Market Cycles And Why The Bull Isn’t Dead
Written by Lance Roberts | Jul 14, 2023 | InvestingThere is much debate as of late on the current market cycle. Is it a bear market? Maybe. But what i...
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The End of an Era for Stocks, Warns the Fed
Written by Michael Lebowitz | Jul 12, 2023 | InvestingA recent whitepaper by the Federal Reserve warns of "significantly lower profit growth and stock re...
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Stock Risk – Does It Decline Over Time?
Written by Lance Roberts | Jul 11, 2023 | InvestingDoes stock risk decline the longer the holding period is? It's a great question and something I rec...
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Fed Funds Futures are Unreliable- Expect the Unexpected Again
Written by Michael Lebowitz | Jul 5, 2023 | InvestingThe June 2024 Fed Funds futures contract implies that the Fed will only cut interest rates slightly...
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Student Loan Repayments – Will It Start The Recession?
Written by Lance Roberts | Jun 30, 2023 | EconomicsMillions of young Americans will face the end of the student loan payment moratorium this summer. W...
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Treasury Yield Curves – Is This Inversion Different?
Written by Michael Lebowitz | Jun 28, 2023 | InvestingLeading economists, Federal Reserve Presidents, and most investors pay close attention to the shape...
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Bull Trap Or A Bull Market?
Written by Lance Roberts | Jun 27, 2023 | InvestingIs the recent rally a "bull trap," or are we in a new "bull market?" Such was a question I recently...
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Signs, Signs, Everywhere Signs (But No Recession Yet)
Written by Lance Roberts | Jun 23, 2023 | Economics"Signs" was a song by the Five Man Electrical Band in 1970 about the hippie movement. The song came...
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Speculation In A.I. May Face Challenges
Written by Lance Roberts | Jun 20, 2023 | InvestingThe current market speculation surrounding artificial intelligence (A.I.) has garnered everyone's a...
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New Bull Market? It’s Different This Time.
Written by Lance Roberts | Jun 16, 2023 | Investing"It's a 'New Bull Market'!" Over the past few days, the call of a new bull market has plastered hea...
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SimpleVisor Makes Relative Rotation Simpler, Part 2
Written by Michael Lebowitz | Jun 14, 2023 | InvestingPart 1, Relative Rotation- Unlocking the Hidden Potential, reviews relative rotation strategies on ...
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Bullish Sentiment Rises As FOMO Kicks In
Written by Lance Roberts | Jun 13, 2023 | InvestingBullish sentiment has surged as the "Fear Of Missing Out," or FOMO, kicked in in recent weeks. It i...
> Read MoreEarnings Improve. But Beware Of Trojan Horses.
Written by Lance Roberts | Jun 9, 2023 | EconomicsSince October 2022, the stock market has traded consistently higher as earnings improved. With the ...
> Read MoreRelative 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...
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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...
> Read MoreMonetary 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...
> Read MoreCOT 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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