Category Archives: Investing

Stuck In The Middle With You – 05-25-18

Written by Lance Roberts | May, 26, 2018

Stuck In The Middle (Of A Trading Range) Something Just Broke Yes, You Still Need Bonds Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound…

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Kass – There Is No Special Sauce

Written by Doug Kass | May, 23, 2018

* There is no quick answer to capture the holy grail of investment results. * The only certainty is the lack of certainty. If this morning’s downturn in futures holds…

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Technically Speaking: Riding The Bull

Written by Lance Roberts | May, 22, 2018

One of the most dangerous sports in America lasts a total of eight seconds – bull riding. In bull riding, a rider must stay on top of the bucking bull while…

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It’s Okay To Hold Some Cash

Written by John Coumarianos | May, 22, 2018

The great sage and baseball legend, Yogi Berra, once said: “It’s tough to make predictions – especially about the future.” But financial planning is all about contemplating how much money…

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Kass: Rising Costs And Suffering Profit Margins

Written by Doug Kass | May, 21, 2018

A combination of so-called “demand pull” and “cost-push inflation” is sending up feedstock costs and interest expenses to levels that I believe will soon lead to a marked contraction in…

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American Gridlock

Written by Lance Roberts | May, 21, 2018

Over the weekend, I was digging through some old posts and ran across a speech given by Dr. Woody Brock in 2012. Dr. Brock, is an economist who holds 5-degrees in…

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Consolidating The Breakout – 05-18-18

Written by Lance Roberts | May, 19, 2018

Consolidating The Breakout Another Nail In The “Buy and Hold” Coffin Whither Interest Rates Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha…

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Weekend Reading: Bear Market Repo’s

Written by Lance Roberts | May, 18, 2018

An interesting email hit my desk this morning: “The stock market goes up 80% of the time, so why worry about the declines?” Like a “bull” – rising markets tend…

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The R2K Conundrum

Written by Peter Cook | May, 18, 2018

“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.”…

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Quick Take: Kass – Beware Chasing Momentum

Written by Doug Kass | May, 17, 2018

I am beginning to think, these days, that with the exception of Warren Buffett, nearly everyone worships at the altar of price momentum. Seemingly, more than ever, commentators today are…

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Kass: The Madness Of (Investing) Crowds

Written by Doug Kass | May, 15, 2018

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.”  – Charles…

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Don’t Be A Victim of Recency Bias

Written by John Coumarianos | May, 15, 2018

Is it possible that stocks aren’t overpriced? Financial adviser Josh Brown raises the possibility, arguing that earnings can grow into their prices. After all, Amazon, Netflix, and Nvidia have seemed…

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Retirees Face A “Pension Crisis” Of Their Own

Written by Lance Roberts | May, 14, 2018

A couple of weeks ago, I discussed the coming “Pension Crisis.”  The important point made was the unrealistic return assumptions used by pension managers in order to reduce the contribution (savings)…

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Markets Break Out But Risks Remain – 05-11-18

Written by Lance Roberts | May, 12, 2018

It’s A Breakout Be Careful Where You Stop Follow Market Strength At Your Own Peril Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking…

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