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…
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...
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…
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…
