Are the FANG Stocks Dead?
by Lance Roberts, RIA Are the FANG stocks dead? Or, to be clear, are the MANNGMAT stocks dead?…
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 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…
Earnings Decline – Likely More To Go Before We Are Done
by Lance Roberts, RIA Last year, I wrote an article discussing that 2022 earnings estimates were too optimistic…
Buy Stocks Now? When It’s Time, You Won’t Want To.
by Lance Roberts, RIA Buy stocks in a bear market. It sounds a whole lot easier than it…
The Rule Of 20 & Why The Bear Market Remains
by Lance Roberts, RIA The “Rule Of 20” says the “bear market” may just be resting despite much…
The Bear Market Is Over. Or, Is It Just Hibernating?
by Lance Roberts, RIA The bear market is over. While that statement fills the mainstream media, it remains…
