Category Archives: Featured Blogs

It’s Different This Time…

Written by Lance Roberts | Apr, 27, 2017

Just recently, Wealth Management had an interesting interview with Jeremy Grantham in which Jeremy suggests the “rules have changed” for value investors. To wit: “The market was extremely well-behaved from…

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Technically Speaking: Return Of The Bull…For Now

Written by Lance Roberts | Apr, 25, 2017

“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 Email,…

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The Passive Indexing Trap

Written by Lance Roberts | Apr, 24, 2017

I have been in the “money game” for a long time starting with a bank just prior to the crash of 1987. I make this point only to say that…

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Why Bonds Aren’t Overvalued

Written by Lance Roberts | Apr, 20, 2017

Doug Kass wrote a very interesting piece this week on the bond market: “As overvalued as I believe the U.S. stock market may be, fixed-income instruments may be even more…

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Technically Speaking: Oversold Bounce Or Return Of The Bull?

Written by Lance Roberts | Apr, 18, 2017

“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 Email,…

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The Illusion Of Liquidity

Written by Lance Roberts | Apr, 13, 2017

I thought the following quote from Janet Yellen’s Q&A at the University Of Michigan this week was interesting regarding the lessons I thought were learned from the financial crisis. “First, we supervise banking organizations…

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Technically Speaking: When Bulls Collide

Written by Lance Roberts | Apr, 11, 2017

“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 Email,…

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Financial Insecurity

Written by Lance Roberts | Apr, 10, 2017

Last week, I discussed the primary issue that has led to the “Unavoidable Pension Crisis” in America. To wit: “Using faulty assumptions is the lynchpin to the inability to meet future…

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The Unavoidable Pension Crisis

Written by Lance Roberts | Apr, 6, 2017

There is a really big crisis coming. Think about it this way. After 8 years and a 230% stock market advance the pension funds of Dallas, Chicago, and Houston are…

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Technically Speaking: Leverage Hits An All-Time High

Written by Lance Roberts | Apr, 4, 2017

“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 Email,…

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The CAEY Ratio & Forward Returns

Written by Lance Roberts | Apr, 3, 2017

Over the last couple of week’s (see here and here), I have been discussing the value of Shiller’s CAPE ratio. The Cyclically Adjusted P/E ratio, or CAPE, is often maligned…

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Markets Overlooking A Clear & Present Danger?

Written by Lance Roberts | Mar, 30, 2017

There is in interesting dichotomy currently occurring within the economy. While consumer confidence, as reported by the Census Bureau, soared to some of the highest levels seen since the turn…

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Technically Speaking: Shift In Sentiment

Written by Lance Roberts | Mar, 28, 2017

“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 Email,…

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Shiller’s CAPE – Is There A Better Measure?

Written by Lance Roberts | Mar, 26, 2017

In “Part 1” of this series, I discussed at length whether Dr. Robert Shiller’s 10-year cyclically adjusted price-earnings ratio was indeed just “B.S.”  The primary message, of course, was simply: “Valuation…

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The Long View – Rates, GDP & Challenges

Written by Lance Roberts | Mar, 23, 2017

There has been much debate about the current low levels of interest rates in the economy today. The primary argument is that the “30-year bull market in bonds”, due to…

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Technically Speaking: “Fuhgettaboutit”

Written by Lance Roberts | Mar, 21, 2017

“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 viaEmail,…

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3 Things: Fed Hike, Fed Late, Fed Miss

Written by Lance Roberts | Mar, 16, 2017

Future’s So Bright, We Gotta Hike Rates “The simple message is the economy is doing well. We have confidence in the robustness of the economy and its resilience to shocks.”…

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