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The Great Disconnect: Markets Vs. Economy

Authored by Lance Roberts via RealInvestmentAdvice.com, The general consensus is the rise in capital markets, despite global weakness, geopolitical risks and sluggish employment and wage growth, is clearly a sign of economic strength as witnessed by rising corporate profitability. Therefore, stocks are the only investment worth having. My arguments are much more pragmatic.
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The Risk To The "Bull" Thesis

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Authored by Lance Roberts via RealInvestmentAdvice.com, Following the election, the markets began pricing in a strongly recovering economic environment driven by a wave of legislative policies. While the market has indeed advanced, ...

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Weekend Reading: Losing Faith?

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