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The “Broken Clock” Fallacy & The Art Of Contrarianism

By Lance Roberts, Jul 12, 2024

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial...

Private Equity – Why Am I So Lucky?

By Lance Roberts, Jul 9, 2024

Lately, I have been getting many questions about investing in private equity. Such is common during...

Earnings Bar Lowered As Q2 Reports Begin

By Lance Roberts, Jul 2, 2024

Wall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting...

Career Risk Traps Advisors Into Taking On Excess Risk

By Lance Roberts, Jun 28, 2024

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial...

S&P 6300? Is That Outside The Realm Of Possibility?

By Lance Roberts, Jun 25, 2024

Goldman Sachs recently upped its price target to S&P 6300 for the end of this year, along with...

A Fundamental Shift Higher In Valuations

By Lance Roberts, Jun 21, 2024

Over the last decade, there has been an ongoing fundamental debate about markets and valuations....

Consumer Survey Shows Rising Bullishness

By Lance Roberts, Jun 18, 2024

The latest consumer survey data from the New York Federal Reserve had interesting data. “The...

Grant: Rates Are Going Much Higher. Is He Right?

By Lance Roberts, Jun 14, 2024

Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for...

It’s Not 2000. But There Are Similarities.

By Lance Roberts, Jun 11, 2024

More than a few individuals were active in the markets in 1999-2000, but many participants today...

Commodities And The Boom-Bust Cycle

By Lance Roberts, Jun 7, 2024

It is always interesting when commodity prices rise. The market produces various narratives to...

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...

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