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Lance Roberts  

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  • Corporate Profit Margins And Investor Consequences [View article]
    Thank you..and I agree with you.
    Mar 30, 2015. 02:47 PM | Likes Like |Link to Comment
  • Corporate Profit Margins And Investor Consequences [View article]
    I do and that is an interesting idea. I will look into that.
    Mar 30, 2015. 02:45 PM | Likes Like |Link to Comment
  • Corporate Profit Margins And Investor Consequences [View article]
    Hope your right.... ;-)
    Mar 30, 2015. 02:39 PM | Likes Like |Link to Comment
  • Corporate Profit Margins And Investor Consequences [View article]
    Thank you...the important point of that quote was the first sentence which is the reversion of corporate profits.
    Mar 30, 2015. 02:38 PM | Likes Like |Link to Comment
  • Corporate Profit Margins And Investor Consequences [View article]
    It is a good point...however, it is worth noting that emerging market economies are almost solely dependent on the major economies growth for their own. In other words, if the US, Europe and Japan get a common cold, economically speaking, emerging markets get the flu.
    Mar 30, 2015. 02:37 PM | Likes Like |Link to Comment
  • Return To Reality [View article]
    David. Thanks for the comments and assistance. I responded to you and Foxgary above.
    Mar 23, 2015. 08:39 AM | Likes Like |Link to Comment
  • Return To Reality [View article]
    DavidLMO and Foxgary. Sorry I have been traveling a bunch lately.

    The two lower indicators are PMO and MACD. They are simply to show the momentum in the markets are deteriorating which is a risk to investors.

    However, currently, the trend is still bullish and suggests that portfolio allocations should be weighted towards equities. However, the risks are increasing that could result is a reversal.
    Mar 23, 2015. 08:38 AM | Likes Like |Link to Comment
  • Return To Reality [View article]
    JRamo is correct. PMO and MACD.
    Mar 23, 2015. 08:33 AM | Likes Like |Link to Comment
  • Meet The Worst Economic Forecasters Ever - The Fed [View article]
    Does two "wink's" equal a "truth?"

    I am not suggesting that the Fed are "liars" by any measure. However, I think it is important to understand that the Fed is "guiding" their commentary to support financial markets. They understand that a misplaced word can have immediate negative impacts to the financial markets.
    Mar 23, 2015. 08:30 AM | Likes Like |Link to Comment
  • Meet The Worst Economic Forecasters Ever - The Fed [View article]
    Great point. I should have included the Atlanta Fed forecast in the article.
    Mar 23, 2015. 08:26 AM | Likes Like |Link to Comment
  • Meet The Worst Economic Forecasters Ever - The Fed [View article]
    Thank you very much. I appreciate that.
    Mar 23, 2015. 08:26 AM | Likes Like |Link to Comment
  • Misunderstandings Of The End Of QE [View article]
    The problem with REITS, and more so with MLP's, is that they are heavily leveraged so small increase in interest rates can have majorly negative impacts on price.

    Importantly with respect to MLP's is that their revenue is a function of how much product flows through their pipes. That is a finite quantity and prices are far outside cash flows. There many trading hundreds of times fcf.

    Not suggesting you sell, just that you should be very cautious. I live in Houston and love MLP's but there is a fairly high degree of risk associated with them.
    Jul 31, 2014. 03:10 PM | Likes Like |Link to Comment
  • GDP - Pre/Post Annual Revisions In Pictures [View article]
    I don't disagree.
    Jul 31, 2014. 03:06 PM | Likes Like |Link to Comment
  • Misunderstandings Of The End Of QE [View article]
    Steve...here is some historical analysis on Fed interest rate increase:

    http://bit.ly/1qMZmGg
    Jul 31, 2014. 08:04 AM | Likes Like |Link to Comment
  • Misunderstandings Of The End Of QE [View article]
    That was in reference to a statistical study on rising rates and nasty events. See here:

    http://bit.ly/1qMZmGg

    However, the impact of rising rates depends on where you are in the full market cycle when rates begin to rise, and the strength of the underlying economy. I suspect that we will be on the shorter end of the average.

    Also, the estimate coincides with the Decennial and Presidential cycles which suggests 12-18 months of the current cycle remaining:

    http://bit.ly/1qMZmGi
    Jul 31, 2014. 08:03 AM | Likes Like |Link to Comment
COMMENTS STATS
65 Comments
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