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…
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...
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…
Are the FANG Stocks Dead?
by Lance Roberts, RIA Are the FANG stocks dead? Or, to be clear, are the MANNGMAT stocks dead?…
The Treasury Market Is The Fed’s Next Crisis
by Lance Roberts, RIA The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party…
Druckenmiller: A Decade Of No Returns
by Lance Roberts, RIA Is a “lost decade” ahead for markets? Stanly Druckenmiller believes that could be the…
“Recession Fatigue” As Consumers Begin To Break
by Lance Roberts, RIA “Recession Fatigue” is setting in as consumers struggle under rising interest rates, high inflation,…
Deflation Will Become The Problem When “Something Breaks”
by Lance Roberts, RIA While the Fed continues to hike rates to combat high inflation levels aggressively, history…
Superbubble’s Final Act? Or Is This Time Different?
by Lance Roberts, RIA Is this the “Superbubble’s Final Act?” Such was a fascinating piece of commentary recently…
The Strong Dollar Is A Risk To Corporate Profits
by Lance Roberts, RIA The strong dollar remains a risk to corporate profits and asset prices as the…
Debt & Why The Fed Is Trapped
by Lance Roberts, RIA The massive debt levels provide the single most significant risk and challenge to the…
The Big Short Squeeze Is Coming
by Lance Roberts, RIA The latest rate hike announcement by the Fed sent stocks tumbling to the year’s…
Buffett Indicator Says Markets Are Going To Crash?
by Lance Roberts, RIA “The ‘Buffett Indicator’ says the stock market will crash.“ Such was an email I…
Deficit Reduction. Is It Reality Or A Mirage?
by Lance Roberts, RIA Recently, the Biden Administration started taking victory laps on deficit reduction. Of course, the…
