Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…
Think Like An Investor, Not A Speculator (Chapter 1 of 5)
by Lance Roberts, RIA “Think Like An Investor” is chapter 1 of a 5-part series examining the narratives…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…
Sound Money: Be Careful What You Wish For
by Lance Roberts, RIA A return to sound money has become the rallying cry for a growing crowd…
Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move
by Lance Roberts, RIA Lately, it seems like you can’t open a financial publication without stumbling across another…
Why Retail Traders Consistently Underperform Over Time
by Lance Roberts, RIA Decades of data across global markets reach the same verdict: the more frequently retail…
AI Capex Risk Cuts Both Ways In The American Economy
by Lance Roberts, RIA Just over a year ago, I made the case that the deficit narrative would find…
Margin Debt Risk: The Ratios That Mislead Investors
by Lance Roberts, RIA Margin debt just set another record. In May 2026, investors owed their brokers a…
Friedman Was Right, Just Mostly Misquoted.
by Lance Roberts, RIA Milton Friedman’s famous one-liner that anchors half the inflation debates on financial television leaves…
The Technical Backdrop: When Flows Meet a Hawkish Fed
by Lance Roberts, RIA Here’s the setup most investors are underrating right now. Over the next two weeks,…
The K-Shaped Economy: Why The Middle Class Moved Up.
by Lance Roberts, RIA The K-shaped economy has become shorthand for a tidy story. The rich pull away…
Equity Supply Surge: What Historically Comes Next
by Lance Roberts, RIA This past week, the market hit an all-time high. At the same time, Alphabet…
Risk Management For Retirees: When To Reduce Exposure
by Lance Roberts, RIA Last week, a viewer of the Morning Show emailed me about risk management for…
15 Investing Rules To Win The Long-Game
by Lance Roberts, RIA Risk isn’t about how much money you’ll make. It’s about how much you can…