Bullish Or Bearish: Where Are We Now?
by Lance Roberts, RIA Bullish or bearish? What is the case for the market now? As we noted…
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...
Bear Squeeze? Or, Return Of The Bull?
by Lance Roberts, RIA “Bear squeeze,” or has the bull market returned? Over the last few weeks, that…
Surge In Bond Yields Says It’s Time To Buy Bonds
by Lance Roberts, RIA The surge in bond yields suggests that we are nearing the ideal entry point…
Recession Risk: Rising Rapidly (Or, Could We Be In One Already?)
by Lance Roberts, RIA Recession risk is rising rapidly. In fact, it is possible that we may already…
Market Perspective Is Important To Avoid Mistakes
by Lance Roberts, RIA Market perspective is essential in avoiding investing mistakes. With CNBC airing “Markets In Turmoil”…
An Earnings Reversion is Coming
by Lance Roberts, RIA An earnings reversion is coming. In “earnings estimates will disappoint,” we showed the extreme…
No. Greedy Corporations Aren't Causing Inflation.
by Lance Roberts, RIA Greedy corporations are not causing inflation. Such is despite the claims of many of…
Sell Energy Stocks? The Time May Be Approaching
by Lance Roberts, RIA Sell energy stocks? Such certainly seems counter-intuitive advice given high oil prices, geopolitical stress,…
Geopolitical Risk Could Sideline The Fed
by Lance Roberts, RIA “Geopolitical Risk” could well be a reason for the Fed to slow-roll tightening monetary…
The Fed Put? What And Where Is It?
by Lance Roberts. RIA The “Fed put?” Exactly, what is it, and where does this mythical support reside?…
This Time Is Different – The Fed’s Next “Minsky Moment”
by Lance Roberts, RIA “This time is different.” Those are words usually uttered at the peak of bull…
Market Pullback or Correction?
by Lance Roberts, RIA Market pullback or bear market? Such seems to be the question on everyone’s mind…
Disinflation Is A Bigger Threat Than Inflation
by Lance Roberts, RIA Disinflation, and ultimately deflation, is a more significant threat than inflation over the next…
Potemkin Economy: Costs & Consequences
by Lance Roberts, RIA A Potemkin economy has lured the Fed, economists, and Wall Street analysts into a…
Hard Assets: Are They A Trap In The Making?
by Lance Roberts, RIA The hard asset, commodity, trade has sprung to life over the last couple of…
