Gambling Epidemic: Gen Z Bets Against Their Future
by Lance Roberts, RIA The Gen Z gambling epidemic is quietly moving a generation’s money from the market…
Sequence Of Return Risk: The Math That Breaks Retirements
by Lance Roberts, RIA The sequence of return risk is the quiet reason two retirees with identical average…
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.
Earnings Mean Reversion: When Estimates Snap Back
by Lance Roberts, RIA Consensus earnings estimates now sit close to 50% above trend, and that gap is…
Portfolio Risk Management: Winning The Long Game (Chapter 5)
by Lance Roberts, RIA “How To Win The Long Game” is the final chapter of our series and…
Investing Myths Dismantled (Chapter 4 of 5)
by Lance Roberts, RIA “Investing Myths Dismantled” is chapter 4 of a 5-part series examining the narratives around…
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…
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…