An Earnings Reversion is Coming
by Lance Roberts, RIA An earnings reversion is coming. In “earnings estimates will disappoint,” we showed the extreme…
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...
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…
Rate Hikes: The Fed Won’t Hike Nearly As Much As Expected
by Lance Roberts, RIA Rate hikes will be far fewer than the markets currently expect. Currently, with inflation…
Market Selloff Into January
by Lance Roberts, RIA The market selloff into January rattled investors as concerns of “So Goes January, So…
Speculative Mania – Was 2021 The Peak?
by Lance Roberts, RIA “Speculative” is a word that aptly sums up the year 2021. The question that…
"Passive ETFs" Are Hiding The Bear Market
by Lance Roberts, RIA Passive ETFs are hiding a bear market in stocks. That may sound like a…
2022 Outlook Part 1 – Tailwinds Shift To Headwinds
by Lance Roberts, RIA The first part of our 2022 outlook looks through the front windshield and contrasts…
