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Election Outcome Presents Opportunity For Investors

By Lance Roberts, Oct 4, 2024

As the November 2024 election draws near, the election outcome will profoundly affect the financial...

The Port Strike Is Unlikely To Have Severe Economic Implications

Despite some fearmongering in the media, the longshoremen strike, shutting down 14 major East Coast...

A Crystal Ball Isnt Enough: The Importance Of Context

By Michael Lebowitz, Oct 2, 2024

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At...

The “Everything Market” Could Last A While Longer

By Lance Roberts, Oct 1, 2024

We are currently in the “everything market.” It doesn’t matter what you have...

Tax Cuts – An Examination Of The 2017 TCJA Impact

By Lance Roberts, Sep 27, 2024

A funny thing about bull markets is that investors develop a very short memory about the previous...

Agency REITs For A Bull Steepener

By Michael Lebowitz, Sep 25, 2024

In our recent two-part series on the yield curve (Part One  Part Two) we discussed the four...

50 Basis Point Rate Cut – A Review And Outlook

By Lance Roberts, Sep 24, 2024

Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50...

Market Declines And The Problem Of Time

By Lance Roberts, Sep 20, 2024

A funny thing about bull markets is that investors develop a very short memory about the previous...

Trump Or Harris: Corporate Tax Winners And Losers

By Michael Lebowitz, Sep 18, 2024

Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the...

Momentum Investing Gives You An Edge, Until It Doesn’t

By Lance Roberts, Sep 17, 2024

A funny thing about bull markets is that investors develop a very short memory about the previous...

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