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 Daily Market Commentary Warsh Says Little: Market Hears Hold
Vol. XXVII · No. 134
Monday — October 26, 2026
Houston, Texas
Search Results

lance roberts

1,315 results found

Government Job Cuts May Be The Tip Of The Iceberg Daily Market Commentary
— Daily Market Commentary · 2 years ago

Government Job Cuts May Be The Tip Of The Iceberg

The coming unprecedented government job cuts will undoubtedly impact the job market. Given the labor market’s importance to Fed policy and the economy, it’s worth fully appreciating the size of the government workforce and other employees whose jobs might be affected. The following graph, courtesy of John Burns Research & Consulting, shows that 3.8 million […]

RIA Team 5 min read
Alien Technology: Are ETFs Getting Too Creative? Daily Market Commentary
— Daily Market Commentary · 2 years ago

Alien Technology: Are ETFs Getting Too Creative?

The ETF industry has undoubtedly gotten creative over the last few years. However, nothing tops the latest ETF proposed by Tuttle Capital. Per its SEC registration, the Tuttle Capital UFO Disclosure AI Powered ETF (UFOD) will purportedly invest over 80% of the fund’s assets in companies that they believe “have potential exposure to advanced or […]

RIA Team 5 min read
Wages And Rents Portend Easing Inflation Tailwinds Daily Market Commentary
— Daily Market Commentary · 2 years ago

Wages And Rents Portend Easing Inflation Tailwinds

Wages and rents were two of the most impactful factors driving higher inflation and, of recent importance, keeping it stubbornly above the Fed’s 2% target. As we will share, the good news is that wage growth and rents should be easing. The graph on the right shows that the Atlanta Fed wage growth tracker is […]

RIA Team 5 min read
Eggflation Fears Daily Market Commentary
— Daily Market Commentary · 2 years ago

Eggflation Fears

Egg prices were up nearly 19.5% in last Wednesday’s CPI report as the Avian flu wreaks havoc on the nation’s egg supply. Despite its inconsequential role in determining inflation, Eggflation is getting much publicity. Given the Eggflation fearmongering on social media, it’s worth putting some context on egg prices and their impact on CPI. Eggs […]

RIA Team 6 min read
The Importance of Emergency Funds in Retirement Planning Financial Planning
— Financial Planning · 2 years ago

The Importance of Emergency Funds in Retirement Planning

Learn why emergency funds in retirement are essential for financial security planning. Discover strategies to build and maintain a safety net for peace of mind.

RIA Team 5 min read
The Role of Annuities in a Retirement Income Plan Retire
— Retire · 2 years ago

The Role of Annuities in a Retirement Income Plan

Learn about annuities in retirement planning and how they provide guaranteed retirement income. Explore types, benefits, and how to integrate them effectively.

RIA Team 5 min read