trumponomics2

Weekend Reading: Trumponomics

Written by Lance Roberts | Dec, 2, 2016

What a change a couple of weeks can make. As my colleague, Michael Lebowitz, wrote this past week: “Following Donald Trump’s surprise victory and the violent market reactions, many investors…

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narrative-seasons

A Narrative for Every Season

Written by Michael Lebowitz | Nov, 30, 2016

“All is for the best in the best of all possible worlds” – Voltaire (Candide/The Optimist) Consider the media headlines and stories published before and after the presidential election. Before…

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sorta-like-that

#FPW: Yea, It’s Sorta Like That

Written by Richard Rosso | Nov, 30, 2016

A friend, happy about the Trump victory and concomitant rally in stocks, asked me about my thoughts. After 18 months of trading within a range, narrowed down to a wedge…

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trump-rally-weak-links

Technically Speaking: Weak Links In The “Trump Rally”

Written by Lance Roberts | Nov, 29, 2016

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via…

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long-term-invesing

The Long-Term Investing Myth

Written by Lance Roberts | Nov, 28, 2016

During my morning routine of caffeine supported information injections, I ran across several articles that just contained generally bad investment advice and poorly formed analysis. Each argument was hinged on…

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another-payoff-pitch

Another Payoff Pitch

Written by Michael Lebowitz | Nov, 23, 2016

In July of 2015 we penned an article entitled “Finding Value in the Ninth Inning of the Great Bond Rally”. At the time, bond yields surged higher in response to…

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melt-up

Technically Speaking: Welcome To The “Melt Up”

Written by Lance Roberts | Nov, 22, 2016

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via…

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trump-effect

Weekend Reading: The Trump Effect

Written by Lance Roberts | Nov, 18, 2016

After more than a week following the election, the markets, and a large chunk of the nation, remain a mixed bagged of emotions ranging from exuberance and disbelief to anger…

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