January Stats & New Year Investing Resolutions For 2024
by Lance Roberts, RIA With 2023 behind us, what does a stellar “Santa Claus” rally tell us about…
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...
Sell Cash, Buy Stocks As Powell Pivots?
by Lance Roberts, RIA A recent warning by YahooFinance warns investors to sell their cash and buy bonds…
Wealth Effect Increases and Recession Risks
by Lance Roberts, RIA What is the “wealth effect,” and why is it important? It is a great…
The Markets Are Front Running The First Rate Cut
by Lance Roberts, RIA In October, the markets were down 10% from the July high, bond yields were…
Stock Market Correction Coming Before The Santa Claus Rally
by Lance Roberts, RIA Is a stock market correction coming before the Santa Claus rally at the end…
Speculator Or Investor? What’s The Difference?
by Lance Roberts, RIA Are you an “investor” or a “speculator?” Over the last month, we have discussed the “false market…
S&P 500 Market Returns And Why Your Performance Is Worse
by Lance Roberts, RIA As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date.…
CFNAI: The Most Important & Overlooked Economic Number
by Lance Roberts, RIA The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important…
Bond Bear Market. Is It Dead, Or Just Hibernating?
by Lance Roberts, RIA Is the bond bear market finally over? That is the question everyone is asking…
Job And Retail Sales Data: Always Good Until They Aren’t
by Lance Roberts, RIA The recent #MacroView blog noted economists are increasingly confident the economy will avoid a…
Investing Rules To Navigate Volatile Markets
by Lance Roberts, RIA While often difficult, investing rules can help us maintain our focus and investment discipline…
The Pain Trade Is Higher Into Year-End
by Lance Roberts, RIA The “pain trade” continues to be higher into year-end. We made Such a point in January,…
Consequences Are Always Unintended
by Lance Roberts, RIA Bloomberg recently penned a great piece on the “Law of Unintended Consequences.” To wit:…
Bond Valuations Are Cheap.
by Lance Roberts, RIA Bond valuations are cheap. Psychology in markets is always fascinating. In February 2009, I…
“Soft Landing” Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of…
