Category Archives: Must Read

Spot What’s Missing – Investing Wisdoms

Written by Lance Roberts | May, 25, 2017

Over the last 30-years, I have endeavored to learn from my own mistakes and, trust me, I have paid plenty of “stupid-tax” along the way. However, it is only from making…

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Technically Speaking: Bulls Struggle With Bearish Internals

Written by Lance Roberts | May, 23, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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The Headwinds To Higher Oil Prices

Written by Lance Roberts | May, 22, 2017

In late 2016, OPEC, along with the Russian’s and other countries, agreed to cut production in order to try and “balance” the supply/demand imbalance that drove oil prices to the…

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Do Low Rates Justify Higher Valuations?

Written by Lance Roberts | May, 18, 2017

Just recently my colleague Jesse Felder penned an excellent piece discussing the use of the “four most dangerous words” in investing: “this time is different.” The whole article is a…

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Technically Speaking: Market In Confusion

Written by Lance Roberts | May, 16, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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No…You Can’t Have Your 90’s Back

Written by Lance Roberts | May, 15, 2017

As I was writing the newsletter this past weekend, the following email rolled into my inbox: “The S&P will double. And not just eventually. But over the next 5 years…

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5-Universal Laws Of Human (Investment) Stupidity

Written by Lance Roberts | May, 11, 2017

In 1976, a professor of economic history at the University of California, Berkeley published an essay outlining the fundamental laws of a force he perceived as humanity’s greatest existential threat:…

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Technically Speaking: Breakout Or Fakeout

Written by Lance Roberts | May, 9, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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The Conundrum Of Debt, Tax Cuts & The Economy

Written by Lance Roberts | May, 8, 2017

Last week, I discussed the issues behind President Trump’s announced “tax plan” and why, due to the increase in the national debt, that it may not spur the economic growth that…

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3 Things: Peak Exuberance, Expectations & Gravity

Written by Lance Roberts | May, 4, 2017

“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email,  Twitter, and/or Facebook….

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Technically Speaking: Sell In May – Myth Or Reality?

Written by Lance Roberts | May, 2, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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Tax Cuts – The Economic Growth “Cure All?”

Written by Lance Roberts | May, 1, 2017

Last week President Trump announced his “tax plan” which discussed lowering the corporate tax rate, closing tax loopholes, reducing individual income tax brackets and increasing standard deductions. That table below,…

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It’s Different This Time…

Written by Lance Roberts | Apr, 27, 2017

Just recently, Wealth Management had an interesting interview with Jeremy Grantham in which Jeremy suggests the “rules have changed” for value investors. To wit: “The market was extremely well-behaved from…

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Technically Speaking: Return Of The Bull…For Now

Written by Lance Roberts | Apr, 25, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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The Passive Indexing Trap

Written by Lance Roberts | Apr, 24, 2017

I have been in the “money game” for a long time starting with a bank just prior to the crash of 1987. I make this point only to say that…

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Why Bonds Aren’t Overvalued

Written by Lance Roberts | Apr, 20, 2017

Doug Kass wrote a very interesting piece this week on the bond market: “As overvalued as I believe the U.S. stock market may be, fixed-income instruments may be even more…

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Technically Speaking: Oversold Bounce Or Return Of The Bull?

Written by Lance Roberts | Apr, 18, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via Email,…

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The Illusion Of Liquidity

Written by Lance Roberts | Apr, 13, 2017

I thought the following quote from Janet Yellen’s Q&A at the University Of Michigan this week was interesting regarding the lessons I thought were learned from the financial crisis. “First, we supervise banking organizations…

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