Adam Taggart | Thoughtful Money, Released on 8/10/24 What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday. Equities tanked, as did Bitcoin, oil and gold. US Treasurys jumped, returning to their traditional inverse relationship to stocks. And then…everything reversed. Most due to central bank intervention in Japan, […]
Adam Taggart | Thoughtful Money, Released on 6/22/24 With stocks still firmly in overbought territory and the uncertainty of the US presidential election nearing, portfolio manager Lance Roberts warns “We’re due for a correction” He expects a 5-10% pullback in the near term. And perhaps a slightly larger drop leading up to November as Wall […]
Wealthion, Released on 8/19/23 While stocks are in a pull-back and still like quite overvalued relative to bonds, bonds are looking historically undervalued here. Lance Roberts feels strongly enough about this that Wealthion is making this an official alert. Portfolio manager Lance Roberts & Wealthion’s host Adam Taggart discuss those developments in this week’s Market […]
Wealthion, Released on 8/12/23 Stocks & bonds continued to decline this week, with both stocks and bonds lower, and daily rallies failing into the close. Portfolio manager Lance Roberts & Wealthion’s host Adam Taggart discuss those developments in this week’s Market Recap, along with: 1. Is a 3-10% pullback in stocks now underway? 2. What […]
Wealthion, Released on 8/5/23 Stocks & bonds both declined this week as more earnings announcements came in and Fitch made a surprise downgrade of America’s credit rating. Portfolio manager Lance Roberts & Wealthion’s host Adam Taggart discuss those developments in this week’s Market Recap, along with: 1. Is a 3-10% pullback in stocks now underway? […]
Wealthion, Released on 7/29/23 Stocks managed yet another higher week as earning announcement continue to roll in. Plus, the Federal Reserve hiked interest rates again this week. Portfolio manager Lance Roberts & Wealthion’s host Adam Taggart discuss that in this week’s Market Recap, along with: 1. Will the S&P 500 start retracing to fill the […]
Wealthion, Released on 7/21/23 Stocks continued to rally higher this week. With so much momentum squarely in the bull camp, how much higher are prices likely to run? Portfolio manager Lance Roberts & Wealthion’s host Adam Taggart discuss that in this week’s Market Recap, along with: 1. how the market performed over the past week […]
Wealthion, Released on 5/13/23 Portfolio manager Lance Roberts & Wealthion founder Adam Taggart recap the major developments of the week, including: – the April CPI/inflation number, which fell slightly to 4.9% – the recent surprise jump in initial jobless claims – the looming showdown over the debt ceiling & its potential repurcussions – the bullish […]