Lance Roberts | TalkMarkets | Page 2
Chief Investment Strategist / Chief Economist of STA Wealth Mgmt
Contributor's Links: STA Wealth Daily X-Change Blog
Lance Roberts is the Chief Investment Strategist, Chief Economist and member of the investment committee for STA Wealth Mgmt. His primary focuses are macro trends, financial, fundamental and technical analysis of the markets and equities, credit markets, ...more

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Housing - Outside Of Prices, Not Much Recovery
Due to the shift in the makeup of the U.S. economy, housing is no longer the contributor to the economy it once was.
Definition Of Insanity: Abe-nomics
Japan remains trapped in an on-going "liquidity trap" where maintaining ultra-low interest rates is the key to sustaining an economic pulse.
5 Things To Ponder: "Spooky" Things
Looking for some shivers? Some scary readings about the economy.
3 Things Worth Thinking About (Vol. 15)
Last two times that QE has ended the economy slid towards negative growth and the markets suffered rather severe corrections.
Is It Possible To Avoid The 10-Worst Days?
Clearly, avoiding major drawdowns in the market is key to long-term investment success.
The Math Of Loss
As shown by the recent ICI flow of funds report investors only pulled $2.6 billion from equities in September, and October looks pretty much the same with a week of reporting data still left to go.
Why The Fed Will End QE On Wednesday
Over the last few years, the Federal deficit has shrunk markedly as infighting between Republicans and Democrats has restricted government spending to a large degree while taxes were increased across a broad spectrum of American taxpayers.
3 Things Worth Thinking About (Vol. 14)
The biggest fear of the Federal Reserve has been the deflationary pressures that have continued to depress the domestic economy.
Chart Of The Day: Junk Bonds As An Early Warning
Today's Chart Of The Day is a look at the level, and movement, of "junk bond yields" as they relate to the broader stock market.
Be Careful, Correction May Not Be Over
Corrections of 5% to 20% are a normal part of the stock market.
Houston, We Have A "Fracking" Problem
As with all things, the question of oil prices is nothing more than a supply/demand issue. The sharp increase in production brought on by "fracking" has certainly been quite remarkable.
Modern Portfolio Theory 2.0
Without the future benefit of falling interest rates, inflation and a rising consumption as a percentage of GDP, the future of Modern Portfolio Theory may look markedly different than in the past.
5 Things To Ponder: "Buy" Or "Run"
The bulls remain wildly bullish, believing that this is simply a “dip” in the ongoing “bull market.”
3 Things Worth Thinking About (Vol. 13)
The deflationary pressures that are rising in Japan and the Eurozone flow back into the domestic economy over the next couple of quarters.
Past Predictions Come To Fruition, What Next?
By the time a change in market dynamics has occurred, it is too late to take advantage of it. This is the problem with being a contrarian investor - it's all in the timing.
Inconceivable
This is the “frame of belief” that pervades in the financial markets currently. A correction of magnitude is currently “inconceivable” as the U.S. is now “clearly” on a trajectory towards stronger economic growth.
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