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A Recession Is Coming, Or Is It?

By Lance Roberts, Aug 18, 2023

Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested...

Government Bonds Or Stocks? Which Is A Better Choice Now?

By Lance Roberts, Aug 15, 2023

Government bonds or stocks? If you were picking an asset class to outperform over the next 18-24...

Tax Receipts. Another Leading Recession Indicator?

By Lance Roberts, Aug 11, 2023

Tax receipts are falling, which has historically preceded economic recessions. In a recent...

Market Cycle Lows And Bull Market Recoveries

By Lance Roberts, Aug 8, 2023

There is a rhythm to the markets, and market cycle lows support bull market recoveries. Recently,...

The Market Is Detached From The Real Economy

By Lance Roberts, Aug 4, 2023

“The stock market is not the economy.” Such is the latest rationalization to support...

Bullish Measures Are Getting Really Bullish

By Lance Roberts, Aug 1, 2023

“Bullish measures are getting really bullish.” This is an interesting statement, given...

Deficits, Debt, And Why $32 Trillion Matters

By Lance Roberts, Jul 28, 2023

While Washington continues a seemingly unbridled spending spree under the assumption “more...

“Beating Estimates” – How Companies Win In Earnings Season

By Lance Roberts, Jul 25, 2023

No matter what happens, financially or economically, there is always a high number of companies...

ESG Is Dying Its Inevitable Death

By Lance Roberts, Jul 21, 2023

ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The...

Volatility Index Is So Low It Has To Go Up?

By Lance Roberts, Jul 18, 2023

The volatility index is so low it has to go higher eventually. Such seems obvious, but this year,...

Market Cycles And Why The Bull Isn’t Dead

By Lance Roberts, Jul 14, 2023

There is much debate as of late on the current market cycle. Is it a bear market? Maybe. But what...

Stock Risk – Does It Decline Over Time?

By Lance Roberts, Jul 11, 2023

Does stock risk decline the longer the holding period is? It’s a great question and something...

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