There Is No Way This Bull Market Doesn’t End Very Badly
by Lance Roberts, RIA There is no way this bull market doesn’t end very badly. We all know…
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...
#Fundamentally Speaking: Earnings Optimism Explodes
by Lance Roberts, RIA As markets surge to record highs, analysts are rushing to ratchet up earnings estimates…
The Twilight Zone Economy
by Patrick Hill, The Future Economy, via RIA The Twilight Zone Economy “It is a dimension as vast as…
#Technically Speaking: Despite Correction, Investors Are Exuberant
by Lance Roberts, RIA Despite the recent correction in the markets, leading to a hedge fund imploding, investors…
David Robertson: Buffett's Boring Stories of Glory Days
by David Robertson, CFA, CEO, Areté Asset Management Warren Buffett’s view of the glory days as part of…
The Fed Has Forced Investors To Take On Excess Risk
by Lance Roberts, RIA Since the “Financial Crisis,” the hope was that inflating asset prices would trickle down…
#MacroView: Is Hyperinflation Really A Threat?
by Lance Roberts, RIA Is hyperinflation a threat? While I was on vacation this past week, I got…
#Technically Speaking: Another Way To Look At Long-Term Bubble Cycles
Yes. We are in a stock market bubble. But what if conventional methods of examining market cycles miss…
Technically Speaking: The Bull Market Is On Shaky Ground
by Lance Roberts, RIA Last week’s sell-off left the “bull market” on shaky ground. The big question for…
Technically Speaking: Topping Patterns Popping Up Everywhere
by Lance Roberts, RIA As I worked through this past weekend’s newsletter, I noticed that multiple markets are…
Technically Speaking: Blowing Up The “Everything Bubble”
by Lance Roberts, RIA Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk…
Technically Speaking: Howard Marks On Speculative Manias
by Lance Roberts, RIA One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom…
Extraordinary Popular Delusions & The Madness Of Crowds
by Lance Roberts, RIA No matter where you look in the market, there are signs of exuberance. As…
Market Review: Bull Mania & The Charge Of The Light Brigade
by Lance Roberts, RIA 2021 has certainly started off interesting. From Reddit readers chasing the most heavily shorted…
Technically Speaking: Is A Larger Correction Coming?
by Lance Roberts, RIA In last week’s Technically Speaking post we discussed why we reduced risk in anticipation…
