Bullish Years Often Have Corrections
Written by Lance Roberts | Jul 30, 2024 | InvestingIn bullish years, markets often have corrections. Yet, after a lengthy bullish run, it always surpr...
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Overly Optimistic Investors Face Potential Disappointment
Written by Lance Roberts | Jul 26, 2024 | InvestingOverly optimistic investor expectations of market returns may be a problem. To wit: "While consu...
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Interest Rates Are Too High – Blame The Mythical R Star
Written by Michael Lebowitz | Jul 24, 2024 | InvestingAs we shared in a recent Daily Commentary about interest rates: The current unemployment rate i...
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The Bull Market – Could It Just Be Getting Started?
Written by Lance Roberts | Jul 23, 2024 | InvestingWe noted last Friday that over the previous few years, a handful of "Mega-Capitalization" (mega-mar...
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Can Mega-Capitalization Stocks Continue Their Dominance?
Written by Lance Roberts | Jul 19, 2024 | InvestingOver the last few years, a handful of "Mega-Capitalization" (mega-market capitalization) stocks hav...
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Irrational Exuberance Then And Now
Written by Michael Lebowitz | Jul 17, 2024 | InvestingOn December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices may be too high, ...
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Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?
Written by Lance Roberts | Jul 16, 2024 | InvestingWith both economic and inflation data continuing to weaken, expectations of Fed rate cuts are risin...
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The “Broken Clock” Fallacy & The Art Of Contrarianism
Written by Lance Roberts | Jul 12, 2024 | InvestingSome state that "bears are like a 'broken clock,' they are right twice a day." While it may seem tr...
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Fiscal Dominance Is Here
Written by Michael Lebowitz | Jul 10, 2024 | InvestingAs quoted below from an executive summary of a joint report by the Department of Treasury and the O...
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Private Equity – Why Am I So Lucky?
Written by Lance Roberts | Jul 9, 2024 | InvestingLately, I have been getting many questions about investing in private equity. Such is common during...
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Petrodollar Panic: Separating Fact From Fiction
Written by Michael Lebowitz | Jul 3, 2024 | InvestingRecently, a few media outlets have warned of the imminent demise of the petrodollar agreement, comm...
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Earnings Bar Lowered As Q2 Reports Begin
Written by Lance Roberts | Jul 2, 2024 | InvestingWall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting ...
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Career Risk Traps Advisors Into Taking On Excess Risk
Written by Lance Roberts | Jun 28, 2024 | InvestingFinancial advisors get a bad rap. Some deserve it; most don't. The problem for the entire investmen...
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Why Economists And Citizens Have Different Inflation Realities
Written by Michael Lebowitz | Jun 26, 2024 | InvestingThe Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022....
> Read MoreS&P 6300? Is That Outside The Realm Of Possibility?
Written by Lance Roberts | Jun 25, 2024 | InvestingGoldman Sachs recently upped its price target to S&P 6300 for the end of this year, along with ...
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A Fundamental Shift Higher In Valuations
Written by Lance Roberts | Jun 21, 2024 | InvestingOver the last decade, there has been an ongoing fundamental debate about markets and valuations. Th...
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Consumer Survey Shows Rising Bullishness
Written by Lance Roberts | Jun 18, 2024 | InvestingThe latest consumer survey data from the New York Federal Reserve had interesting data. "The Ne...
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Grant: Rates Are Going Much Higher. Is He Right?
Written by Lance Roberts | Jun 14, 2024 | InvestingRecently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for intere...
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Golf and Investing: Mastering Long and Short Games For Success
Written by Michael Lebowitz | Jun 12, 2024 | InvestingLet's play a hole of golf to appreciate how two distinct aspects of golf provide valuable lessons f...
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It’s Not 2000. But There Are Similarities.
Written by Lance Roberts | Jun 11, 2024 | InvestingMore than a few individuals were active in the markets in 1999-2000, but many participants today we...
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Commodities And The Boom-Bust Cycle
Written by Lance Roberts | Jun 7, 2024 | InvestingIt is always interesting when commodity prices rise. The market produces various narratives to sugg...
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Investments For The Coming Power Grid Expansion- Part 3
Written by Michael Lebowitz | Jun 5, 2024 | InvestingWe continue with our discussion of investment ideas that could benefit from upgrading and expanding...
> Read MoreDeviations From Long-Term Growth Trends Back To Extremes
Written by Lance Roberts | Jun 4, 2024 | InvestingIn 2022, we discussed the market's deviations from long-term growth trends. That discussion centere...
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Electricity Demand May Cure Debt Concerns
Written by Lance Roberts | May 31, 2024 | EconomicsThe future of electricity demand for everything from electric cars to Bitcoin mining to artificial ...
> Read MoreThe Power Grid Expansion – Part Two
Written by Michael Lebowitz | May 29, 2024 | InvestingThis article follows Part One, which discusses the massive investment dollars that will be spent ex...
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No, Corporate Greed Is Not The Cause Of Inflation.
Written by Lance Roberts | May 28, 2024 | EconomicsCorporate greed is not causing inflation, despite the claims of many on the political left who fail...
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The Risk Of Recession Isn’t Zero
Written by Lance Roberts | May 24, 2024 | EconomicsAs we discussed recently, Wall Street economists increasingly believe the risk of recession has fal...
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AI Data Centers And EVs Create Incredible Opportunities
Written by Michael Lebowitz | May 22, 2024 | InvestingSome winners from the artificial intelligence (AI) and electric vehicles (EV) boom are easy to spot...
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Benchmarking Your Portfolio May Have More Risk Than You Think
Written by Lance Roberts | May 21, 2024 | InvestingDuring ripping bull markets, investors often start benchmarking. That is comparing their portfolio'...
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Is Buffett’s Cash Hoard A Market Warning?
Written by Lance Roberts | May 17, 2024 | InvestingEvery year, investors anxiously await the release of Warren Buffett's annual letter to see what the...
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