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...
Technically Speaking: Forward Returns Continue To Fall
by Lance Roberts, RIA One of the interesting aspects of âbull marketsâ is the further they go, the…
April 29, 2021
#MacroView: Siegel On Why Stocks Could Rise 30%
by Lance Roberts, RIA During a recent CNBC interview, Jeremy Siegel suggested stocks could rise another 30% before the…
April 27, 2021
Technically Speaking: Is BofA Right About A Market Drop To 3800?
by Lance Roberts, RIA Recently, Bank of Americaâs Savita Subramanian discussed why the market could drop to 3800.…
April 22, 2021
There Is No Way This Bull Market Doesnât End Very Badly
by Lance Roberts, RIA There is no way this bull market doesnât end very badly. We all know…
April 19, 2021
#Fundamentally Speaking: Earnings Optimism Explodes
by Lance Roberts, RIA As markets surge to record highs, analysts are rushing to ratchet up earnings estimates…
April 15, 2021
#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…
April 6, 2021
David Robertson: Buffett's Boring Stories of Glory Days
by David Robertson, CFA, CEO, AretĂ© Asset Management Warren Buffettâs view of the glory days as part of…
April 4, 2021
The Fed Has Forced Investors To Take On Excess Risk
by Lance Roberts, RIA Since the âFinancial Crisis,â the hope was that inflating asset prices would trickle down…
March 23, 2021
#MacroView: Is Hyperinflation Really A Threat?
by Lance Roberts, RIA Is hyperinflation a threat? While I was on vacation this past week, I got…
March 22, 2021
#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…
March 17, 2021
Technically Speaking: The Bull Market Is On Shaky Ground
by Lance Roberts, RIA Last weekâs sell-off left the âbull marketâ on shaky ground. The big question for…
March 14, 2021
Technically Speaking: Topping Patterns Popping Up Everywhere
by Lance Roberts, RIA As I worked through this past weekendâs newsletter, I noticed that multiple markets are…
March 5, 2021
Technically Speaking: Blowing Up The âEverything Bubbleâ
by Lance Roberts, RIA Recently, I discussed the âTwo Pins That Pop The Bubble,â specifically noting the risk…
February 24, 2021