Real Investment Daily

The Upcoming Bond Bull Market

Written by Lance Roberts | Oct, 11, 2018

The worse things seem, the better the opportunities are for profit. Such is the very nature of investing. Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking…

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VLOG: A Guide To The U.S. Corporate Debt Bubble

Written by Jesse Colombo | Oct, 10, 2018

In this special video presentation, Jesse Colombo explains the U.S. corporate debt bubble that is inflating in the U.S. While the soaring stock market has attracted the most attention, a…

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Analyzing This Year’s Market Returns

Written by John Coumarianos | Oct, 10, 2018

Many investors assume their accounts have achieved good returns this year. After all, the S&P 500 Index is up nearly 9.5% through October 8, including dividends. But that doesn’t necessarily…

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Bonds Are Dead…Again?

Written by Richard Rosso | Oct, 10, 2018

Not trying to be a wet blanket here, but c’mon. Again?  Maybe the line I’m walkin’ needs to be crossed. Too early to say. The pros in this business who believe…

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Debts & Deficits: A Slow Motion Train Wreck

Written by Lance Roberts | Oct, 4, 2018

Last Friday, I discussed that without much fanfare or public discussion, Congress decided to push the U.S. into deeper fiscal irresponsibility with the passage of another Continuing Resolution (CR). To wit: “The…

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A Few Simple Rules For Money Managers

Written by Vitaliy N. Katsenelson | Oct, 4, 2018

I simply don’t trust the fundamentals of the global economy right now. The system is built on quicksand. Debt is growing globally and governments are running huge deficits while interest…

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Sailing Versus Rowing : Active Versus Passive

Written by Michael Lebowitz | Oct, 3, 2018

Investor preferences shift between active and passive investing in a cyclical manner. Periods where the market has a strong tailwind of momentum behind it tend to attract a greater demand…

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As Seen On Forbes: Higher Volatility Is Likely Ahead

Written by Jesse Colombo | Oct, 3, 2018

As seen on Forbes by’s Jesse Colombo: “Why Another Market Volatility Surge Is Likely Ahead“: The U.S. stock market is climbing to record highs once again and volatility has calmed…

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Do You Believe In Magic

Written by David Robertson | Oct, 3, 2018

Like so many things, magic can have different meanings. Many times, it is regarded as something special that defies easy explanation. Sometimes it also includes elements of nostalgia as in…

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Technically Speaking: Irrational Exuberance?

Written by Lance Roberts | Oct, 2, 2018

On December 5th, 1996, during a televised speech then Fed Chairman Alan Greenspan stated: “Clearly, sustained low inflation implies less uncertainty about the future, and lower risk premiums imply higher…

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Q3-Market Performance Review

Written by John Coumarianos | Oct, 2, 2018

Yesterday was the first day of the Fourth Quarter of 2018, so it’s a good time to assess where markets are for the year. Nobody should change their portfolios radically…

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The Risk Of An ETF Driven Liquidity Crash

Written by Lance Roberts | Oct, 1, 2018

Last week, James Rickards posted an interesting article discussing the risk to the financial markets from the rise in passive indexing. To wit: “Free riding is one of the oldest…

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Bubbles and Zombies

Written by John Coumarianos | Oct, 1, 2018

They say nobody rings a bell at the top of the market. But whether this is the top or not, two prominent market observers and historians, Robert Shiller and Edward…

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