The Cash Hoard Of 2023 (And The Sideline Money Myth)
by Lance Roberts, RIA The vast âcash hoard of 2023â has the bullish media salivating about what it…
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...
Bullishness Remains Missing, Which Is A Good Thing
by Lance Roberts, RIA Despite media headlines, podcasts, and broadcasts suggesting âdoom and gloomâ lurks around the corner,…
The Market Bottomed In October. Now What?
by Lance Roberts, RIA The market bottomed last October despite ongoing concerns about inflation, higher rates, recessionary risks,…
Banking Crisis Is How It Starts, Recession Is How It Ends
by Lance Roberts, RIA As the Fed tightens monetary policy, a banking crisis is historically the first evidence…
Bullish Buy Signals Mark 4200 For Relief Rally
by Lance Roberts, RIA Despite an ongoing âbanking crisis,â investors continue to chase stocks triggering several bullish buy…
Recession Indicators Say The Fed Broke Something
by Lance Roberts, RIA Recession indicators are ringing loudly. Yet, the Fed remains focused on its inflation fight,…
âNot QEâ Puts Fed Between A âRock And A Hard Placeâ
by Lance Roberts, RIA âQEâ or âQuantitative Easingâ has been the bullâs âsiren songâ of the last decade,…
Consensus View Of âNo Recession.â Could It Be Wrong?
by Lance Roberts, RIA Could the consensus view of a âno recessionâ scenario be wrong? As portfolio managers,…
Bank Runs. The First Sign The Fed âBroke Something.â
by Lance Roberts, RIA With the collapse of Silicon Valley Bank, questions of potential âbank runsâ spread among…
Buffett on Buybacks
by Lance Roberts, RIA Warren Buffett defended stock buybacks in Berkshire Hathawayâs annual letter, pushing back on those railing against the…
Bear Trap? Market Holds Critical Support.
by Lance Roberts, RIA Is the recent correction a âbear trap?â Or is the bounce just a selling…
Retail Traders Go Bust As Speculation Inevitably Goes Wrong
by Lance Roberts, RIA A recent Wall Street Journal article discussed how retail traders that made millions during…
âNo Landingâ Scenario At Odds With Fedâs Goals
by Lance Roberts, RIA Economically speaking, bullish bets are mounting on a âno landingâ scenario, which suggests the…
The Correction May Have Started, Will Bulls Remain In Control?
by Lance Roberts, RIA The market correction has started. The question we have repeatedly discussed over the last…
Bullish Investors Continue To Fight The Fed
by Lance Roberts, RIA Bullish investors continue to âFight the Fed,â hoping that a change to monetary policy…
