Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Shades Of 1999 As âMarket Maniaâ Returns In 2020
by Lance Roberts, RIA âMaybe this time is different. Those words, supposedly the most dangerous to utter in…
December 29, 2020
Technically Speaking: Charting 2020 â A Year Of Speculative Mania
by Lance Roberts, RIA As we prepare to wrap up the year, 2020 will go down in the…
December 27, 2020
The âRoaring 20âsâ â The Fundamental Problem Of The Bullish View
by Lance Roberts, RIA Recently, Ed Yardeni discussed his view of why another âRoaring 20âsâ may lie ahead.…
December 16, 2020
MacroView â The Energy Rally Is Likely Premature
by Lance Roberts, RIA The rally in energy companies is likely premature. To understand why such may be…
December 13, 2020