Category Archives: Must Read

15-Risk Management Rules For Every Investor

Written by Lance Roberts | Sep, 18, 2017

Last week, I was discussing the rather “Pavlovian” response to Central Bank interventions which has led investors into a false sense of security with respect to the risk being undertaken within portfolios….

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Investing Apathy & The Death Of Your Financial Goals

Written by Lance Roberts | Sep, 11, 2017

Recently, Ryan Vlastelica penned a column suggesting investors should simply be “apathetic” when it comes to their money. “Apathy doesn’t sound like a sensible investment philosophy, but it may be…

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The Rule Of 20 & The Risk To Passive

Written by Lance Roberts | Sep, 4, 2017

“The following is an excerpt from this past weekend’s newsletter. I have several follow up articles coming over the next few weeks that will reference Byron Wien’s comments.” The Rule…

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Technically Speaking: BTFD Or Is This Time Different?

Written by Lance Roberts | Aug, 22, 2017

Since the end of the financial crisis, each market decline has been met with support by the Federal Reserve either through “verbal accommodation” or directly through “monetary interventions.” Not surprisingly, investors have…

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Technically Speaking: COT Positioning Back To Extremes

Written by Lance Roberts | Aug, 15, 2017

In this past weekend’s missive I wrote: “So…Should I “Buy The F*$(@!# NOKO?” My best guess currently is – probably. But not yet.” “In our portfolios, we will wait for confirmation the current sell-off…

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Some Thoughts On “Long-Term Investing”

Written by Lance Roberts | Aug, 14, 2017

Last week, I was having lunch with a prospective portfolio management client discussing the current market, economic backdrop, and the related risk to invested capital. During our appetizer of stone…

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Stocks – The Great “Wealth” Equalizer?

Written by Lance Roberts | Aug, 4, 2017

Just recently, the New York Post a very interesting article entitled “Millennials should start taking stocks seriously.” While I am sure the author is well-intentioned, it is a very misguided article in its…

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Is Another Lost Decade Ahead?

Written by Lance Roberts | Aug, 3, 2017

In a recent post by Jeffrey Snider he made an important observation: “In August last year, Dr. Krugman proved how little he has learned since March 2008 in chastising others…

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Plan For The Worst

Written by Lance Roberts | Aug, 2, 2017

Currently, things could not be better. Stocks are hitting all time highs. Confidence is at record levels, and investors are “all in.” But maybe it is just for those reasons…

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13-Truths About How Money Really Works

Written by Lance Roberts | Jul, 31, 2017

There is an increasing amount of commentary which suggests this time is different. Active management of portfolios is no longer needed, as Central Banks continue to be supportive of the markets,…

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Is This The Bubble?

Written by Lance Roberts | Jul, 27, 2017

As a portfolio manager, I start each morning by consuming copious amounts of a heavily caffeinated beverage and a data feed from a litany of web and blog sites. Over the…

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