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

UM Inflation Expectations May Oddly Signal Disinflation Daily Market Commentary
— Daily Market Commentary · 2 years ago

UM Inflation Expectations May Oddly Signal Disinflation

The graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University of Michigan (UM) consumer inflation expectation index to around 5% have preceded inflation declines. As he highlights, the UM inflation expectations gauge hit 4.9% in the latest survey. The exceptions to the rule were in 2020 and 2021, which occurred […]

RIA Team 5 min read
The Key to Lower Inflation May Start with Stock Prices Daily Market Commentary
— Daily Market Commentary · 2 years ago

The Key to Lower Inflation May Start with Stock Prices

The key to lower inflation may start with the stock market and feed into the economy rather than vice versa. The wealth effect describes the behavioral phenomenon where individuals’ perceived wealth changes impact their spending decisions. People tend to feel wealthier when their asset prices rise, even if their income remains unchanged, leading to higher […]

RIA Team 5 min read
A Comprehensive Guide to Retirement Income Strategies for a Secure Future Retire
— Retire · 2 years ago

A Comprehensive Guide to Retirement Income Strategies for a Secure Future

Planning for retirement is about more than just saving—it’s about ensuring a steady income stream that lasts throughout your retirement years. Without a well-structured plan, you could risk outliving your savings or facing financial hardship due to inflation, taxes, or unexpected expenses. This guide will walk you through retirement income strategies to help you achieve […]

RIA Team 8 min read
Retail Sales Are Better Than Advertised Daily Market Commentary
— Daily Market Commentary · 2 years ago

Retail Sales Are Better Than Advertised

Within the headline retail sales figure is a lesser-followed data point called the retail sales control group. Following the trend of both figures is important because although the headline figure receives more attention, the control group is the measure that feeds into the GDP calculation. While retail sales increased by only 0.2% MoM on Monday, […]

RIA Team 4 min read
The Role of Dividend Investing in Generating Passive Income for Retirement Retire
— Retire · 2 years ago

The Role of Dividend Investing in Generating Passive Income for Retirement

Building a secure retirement requires a reliable stream of income that can support your lifestyle without depleting your savings too quickly. A dividend investing strategy offers a way to generate passive income in retirement, providing consistent cash flow while preserving capital. In this article, we’ll explore how dividend-paying stocks can help retirees create sustainable income, […]

RIA Team 4 min read
How to Avoid Common Retirement Planning Mistakes That Could Cost You Thousands Retire
— Retire · 2 years ago

How to Avoid Common Retirement Planning Mistakes That Could Cost You Thousands

Planning for retirement requires careful preparation and smart financial decisions. However, many retirees make critical errors that can drain their savings, reduce their income, and leave them financially vulnerable. Avoiding financial pitfalls is essential to ensuring a comfortable and stress-free retirement. Here’s a look at some of the most common retirement planning mistakes and how […]

RIA Team 4 min read
Orange Juice And Egg Prices Provide Welcome Relief Daily Market Commentary
— Daily Market Commentary · 2 years ago

Orange Juice And Egg Prices Provide Welcome Relief

As we have mentioned numerous times, consumer sentiment greatly impacts economic activity. Accordingly, the price activity of particular goods can have an outsized influence on consumer inflation views. For example, orange juice and egg prices have been leading some consumers to have flashbacks of the recent high inflation. Based on the recent price trends of […]

RIA Team 5 min read
CPI Is Cooler Than Expected Daily Market Commentary
— Daily Market Commentary · 2 years ago

CPI Is Cooler Than Expected

Following a hot January CPI set of inflation data, the BLS CPI report cooled down in February. Headline CPI rose +0.2% versus +0.3% consensus and +0.5% in January. Core CPI was also +0.2% for the month. The year-over-year headline and core rates fell 0.2% from last month’s figures to 2.8% and 3.1%. The 3.1% core […]

RIA Team 5 min read
Millennials, Should You Put 100% Into Stocks? Invest
— Invest · 2 years ago

Millennials, Should You Put 100% Into Stocks?

https://awealthofcommonsense.com/2023/01/is-it-realistic-to-have-100-of-your-portfolio-in-stocks/ Millennials should ignore the chart below which is seen in a variety of forms in the financial media touting “how easy it is to become a millionaire.” There are two primary reasons Millennials aren’t saving as they should. The first is the lack of money to save, the second is that markets do not […]

Lance Roberts 7 min read