Bull Bear Report Stock-Bond Correlation: Oil Broke The Hedge. Oil Will Fix It. Daily Market Commentary Meta Splits: The Buyback Machine Shifts To Reverse Blog Fed Over-Tightening: How Much Runway Is Left Before It Bites? Daily Market Commentary Why Small Caps Have Recently Traded Like A Bond Proxy Blog Are Bonds Pricing In A Fed Policy Mistake? Daily Market Commentary Neoclouds And Hyperscalers: Same Concept, Different Risks Daily Market Commentary The Misleading Tech Sell-Off Daily Market Commentary Warsh Says Little: Market Hears Hold Blog AI Capex And Earnings: What Happens When Growth Slows Bull Bear Report Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields
Vol. XXVII · No. 134
Saturday — October 24, 2026
Houston, Texas
Search Results

lance roberts

1,313 results found

Margin Balances Suggests Risks Are Building Newsletter
— Newsletter · 2 years ago

Margin Balances Suggests Risks Are Building

Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. As we noted then, introducing an unexpected, exogenous event can soon lead to a price decline if investors begin to reprice forward expectations. On Friday, that unexpected event presented itself when China, and most notoriously, the Wuhan Lab, reported the discovery of a new coronavirus in bats.

Lance Roberts 17 min read
Balance Of Risks Allows Powell To Pivot Daily Market Commentary
— Daily Market Commentary · 1 year ago

Balance Of Risks Allows Powell To Pivot

“Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” That key line from Chairman Powell’s opening speech at the Fed’s Jackson Hole symposium effectively summarizes Powell’s view on monetary policy. Simply, the change in the balance of risks since the BLS jobs revisions […]

RIA Team 8 min read
How to Balance Growth and Safety in Your Retirement Portfolio Retire
— Retire · 1 year ago

How to Balance Growth and Safety in Your Retirement Portfolio

As retirement approaches—or begins—investors often find themselves at a crossroads: How can you preserve the wealth you’ve accumulated while still ensuring it continues to grow? Striking the right balance between growth and safety in your retirement portfolio is one of the most important financial decisions you’ll make. The key is understanding the trade-offs and creating […]

RIA Team 4 min read
The Role of Bonds in a Well-Balanced Investment Portfolio Invest
— Invest · 1 year ago

The Role of Bonds in a Well-Balanced Investment Portfolio

When building a strong and diversified portfolio, most investors focus heavily on stocks. But bonds play an equally important role—especially when it comes to managing risk and providing consistent income. Incorporating bonds into your investment portfolio can lead to more stable investment strategies and long-term financial resilience. Whether you’re just beginning to invest or looking […]

RIA Team 5 min read
China Balance Sheet Recession: A Lesson For The US Daily Market Commentary
— Daily Market Commentary · 2 years ago

China Balance Sheet Recession: A Lesson For The US

Bloomberg cites economist Richard Koo, who claims China is in a balance sheet recession. A balance sheet recession, as defined by Koo, is as follows: He defines a balance-sheet recession as a situation in which households and businesses divert more of their income toward paying down debt, rather than consuming or investing. Koo argues that […]

RIA Team 5 min read
The Nasdaq Rebalances To The Chigrin Of The Magnificent 7 Daily Market Commentary
— Daily Market Commentary · 3 years ago

The Nasdaq Rebalances To The Chigrin Of The Magnificent 7

The Nasdaq rebalanced its holdings as expected yesterday. However, investors were not expecting the NASDAQ to reduce the contributions of the Magnificent 7 (AAPL, MSFT, TSLA, GOOG, NVDA, AMZN, and META) and, in the aggregate, raise the contribution of the remaining 93 stocks. The heat map below shows that each Magnificent 7 stock was red. […]

RIA Team 4 min read
Daily Market Commentary
— Daily Market Commentary · 3 years ago

Will the Nasdaq Rebalance be a Nothing Burger?

On July 24th, the Nasdaq 100 will reduce the weightings of its top seven holdings to try to better balance the top-heavy market cap-weighted index. At the same time, the rebalance will increase the weighting of many other smaller Nasdaq 100 stocks. We suspect that the large index funds will adjust their holdings appropriately in […]

RIA Team 5 min read
Bonds At 5%: Is The 10-Year Treasury Finally A Buy? Invest
— Invest · 2 weeks ago

Bonds At 5%: Is The 10-Year Treasury Finally A Buy?

With the 10-year Treasury yield at its highest level since 2002, buying bonds at 5% is the first real alternative that stock investors have had in nearly two decades. The 10-year Treasury yield closed September north of 5.2%, the highest level in roughly 24 years. Most of the headlines treat that as a warning. I […]

Lance Roberts 18 min read
Powell Indicates Balance Between Inflation and Employment Daily Market Commentary
— Daily Market Commentary · 3 years ago

Powell Indicates Balance Between Inflation and Employment

For the better part of the last two years, Jerome Powell and the Fed have clearly indicated that monetary policy is primarily focused on bringing inflation back to its 2% target. Over the period, Powell indicated he was comfortable with weakness in the labor market if it meant inflation would normalize. Powell’s FOMC press conference […]

RIA Team 6 min read