We know you get busy and don’t check our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis of everything you might have missed. The Week In Blogs The Best Of “The Lance Roberts […]
There are three major issues facing the Federal Reserve's monetary interventions. While it is currently believed the Fed can save us from the next crisis, the reality is the Fed will be the one to cause it.
Yeah… Barry Bonds, a Major League Baseball (MLB) player, put up some amazing stats in his career. What sets him apart from other players is that he got better in the later years of his career, a time when most players see their production rapidly decline. Before the age of 30, Bonds hit a home […]
A second look at the overly optimistic structure of the market currently as "everyone is in the equity pool." Combined with the technical deviations of the long-term mean, this is why we recently reduced risk.
This past week was our annual family ski trip, which is why our postings have been lighter than normal this week. We will return next week back with our full schedule. In the meantime, we know you get busy and don’t check on our website as often as you might like. Plus, with so much […]
The increase in speculative risks, combined with excess leverage, leave the markets vulnerable to a sizable correction at some point in the future. The only missing ingredient for such a correction is the catalyst to bring “fear” into an overly complacent marketplace.
Value investors understand that compounding wealth depends on avoiding large losses. These terms and their proper definitions serve as a rock-solid foundation for sound reasoning and analytical rigor of market forces, central bank policies, and geopolitical dynamics that influence global liquidity, asset prices, and valuations. They enable critical foresight.
You would think that with the U.S. taking out a top Iranian commander, threats of military action flying between the U.S. and Iran, not to mention the "Selective Service" website crashing over concerns of World War III, the markets would be in full "sell" mode. If you thought that would be the case, you were wrong.
“Don’t fight the Fed” That is the current mantra of the market as we begin 2020, and it certainly seems to be the right call. Over the last few months, the Federal Reserve has continued its “QE-Not QE” operations, which has dramatically expanded its balance sheet. Many argue, rightly, the current monetary interventions by the […]