Real Investment Daily

Kass – I Call B.S.

Written by Doug Kass | Jul, 18, 2018

“The sentence should have been: ‘I don’t see any reason why I wouldn’t’ or ‘why it wouldn’t be Russia’. Sort of a double negative…” – President Trump Emma Gonzalez, the Marjory…

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Do You Have Too Much Stock Exposure?

Written by John Coumarianos | Jul, 18, 2018

If you’re retiree trying to use your saved capital to generate income, you’re basically trying to construct a pension for yourself. And that means you should think about how Jeremy…

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Technically Speaking: A Look At The A/D Line

Written by Lance Roberts | Jul, 17, 2018

By Lance Roberts and Michael Lebowitz, CFA In yesterday’s post on investor psychology, we discussed the issue of confirmation bias. To wit: “As individuals, we tend to seek out information…

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Weekend Reading: Renter Nation

Written by Lance Roberts | Jul, 13, 2018

“The psychological factors are harder to assess. People aren’t flipping condos for sport the way they were during the bubble when mortgages were available to anyone regardless of whether they…

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What Can QE Tell Us About QT?

Written by Peter Cook | Jul, 13, 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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Some Questions On Employment & Wages

Written by Lance Roberts | Jul, 12, 2018

Last week, the Bureau of Labor Statistics published the latest monthly “employment report” which showed an increase in employment of 213,000 jobs. It was also the 93rd consecutive positive jobs…

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Money Lessons From George Washington

Written by Richard Rosso | Jul, 11, 2018

As a small child, Washington yearned to be a British officer. While other children were playing games, doing what children do, Washington gravitated to rigorous study of famous battles as…

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Technically Speaking: FOMO Overrides FOLM

Written by Lance Roberts | Jul, 10, 2018

In this past weekend’s missive, I stated: “The good news is the break above the 61.8% retracement level, as we noted last week, keeps the markets intact (Pathway #1) for now. And,…

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Kass – Buffett’s Moats Are Breached

Written by Doug Kass | Jul, 10, 2018

“In reference to a post yesterday on “Investing Like Warren Buffett,” Doug sent us the following article he penned in 2014 on a similar issue.” “I start almost every column I…

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Inverse ETFs Don’t Always Work

Written by John Coumarianos | Jul, 10, 2018

Imagine two portfolios, A and B, worth $100 each. In the first time period, portfolio A gains 90% and Portfolio B loses 90%. So A is worth $190 and B…

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Monthly Fixed Income Report – June 2018

Written by Michael Lebowitz | Jul, 6, 2018

Monthly Fixed Income Update – June 2018 At the half-way point of 2018, there are a multitude of interesting stories to cover in the fixed income markets. Beginning with June’s…

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RIA Chart Book: Q2-2018 Most Important Charts

Written by Lance Roberts | Jul, 5, 2018

As we wrap up Q2 of 2018, Michael Lebowitz and I present our “chartbook” of the “most important charts” from the last quarter for you to review. In addition to the graphs, we provided…

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What Does It Mean To Invest?

Written by admin | Jul, 5, 2018

Submitted by David Robertson, CFA Via Arete Asset Management The late stages of any economic cycle provide fertile ground for divergent opinions. Some recent positive numbers, for example, can be…

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