Category Archives: Investing

#MacroView: The Problem With Analysts Forecasts

Written by Lance Roberts | Jan 15, 2021

In the later stages of a bull market advance, Wall Street starts seeking out rationalizations to support their bullish views. One common refrain is “there are trillions of dollars in cash sitting on the sidelines.”

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 1-15-21

Written by Lance Roberts | Jan 15, 2021

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

Yes, Virginia. There Is A Stock Market Bubble.

Written by Lance Roberts | Jan 11, 2021

Are we in a bubble? We explore recent comments by Jeremy Grantham and why valuations are a reflection of a stock market bubble. While the variables are never the same, the outcome always is.

>> Read More

Bulls Loving The “Heads I Win, Tails I Win” Market 01-08-21

Written by Lance Roberts | Jan 9, 2021

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 1-8-21

Written by Lance Roberts | Jan 8, 2021

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

So Far, The Bulls Are Disappointed In “Santa” (Full Version)

Written by Lance Roberts | Jan 1, 2021

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 12-31-20

Written by Lance Roberts | Jan 1, 2021

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

Shades Of 1999 As “Market Mania” Returns In 2020

Written by Lance Roberts | Dec 28, 2020

“Maybe this time is different. Those words, supposedly the most dangerous to utter in the investing realm, came to mind amid the frenzied pops in the highly anticipated IPO’s. We discuss why the current market mania reminds us of the “Shades of 1999.”

>> Read More

All I Want For Christmas Is A Bull Market (Full Version) 12-25-20

Written by Lance Roberts | Dec 25, 2020

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 12-25-20

Written by Lance Roberts | Dec 25, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

A Major Support For Asset Prices Has Reversed

Written by Lance Roberts | Dec 21, 2020

In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.

>> Read More

Overly Bullish Speculators Front-Run “Santa Claus” 12-18-20

Written by Lance Roberts | Dec 19, 2020

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 12-18-20

Written by Lance Roberts | Dec 18, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

Irrational Exuberance – The Bulls Remain In Control 12-11-20

Written by Lance Roberts | Dec 12, 2020

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

>> Read More

#MacroView: Earnings Growth Will Disappoint In 2021

Written by Lance Roberts | Dec 11, 2020

It’s that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately, each year these overly optimistic estimates are ground down reality disappoints fantasy. 2021 may be much weaker than expected.

>> Read More
What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 12-11-20

Written by Lance Roberts | Dec 11, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More