Category Archives: Featured Blogs

Is The Market Predicting A Recession?

Written by Lance Roberts | Oct, 25, 2018

There has been lot’s of analysis lately on what message the recent gyrations in the market are sending. Is this just a correction in an ongoing, and seemingly never-ending, bull…

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An Investor’s Desktop Guide To Trading

Written by Lance Roberts | Oct, 22, 2018

Throughout history, individuals have been drawn into the more speculative stages of the financial market under the assumption that “this time is different.” Of course, as we now know with the…

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The Upcoming Bond Bull Market

Written by Lance Roberts | Oct, 11, 2018

The worse things seem, the better the opportunities are for profit. Such is the very nature of investing. Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking…

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The Risk Of An ETF Driven Liquidity Crash

Written by Lance Roberts | Oct, 1, 2018

Last week, James Rickards posted an interesting article discussing the risk to the financial markets from the rise in passive indexing. To wit: “Free riding is one of the oldest…

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Party Like It’s 1992?

Written by Lance Roberts | Sep, 24, 2018

Last week, Mark Hulbert warned of an indicator that hasn’t been this inflated since the “Dot.com” bubble. To wit: “It’s been more than 25 years since the stock market’s long-term…

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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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