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Retail Exuberance Sets Market Up For A Correction

By Lance Roberts, Feb 18, 2025

Last week, we discussed the surge in retail exuberance in the market following the election of...

The Impact Of Tariffs Is Not As Bearish As Predicted

By Lance Roberts, Feb 14, 2025

There are many media-driven narratives about the impact of tariffs on the economy and the markets....

Bull Bear Report – Technical Update

By Lance Roberts, Feb 11, 2025

I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael...

Forecasting Error Puts Fed On Wrong Side Again

By Lance Roberts, Feb 7, 2025

The Federal Reserve’s record of forecasting has frequently led it to respond too late to...

Tariffs Roil Markets

By Lance Roberts, Feb 4, 2025

Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a...

Bullish Exuberance Returns As Trump Takes Office

By Lance Roberts, Jan 31, 2025

Bullish exuberance is returning to the markets and the economy in a big way following the...

DeepSeek DeepSinks Bullish Exuberance

By Lance Roberts, Jan 28, 2025

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,...

Do Money Supply, Deficit And QE Create Inflation?

By Lance Roberts, Jan 24, 2025

I recently debated with Michael Pento, who made an interesting statement that increases in the...

Are Return Expectations For 2025 Too High?

By Lance Roberts, Jan 21, 2025

In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500...

Gardening Guide To Better Portfolio Returns In 2025

By Lance Roberts, Jan 17, 2025

As we head into 2025, investors are giddy over the market returns of the last two years. As shown,...

Tactically Bearish As Risks Increase

By Lance Roberts, Jan 14, 2025

In last week’s discussion with Thoughtful Money, I noted that we are becoming more...

Investor Resolutions For 2025

By Lance Roberts, Jan 10, 2025

I publish an updated version of my New Year “investor” resolutions yearly. The...

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