Buffett on Buybacks
by Lance Roberts, RIA Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Bear Trap? Market Holds Critical Support.
by Lance Roberts, RIA Is the recent correction a “bear trap?” Or is the bounce just a selling…
Retail Traders Go Bust As Speculation Inevitably Goes Wrong
by Lance Roberts, RIA A recent Wall Street Journal article discussed how retail traders that made millions during…
“No Landing” Scenario At Odds With Fed’s Goals
by Lance Roberts, RIA Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the…
The Correction May Have Started, Will Bulls Remain In Control?
by Lance Roberts, RIA The market correction has started. The question we have repeatedly discussed over the last…
Bullish Investors Continue To Fight The Fed
by Lance Roberts, RIA Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy…
The Technicals vs The Fundamentals. Which Is Right?
by Lance Roberts, RIA Last week, we discussed why the more bullish technical formations were at odds with…
Recession Forecasts At Odds With Bullish Formations
by Lance Roberts, RIA Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that…
A “Soft Landing” Scenario – Possibility Or Fed Myth?
by Lance Roberts, RIA Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in…
Passive Value Investors are Not Value Investors
by Michael Lebowitz, 720 Global Research Investment management can be silly, just like the title of this article.…
Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?
by Lance Roberts, RIA Is the Fed trying to wean the markets off monetary policy? Such was an…
The Pain Trade is Higher For Now
by Lance Roberts, RIA The “pain trade” is likely higher over the next few weeks. I touched on…
The Lag Effect Of The Fiscal Pig & Economic Python
by Lance Roberts, RIA The lag effect of monetary policy changes will surprise the Fed as the fiscal…
Forward Returns Will Disappoint Compared To The Past Decade
by Lance Roberts, RIA For many investors who started their investing journey following the financial crisis, forward returns…
60/40 Portfolio Set To Outperform Over The Next Decade
by Lance Roberts, RIA Much ink has been spilled over the death of the 60/40 portfolio. However, declaring…
