Search Results for: lance roberts

Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. As we noted then, introducing an unexpected, exogenous event can soon lead to a price decline if investors begin to reprice forward expectations. On Friday, that unexpected event presented itself when China, and most notoriously, the Wuhan Lab, reported the discovery of a new coronavirus in bats.

The inelastic markets hypothesis provides some very interesting intellectual fodder for investors. At very least, it provides a plausible explanation for why markets have been so incredibly strong despite weak financial performance.

Thomas Edison once said that "success is 90% perspiration and 10% inspiration." In a new COVID world companies are innovating faster than ever to adopt to a rapidly changing world of both supply and demand.

RIA Advisors is proud to present the 2020 Investment Summit. Hosted By: Lance Roberts, CIO RIA Advisors. Featuring:Michael Lebowitz, CFA - RIA Portfolio Manager, Teddy Valle - Pervalle Global, Thomas Thornton - HedgeFund Telemetry, and Jeffery Marcus - TP Analytics

RIA Advisors is proud to present the 2020 Investment Summit. Hosted By: Lance Roberts, CIO RIA Advisors. Featuring:Michael Lebowitz, CFA - RIA Portfolio Manager, Teddy Valle - Pervalle Global, Thomas Thornton - HedgeFund Telemetry, and Jeffery Marcus - TP Analytics

"Will it get worse before it gets better? Lance Roberts, chief investment strategist with RIA Advisors, explains how the COVID-19 coronavirus is impacting our economy."

Over the weekend, Jerome Powell revealed that the Department of Justice (DOJ) has opened a criminal investigation into his June testimony to Congress regarding the roughly $2.5 billion renovation of Federal Reserve headquarters. The DOJ has served subpoenas to the […]

The S&P 500 ended the first week of 2026 with a gain of roughly 1.1%, marking a positive start to the year. Notably, the index rose in four of the first five trading sessions, driven by strength in energy and financials, as well as a rotation into cyclical sectors. That rotation is something we discussed over the last several weeks, and we are now seeing value outperform growth as market breadth improves.

Let's start this week by wishing you a blessed, happy, and prosperous New Year. We are looking forward to spending another year working together to build better portfolio outcomes. With that said, let's dig into what happened in 2025.