Daily Market Commentary Hedge Funds Sell, Retail Buys: Whose The Smart Money? Blog Griffin May Be Right About AI. The Timing Could Be Very Wrong. Daily Market Commentary The Market’s Biggest Buyer Is Stepping Back 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
Vol. XXVII · No. 134
Tuesday — October 27, 2026
Houston, Texas
Search Results

lance roberts

1,316 results found

Electricity Prices Could Become a Structural Inflation Problem Daily Market Commentary
— Daily Market Commentary · 10 months ago

Electricity Prices Could Become a Structural Inflation Problem

Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street Journal, electricity prices have risen meaningfully across much of the country since 2022, and the drivers extend well beyond the frequently cited surge in data-center demand. While electricity prices had historically tracked inflation, that […]

RIA Team 6 min read
The Market Risk In 2026 If Growth Projections Fail Invest
— Invest · 10 months ago

The Market Risk In 2026 If Growth Projections Fail

There is a rising market risk in 2026 that is largely overlooked as we wrap up this year. As discussed in the "Fed's Soft Landing Narrative," optimism about 2026 is running high.

Lance Roberts 8 min read
Estate Planning Essentials Estate Planning
— Estate Planning · 10 months ago

Estate Planning Essentials

Estate Planning Essentials: Protecting Your Legacy Estate planning has a reputation for being complicated, uncomfortable, and easy to delay. That’s a problem; when life moves fast, an outdated estate plan can create confusion, conflict, and unnecessary costs for the family members you care about most. Solid planning replaces guessing with clarity. If you have a […]

RIA Team 7 min read
Copper Prices Surge To All Time Highs Daily Market Commentary
— Daily Market Commentary · 10 months ago

Copper Prices Surge To All Time Highs

On Monday night, copper prices, as shown below, reached an all-time high of over $12,000 per metric ton. Copper is often referred to as “Doctor Copper” because it serves as a barometer of global economic activity. However, the current surge in prices is not due to sharply rising demand; tariffs and physical dislocation are heavily […]

RIA Team 6 min read
Silver Mania And The Predictable Bust Invest
— Invest · 10 months ago

Silver Mania And The Predictable Bust

Silver’s parabolic rise has been remarkable. Its price has more than doubled this year and is nearly three times higher than in 2023. The current surge closely mirrors two previous price jumps shown below.  In this article, we examine the two similar price surges shown below to provide context for what may be occurring today […]

Michael Lebowitz 8 min read
The ECB Changes Tone: Will The Fed Follow? Daily Market Commentary
— Daily Market Commentary · 10 months ago

The ECB Changes Tone: Will The Fed Follow?

Inflation in the European Union is nearing 2%, expected to dip below it in 2026 and 2027 and then settle at its 2% target thereafter. The ECB’s President Lagarde and other ECB members have recently stated that they are comfortable with the central bank’s current interest rate level. The markets are taking the ECB’s public […]

RIA Team 6 min read
2026 Market Outlook Based On Valuations Invest
— Invest · 10 months ago

2026 Market Outlook Based On Valuations

It’s that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026. Since Wall Street never predicts a down year, which would be unwise for fee-based product revenues, these forecasts are often inaccurate and sometimes significantly wrong.

Lance Roberts 11 min read
The Seen And The Unseen Of QE-RMP Daily Market Commentary
— Daily Market Commentary · 10 months ago

The Seen And The Unseen Of QE-RMP

In 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and that which is not seen.” The first chapter, “The Broken Window,” argues that good economics requires considering not just the immediate, visible effects of an action but also the delayed, less obvious (unseen) consequences. Unfortunately, most commentators, when asked about […]

RIA Team 6 min read
Blue Owl Roils The AI Narrative Daily Market Commentary
— Daily Market Commentary · 10 months ago

Blue Owl Roils The AI Narrative

Blue Owl Capital spooked AI investors on Wednesday when the Financial Times reported that the firm, one of Oracle’s larger financing partners for major U.S. data centers, decided not to provide equity backing for a $10 billion data center Oracle is building in Michigan. This planned facility is part of Oracle’s collaboration with OpenAI under […]

RIA Team 7 min read