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

The Importance of Asset Allocation in Building a Resilient Investment Portfolio Invest
— Invest · 2 years ago

The Importance of Asset Allocation in Building a Resilient Investment Portfolio

A well-structured asset allocation strategy is the foundation of a resilient investment portfolio. It determines how your investments are distributed across different asset classes, balancing risk and return to align with your financial goals. Proper asset allocation can help you navigate market fluctuations, protect wealth, and optimize long-term performance. In this article, we’ll explore the […]

RIA Team 4 min read
Buy The Dip Or Sell The Rip? Daily Market Commentary
— Daily Market Commentary · 2 years ago

Buy The Dip Or Sell The Rip?

The rally over the last two years has helped investors forget that markets also go down. After two +20% consecutive years, a sudden 8% drop from recent highs has investors panicking. Bear in mind, no pun intended, that the S&P 500 is only down 4% for 2025. Consider the graph below. It shows that the […]

RIA Team 5 min read
Tokenization: The New Frontier For Capital Markets Invest
— Invest · 2 years ago

Tokenization: The New Frontier For Capital Markets

There is tremendous value in the world of crypto! Given some of our recent opinions (linked below), you probably did not expect to hear those words from us. Digital tokenization of assets, made possible by the crypto-blockchain construct, can boost efficiency in the capital markets, thus greasing the wheels that drive the economy.   Our […]

Michael Lebowitz 7 min read
Transition Is Worrying The Markets Daily Market Commentary
— Daily Market Commentary · 2 years ago

Transition Is Worrying The Markets

In an interview on Fox this past weekend, Donald Trump was asked if he was expecting a recession. He replied: “I hate to predict things like that. There is a period of transition because what we’re doing is very big.” Alongside his comments regarding “a period of transition,” Treasury Secretary Scott Bessent states, “We’re seeing […]

RIA Team 4 min read
How to Maximize Your 401(k) Contributions and Optimize Retirement Savings Invest
— Invest · 2 years ago

How to Maximize Your 401(k) Contributions and Optimize Retirement Savings

A 401(k) is one of the most powerful tools for building long-term financial security. By maximizing 401(k) contributions and making smart investment decisions, you can optimize retirement savings and ensure a stable financial future. However, many people don’t take full advantage of their plan, leaving money on the table or failing to align their investments […]

RIA Team 5 min read
Crude Oil Prices Are Sitting On Big Support Daily Market Commentary
— Daily Market Commentary · 2 years ago

Crude Oil Prices Are Sitting On Big Support

As the FINVIZ graph below shows, crude oil prices are on a significant support level. In technical analysis, the more a price bounces off a line, the more critical that trend line becomes. Furthermore, the blue trend line, which has supported crude oil prices since 2021, was a resistance line in 2019. The bottom line […]

RIA Team 4 min read
The Key Differences Between Active and Passive Investing and Which Strategy is Right for You Invest
— Invest · 2 years ago

The Key Differences Between Active and Passive Investing and Which Strategy is Right for You

When it comes to investing, there are two primary approaches: active investing and passive investing. Each strategy has its advantages and drawbacks, and selecting the right one depends on factors such as risk tolerance, time commitment, and financial goals. In this article, we’ll explore the differences between active vs passive investing, the pros and cons […]

RIA Team 5 min read
The Trade Deficit Plummets On Tariff Frontrunning Daily Market Commentary
— Daily Market Commentary · 2 years ago

The Trade Deficit Plummets On Tariff Frontrunning

The January Goods Trade Deficit fell to a record -$153 billion versus expectations of -$116 billion. Moreover, as we share below, courtesy of MacroBond, the monthly decline of $31 billion is more than double any other instance since 1955. Imports rose by 12% while exports increased by 2%. The steep decline in the trade deficit […]

RIA Team 5 min read
How to Create a Bulletproof Retirement Plan That Lasts a Lifetime Retire
— Retire · 2 years ago

How to Create a Bulletproof Retirement Plan That Lasts a Lifetime

Planning for retirement requires more than just saving money—it involves setting clear goals, estimating future expenses, and diversifying income sources to ensure long-term retirement security. A bulletproof retirement plan accounts for market fluctuations, inflation, and longevity risks while maintaining flexibility to adjust over time. Here’s how to create a retirement plan that stands the test […]

RIA Team 5 min read