Investing Rules To Navigate Volatile Markets
by Lance Roberts, RIA While often difficult, investing rules can help us maintain our focus and investment discipline…
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...
The Pain Trade Is Higher Into Year-End
by Lance Roberts, RIA The âpain tradeâ 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 âLaw of Unintended Consequences.â To wit:…
Bond Valuations Are Cheap.
by Lance Roberts, RIA Bond valuations are cheap. Psychology in markets is always fascinating. In February 2009, I…
âSoft Landingâ Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fedâs âsoft landingâ hopes are likely overly optimistic. Such was the context of…
Compound Market Returns Are A Myth?
by Lance Roberts, RIA âCompound market returns.â During bullish markets, there is inevitably a regurgitation of this myth…
"That 70s Show"
by Lance Roberts, RIA The hit TV series âThat 70s Showâ aired from 1998 to 2006 and focused…
Bond Vigilantes And The Waiting For Godot
by Lance Roberts, RIA The term âBond Vigilantesâ is a nostalgic twist on an old-west theme. In the…
Predictions Are Pointless. Why You Shouldnât Listen To Gurus.
by Lance Roberts, RIA â(Market) Predictions Are DifficultâŚEspecially When They Are About The Futureâ â Niels Bohr Okay, I…
Mega-Cap Stocks Continue To Dominate. But Why?
by Lance Roberts, RIA Mega-cap stocks continue to dominate the market in 2023. The question is, why? After…
10 Best Days â A Meme For Every Bull Market
by Lance Roberts, RIA About once a year, I have to address the issue of chasing the â10…
A recession is coming. Or is it?
by Lance Roberts, RIA Since the beginning of 2022, the media has regularly warned a recession is coming.…
The Market Is Detached From The Real Economy
by Lance Roberts, RIA âThe stock market is not the economy.â Such is the latest rationalization to support…
ESG Is Dying Its Inevitable Death
by Lance Roberts, RIA ESG scoring and mandates remain a subject we have contested since it sprang to…
Bullish Measures Are Getting Really Bullish
by Lance Roberts, RIA âBullish measures are getting really bullish.â This is an interesting statement, given how âbearishâ…
