Real Investment Daily

Value, Margin Of Safety, & The Art Of Doing Nothing

Written by Lance Roberts | Sep 21, 2020

While many investors quickly dismiss the performance gap between value and growth as “this time is different,” it has important longer-term implications. We discuss value, the margin of safety, and the real art of “doing nothing.” 

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#MacroView: Newton, Physics & The Market Bubble

Written by Lance Roberts | Sep 18, 2020

I have previously discussed the importance of understanding how “physics” plays a crucial role in the stock market. As Sir Issac Newton once discovered, “what goes up, must come down.”

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What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 09-18-20

Written by Lance Roberts | Sep 18, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

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Growth or Value? Take Our Blind Taste Test

Written by Michael Lebowitz and Jack Scott | Sep 15, 2020

In this article, we give a blind taste test to show you how the lack of discernment, blindly picking stocks based on cache, and yesterday’s momentum is winning out over the logic of maximizing value through prudent intellectual rigor.

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#MacroView: A Permanent Shift In Valuations?

Written by Lance Roberts | Sep 11, 2020

During extended bull markets, rationalization becomes commonplace to justify overpaying for value. One such rationalization is the permanent shift in valuations higher. But is it true,.

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What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 09-11-20

Written by Lance Roberts | Sep 11, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More

The 1998 Correction & The Run To The Peak

Written by Lance Roberts | Sep 8, 2020

Over the last few months, the markets have become engulfed by a palpable feeling of exuberance. I remember the last time investors were engulfed in a near “panic” to invest. It was 1998.

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What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 09-04-20

Written by Lance Roberts | Sep 4, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

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A Dose of Reality About The Labor Market

Written by Michael Lebowitz and Jack Scott | Sep 2, 2020

The business media characterizes the labor market as “better than expected.” The reality is that it is “ugly but improving.” Read this article for a dose of reality.

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Two Economies: One Growing, the Other Declining

Written by Patrick Hill | Aug 29, 2020

We have two economies interlocked but separated by contrasting sets of life experiences. One lives in relative peace, and prosperity. The other is stressed, financially insecure, and virus vulnerable.

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#MacroView: A Tale Of Two Bull Markets

Written by Lance Roberts | Aug 28, 2020

It’s a “Tale Of Two Bull Markets.” I review the major markets and sectors from a longer-term technical perspective to reveal the more extreme risk investors are taking currently to chase markets.

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What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 08-28-20

Written by Lance Roberts | Aug 28, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.

>> Read More