Real Investment Daily

What Caused Chairman Powell To Flinch

Written by Michael Lebowitz | Dec, 12, 2018

Clues from the Fed II, an RIA Pro article from November 28, 2018, provided important insight into one of Jerome Powell’s most important speeches as the Federal Reserve Chairman. We…

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Robert Shiller: Worried About Housing Again

Written by John Coumarianos | Dec, 12, 2018

This past weekend in the NYTimes, Nobel-laureate economist Robert Shiller sounded the alarm on housing again. For those who don’t know, Shiller called the stock market bubble of the late…

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Why Another 50% Correction Is Possible

Written by Lance Roberts | Dec, 10, 2018

All of sudden….volatility. Well, that is what it seems like anyway after several years of a steady grind higher in the markets. However, despite the pickup in volatility, the breaks…

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Did The Market Miss Powell’s Real Message?

Written by Lance Roberts | Dec, 6, 2018

Last week, I discussed the recent message from Fed Chairman Jerome Powell which sent the markets surging higher. “During his speech, Powell took to a different tone than seen previously…

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Yes, Virginia…

Written by Michael Lebowitz | Dec, 6, 2018

In 1897, Virginia O’Hanlon asked her father if Santa Claus was real. He said she should ask The Sun, a prominent New York City newspaper of the day. Back then…

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The Tale Of The Two Bond Kings

Written by John Coumarianos | Dec, 6, 2018

(This article originally appeared in Citywire.) Back in September, I examined the records of the managers that Morningstar nominated as candidates for ‘domestic equity Manager of the Decade’ in 2009….

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Managing “Mr. Market” With Howard Marks

Written by John Coumarianos | Dec, 4, 2018

I went on a long distance drive for Thanksgiving – Houston to Southern California and back. I don’t recommend doing that unless you have two full weeks. It’s 1500 miles…

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Misdiagnosing The Risk Of Margin Debt

Written by Lance Roberts | Dec, 3, 2018

This past week, Mark Hulbert wrote an article discussing the recent drop in margin debt. To wit: “Plunging margin debt may not doom the bull market after all, reports to…

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Weekend Reading: The Powell Put

Written by Lance Roberts | Nov, 30, 2018

All it took was two 10% stock market corrections in a single year and some heavy “browbeating” from President Trump to reverse Jerome Powell’s hawkish stance on hiking interest rates….

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