Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart

Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart

The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes. For these reasons, portfolio manager Lance Roberts is turning significantly more tactically bearish on stock this year. This doesn't necessarily mean he expects an imminent crash. But it does mean he expects stocks to put in a much more disappointing year than investors have become used to after back-to-back 20%+ annual returns. We discuss his outlook in depth, as well as the new payrolls data, rising bond yields, why credit spreads remain so tight, and his firm's latest trades. For everything that mattered to markets, watch this new Weekly Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

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As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay

As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay

There are a multiplying number of reasons to worry that the dominant A.I. trade driving markets looks increasingly vulnerable.But the solution isn't retreating to a bunker says veteran investor David ...

26 Heinä 1h 58min

Cracks Starting To Show In The Market? | Lance Roberts

Cracks Starting To Show In The Market? | Lance Roberts

GET YOURSELF SOME LMNT, INCLUDING YOUR FREE 8-COUNT SAMPLE PACK at https://drinklmnt.com/ThoughtfulMoneyAre cracks starting to show in the market?The S&P has gone nowhere for two months now, and a mom...

25 Heinä 1h 44min

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil ...

23 Heinä 1h 4min

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What are bonds telling us right now about investor confidence & expected inflation?What is oil telling us about the prospects to an end to the Iran-US war?And what are gold prices telling us now that ...

23 Heinä 1h 9min

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIs the re-escalation of the US-Iran war threatening ...

21 Heinä 1h 24min

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Housing analyst Melody Wright expects home prices to start notably softening later this year.Why?Because a wave of distressed sellers looks very likely to hit the housing market by then.So far, seller...

19 Heinä 1h 14min

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

While there a no immediate signs of danger, portfolio manager Lance Roberts warns that if the softening semiconductor sector keeps falling from here, trouble will likely start.He thinks it more likely...

18 Heinä 1h 34min

A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors ​

A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors ​

A market reversal is inevitable at this point.So cautions high net worth money manager Chance Finucane of Oxbow Advisors.He explains why in today's video, as well as how he and the team at Oxbow are p...

16 Heinä 1h 10min

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