Real Investment Daily

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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Weekend Reading: The Art Of War

Written by Lance Roberts | May, 11, 2018

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu: The Art Of War The biggest mistake investors make over the…

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Cook: Clue From the Industrial Sector

Written by Peter Cook | May, 11, 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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Rising Rates And Funds

Written by John Coumarianos | May, 11, 2018

There’s always something else to worry about. For a while now, investors we admire such as Grantham, Mayo, van Oterloo (GMO) and Research Affiliates have been touting the cheapness of…

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Stoking the Embers of Inflation

Written by Michael Lebowitz and Brett Freeze | May, 10, 2018

This article was co-authored by J. Brett Freeze of Global Technical Analysis and Michael Lebowitz Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has…

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The Pre-Retirement Preparation Checklist

Written by Richard Rosso | May, 10, 2018

Are you prepared? Most important: Are you aware? Aware of the common mishaps and misperceptions that may curtail a happy & healthy retirement? The Real Investment Advice and Clarity Financial…

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Quick Take: Bulls Attempt A “Jailbreak”

Written by Lance Roberts | May, 9, 2018

Yesterday, I discussed the “compression” of the market being akin to a “coiled spring” that when released could lead to a fairly decent move in one direction or another. To…

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A Better Way to Gauge Housing Affordability

Written by John Coumarianos | May, 9, 2018

It’s official — house prices are now as high as they were at the bubble peak in 2006 according to the S&P/Case-Shiller 20-City Composite Home Price Index. Moreover, Americans believe they…

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Weekend Reading: Are You Not Entertained?

Written by Lance Roberts | May, 4, 2018

Over the last several weeks, a majority of U.S. companies have divulged their earnings. The vast majority have been their downwardly revised estimates for the first quarter with bottom line…

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The Next Recession Is Closer Than You Think

Written by Peter Cook | May, 4, 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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Everyone Is On The Same Side Of The Boat

Written by Lance Roberts | May, 3, 2018

In early 2018, I penned a post which illustrated the legendary Bob Farrell’s 10-investment rules. Bob, one of the great investors of our time, had a very pragmatic approach to…

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How’s Your Bond Fund Doing?

Written by John Coumarianos | May, 3, 2018

It’s been a tough year for bonds so far. Of course, a tough year for bonds can be a tough day for stocks. But investors seem equally disturbed by a…

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Viewing Employment Without Rose-Colored Glasses

Written by Michael Lebowitz | May, 2, 2018

“Fed Officials Worry Economy Is Too Good. Workers Still Feel Left Behind” – New York Times 4/27/2018 This coming Friday the Bureau of Labor Statistics (BLS) will release the monthly…

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