The market is at a critical point, observes portfolio manager Lance Roberts.If the S&P can hold above the 200 daily moving average over the coming week, then the correction will be officially over an…
It's said that the "Trump put" on financial markets is not on the S&P in this second term, but rather on the 10year US Treasury yield.The rise in Treasury yields since 2022 has sent the cost of servi…
Progress on trade deals has returned investor optimism to the financial markets.The S&P has regained all of its April losses and is now green for the year.But the growing sense that “everything is go…
Last year, fears of recession faded from the headlines as the "no landing" narrative won out.But the disruption brought by the new Trump administration -- especially around global trade -- has brough…
The pace of change in the world order has accelerated notably in 2025.The era of globalization is being fast replaced by nationalism, protectionism and a shift towards regional trading blocks.In Amer…
The current stock market rally looks long in the tooth, warns portfolio manager Lance Roberts.In his opinion, this looks likely to be a good time to lighten on positions, capture gains and prepare fo…
The world economy has become a lot more uncertain in 2025.The shift away from decades of globalization towards nationalism and regional trading blocks has accelerated with the protectionist policies …
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comPortfolio manager & Fed-watcher Axel Merk shares hi…
History tells us that civilizations and societies boom, bust and rise anew to repeat the pattern -- a pattern that demographer Neil Howe says is surprisingly predictable in both its timing and trajec…
When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing and rise to new highs -- possibly as high …
Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael Lebowitz.He thinks it's more likely that s…
Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will get back to "normal"Today's guest think…
As worldwide tariff uncertainty persists and US-China tensions continue to escalate, are President Trump's trade policies speeding the economy into recession?For guidance, we turn to highly-respected…
Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His detractors call it "non-sensical" and "…
Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month.For man…
Stocks prices are down, yields on bonds are up, and the dollar is weakening.This is the type of behavior one expects from emerging markets falling into "banana republic" trouble -- not what one expec…
America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constitu…
Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on record.And while the US at least is giving lip s…
We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful investors -- the Warren Buffets, the Benjamin Gr…
As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, wea…
01:30:07 |
Sat 19 Apr 2025
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