by Lance Roberts
Real Investment Advice
Some of my favorite movies are when a group of investigators tracks down “wrong-doers.” At first, they have only a few clues that are disparate and have little context. However, as the movie progresses, the clues coalesce into a meaningful outcome of catching the villain. In the financial markets, our job as investors is much the same. However, at the peak of bull market cycles, investors begin to ignore evidence at their financial peril.
Note: This report is a primer for next week’s article on “The Importance Of Market Cap To GDP.”
Let’s take a look at the clues which may be more meaningful than individuals are currently assuming.