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…
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...
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…
Why Gardening Can Help You Manage Your Portfolio Better
by Lance Roberts, RIA Managing your portfolio has more to do with gardening than you might imagine. Over…
Valuation Math Suggests Difficult Markets In 2023
by Lance Roberts, RIA In 2023, the math of valuations suggests returns will likely be challenging as markets…
Will A Dollar Decline Be Good For Stocks? – Part 1
by Lance Roberts, RIA Will a dollar decline be good for stocks? It is an interesting question, given…
The Bull Case Has Two Problems
by Lance Roberts, RIA Since the beginning of October, the market has performed better as a “Fed Pivot”…
Lessons From the 'Nifty Fifty'
by Lance Roberts, RIA Recently, Bank of America discussed the “5-Lessons From The Nifty Fifty.” Of course, if…
More Bearish Market Action Before The Bull Can Run
by Lance Roberts, RIA Following the weaker-than-expected October inflation report, stocks surged on hopes the Fed will “pivot”…
Hard Landing Coming? Investors Don’t Think So.
by Lance Roberts, RIA Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive…
Midterm Elections Are Bullish Even In A Bear Market
by Lance Roberts, RIA With the midterm elections behind us, does the market outlook improves given a now…
The “Policy Pivot” May Not Be Bullish
by Lance Roberts, RIA Since June, the market rallied on hopes of a “policy pivot” by the Federal…
There Really Is No Middle Class Any Longer
by Lance Roberts, RIA There was a time when a large portion of Americans belonged to the “middle…
