Lessons From The “Nifty Fifty”
Written by Lance Roberts | Dec 2, 2022 | InvestingRecently, Bank of America discussed the "5-Lessons From The Nifty Fifty." Of course, if you are unf...
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S&P 500 Monthly Valuation & Analysis Review – 11-30-22
Written by Lance Roberts | Dec 2, 2022 | InvestingS&P 500 Monthly Valuation & Analysis Review: 11-30-22 Also, read our commentary on why low...
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Rosso’s Top Five 2023 Reads and Gift Book Ideas
Written by Richard Rosso | Dec 1, 2022 | Financial PlanningAs most know from the RIA blog, books are my passion and all about gifting knowledge for the holida...
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One Monetary Policy Fits All – Part II
Written by Michael Lebowitz | Nov 30, 2022 | InvestingIn Part one of this series, Our Currency The World's Problem, we discuss the vital role the U.S. do...
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The Next Secular Bear Market May Be Upon Us
Written by Lance Roberts | Nov 29, 2022 | InvestingAfter 12 years of a liquidity-fueled, Fed-induced bull market, are the markets set to start another...
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More Bearish Market Action Before The Bull Can Run
Written by Lance Roberts | Nov 22, 2022 | InvestingFollowing the weaker-than-expected October inflation report, stocks surged on hopes the Fed will "p...
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Hard Landing Coming? Investors Don’t Think So.
Written by Lance Roberts | Nov 18, 2022 | InvestingIs a "hard landing" coming, economically speaking, as the Fed continues its most aggressive rate hi...
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Our Currency, The World’s Problem Part 1
Written by Michael Lebowitz | Nov 16, 2022 | InvestingThe Bank of England is bailing out U.K. pension funds. The Bank of Japan uses excessive monetary po...
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Midterm Elections Are Bullish Even In A Bear Market
Written by Lance Roberts | Nov 15, 2022 | InvestingWith the midterm elections behind us, does the market outlook improves given a now gridlocked Congr...
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The “Policy Pivot” May Not Be Bullish
Written by Lance Roberts | Nov 11, 2022 | InvestingSince June, the market rallied on hopes of a "policy pivot" by the Federal Reserve. However, those ...
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There Really Is No Middle Class Any Longer
Written by Lance Roberts | Nov 8, 2022 | InvestingThere was a time when a large portion of Americans belonged to the "middle class." It meant you cou...
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Are The FANG Stocks Dead?
Written by Lance Roberts | Nov 4, 2022 | InvestingAre the FANG stocks dead? Or, to be clear, are the MANNGMAT stocks dead? Of course, we are talking ...
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Finance Is At Fault, Not Russia, Powell, or Biden
Written by Michael Lebowitz | Nov 2, 2022 | InvestingIt's Russia's fault, cries the media. Others put the blame for recent stock declines at the feet of...
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October Market Lows And The End Of Bear Markets
Written by Lance Roberts | Nov 1, 2022 | InvestingOctober started strong and then slid to new lows but managed to rally back toward the month's end. ...
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The Treasury Market Is The Fed’s Next Crisis
Written by Lance Roberts | Oct 28, 2022 | InvestingThe Fed's next crisis is already brewing. Unlike 2008, where "subprime mortgages" froze counter-par...
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MBS, Convexity Vortex, and a Silver Lining for Bonds
Written by Michael Lebowitz | Oct 26, 2022 | InvestingMany investors fail to understand the nuances and complexities of Mortgage-Backed Securities (MBS)....
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Druckenmiller: A Decade Of No Returns
Written by Lance Roberts | Oct 25, 2022 | InvestingIs a "lost decade" ahead for markets? Stanly Druckenmiller believes that could be the case. “T...
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“Recession Fatigue” As Consumers Begin To Break
Written by Lance Roberts | Oct 21, 2022 | Investing"Recession Fatigue" is setting in as consumers struggle under rising interest rates, high inflation...
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Ten Steps, Ten Years to Retirement.
Written by Richard Rosso | Oct 20, 2022 | Financial PlanningTen years feels like an eternity, yet close enough to retirement to set the stage for preparation. ...
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Picking Stocks In A Bond-Friendly Environment
Written by Michael Lebowitz | Oct 19, 2022 | InvestingIn Goodbye TINA, Hello BAAA, we make a case that investors should expect better total returns from ...
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Fed Rate Hikes Approaching The “Breaking Point”
Written by Lance Roberts | Oct 18, 2022 | InvestingLast week, the FOMC published its minutes from the September meeting, confirming its recent stance ...
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Deflation Will Become The Problem When “Something Breaks”
Written by Lance Roberts | Oct 14, 2022 | InvestingWhile the Fed continues to hike rates to combat high inflation levels aggressively, history shows t...
> Read MoreGoodbye TINA – Hello BAAA
Written by Michael Lebowitz | Oct 12, 2022 | InvestingSheep are timid, nervous, and easily frightened animals. For similar reasons, some fixed-income inv...
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Superbubble’s Final Act? Or Is This Time Different?
Written by Lance Roberts | Oct 11, 2022 | InvestingIs this the "Superbubble's Final Act?" Such was a fascinating piece of commentary recently from Jer...
> Read MoreThe Strong Dollar Is A Risk To Corporate Profits
Written by Lance Roberts | Oct 7, 2022 | InvestingThe strong dollar remains a risk to corporate profits and asset prices as the impact on the global ...
> Read MoreTurn Off CNBC and Watch Real Yields
Written by Michael Lebowitz | Oct 5, 2022 | InvestingInvestors watch CNBC and CNBC's competitors for guidance on where the markets are going. CNBC may p...
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“Market Instability” Causes BOE To Reverse QT. Is The Fed Next?
Written by Lance Roberts | Oct 4, 2022 | InvestingMarket Instability Originally Appeared At MarketWatch "Market instability" remains the most sign...
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Mild Recession Likely To Be Worse Than Expected
Written by Lance Roberts | Sep 30, 2022 | EconomicsA recent MarketWatch article discussed JPMorgan's Chief Operating Officer, Daniel Pinto, views abou...
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Corporate Profit Growth Will Slow, Says the Fed
Written by Michael Lebowitz | Sep 28, 2022 | InvestingMichael Smolyansky, a senior Fed economist, claims corporate profit growth will slow appreciably. H...
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The Big Short Squeeze Is Coming
Written by Lance Roberts | Sep 27, 2022 | InvestingThe latest rate hike announcement by the Fed sent stocks tumbling to the year's lows. While last we...
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