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The Reflation Narrative

By Lance Roberts, Feb 6, 2026

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

The Market Cycles Potentially Driving 2026 Returns

By Lance Roberts, Feb 2, 2026

Market cycles are once again at the center of the investment narrative as we head into 2026. The...

Mainstream Expectations: Hope Vs. Potential Risk

By Lance Roberts, Jan 30, 2026

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

The Bullish And Bearish Case For 2026

By Lance Roberts, Jan 26, 2026

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

The South Park Market Of 2026

By Lance Roberts, Jan 23, 2026

I have been a “South Park” fan for as long as I can remember, and while the show...

AI Productivity, Employment and UBI

By Lance Roberts, Jan 16, 2026

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

2026 Earnings Outlook: Another Year Of Optimism

By Lance Roberts, Jan 12, 2026

The Wall Street consensus forecast for 2026 earnings growth is strong by historical standards....

New Year’s Resolutions For 2026 – Investor Version

By Lance Roberts, Jan 9, 2026

Every January, it happens like clockwork: you drive by gym parking lots that look like a Taylor...

Precious Metals Aren’t Predicting Economic Collapse

By Lance Roberts, Jan 5, 2026

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

The Market Risk In 2026 If Growth Projections Fail

By Lance Roberts, Dec 29, 2025

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

2026 Market Outlook Based On Valuations

By Lance Roberts, Dec 22, 2025

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

What Inflation Alarmists Missed In Their Warnings

By Lance Roberts, Dec 19, 2025

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

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