Blog Worried Consumers Keep Spending: Here’s Why Daily Market Commentary An Incalculable Concept That Is Misleading The Fed Daily Market Commentary A Rising Dollar Becomes A Headwind Daily Market Commentary Jobs Recovery Or One-Off Blip? Blog Sequence Of Return Risk: The Math That Breaks Retirements Bull Bear Report Q4 Market Outlook: Strong Years Usually Finish Strong Daily Market Commentary Can Anthropic Outearn Its Obligations? Blog Price Of Happiness: Missing The Things That Matter Daily Market Commentary The Swap Market Says Treasury And AI Debt Is Not A Problem Blog From TINA To TIGA: Diversification Pays Again
Vol. XXVII · No. 134
Wednesday — October 7, 2026
Houston, Texas

Category: PRO BLOG

Selected Portfolio Positions Review: 05-06-20

Selected Portfolio Positions Review: 05-06-20

By Lance Roberts, May 6, 2020

Each week we produce a chart book of 10-selected portfolio positions to review in our equity model. Specifically, we are looking at positions which warrant attention, or are providing an opportunity to buy or sell. While the portfolios are designed to have longer-term holding periods, we understand that things do not always go the way […]

Sector Buy/Sell Review: 05-05-20

Sector Buy/Sell Review: 05-05-20

By Lance Roberts, May 5, 2020

Each week we produce a Sector Buy Sell chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE SECTOR […]

Major Market Buy/Sell Review: 05-04-20

Major Market Buy/Sell Review: 05-04-20

By Lance Roberts, May 4, 2020

HOW TO READ THE MAJOR MARKET CHARTS There are three primary components to each Major Market Buy/Sell chart in this RIAPro review: The price chart is in orange The Over Bought/Over Sold indicator is in gray The Buy / Sell indicator is in blue. When the gray indicator is at the TOP of the chart, […]

“Sell In May” Might Be A Good Risk Strategy This Year.

“Sell In May” Might Be A Good Risk Strategy This Year.

By Lance Roberts, May 2, 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.

Sector Buy/Sell Review: 04-28-20

Sector Buy/Sell Review: 04-28-20

By Lance Roberts, Apr 28, 2020

Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]

Major Market Buy/Sell Review: 04-27-20

Major Market Buy/Sell Review: 04-27-20

By Lance Roberts, Apr 27, 2020

HOW TO READ THE CHARTS There are three primary components to each chart: The price chart is in orange The Over Bought/Over Sold indicator is in gray The Buy / Sell indicator is in blue. When the gray indicator is at the TOP of the chart, there is typically more risk and less reward available […]

Market Stalls, Is The “Bear Market” Rally Over?

Market Stalls, Is The “Bear Market” Rally Over?

By Lance Roberts, Apr 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.

S&P 500 Notes On A “Bear Market Rally” – 04-22-20

S&P 500 Notes On A “Bear Market Rally” – 04-22-20

By Lance Roberts, Apr 23, 2020

Is the bull market back, or is this still just a “bear market” rally? That is the question all investors want to know given the impressive rally from the March 23rd lows. As David Rosenberg recently noted: “Bear market rally: It’s a big bounce, indeed, but that is what it is. A rally in the […]