Real Investment Daily

The Run For The Roses

Written by Lance Roberts | May, 17, 2019

The recent running of the Kentucky Derby marks the time of year of horse racing’s prestigious Triple Crown and everything that goes along with it. Temperate spring weather, increasingly beautiful…

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In The Fed We Trust – Part 1

Written by Michael Lebowitz | May, 15, 2019

This article is the first part of a two-part article. Due to its length and importance, we split it to help readers’ better digest the information. The purpose of the…

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Opportunity Of Misplaced Inflation

Written by Seth Levine | May, 15, 2019

The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly they act. Neither lowering interest rates to…

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Valuations, Returns & The Real Value Of Cash

Written by Lance Roberts | May, 13, 2019

Since the beginning of 2019, the market has risen sharply. That increase was not due to rising earnings and revenues, which have weakened, but rather from multiple expansion. In other…

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Beware Of The ‘Permanently High Plateau’ Fallacy

Written by Jesse Colombo | May, 8, 2019

Last week, venture capitalist Chamath Palihapitiya said that central banks have virtually eliminated recessions through their aggressive monetary stimulus programs such as quantitative easing (QE) and record low interest rates…

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Inflation: The Fed’s False Flag

Written by Michael Lebowitz | May, 8, 2019

“Don’t piss down my back and tell me it’s raining” –Clint Eastwood/The Outlaw Josey Wales On April 30, 2019, one day before the Federal Reserve’s FOMC policy-setting meeting, the Wall…

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Has The Fed Done It? No More Recessions?

Written by Lance Roberts | May, 6, 2019

“Wow!” That is all I could utter as my brain spun listening to an interview with Chamrath Palihapitiya on CNBC last week. “I don’t see a world in which we…

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An Obligatory Market Commentary

Written by Michael Kahn | May, 3, 2019

The most interesting thing about the stock market this year to date has been the failure of the experts to encourage their clients to jump back in. I suppose the…

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The Great Stock Buyback Debate

Written by Lance Roberts | May, 2, 2019

I recently wrote about stock buybacks in our weekly newsletter. However, a recent report from Axios noted that for 2019, IT companies are again on pace to spend the most on…

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