A “Soft Landing” Scenario – Possibility Or Fed Myth?
Written by Lance Roberts | Jan 27, 2023 | InvestingOptimism is increasing on Wall Street, with investors hoping for a "soft landing" in the economy. ...
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Passive Value Investors Are Not Value Investors
Written by Michael Lebowitz | Jan 25, 2023 | InvestingInvestment management can be silly, just like the title of this article. When researching potential...
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Contrarian Trade. Everyone Remains Bearish
Written by Lance Roberts | Jan 24, 2023 | InvestingFrom a contrarian investing view, everyone remains bearish despite a market that corrected all of l...
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Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?
Written by Lance Roberts | Jan 20, 2023 | InvestingIs the Fed trying to wean the markets off monetary policy? Such was an interesting premise from Ala...
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Treasury Bonds FAQ
Written by Michael Lebowitz | Jan 18, 2023 | Investing"When the supply and demand for bonds normalize, Treasury bond investors will likely realize that e...
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The “Pain Trade” Is Higher For Now
Written by Lance Roberts | Jan 17, 2023 | InvestingThe "pain trade" is likely higher over the next few weeks. I touched on this topic in this past wee...
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Lower Stock Prices are the Fed’s Goal
Written by Michael Lebowitz | Jan 11, 2023 | InvestingYou read that right, the Fed wants lower stock prices. Fed members will not say it as bluntly...
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The Lag Effect Of The Fiscal Pig & Economic Python
Written by Lance Roberts | Jan 10, 2023 | InvestingThe lag effect of monetary policy changes will surprise the Fed as the fiscal "pig" of stimulus beg...
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The Fed’s “7% Solution” Won’t Work This Time
Written by Lance Roberts | Jan 6, 2023 | InvestingJust recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central ban...
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Three Paths for 2023
Written by Michael Lebowitz | Jan 4, 2023 | InvestingAs we anticipate what 2023 might have in store for investors, we must first consider what the Fed m...
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Forward Returns Will Disappoint Compared To The Past Decade
Written by Lance Roberts | Jan 3, 2023 | InvestingFor many investors who started their investing journey following the financial crisis, forward retu...
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S&P 500 Monthly Valuation & Analysis Review – 12-31-22
Written by Lance Roberts | Jan 1, 2023 | InvestingS&P 500 Monthly Valuation & Analysis Review: 12-31-22 Also, read our commentary on why...
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60/40 Portfolio Set To Outperform Over The Next Decade
Written by Lance Roberts | Dec 27, 2022 | InvestingMuch ink has been spilled over the death of the 60/40 portfolio. However, declaring the demise of t...
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Capital Neglect is Killing Capitalism
Written by Michael Lebowitz | Dec 21, 2022 | InvestingCapital represents the resources and labor used to produce goods and services. "Ism" is a system...
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Why Gardening Can Help You Manage Your Portfolio Better
Written by Lance Roberts | Dec 20, 2022 | InvestingManaging your portfolio has more to do with gardening than you might imagine. Over the last decade,...
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Valuation Math Suggests Difficult Markets In 2023
Written by Lance Roberts | Dec 16, 2022 | InvestingIn 2023, the math of valuations suggests returns will likely be challenging as markets remain diffi...
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The Foghorn Is Blowing, But Few Heed Its Warning
Written by Michael Lebowitz | Dec 14, 2022 | InvestingOften, boaters take the warning blow of a foghorn for granted and disregard it. However, all skippe...
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The 2023 Investing Outlook As The Fed Pivots – Part II
Written by Lance Roberts | Dec 13, 2022 | InvestingIn Part 1, we suggested a weaker dollar may not lead to the bullish outcomes many investors expect ...
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Will A Dollar Decline Be Good For Stocks? – Part 1
Written by Lance Roberts | Dec 9, 2022 | InvestingWill a dollar decline be good for stocks? It is an interesting question, given that during 2022 the...
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Double Dog Dares and Equity Risk Premiums
Written by Michael Lebowitz | Dec 7, 2022 | InvestingBack in the day, a double dog dare was often a kid's first introduction to evaluating risk and rewa...
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The Bull Case Has Two Problems
Written by Lance Roberts | Dec 6, 2022 | InvestingSince the beginning of October, the market has performed better as a "Fed Pivot" bull case pushed i...
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Lessons From The “Nifty Fifty”
Written by Lance Roberts | Dec 2, 2022 | InvestingRecently, Bank of America discussed the "5-Lessons From The Nifty Fifty." Of course, if you are unf...
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Written by Lance Roberts | Dec 2, 2022 | InvestingS&P 500 Monthly Valuation & Analysis Review: 11-30-22 Also, read our commentary on why low...
> Read MoreOne Monetary Policy Fits All – Part II
Written by Michael Lebowitz | Nov 30, 2022 | InvestingIn Part one of this series, Our Currency The World's Problem, we discuss the vital role the U.S. do...
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The Next Secular Bear Market May Be Upon Us
Written by Lance Roberts | Nov 29, 2022 | InvestingAfter 12 years of a liquidity-fueled, Fed-induced bull market, are the markets set to start another...
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More Bearish Market Action Before The Bull Can Run
Written by Lance Roberts | Nov 22, 2022 | InvestingFollowing the weaker-than-expected October inflation report, stocks surged on hopes the Fed will "p...
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Hard Landing Coming? Investors Don’t Think So.
Written by Lance Roberts | Nov 18, 2022 | InvestingIs a "hard landing" coming, economically speaking, as the Fed continues its most aggressive rate hi...
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Our Currency, The World’s Problem Part 1
Written by Michael Lebowitz | Nov 16, 2022 | InvestingThe Bank of England is bailing out U.K. pension funds. The Bank of Japan uses excessive monetary po...
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Midterm Elections Are Bullish Even In A Bear Market
Written by Lance Roberts | Nov 15, 2022 | InvestingWith the midterm elections behind us, does the market outlook improves given a now gridlocked Congr...
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The “Policy Pivot” May Not Be Bullish
Written by Lance Roberts | Nov 11, 2022 | InvestingSince June, the market rallied on hopes of a "policy pivot" by the Federal Reserve. However, those ...
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