Relative Rotation – Unlocking the Hidden Potential Part 1
Written by Michael Lebowitz | Jun 7, 2023 | InvestingInvestors seeking to optimize their portfolio returns through bull and bear markets have various op...
> Read MoreReal Investment Daily
Breadth Not As Strong As Advance-Decline Suggests
Written by Lance Roberts | Jun 6, 2023 | InvestingIn several recent blog posts and weekly Bull Bear Reports, we discussed our concern over the narrow...
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Monetary Conditions Index Is Working Against The Fed
Written by Lance Roberts | Jun 2, 2023 | InvestingCould monetary conditions be supportive of the "soft landing" scenario? While the "recession" versu...
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CBDC- Navigating Pros and Cons to Ease Apprehensions
Written by Michael Lebowitz | May 31, 2023 | InvestingBefore you read our thoughts on Central Bank Digital Currencies (CBDC), pull out your wallet and co...
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Technical Review Of The Market: Bulls In Control
Written by Lance Roberts | May 30, 2023 | InvestingLately, we discussed macro-related market issues such as the" A.I., chase," but a technical review ...
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The Treasury Bond. It’s Time Has Likely Come.
Written by Lance Roberts | May 26, 2023 | InvestingI received many emails and questions on “why” we are adding the U.S. Treasury bond to...
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Velocity and Money Supply- Inflation’s Dance Partners
Written by Michael Lebowitz | May 24, 2023 | InvestingMost people think the nation's money supply is the sole cause of inflation. They fail to realize in...
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A.I., Narrow Markets, And The New T.I.N.A.
Written by Lance Roberts | May 23, 2023 | InvestingThe A.I. chase is making for a very narrow market. As Bob Farrell once quipped: "Markets are st...
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Monetary Support Suggests Bear Market Is Possibly Over
Written by Lance Roberts | May 19, 2023 | InvestingCould massive monetary support have softened the deep bear market many expected? It is an interesti...
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Headwinds To Lower Bond Yields
Written by Michael Lebowitz | May 17, 2023 | InvestingWe have been vocal that long-term Treasury bonds are an excellent investment at current yield level...
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The AI Revolution. A Repeat Of History.
Written by Lance Roberts | May 16, 2023 | InvestingThe artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are ...
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Why Future Returns Could Approach Zero
Written by Lance Roberts | May 12, 2023 | InvestingWhat if I told you that future returns could approach zero? Such seems hard to believe, considering...
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Risk and Return Imaging
Written by Michael Lebowitz | May 10, 2023 | InvestingToday an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called...
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COT Extreme Positioning Suggests The Bears May Be Wrong
Written by Lance Roberts | May 9, 2023 | InvestingThe COT (Commitment Of Traders) data, which is exceptionally important, is the sole ...
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Minimum Wage & The Fed’s Biggest Fear
Written by Lance Roberts | May 5, 2023 | EconomicsHow does the minimum wage affect the Fed's biggest fear? I touched on this subject previously as th...
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Bank Stocks: Do the Rewards Warrant the Risk?
Written by Michael Lebowitz | May 3, 2023 | InvestingThe recent failures of Silicon Valley Bank, Signature Bank, and First Republic and the poor perform...
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Taking Risk No Longer Necessary. But That Is A Problem.
Written by Lance Roberts | May 2, 2023 | InvestingTaking risks is no longer necessary to make a return on your savings. Not long ago, "cash is tr...
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Conviction (Or How To Lose A Lot Of Money In Investing)
Written by Lance Roberts | Apr 28, 2023 | InvestingConviction (kan-vik-shan): noun, a strong persuasion or belief; the state of being convinced. I...
> Read MoreSell May In April And Go Away?
Written by Lance Roberts | Apr 25, 2023 | InvestingAn old adage says investors should "Sell May And Go Away." The historical analysis suggests su...
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Breakeven Inflation Rates Falling Isn’t Bullish
Written by Lance Roberts | Apr 21, 2023 | InvestingWhat can breakeven inflation rates tell us about oil prices, energy stocks, and market direction? I...
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Four Reasons The Dollar Is Here to Stay- Part 2
Written by Michael Lebowitz | Apr 19, 2023 | InvestingThe media once again presumes that America's financial negligence will result in a new global reser...
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The Cash Hoard Of 2023 (And The Sideline Money Myth)
Written by Lance Roberts | Apr 18, 2023 | InvestingThe vast "cash hoard of 2023" has the bullish media salivating about what it means for the future o...
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Recession Odds Jump As The Fed Crushes Consumers
Written by Lance Roberts | Apr 14, 2023 | InvestingRecession odds have climbed considerably since Jerome Powell's testimony before Congress and the la...
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Raising Money-Smart Kids: Part Two.
Written by Richard Rosso | Apr 13, 2023 | Financial PlanningRaising Money-Smart Kids: Part Two outlines action items to help parents adjust their children's mo...
> Read MoreThe Dollars Death, Not So Fast
Written by Michael Lebowitz | Apr 12, 2023 | InvestingHeadlines like the ones below lead some to believe that the U.S. dollar's death may be coming soon....
> Read MoreBullishness Remains Missing, Which Is A Good Thing
Written by Lance Roberts | Apr 11, 2023 | InvestingDespite media headlines, podcasts, and broadcasts suggesting "doom and gloom" lurks around the corn...
> Read MoreBills Notes or Bonds?
Written by Michael Lebowitz | Apr 5, 2023 | Investing260 Fed meetings will occur between the issuance and maturity of a 30-year Treasury bond. There wil...
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The Market Bottomed In October. Now What?
Written by Lance Roberts | Apr 4, 2023 | InvestingThe market bottomed last October despite ongoing concerns about inflation, higher rates, recessiona...
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Banking Crisis Is How It Starts, Recession Is How It Ends
Written by Lance Roberts | Mar 31, 2023 | EconomicsAs the Fed tightens monetary policy, a banking crisis is historically the first evidence that somet...
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A Federal Reserve Pivot is not Bullish
Written by Michael Lebowitz | Mar 29, 2023 | InvestingAn old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Fe...
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