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Exuberance – Investors Have Rarely Been So Optimistic

By Lance Roberts, Nov 12, 2024

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor...

Trump Presidency – Quick Thoughts On Market Impact

By Lance Roberts, Nov 8, 2024

The prospect of a Trump presidency has led to much debate and speculation about how markets might...

Election Day! Plan For Volatility

By Lance Roberts, Nov 5, 2024

With Election Day finally here, markets are bracing for potential volatility. History shows that...

Corporate Buybacks: A Wolf In Sheep’s Clothing

By Lance Roberts, Nov 1, 2024

Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In...

Key Market Indicators for November 2024

By Lance Roberts, Oct 29, 2024

Key market indicators for November 2024 present a complex but opportunity-filled environment for...

Lower Forward Returns Are A High Probability Event

By Lance Roberts, Oct 25, 2024

I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning...

Seasonality: Buy Signal And Investing Outcomes

By Lance Roberts, Oct 22, 2024

Seasonality has long influenced stock market trends, offering insights into predictable cycles of...

Bastiat And The “Broken Window”

By Lance Roberts, Oct 18, 2024

In times of disaster and destruction, a common narrative often emerges that rebuilding efforts will...

Greed And How To Lose 100% Of Your Money

By Lance Roberts, Oct 15, 2024

In the movies, greed is a trait often exhibited by the rich and powerful as a means to an end. Of...

GDP Report Continues To Defy Recession Forecasts

By Lance Roberts, Oct 11, 2024

The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024,...

How Howard Marks Thinks About Risk…And You Should Too

By Lance Roberts, Oct 8, 2024

When most people hear the word “risk,” they think about wild market swings, scary...

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...

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