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…
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...
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…
Paul Volker And 1982. Why Now Isn’t Then.
by Lance Roberts, RIA Jerome Powell isn’t Paul Volker, and this isn’t 1982. As of late, market analysts…
Long Term Returns Are Unsustainable
by Lance Roberts, RIA Long-term returns are unsustainable. I realize that is a bold statement that flies in…
Pulling Forward Growth No Longer An Option.
by Lance Robert, RIA Pulling forward growth over the last decade remains the Federal Reserve’s primary tool for…
Investing Lesson Of Math Learned The Hard Way
by Lance Roberts, RIA Every investor must learn the one investing lesson in surviving the long game: how…
No Recession? All Of A Sudden Yield Spreads Are Collapsing
by Lance Roberts, RIA No recession. That was the recent declaration from Treasury Secretary Janet Yellen, noting that…
MMT Policy Was Tried, And It Failed.
by Lance Roberts, RIA MMT Policy (Modern Monetary Theory), the grand experiment, was tried following the pandemic-driven shutdown…
Liquidity and Valuations – The Cornerstones of Investing
by Lance Roberts, RIA The bull market surge in 2020 and 2021, followed by the bear market swoon,…
Giant Corporations Are Causing Inflation?
by Lance Roberts, RIA “Giant corporations are using inflation as cover to raise their prices & boost their…
The “Bullwhip Effect” Will Frustrate The Fed
by Lance Roberts, RIA The “Bullwhip Effect Originally Published At The Epoch Times The “Bullwhip Effect” has gotten…
Fear Of Missing Out? Wall Street & Retail Hang On.
by Lance Roberts, RIA The “Fear Of Missing Out,” or “F.O.M.O.” is a centuries-old behavioral trait that began…
Payment For Order Flow & The SEC’s Plan To End It
by Lance Roberts, RIA “Payment For Order Flow” remains a contention between retail investors and Wall Street. On…
