strategist, Lance Roberts |
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Shedlock: Millennial Renters Abandon Their Home Buying Plans
2020-07-17
Millennial renters who were in the market pre-Covid just abandoned their home buying plans. A lifestyle survey shows millennials top the list of those canceling home-buying plans.
Reading The Market’s Postmodern Mind
2020-07-24
No matter how you slice it, markets are human. This even applies to the “algos” as it’s we who write their mechanistic marching orders. Thus, understanding human behavior can be helpful in assessing and anticipating market moves. There’s no choice in the fact that we all need a philosophy to live.
Technically Speaking: COT Positioning – Back To Extremes: Q2-2020
2020-08-05
As discussed in Is It Insanely Stupid To Chase Stocks, the market has gotten quite ahead of the fundamentals as money continues to chase performance. In the Q2-2020 review of Commitment Of Traders report (COT,) we can see how positioning has moved back to extremes.
The 4.0 percent Rule Is Dead. What Should Retirees Do Now?
2020-08-24
The 4% Rule Is Dead. A recent article by Shawn Langlois via MarketWatch pointed out this sobering fact but is one we have discussed previously. Retirees have long counted on being able to retire on their assets and take out 4% each year. However, a little more than 20-years later, the “death of the withdrawal rate” has arrived. What should retirees do now?
Technically Speaking: Why This Isn’t 1920. Valuations & Returns
2020-08-26
Why this isn’t 1920 has everything to starting valuations and future returns. While, generally, I’m not too fond of comparisons between today’s markets and the past, Ed Yardeni made a comparison too bombastic to disregard in his blog.
Consumer Mood Darkens On Employment Prospects
2020-09-27
A Fed survey of expectations shows that the consumer mood darkens on employment and job prospects. This chart shows the changes in employment status of respondents who were employed four months ago. The Fed survey asks individuals currently employed (excluding self-employment) whether they are working in the same job as when they submitted their last survey.
Seth Levine: How I Process Ideas Into Investments
2020-11-20
Investing is incredibly hard. Mapping observations to security price movements are complex. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task. I’ve used this blog as a tool for exploring some of these connections. It’s been incredibly rewarding.
A Major Support For Asset Prices Has Reversed
2020-12-24
In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.
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