Retail Sales Data Suggests A Strong Consumer Or Does It
by Lance Roberts, RIA The latest retail sales data suggests a robust consumer, leading economists to become even…
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...
Just A Correction, Or Is The Bull Market Over?
by Lance Roberts, RIA s this just a correction after a strong bullish advance from November, or is…
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic âreflationâ is becoming the next bullish narrative as equity valuation increases continue to…
Margin Debt Surges As Bulls Leverage Bets
by Lance Roberts, RIA In the most recent report from FINRA, margin debt levels have surged as bullish…
Wealth Gap And The Road To Serfdom
by Lance Roberts, RIA One of the most interesting conundrums is the surging wealth gap in America. Despite…
Market Corrections Matter More Than You Think
by Lance Roberts, RIA During running bull markets, much commentary is written on why this time is different…
Blackout Of Buybacks Threatens Bullish Run
by Lance Roberts, RIA With the last half of March upon us, the blackout of stock buybacks threatens…
Household Equity Allocations Suggests Caution
by Lance Roberts, RIA Household equity allocations are again sharply rising, as the âFear Of Missing Outâ or…
Valuation Metrics And Volatility Suggest Investor Caution
by Lance Roberts, RIA Valuation metrics have little to do with what the market will do over the…
This Is Nuts â An Entire Market Chasing One Stock
by Lance Roberts, RIA âWhen you sit down with your portfolio management team, and the first comment made…
Are The Magnificent Seven In A Bubble? Ask The Nifty Fifty
by Michael Lebowitz, Investment Analyst, Portfolio Manager, 720Global Research Sometimes, a narrative dominates the financial/social media and promotes…
Donât Fear All-Time Highs, Understand Them
by Lance Roberts, RIA Donât fear all-time highs in the market. Such is a natural response for investors…
Divergences And Other Technical Warnings
by Lance Roberts, RIA While the bulls remain entirely in control of the market narrative, divergences and other…
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
by Lance Roberts, RIA As the financial markets grind higher, retirement savers have consciously decided to add more…
âTheory Of Reflexivityâ And Does It Matter?
by Lance Roberts, RIA I received an email this past week concerning George Sorosâ âTheory Of Reflexivity.â âI…
