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Deviations From Long-Term Growth Trends Back To Extremes

By Lance Roberts, Jun 4, 2024

In 2022, we discussed the market’s deviations from long-term growth trends. That discussion...

Electricity Demand May Cure Debt Concerns

By Lance Roberts, May 31, 2024

The future of electricity demand for everything from electric cars to Bitcoin mining to artificial...

The Power Grid Expansion – Part Two

By Michael Lebowitz, May 29, 2024

This article follows Part One, which discusses the massive investment dollars that will be spent...

No, Corporate Greed Is Not The Cause Of Inflation.

By Lance Roberts, May 28, 2024

Corporate greed is not causing inflation, despite the claims of many on the political left who...

The Risk Of Recession Isn’t Zero

By Lance Roberts, May 24, 2024

As we discussed recently, Wall Street economists increasingly believe the risk of recession has...

AI Data Centers And EVs Create Incredible Opportunities

By Michael Lebowitz, May 22, 2024

Some winners from the artificial intelligence (AI) and electric vehicles (EV) boom are easy to...

Benchmarking Your Portfolio May Have More Risk Than You Think

By Lance Roberts, May 21, 2024

During ripping bull markets, investors often start benchmarking. That is comparing their...

Is Buffett’s Cash Hoard A Market Warning?

By Lance Roberts, May 17, 2024

Every year, investors anxiously await the release of Warren Buffett’s annual letter to see...

Stimulus Today Costs Dearly Tomorrow

By Michael Lebowitz, May 15, 2024

Since the pandemic-related bazooka of fiscal stimulus, the outstanding Federal debt has risen...

Moving Average Crossovers Suggest The Bull Is Back

By Lance Roberts, May 14, 2024

While there is much debate over whether another bear market is imminent, weekly moving average...

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