Lance Roberts | TalkMarkets | Page 1
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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3 Things Worth Thinking About (Vol.19)
The Federal Reserve and ISM surveys have been showing strong increases in recent months; the production, income and consumption and housing components of the CFNAI have declined.
You Thought QE Was Over
As discussed previously, the correlation between the Fed's balance sheet expansion program and the subsequent changes in the S&P 500.
5 Things To Ponder: Rising Risk
Output growth has now fallen for three straight months, taking the pace of expansion down to its lowest since the start of the year.
3 Things Worth Thinking About (Vol.18)
Following the October swoon, stocks have vaulted to all-time highs. As I discussed previously in "Sentiment Is Off The Charts Bullish," there have only been few occasions where investors have felt so "giddy" about the financial markets.
Interview: Is The Economy Really Doing Better
In a recent interview with my friend Tom Zizka, we discussed the recent election and the view by voters that the economy may not be as strong as statistical headlines suggest.
The Eurozone's QE Problem
Over the last couple of weeks, as the Federal Reserve ended their latest round of quantitative easing, there have been many calls about the pickup of the "QE Baton" by the BOJ and ECB.
Do Lower Gas Prices Really Boost Consumption?
The problem with falling oil prices, economically speaking, is that oil and gas production make up a hefty chunk of the "mining and manufacturing" component of the employment rolls.
Pressures On US Economy Just Increased
The U.S. economy would likely be unable to meet current estimates of sustained and robust economic growth of 3% or more due to the global slowdown.
5 Things To Ponder: Market Stew
The markets have been pushing new all-time highs this past week as earnings season begins to wind down.
3 Things Worth Thinking About (Vol. 17)
The Fed realizes this and is why they removed their employment targets. It also undermines the headlines that only 5.8% of the population is currently unemployed.
Sentiment Is "Off The Charts" Bullish
The deviation of the S&P 500 and the Wilshire 5000 from their respective 36-month moving average is at levels that have only been seen at four other periods previously.
Why The Stock Market Is Detached From The Economy
Think about this for a moment. The stock market is comprised of thousands of companies doing business in the economy.
Early Freeze Could Derail Economic Growth Forecasts
Economic growth estimates are set for 3.0% through the end of this year, and it is hoped that the domestic economy can finally reach "escape velocity."
5 Things To Ponder: GOP Takes Control
Despite headline statistics, for 80% of Americans the real economy remains quite weak with income growth and quality job opportunities scarce.
3 Things Worth Thinking About (Vol. 16)
While oil prices have surged this year on the back of geopolitical concerns, the performance of energy stocks has far outpaced the underlying commodity.
GOP Election Win Was A Message About The Economy
The dichotomy between the statistical economic data released by various governmental and private agencies continues to be quite wide.
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