Fed Rate Cuts â A Signal To Sell Stocks And Buy Bonds?
by Lance Roberts, RIA With both economic and inflation data continuing to weaken, expectations of Fed rate cuts…
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...
Irrational Exuberance Then And Now
by Lance Roberts, RIA On December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices…
The âBroken Clockâ Fallacy & The Art Of Contrarianism
by Lance Roberts, RIA Some state that âbears are like a âbroken clock,â they are right twice a…
A Fundamental Shift Higher In Valuations
by Lance Roberts, RIA Over the last decade, there has been an ongoing fundamental debate about markets and…
Grant: Rates Are Going Much Higher. Is He Right?
by Lance Roberts, RIA Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook…
Commodities And The Boom-Bust Cycle
by Lance Roberts, RIA It is always interesting when commodity prices rise. The market produces various narratives to…
Benchmarking Your Portfolio May Have More Risk Than You Think
by Lance Roberts, RIA During ripping bull markets, investors often start benchmarking. That is comparing their portfolioâs performance…
Is Buffettâs Cash Hoard A Market Warning?
by Lance Roberts, RIA Every year, investors anxiously await the release of Warren Buffettâs annual letter to see…
Moving Average Crossovers Suggest The Bull Is Back
by Lance Roberts, RIA While there is much debate over whether another bear market is imminent, weekly moving…