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

What Inflation Alarmists Missed In Their Warnings Economics
— Economics · 10 months ago

What Inflation Alarmists Missed In Their Warnings

A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.

Lance Roberts 9 min read
Does AI Capex Spending Lead To Positive Outcomes? Economics
— Economics · 11 months ago

Does AI Capex Spending Lead To Positive Outcomes?

A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.

Lance Roberts 11 min read
Hawkish Or Less Dovish? QE Or Not QE? Daily Market Commentary
— Daily Market Commentary · 11 months ago

Hawkish Or Less Dovish? QE Or Not QE?

There is a growing divergence of views among FOMC members. Some remain dovish, favoring more rate cuts. Their argument is based on a belief that inflation will continue to move toward the 2% target and that the weakening labor market benefits from lower interest rates. On the other side of the aisle are hawkish views. […]

RIA Team 7 min read
Hassett To Replace Powell: Betting Markets Are Confident Daily Market Commentary
— Daily Market Commentary · 11 months ago

Hassett To Replace Powell: Betting Markets Are Confident

Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin Hassett is the likely nominee to replace Jerome Powell when his term as Fed Chair ends in May. While still half a year away, the market is beginning to price in what a Hassett leadership might mean for […]

RIA Team 6 min read
Is Japan In A Death Spiral?: A Contrarian Take Daily Market Commentary
— Daily Market Commentary · 11 months ago

Is Japan In A Death Spiral?: A Contrarian Take

A day doesn’t seem to go by without a market pundit asserting that Japan is in a monetary and fiscal death spiral. It’s easy to come to such a conclusion given: Based on those stats and others, it’s easy to see why many think it’s only a matter of time before Japan’s economic system collapses. […]

RIA Team 7 min read
Jobs Data From Alternative Sources May Drive Fed’s Next Move Economics
— Economics · 11 months ago

Jobs Data From Alternative Sources May Drive Fed’s Next Move

With the federal government shutdown delaying critical economic reports, the official jobs data remains incomplete. Last week, the Bureau of Labor Statistics (BLS) released the September jobs report. However, the October report, originally expected earlier this month, remains in limbo, potentially permanently.

Lance Roberts 8 min read
Year-End Financial Planning Checklist: 7 Steps to Maximize Your Wealth Before December 31 Uncategorized
— Uncategorized · 11 months ago

Year-End Financial Planning Checklist: 7 Steps to Maximize Your Wealth Before December 31

The end of the year tends to sneak up on people. One minute it’s late summer; the next, you’re staring at a calendar and wondering how to wrap up your financial goals before the deadline hits. A thoughtful approach can make a measurable difference in what you keep, what you owe, and how prepared you […]

RIA Team 6 min read
Black Friday Sales Results Daily Market Commentary
— Daily Market Commentary · 11 months ago

Black Friday Sales Results

Based solely on Black Friday sales data, the holiday shopping season may be decent despite poor consumer sentiment.  According to Adobe Analytics, which draws data from over one trillion retail site visits, Black Friday online sales hit a record $11.8 billion, up 9.1% from last year. Per MasterCard’s SpendingPulse, retail sales, including online and in-store […]

RIA Team 5 min read
How to Reduce Taxes on Investment Gains: Advanced Strategies for High Net Worth Investors Income
— Income · 11 months ago

How to Reduce Taxes on Investment Gains: Advanced Strategies for High Net Worth Investors

Building wealth requires more than market awareness; it requires keeping as much of your earnings as possible. High net worth investors face steeper tax exposure, wider reporting thresholds, and more complex investment structures. Learning how to reduce taxes on investment income is one of the most effective ways to strengthen long‑term performance. Below are the […]

RIA Team 6 min read