Paul Volker And 1982. Why Now Isnât Then.
by Lance Roberts, RIA Jerome Powell isnât Paul Volker, and this isnât 1982. As of late, market analysts…
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...
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 Reserveâs 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 â 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 âGiant corporations are using inflation as cover to raise their prices & boost their…
The âBullwhip Effectâ Will Frustrate The Fed
by Lance Roberts, RIA The âBullwhip Effect Originally Published At The Epoch Times The âBullwhip Effectâ has gotten…
Fear Of Missing Out? Wall Street & Retail Hang On.
by Lance Roberts, RIA The âFear Of Missing Out,â or âF.O.M.O.â is a centuries-old behavioral trait that began…
Payment For Order Flow & The SECâs Plan To End It
by Lance Roberts, RIA âPayment For Order Flowâ remains a contention between retail investors and Wall Street. On…
Earnings Recession Coming As Fed Hikes Rates
by Lance Roberts, RIA Earnings Recession Coming Was Originally Published At MarketWatch An earnings recession is coming as…
âHODLâ Finds Its Inevitable Flaw
by Lance Roberts, RIA HODL,â an original misspelling taken on as a badge of courage by cryptocurrency investors,…
Oil Price Reversions â The Inevitable Outcome Of Recessions
by Lance Roberts, RIA An oil price and energy stock price reversion may be starting. The reason is…
NFIB Signals A Recession Is ComingâŚAgain
by Lance Roberts, RIA NFIB signals a recession is comingâŚagain. The reason I say âagainâ is because, in…
