Lance Roberts: Lessons Forgotten Are Relearned During Bear Markets
"Bear markets are always a reminder of lessons forgotten."
27 April 2020 - 19:48
On Second Level Thinking and the Coming Inflationary Storm
In the last six weeks, the Fed, BoJ and ECB have issued statements saying they are prepared to buy “unlimited” amounts of bonds.
27 April 2020 - 04:48
Lance Roberts: Market Stalls, Is The “Bear Market” Rally Over?
"Just remember, when the market does bottom, there will be no one wanting to “buy.” "
25 April 2020 - 20:09
Seth Levine: COVID-19, a Catalyst against Passive Investing
"Capital steadily flowed into passive investment vehicles for decades. This created a self-reflexive loop..."
25 April 2020 - 01:48
Lance Roberts: The Oil Price Crash Was Inevitable
"Each job created in energy-related areas has had a “ripple effect” of creating 2.8 jobs elsewhere in the economy from piping to coatings, trucking and transportation, restaurants, and retail."
24 April 2020 - 23:48
Bill Blain: Avoiding a Pension Crash
"If it goes wrong we face social unrest, revolutions and, because all the environment, overpopulation, and poverty issues remain, don’t rule out an escalation of resource driven wars."
24 April 2020 - 13:48
Does the CARES Act Actually Care for Your 401k?
"... if you need to withdraw some emergency cash from your 401(k) ... you may run into challenges."
23 April 2020 - 13:48
Is Oil the Canary in the Coal Mine for a $640 Trillion Derivatives Disaster?
"... yesterday oil traders who owned oil derivatives realized that if they continued to hold these derivatives, they (the traders) would have to actually take delivery on the physical oil they owned."
22 April 2020 - 13:48
How Long Until The Fed is Forced to Intervene Again?
"...the markets are addicted to Fed interventions"
21 April 2020 - 19:48
The Oil Price Collapse Is Yet Another Sign That Economic Activity Is Crashing Dramatically All Over the World
"West Texas Intermediate crude for May delivery fell more than 100% to settle at negative $37.63 per barrel, meaning producers would pay traders to take the oil off their hands."
21 April 2020 - 10:48
Oil Prices Just Plunged to NEGATIVE $37 a Barrel — by FAR the Lowest Price in History
"Pricey shut-ins or even bankruptcies could now be cheaper for some operators, instead of paying tens of dollars to get rid of what they produce."
21 April 2020 - 07:02
Lance Roberts: This Time Might Be Different
"What this all means is there will be no “V-shaped” recovery."
20 April 2020 - 22:48
Is France Too Big to Save? The Debt Crisis in the European Union
"Establishing a just and equitable distribution of mutually raised funds to bail out private sectors across borders will be politically almost impossible."
20 April 2020 - 07:48
COVID-19 and the War on Cash: What Is Behind the Push for a Cashless Society?
"It’s a concerted campaign to shift consumers towards a digital mode of commerce that can easily be monitored, tracked, tabulated, mined for data, hacked, hijacked and confiscated when convenient."
20 April 2020 - 00:05
Egon von Greyerz: The United States and European Union Are on the Road to Bankruptcy
"...tax revenue has gone up less than six times since 1981 whilst debt has gone up 31 times."
17 April 2020 - 10:48
How the CARES Act ‘Helps’ Retirement Savers
"Many people over age 62 who wanted to delay Social Security, which can often be the best overall retirement income strategy to maximize long-term Social Security benefits, may want to consider claiming benefits sooner."
17 April 2020 - 09:10
Stocks Are Struggling… Will We Revisit the Lows?
"And then there’s the VIX which typically moves higher when stocks collapse. The VIX is forming a bullish falling wedge formation which could resolve in a big move higher."
16 April 2020 - 16:32
Bill Blain: The Very Complex Jigsaw
While "the Goldman Sachs syndicate head" brags "of his record first quarter new issue revenues in bonds...People don’t have enough cash to put food on the table for their kids."
15 April 2020 - 06:41
Lance Roberts: The Reward Does Not Justify the Risk
"There is little reason to be overly aggressive in your positioning currently."
14 April 2020 - 13:48
Michael Snyder: Deep Economic Suffering Has Erupted All Over America, but Guess Who the Federal Reserve Is Helping?
"...the Fed is coming up with lots of new ways to give handouts to the very wealthy."
13 April 2020 - 22:48
Tom Luongo: Risk? We Don’t Need No Stinking Risk!
"Risk isn’t just something for the other guy to worry about. It is the nature of life itself. They can avoid it for another phase of the cycle but they can’t avoid it forever."
11 April 2020 - 22:25
Lance Roberts: Market Completes a Fifty Percent “Bear Market” Retracement
"If you are hoping the “bear market” is over, and have jumped “back in” with all your capital, you are in “good company,” as many others, judging by my twitter feed, have done the same. Just be prepared to be disappointed in the months ahead."
11 April 2020 - 22:09
Can the Fed Truly Backstop Everything… and Will There Be a Second Round to the Crisis?
"The Fed, in an effort to stop this, announced several weeks ago that it would be buying everything. And I do mean EVERYTHING."
9 April 2020 - 15:12