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A Grossly Defective Product. How Strong Is The Economy Really?

By Lance Roberts, Aug 2, 2021

The recent release of the Q2-2021 GDP report, while strong, left much to be desired. Is it really a...

S&P 500 Monthly Valuation & Analysis Review – 07-31-21

By J. Brett Freeze, Aug 1, 2021

S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive...

Market Rally Continues As Earnings Beat Estimates

By Lance Roberts, Jul 31, 2021

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...

Technical Value Scorecard Report For The Week of 7-30-21

By Michael Lebowitz, Jul 30, 2021

The Weekly Relative Value...

Krugman’s Delusion: The Difference Of Theory Versus Reality.

By Lance Roberts, Jul 30, 2021

In a recent interview with Business Insider, Paul Krugman's delusion was evident as the difference...

Medicare Set Aside Mistakes: Don’t Make These Errors!

By Richard Rosso, Jul 29, 2021

The topic of Medicare Set Aside doesn't arise often. However, it's important to understand their...

Just How Transitory is Inflation?

By Michael Lebowitz, Jul 28, 2021

A deep dive into the 336 components and subcomponents of CPI to better appreciate what is driving...

Technically Speaking: The Markets Next “Minsky Moment”

By Lance Roberts, Jul 27, 2021

Hymen Minsky theorized that long periods of bullish speculation create excesses generated by...

Earnings, Multiples, & Untold Truths About Forward Valuations

By Lance Roberts, Jul 26, 2021

Earnings up, multiples down. Such seems to be a straightforward rationale for why investors should...

Bulls “Buy The Dip” But Is The Risk Really Over?

By Lance Roberts, Jul 24, 2021

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...

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