Category Archives: Featured Blogs

The Ingredients Of An “Event”

Written by Lance Roberts | Sep, 17, 2018

This past week marked the 10th-Anniversary of the collapse of Lehman Brothers. Of course, there were many articles recounting the collapse and laying blame for the “great financial crisis” at…

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As Good As It Gets

Written by Lance Roberts | Aug, 30, 2018

“Only those that risk going too far can possibly find out how far one can go.” – T.S. Eliot I was reminded of that quote recently as I was reading…

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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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American Gridlock

Written by Lance Roberts | May, 21, 2018

Over the weekend, I was digging through some old posts and ran across a speech given by Dr. Woody Brock in 2012. Dr. Brock, is an economist who holds 5-degrees in…

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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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Video: Where’s The Value

Written by Lance Roberts | Apr, 27, 2018

“When you see a bubble, get out of the way.” John Coumarianos recently penned a discussion of a Research Affiliates notes on the over-valuation of U.S. stocks versus international. Read…

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The Pension Crisis Is Worse Than You Think

Written by Lance Roberts | Apr, 26, 2018

Last year I penned an article discussing the “Unavoidable Pension Crisis.”  “Currently, many pension funds, like the one in Houston, are scrambling to slightly lower return rates, issue debt, raise…

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The Risk To Markets – Global Growth

Written by Lance Roberts | Apr, 19, 2018

The stock market has been rallying on the surge in global economic growth (recently monikered global synchronized growth) over the past year. The hope, as always, is that growth is…

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Video: The One Question To Ask Your Advisor

Written by Lance Roberts | Apr, 13, 2018

On Wednesday, during the Real Investment Hour, I discussed a recent comment by David Rosenberg regarding “the most important” number, right now.  His answer: 13,000,000. That is the number of individuals…

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Video: Investing – Safety, Liquidity Or Return?

Written by Lance Roberts | Apr, 12, 2018

Yesterday, during the Real Investment Hour, I discussed the three components of any investment – safety, liquidity or return. Importantly, as an investor, you can only have 2 of 3 components…

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CBO – “Making America More Indebted”

Written by Lance Roberts | Apr, 12, 2018

In December of last year, as Congress voted to pass the “Tax Cut & Jobs Act,” I wrote that without “real and substantive cuts to spending,” the debt and deficits…

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The Next Crisis Will Be The Last

Written by Lance Roberts | Apr, 5, 2018

It is an interesting thing. Throughout the last four decades there is a direct link between the actions of the Federal Reserve and the eventual economic and market outcomes due…

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The Debtor’s Prism

Written by Lance Roberts | Mar, 22, 2018

In just a little more than six months, the U.S. national debt has grown by a $1 trillion dollars. Today, Congress will debate on a $1.3 trillion “Omnibus spending bill”…

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There Will Be No Economic Boom – Part II

Written by Lance Roberts | Mar, 8, 2018

On Tuesday, I presented at the Financial Planning Association (FPA) Conference in Houston at which I discussed the issues surrounding financial planning in an environment of high valuations and low…

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Common Trading Mistakes Investors Must Avoid

Written by Lance Roberts | Feb, 26, 2018

The recent stock market correction, and subsequent rally, revealed the many mistakes that investors consistently make when managing their money. Emotionally driven decisions almost always turn out badly and ultimately…

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Curb Your Expectations

Written by Lance Roberts | Feb, 22, 2018

“The great economist John Maynard Keynes once said: ‘Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist.’” –…

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A Warning Shot For Passive Investing

Written by Lance Roberts | Feb, 12, 2018

Last week, investors received a “warning shot” about the dangers of “passive indexing.”  While the idea of “passive indexing” sounds harmless enough, we have spilled a lot of ink on this…

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The Fed’s Dependence On Stability

Written by Lance Roberts | Feb, 5, 2018

Last week, I discussed how the Federal Reserve will likely be the culprits of whatever sparks the next major financial crisis. To wit: “In the U.S., the Federal Reserve has…

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