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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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Full Market Cycles: Half Bull and Half Bear

By Lance Roberts, Nov 17, 2025

Last week, we discussed the importance of “math” as it relates to valuations and noted...

Economic Reacceleration: A Contrarian View

By Lance Roberts, Nov 14, 2025

Over the past two weeks, we’ve addressed a persistent question: if the data signals weakness, why...

QE Is Coming: The 2008 Roots Of Fed Dominance

By Michael Lebowitz, Nov 12, 2025

Here we go again. The overnight funding markets are showing signs of stress, and the scent of QE is...

Forward Return And The Importance Of Math

By Lance Roberts, Nov 10, 2025

During strongly trending bull markets, investors often overlook the importance of math in...

“Money Printing” By The Fed: Fact Or Fiction?

By Lance Roberts, Nov 7, 2025

I recently penned an article on "Money Supply Growth," which elicited a very thoughtful response...

Nvidia Deals: Round Tripping Or Vendor Financing?

By Michael Lebowitz, Nov 5, 2025

“Nvidia takes a $1 billion stake in Nokia” reads a recent CNBC headline. As part of the...

Investor Dilemma: Pavlov Rings The Bell

By Lance Roberts, Nov 3, 2025

Classical conditioning teaches us a valuable lesson regarding the current investor dilemma....

Gold Myths Luring Investors Into Risk

By Lance Roberts, Oct 31, 2025

In case you haven’t heard, precious metals, particularly gold, have risen sharply this year....

CAPE Valuations: Does Nvidia Overstate Its Ominous Warning?

By Michael Lebowitz, Oct 29, 2025

As equity valuations approach the record highs of 1999, investors are growing anxious. This unease...

The Most Dangerous Era In History

By Lance Roberts, Oct 27, 2025

We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I...

Money Supply Growth: A Thesis With A Fatal Flaw

By Lance Roberts, Oct 24, 2025

Recently, MarketWatch ran a provocative headline: “When the world’s largest asset manager and...

Dollar Debasement: Reality Or A Dangerous Narrative?

By Michael Lebowitz, Oct 22, 2025

Gold prices are soaring. And with each tick higher, more and more market pundits and investors are...

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