Real Investment Daily

#MacroView: The Astonishing Lack Of Value In Value

Written by Lance Roberts | Sep 25, 2020

Over the last month, the Federal Reserve, and the Government, have unleashed a torrent of liquidity into the U.S. markets to offset a credit crisis of historic proportions.While investors have been trained to “not fight the Fed,” what if the “Fed” is throwing money into a “debt chasm” they can’t fill. 

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What You Missed On RIA This Week

#WhatYouMissed On RIA This Week: 09-25-20

Written by Lance Roberts | Sep 25, 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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Seth Levine: “Will NYC Die?” It’s Up To You.

Written by Seth Levine | Sep 24, 2020

For now, my life depends on NYC’s fate. I neither want to witness its destruction nor miss its renaissance. This is a trade I want to get right. So what’s it going to be New York? It’s up to you (us).

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Technically Speaking: Market Realized No Help Is Coming

Written by Lance Roberts | Sep 22, 2020

The market correction continued on Monday as markets realized no “fiscal support” is coming following the death of Justice Ginsberg. Risk is elevated, as investors and the Fed are trapped by a Congress at odds with each other.

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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.

>> Read More

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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