(1) Massive US government #stimulus, (2) an accommodating #Fed, (3) resilient consumers, and (4) Covid-19 vaccinations lead @LPLResearch to upgrade their US and Global #GDP forecasts. bit.ly/3jE2TFm
#Economy #Investing
Massive federal #deficits and #debt levels won't cause a sudden financial crisis, but there are obvious long-term consequences. via @LPLfinancial @RyanDetrick
#Stimulus #Economy #Fed #Investing
Read complete Weekly Market Commentary:
lpl.com/news-media/research-…
Economic cycle favors #SmallCap stocks, although most of the good news could be priced in. - @LPLResearch
#Market #Economy #InvestmentManagers
lpl.com/news-media/research-…
Excellent conversation between two pros...
We all recognize a lack of alignment in an organization causes problems, right? The inability to effectively handle high-stakes conversations costs business owners and companies an enormous amount of time, money and lots of collate…lnkd.in/g5H7J69 lnkd.in/gdEag-d
Jeff Sandene, CFP® retweeted
We all recognize a lack of alignment in an organization causes problems, right? The inability to effectively handle high-stakes conversations costs business owners and companies an enormous amount of time, money and lots of collate…lnkd.in/g5H7J69 lnkd.in/gdEag-d
"The best time to plant a tree was twenty years ago, the second best time is today." Chinese proverb.
I should have read this in January, but it'll be done after just a few sessions. @TheTomBronson I'm 'hearing' your voice throughout the book.
Goldman Sachs: "Narrow Breadth in S&P 500 is a Bad Sign for Stocks" bloom.bg/2yPjXVc
Earnings estimates are falling and stock valuations are rising.
How will this unsustainable situation be resolved?
#InvestmentAdvice #BehavioralEconomics #EvidenceInvesting
linkedin.com/posts/jeffsande…
Jeff Sandene, CFP® retweeted
To buy U.S. stocks at their current prices requires a denial of the realities that confront us, even if a rally has been justified. Prospective p/es are their highest in 18 years for crying out loud... bloomberg.com/opinion/articl… via @bopinion
Forward earnings estimates are falling faster than stock prices, resulting in the most expensive market since the dot-com bubble.
#FinancialAdvice #InvestmentAdvice #EvidenceInvesting #Economy
linkedin.com/posts/jeffsande…
Is the stock market currently disconnected from reality?
This week I'm taking a deep dive into that topic...
#FinancialAdvice #InvestmentAdvice #EvidenceInvesting #Economy
linkedin.com/posts/jeffsande…
Jeff Sandene, CFP® retweeted
Economic Outlook: Reasons for Optimism and Pessimism calculatedriskblog.com/2020/…
Jeff Sandene, CFP® retweeted
Equities bottom a half year or so before the economy, so this basically what ‘the market’ is expecting. Right now, how we recover is as clear as fog
teapawt.net/GregDaco/status/124837…
Replying to @GregDaco
Given the severity of the economic & labor market shock and the expectation for a gradual and uneven resumption of activity, we foresee a U-shaped rebound.
Even so, we expect consumer outlays to remain 1% lower while government spending fills the gaps.
Jeff Sandene, CFP® retweeted
April 11 Update: US COVID-19 Test Results: Still Struggling to Test calculatedriskblog.com/2020/…
Jeff Sandene, CFP® retweeted
To be clear where I stand: Fed purchases of unsecured assets on secondary markets are illegal trickle down policies. The right to choose actions with fiscal effect is reserved to Americans, acting through Congress. The Fed, as a banking arm, is restricted to debt thereby secured.
Jeff Sandene, CFP® retweeted
The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” cnb.cx/2Rpmjkh
Chamath Palihapitiya on the U.S. coronavirus response
Chamath Palihapitiya, founder and CEO of investment firm Social Capital, said that the U.S. shouldn’t be bailing out billionaires and hedge funds during the coronavirus pandemic.
Jeff Sandene, CFP® retweeted
April 8 Update: US COVID-19 Test Results calculatedriskblog.com/2020/… Still a long way from being able to do test-and-trace




















