Selected Portfolio Position Review: 11-20-19

Written by Lance Roberts | Nov 20, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 11-12-19

Written by Lance Roberts | Nov 19, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 11-18-19

Written by Lance Roberts | Nov 18, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Too Fast, Too Furious – Hedging For A Short-Term Correction

Written by Lance Roberts | Nov 16, 2019

The “QE, Not QE” Rally Is ON Too Fast, Too Furious Why We Are Hedging…

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S&P 500 Technical Analysis Review 11-14-19

Written by Lance Roberts | Nov 14, 2019

A technical review of the S&P 500 using daily, weekly and monthly charts to determine…

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Selected Portfolio Position Review: 11-13-19

Written by Lance Roberts | Nov 13, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 11-12-19

Written by Lance Roberts | Nov 12, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 11-11-19

Written by Lance Roberts | Nov 11, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: The QE Rally Is On – How To Play It & What Happens Next

Written by Lance Roberts | Nov 9, 2019

The “QE, Not QE” Rally Is ON How To Play It What Happens Next Sector…

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Corporate Profits Are Worse Than You Think – Addendum

Written by Michael Lebowitz | Nov 8, 2019

We recently published Corporate Profits Are Worse Than You Think to expose stock prices that…

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3 Quality Blue Chip Stocks For Rising Dividends

Written by Bob Ciura | Nov 8, 2019

This is a guest contribution by Bob Ciura with Sure Dividend.  Sure Dividend helps individual…

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Sub-Sector Buy/Sell Review: 11-07-19

Written by Lance Roberts | Nov 7, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Bonds Are Stocks Without A Circuit Breaker

Written by Samantha LaDuc | Nov 6, 2019

We are thrilled to introduce Samantha LaDuc, the Founder of LaDucTrading.com and the CIO at LaDuc…

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Selected Portfolio Position Review: 11-06-19

Written by Lance Roberts | Nov 6, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 11-05-19

Written by Lance Roberts | Nov 5, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Cartography Corner – November 2019

Written by J. Brett Freeze | Nov 4, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Major Market Buy/Sell Review: 11-04-19

Written by Lance Roberts | Nov 4, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Fed Gives Up On Inflation, Welcome To The U.S. of Japan

Written by Lance Roberts | Nov 2, 2019

Retest Confirms Bullish Breakout Fed Gives Up On Inflation Welcome To The U.S. of Japan…

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Powell’s Revelation And A TIP For Defense

Written by Michael Lebowitz and Jack Scott | Nov 1, 2019

“I think we would need to see a really significant move up in inflation that’s…

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Market Internals Review 10-31-19

Written by Lance Roberts | Oct 31, 2019

A review of important measures of market breadth and participation. Advance-Decline Line Currently, the cumulative…

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Selected Portfolio Position Review: 10-30-19

Written by Lance Roberts | Oct 30, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 10-29-19

Written by Lance Roberts | Oct 29, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 10-28-19

Written by Lance Roberts | Oct 28, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: The Fed’s “Not QE” And How We Are Playing It

Written by Lance Roberts | Oct 26, 2019

Market Review & Update Playing The Fed’s QE Sector & Market Analysis 401k Plan Manager…

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To Buy, Or Not To Buy- An Investors Guide to QE 4

Written by Michael Lebowitz and Jack Scott | Oct 24, 2019

“In no sense is this QE” – Jerome Powell On October 9, 2019, the Federal…

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Commodity Review 10-24-19

Written by Lance Roberts | Oct 24, 2019

A review of important commodities which may provide clues as to both the strength and…

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Selected Portfolio Position Review: 10-23-19

Written by Lance Roberts | Oct 23, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 10-22-19

Written by Lance Roberts | Oct 22, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 10-21-19

Written by Lance Roberts | Oct 21, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: For The Bulls, It’s Now Or Never

Written by Lance Roberts | Oct 19, 2019

Now Or Never For The Bulls Bearish Case Has Teeth Sector & Market Analysis 401k…

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Equity Buy List: 10-17-19

Written by Lance Roberts | Oct 17, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 10-16-19

Written by Lance Roberts | Oct 16, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 10-15-19

Written by Lance Roberts | Oct 15, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 10-14-19

Written by Lance Roberts | Oct 14, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Trade Deal Done? Is 3300 The Next Stop For The Market?

Written by Lance Roberts | Oct 12, 2019

Trade Deal Done QE, Not QE, But It’s QE Sector & Market Analysis 401k Plan…

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Non-QE QE and How to Trade It

Written by Michael Lebowitz | Oct 11, 2019

“I want to emphasize that growth of our balance sheet for reserve management purposes should…

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Three Of Our Favorite Dividend Kings For Rising Income

Written by Bob Ciura | Oct 10, 2019

This is a guest contribution by Bob Ciura with Sure Dividend.  Sure Dividend helps individual…

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Long-Short Idea List: 10-10-19

Written by Lance Roberts | Oct 10, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 10-09-19

Written by Lance Roberts | Oct 9, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 10-08-19

Written by Lance Roberts | Oct 8, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Portfolio Model Review: 10-07-19

Written by Lance Roberts | Oct 7, 2019

On Friday, I went through the sector analysis of the market and our portfolio positioning….

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RIA PRO: Market Review: The Good, The Bad & The Ugly

Written by Lance Roberts | Oct 5, 2019

, The Good, The Bad & The Ugly The Ugly Not Really Bad, More Okay-ish…

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Value Your Wealth – Part Six: Fundamental Factors

Written by Michael Lebowitz and Jack Scott | Oct 4, 2019

In this final article of our Value Your Wealth Series we explore four more fundamental…

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Special Report: Market Review & Update 10-03-19

Written by Lance Roberts | Oct 3, 2019

With the sell off this week, I have been getting a lot of emails asking…

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Selected Portfolio Position Review: 10-02-19

Written by Lance Roberts | Oct 2, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Cartography Corner – October 2019

Written by J. Brett Freeze | Oct 1, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Sector Buy/Sell Review: 10-01-19

Written by Lance Roberts | Oct 1, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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RIA PRO: A “Trade Deal” Is Coming As Trump Needs “Win” For Election

Written by Lance Roberts | Sep 28, 2019

Market Review & Update Trade Deal Before The Election Trump Looking For An Exit Would…

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Major Market Buy/Sell Review: 09-30-19

Written by Lance Roberts | Sep 27, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Long-Short Idea List: 09-26-19

Written by Lance Roberts | Sep 26, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 09-25-19

Written by Lance Roberts | Sep 25, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 09-24-19

Written by Lance Roberts | Sep 24, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 09-23-19

Written by Lance Roberts | Sep 23, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: The Moment You Know You Know, You Know!

Written by Lance Roberts | Sep 21, 2019

Market Review & Update The Moment You Know Sector & Market Analysis 401k Plan Manager…

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Long-Short Idea List: 09-19-19

Written by Lance Roberts | Sep 19, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 09-18-19

Written by Lance Roberts | Sep 18, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Surging Repo Rates- Why Should I Care?

Written by Michael Lebowitz and Jack Scott | Sep 17, 2019

A subscriber emailed us regarding our repurchase agreement (repo) analysis from Tuesday’s Daily Commentary. Her…

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Sector Buy/Sell Review: 09-17-19

Written by Lance Roberts | Sep 17, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Quick Take: Revising The Data

Written by Michael Lebowitz | Sep 16, 2019

“The United States economy is an extremely complex and dynamic system. Trying to measure the…

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RIA PRO: Has The Narrative Been All Priced In?

Written by Lance Roberts | Sep 14, 2019

The Bullish Narrative Is It All Priced In? Sector & Market Analysis 401k Plan Manager…

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Major Market Buy/Sell Review: 09-16-19

Written by Lance Roberts | Sep 13, 2019

Each week we produce a chart book of the major financial markets to review whether…

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UPDATE: Profiting From A Steepening Yield Curve

Written by Michael Lebowitz | Sep 13, 2019

In June we wrote an RIA Pro article entitled Profiting From A Steepening Yield Curve,…

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Selected Portfolio Position Review: 09-12-19

Written by Lance Roberts | Sep 12, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 09-10-19

Written by Lance Roberts | Sep 10, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 09-09-19

Written by Lance Roberts | Sep 9, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Bulls Regain The Narrative As They Want To Believe

Written by Lance Roberts | Sep 7, 2019

Market Review & Update The Last Hoorah? They Want To Believe Sector & Market Analysis…

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The Dreaded “R” Word

Written by Michael Lebowitz | Sep 6, 2019

In early July, Michael Lebowitz appeared on Real Vision’s, “Investment Ideas” (LINK), with Edward Harrison….

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Long-Short Idea List: 09-05-19

Written by Lance Roberts | Sep 5, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 09-04-19

Written by Lance Roberts | Sep 4, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Cartography Corner – September 2019

Written by J. Brett Freeze | Sep 3, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Sector Buy/Sell Review: 09-03-19

Written by Lance Roberts | Sep 3, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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RIA PRO: Breaking Down The Bull/Bear Argument

Written by Lance Roberts | Aug 31, 2019

Market Review & Update Breaking Down The Bull/Bear Argument Sector & Market Analysis 401k Plan…

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Long-Short Idea List: 08-29-19

Written by Lance Roberts | Aug 29, 2019

IMPORTANT NOTE: Each week we produce a chart book of 10 stocks which have hit…

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Selected Portfolio Position Review: 08-28-19

Written by Lance Roberts | Aug 28, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 08-27-19

Written by Lance Roberts | Aug 27, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 08-23-19

Written by Lance Roberts | Aug 26, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Powell Fails, Trump Rails & The Failure Of Negative Rates

Written by Lance Roberts | Aug 24, 2019

Trump & Powell Square Off Negative Yields Everywhere Why The Fed Won’t Go Negative Sector…

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Comparing Yield Curves

Written by Michael Lebowitz | Aug 23, 2019

Since August of 1978, there have been seven instances where the yields on ten-year Treasury…

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Selected Portfolio Position Review: 08-21-19

Written by Lance Roberts | Aug 21, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 08-20-19

Written by Lance Roberts | Aug 20, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 08-19-19

Written by Lance Roberts | Aug 19, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Pay Attention To The Message The Yield Curve Is Sending

Written by Lance Roberts | Aug 17, 2019

Quick Review Listen To The Yield Curve Message No One Ever Says Sell Sector &…

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Special Report: S&P 500 Plunges On Yield Curve Inversion

Written by Lance Roberts | Aug 15, 2019

Yesterday, the financial media burst into flames as the yield on the 10-year Treasury fell…

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Selected Portfolio Position Review: 08-14-19

Written by Lance Roberts | Aug 14, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 08-13-19

Written by Lance Roberts | Aug 13, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Fixed Income Review – July 2019

Written by Michael Lebowitz | Aug 12, 2019

We delayed publishing the July Fixed Income Review so we can present fresh data and…

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Major Market Buy/Sell Review: 08-12-19

Written by Lance Roberts | Aug 12, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Risk Happens Fast. Is The Selling Over?

Written by Lance Roberts | Aug 10, 2019

Risk Happens Fast Is The Selling Over? Risk Happens Slowly, Too. Sector & Market Analysis…

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Value Your Wealth – Part Five: Market Cap

Written by Michael Lebowitz and Jack Scott | Aug 8, 2019

The first four articles in this series focused on what might be the most important…

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Long-Short Idea List: 08-08-19

Written by Lance Roberts | Aug 8, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 08-07-19

Written by Lance Roberts | Aug 7, 2019

Each week we produce a chart book of 10 of the current positions we have…

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The Prospects of a Weaker Dollar Policy- RIA Pro

Written by Michael Lebowitz and Jack Scott | Aug 7, 2019

This version, for RIA Pro subscribers, contains a correlation table at the end of the…

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Sector Buy/Sell Review: 08-06-19

Written by Lance Roberts | Aug 6, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 08-05-19

Written by Lance Roberts | Aug 5, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Fed Rate Cut – Too Little, Too Late, As Trump Hikes Tariffs

Written by Lance Roberts | Aug 3, 2019

Review & Market Update Risk Is Now Elevated Low Yields Don’t Support Higher Valuations Sector…

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Cartography Corner – August 2019

Written by J. Brett Freeze | Aug 1, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Selected Portfolio Position Review: 07-31-19

Written by Lance Roberts | Jul 31, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 07-30-19

Written by Lance Roberts | Jul 30, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 07-29-19

Written by Lance Roberts | Jul 29, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Whistling Past The $70 Trillion Debt Graveyard

Written by Lance Roberts | Jul 27, 2019

Review & Market Update Whistling Past The $70 Trillion Debt Graveyard The Real Crisis Is…

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Understanding The Bullish Case

Written by Michael Lebowitz | Jul 26, 2019

“It is difficult to get a man to understand something when his salary depends on…

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Long-Short Idea List: 07-25-19

Written by Lance Roberts | Jul 25, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 07-24-19

Written by Lance Roberts | Jul 24, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 07-23-19

Written by Lance Roberts | Jul 23, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 07-22-19

Written by Lance Roberts | Jul 22, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: Why The Fed Could Cut By 50bps & Why It Won’t Matter

Written by Lance Roberts | Jul 20, 2019

Review & Market Update Why The Fed Could Cut By 50bps Why It Won’t Matter…

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The Wisdom of Peter Fisher

Written by Michael Lebowitz | Jul 19, 2019

“In recent years, numerous major central banks announced objectives of achieving more rapid rates of…

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Long-Short Idea List: 07-18-19

Written by Lance Roberts | Jul 18, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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RIA Pro Supplement for Beware of the Walking Dead

Written by Michael Lebowitz | Jul 17, 2019

In Beware of the Walking Dead, we revealed an analysis illustrating those companies in the…

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Selected Portfolio Position Review: 07-17-19

Written by Lance Roberts | Jul 17, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 07-16-19

Written by Lance Roberts | Jul 16, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 07-15-19

Written by Lance Roberts | Jul 15, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO: S&P 3300 – The Bull Vs. Bear Case

Written by Lance Roberts | Jul 13, 2019

Review & Market Update The Case For 3300 Sector & Market Analysis 401k Plan Manager…

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Steepening Yield Curve Could Yield Generational Opportunities : Michael Lebowitz on Real Vision

Written by Michael Lebowitz | Jul 12, 2019

On July 1st, Michael Lebowitz was interviewed by Real Vision TV. In the interview he…

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Long-Short Idea List: 07-11-19

Written by Lance Roberts | Jul 10, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 07-10-19

Written by Lance Roberts | Jul 10, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 07-09-19

Written by Lance Roberts | Jul 9, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Fixed Income Review – June 2019

Written by Michael Lebowitz | Jul 8, 2019

As central banks have become collectively more dovish throughout 2019, monetary stimulus appears to be…

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Major Market Buy/Sell Review: 07-08-19

Written by Lance Roberts | Jul 8, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Quick Takes: Some Things I Am Thinking About

Written by Lance Roberts | Jul 6, 2019

Quick Takes Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In,…

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Cartography Corner – July 2019

Written by Michael Lebowitz | Jul 5, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Selected Portfolio Position Review: 07-03-19

Written by Lance Roberts | Jul 3, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 07-02-19

Written by Lance Roberts | Jul 1, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 07-01-19

Written by Lance Roberts | Jul 1, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The “Art Of The Deal” Vs. The “Art Of War”

Written by Lance Roberts | Jun 29, 2019

Review & Update The “Art Of The Deal” vs. The “Art Of War” Margin Debt…

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Are Fireworks Coming July 31st?

Written by Michael Lebowitz | Jun 28, 2019

As a portfolio manager and fiduciary, it is vital that we constantly assess the risks…

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Long-Short Idea List: 06-27-19

Written by Lance Roberts | Jun 27, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 06-26-19

Written by Lance Roberts | Jun 26, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Investors Are Grossly Underestimating The Fed

Written by Michael Lebowitz | Jun 24, 2019

Currently, the December 2019 Fed Funds futures contract implies that the Fed will reduce the…

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Sector Buy/Sell Review: 06-25-19

Written by Lance Roberts | Jun 24, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 06-24-19

Written by Lance Roberts | Jun 22, 2019

Each week we produce a chart book of the major financial markets to review whether…

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What The Fed Said, Didn’t Say, & What Happens Next

Written by Lance Roberts | Jun 22, 2019

Review & Update What The Fed Said & Didn’t Say What Happens Next? Sector &…

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Long-Short Idea List: 06-20-19

Written by Lance Roberts | Jun 20, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 06-19-19

Written by Lance Roberts | Jun 19, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Profiting From A Steepening Yield Curve

Written by Michael Lebowitz | Jun 18, 2019

What is the yield curve and what does it mean for the economy and the…

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Sector Buy/Sell Review: 06-18-19

Written by Lance Roberts | Jun 18, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 06-17-19

Written by Lance Roberts | Jun 15, 2019

Each week we produce a chart book of the major financial markets to review whether…

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RIA PRO – Bear Markets: Understand Them, Don’t Fear Them

Written by Lance Roberts | Jun 15, 2019

Review & Update Understand Bear Markets, Don’t Fear Them Sector & Market Analysis 401k Plan…

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Long-Short Idea List: 06-13-19

Written by Lance Roberts | Jun 13, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Quick Take: The Treasury Bill Yield Curve Says A Recession Is Imminent

Written by Michael Lebowitz | Jun 12, 2019

We have discussed yield curves in quite a few commentaries and articles over the last…

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Selected Portfolio Position Review: 06-12-19

Written by Lance Roberts | Jun 12, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 06-11-19

Written by Lance Roberts | Jun 10, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 06-10-19

Written by Lance Roberts | Jun 10, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Is The “Sellable Rally” Done?

Written by Lance Roberts | Jun 8, 2019

Is The Sellable Rally Done? Some Comments On The Fed Cutting Rates Sector & Market…

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Value Your Wealth – Part Four: Mutual Fund & ETF Analysis

Written by Michael Lebowitz | Jun 7, 2019

Parts One through Three of the series are linked below. Part One: Introduction Part Two:…

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Long-Short Idea List: 06-06-19

Written by Lance Roberts | Jun 6, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Fixed Income Review – May 2019

Written by Michael Lebowitz | Jun 5, 2019

To quote from last month’s FI Review, “The performance for the rest of the year…

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Selected Portfolio Position Review: 06-05-19

Written by Lance Roberts | Jun 5, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 06-04-19

Written by Lance Roberts | Jun 3, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Cartography Corner – June 2019

Written by Michael Lebowitz | Jun 3, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

Major Market Buy/Sell Review: 06-03-19

Written by Lance Roberts | Jun 1, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Selloff Overdone, Looking For A Sellable Rally

Written by Lance Roberts | Jun 1, 2019

Selloff Overdone, Looking For A Sellable Rally Sector & Market Analysis 401k Plan Manager Follow…

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Quick Take: Market Update 05-30-19

Written by Lance Roberts | May 29, 2019

This past week as been “death by a thousand” cuts for the market. There was…

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Long-Short Idea List: 05-30-19

Written by Lance Roberts | May 29, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Yes, The Yield Curve Matters

Written by Michael Lebowitz | May 29, 2019

Recently several subscribers asked us why an inverted yield curve is a strong predictor of…

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Selected Portfolio Position Review: 05-29-19

Written by Lance Roberts | May 29, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Sector Buy/Sell Review: 05-28-19

Written by Lance Roberts | May 27, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 05-27-19

Written by Lance Roberts | May 27, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The Bulls Continue To Bet On The Fed

Written by Lance Roberts | May 25, 2019

Market Review & Update The Bulls Continue To Bet On The Fed Sector & Market…

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Long-Short Idea List: 05-23-19

Written by Lance Roberts | May 23, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 05-22-19

Written by Lance Roberts | May 22, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 05-21-19

Written by Lance Roberts | May 20, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 05-20-19

Written by Lance Roberts | May 18, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The Bulls Are Betting On A “Long Shot”

Written by Lance Roberts | May 18, 2019

Market Review & Update Bulls Are Betting On A “Long Shot” Sector & Market Analysis…

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Value Your Wealth – Part Three: Sector Analysis

Written by Michael Lebowitz | May 16, 2019

When we embarked on our Value Your Wealth series, we decided to present it using…

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COMMODITY REVIEW: 05-16-19

Written by Lance Roberts | May 16, 2019

We are adding a new monthly review of important commodities which may provide clues as…

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Selected Portfolio Position Review: 05-15-19

Written by Lance Roberts | May 15, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 05-14-19

Written by Lance Roberts | May 14, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 05-13-19

Written by Lance Roberts | May 13, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Game Of Thrones: Winter Is Coming

Written by Lance Roberts | May 9, 2019

Market Review & Update Game Of Thrones Sector & Market Analysis 401k Plan Manager Follow…

> Read More

Quick Take: IPO Surge

Written by Michael Lebowitz | May 9, 2019

Pinterest, Zoom, Lyft and a host of other companies led a surge in Initial Public…

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Selected Portfolio Position Review: 05-08-19

Written by Lance Roberts | May 8, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 05-06-19

Written by Lance Roberts | May 7, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Fixed Income Review – April 2019

Written by Michael Lebowitz | May 6, 2019

The positive trends of the first quarter extended into April with broad-based total return gains…

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Major Market Buy/Sell Review: 05-06-19

Written by Lance Roberts | May 6, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Never Hurts To Ring The Cash Register

Written by Lance Roberts | May 4, 2019

Market Update & Review Never Hurts To Ring The Cash Register Portfolio Management Guidelines Sector…

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Value Your Wealth – Part Two: Quantifying the Value Proposition

Written by Michael Lebowitz | May 2, 2019

This article is the second in a series focused on growth versus value investment styles…

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Selected Portfolio Position Review: 05-01-19

Written by Lance Roberts | May 2, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Cartography Corner – May 2019

Written by J. Brett Freeze | May 1, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Sector Buy/Sell Review: 04-30-19

Written by Lance Roberts | Apr 30, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Quick Take: The Curious Case of Rising Fuel Prices and Shrinking Inflation

Written by Michael Lebowitz | Apr 29, 2019

On Friday, April 26, 2019, the market was stunned with a much stronger than expected…

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Major Market Buy/Sell Review: 04-29-19

Written by Lance Roberts | Apr 29, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The Bull Is Back…But Will It Stay?

Written by Lance Roberts | Apr 27, 2019

The Bull Is Back, But Will It Stay? Millennial Soccer Quick Note On Q1-GDP Sector…

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Value Your Wealth – Part One Introduction

Written by Michael Lebowitz | Apr 25, 2019

In this article and a series of others to follow, we explore the distinction between…

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Long-Short Idea List: 04-25-19

Written by Lance Roberts | Apr 25, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

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Selected Portfolio Position Review: 04-24-19

Written by Lance Roberts | Apr 23, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 04-23-19

Written by Lance Roberts | Apr 23, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 04-22-19

Written by Lance Roberts | Apr 22, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The Fear Of Missing Out (FOMO)

Written by Lance Roberts | Apr 20, 2019

The Lesson Of Easter The Fear Of Missing Out (FOMO) Sector & Market Analysis 401k…

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Selected Portfolio Position Review: 04-18-19

Written by Lance Roberts | Apr 17, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Its The Economy Stupid

Written by Michael Lebowitz | Apr 17, 2019

In the months leading up to the Presidential election of 1992, Bill Clinton advisor James…

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Sector Buy/Sell Review: 04-16-19

Written by Lance Roberts | Apr 15, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 04-15-19

Written by Lance Roberts | Apr 13, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Real Investment Report: Make Stock Buybacks Illegal?

Written by Lance Roberts | Apr 13, 2019

Market Review – Market Climbs Above 2900 Make Stock Buybacks Illegal? Sector & Market Analysis…

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Time To Recycle Your Junk

Written by Michael Lebowitz | Apr 11, 2019

“Invariably, investors who disregard where they stand in cycles are bound to suffer serious consequences”…

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Long-Short Idea List: 04-11-19

Written by Lance Roberts | Apr 10, 2019

HOW TO READ THE CHARTS There are four primary components to each chart: The price…

> Read More

Selected Portfolio Position Review: 04-10-19

Written by Lance Roberts | Apr 10, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 04-09-19

Written by Lance Roberts | Apr 9, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 04-08-19

Written by Lance Roberts | Apr 8, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Real Investment Report: Experience Is The Only Cure

Written by Lance Roberts | Apr 6, 2019

Market Review – The Run For The Highs Continues Experience Is The Only Cure Sector…

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Fixed Income Review – March 2019

Written by Michael Lebowitz | Apr 5, 2019

The first quarter of 2019 offered one of the most powerful surges in risky asset…

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Selected Portfolio Position Review: 04-03-19

Written by Lance Roberts | Apr 3, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Bonds Burning, Equities Fiddling

Written by Michael Lebowitz | Apr 2, 2019

It is said that while a massive fire consumed Rome in 64 A.D., Rome’s ruler,…

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Sector Buy/Sell Review: 04-02-19

Written by Lance Roberts | Apr 2, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Cartography Corner – April 2019

Written by Michael Lebowitz | Apr 1, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

Major Market Buy/Sell Review: 04-01-19

Written by Lance Roberts | Apr 1, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Ignore The Yield Curve, They Said…

Written by Lance Roberts | Mar 30, 2019

A Run For The Highs Ignore The Yield Curve…They Said Sector & Market Analysis 401k…

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Videocast- Has The Cycle Reached Its Tail?

Written by Michael Lebowitz | Mar 29, 2019

On March 20th we published Has This Cycle Reached Its Tail? With the help of…

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Long-Short Idea List: 03-28-19

Written by Lance Roberts | Mar 28, 2019

NEW FEATURE: In your portfolio you can now SHORT STOCKS. Simply enter a position as…

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The “Only Way To Win”

Written by Michael Lebowitz | Mar 27, 2019

“Here’s the argument,” Thaler said. “The Raiders are down, and they will be getting these…

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Selected Portfolio Position Review: 03-27-19

Written by Lance Roberts | Mar 26, 2019

Each week we produce a chart book of 10 of the current positions we have…

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Hint For Stock Investors: Margins Matter

Written by John Coumarianos | Mar 26, 2019

Sooner or later, stock prices are related to corporate profits. Anything can push stock prices…

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Sector Buy/Sell Review: 03-26-19

Written by Lance Roberts | Mar 25, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 03-26-19

Written by Lance Roberts | Mar 25, 2019

Each week we produce a chart book of the major financial markets to review whether…

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What The Fed Really Said

Written by Lance Roberts | Mar 23, 2019

Market Review & Recap What The Fed Really Said Sector & Market Analysis 401k Plan…

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Fearing Complacency

Written by Michael Lebowitz | Mar 22, 2019

“So, first of all, let me assert my firm belief that the only thing we…

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Long-Short Idea List: 03-15-19

Written by Lance Roberts | Mar 21, 2019

The new SCAN TOOL also has several new screening parameters to include both fundamental factors…

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Selected Portfolio Position Review: 03-20-19

Written by Lance Roberts | Mar 19, 2019

Each week we produce a chart book of 10 of the current positions we have…

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More Questionable Employment Data

Written by Michael Lebowitz | Mar 19, 2019

On the heels of the February employment report, we wrote an RIA Pro article entitled…

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Sector Buy/Sell Review: 03-19-19

Written by Lance Roberts | Mar 19, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Major Market Buy/Sell Review: 03-18-19

Written by Lance Roberts | Mar 17, 2019

Each week we produce a chart book of the major financial markets to review whether…

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The Goldilocks Warning

Written by Lance Roberts | Mar 16, 2019

Market Review & Recap The Goldilocks Warning Sector & Market Analysis 401k Plan Manager Follow…

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A Traders’ Secret For Buying Munis

Written by Michael Lebowitz | Mar 15, 2019

Believe it or not, any domestic bond trader under the age of 55 has never…

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Long-Short Idea List: 03-15-19

Written by Lance Roberts | Mar 14, 2019

The new SCAN TOOL also has several new screening parameters to include both fundamental factors…

> Read More

Selected Portfolio Position Review: 03-13-19

Written by Lance Roberts | Mar 13, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 03-12-19

Written by Lance Roberts | Mar 11, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 03-11-19

Written by Lance Roberts | Mar 11, 2019

Each week we produce a chart book of the major financial markets to review whether…

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What Do Central Bankers Know?

Written by Lance Roberts | Mar 9, 2019

What Do Central Banks Know? Sector & Market Analysis 401k Plan Manager Follow Us On:…

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Quick Take: Unemployment Anomaly

Written by Michael Lebowitz | Mar 8, 2019

Following today’s release of the February employment report, we stumbled across an anomaly. Common sense…

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Defense is Good – Good Defense is Better

Written by Michael Lebowitz | Mar 8, 2019

“Most investors are primarily oriented toward return, how much they can make and pay little…

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Long-Short Idea List: 03-07-19

Written by Lance Roberts | Mar 6, 2019

IMPORTANT NOTE: Each week we produce a chart book of 10 stocks which have hit…

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Monthly Fixed Income Review – February 2019

Written by Michael Lebowitz | Mar 6, 2019

The rebound in credit markets has been remarkable since the Christmas eve lows however it…

> Read More

Selected Portfolio Position Review: 03-06-19

Written by Lance Roberts | Mar 5, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Pssst. Want To Own The Empire State Building?

Written by John Coumarianos | Mar 5, 2019

I know what you’re thinking when you read my title – that you should run…

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Sector Buy/Sell Review: 03-05-19

Written by Lance Roberts | Mar 5, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

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Cartography Corner – March 2019

Written by Michael Lebowitz | Mar 4, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

Major Market Buy/Sell Review: 03-04-19

Written by Lance Roberts | Mar 4, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Bull Run Reaches Exhaustion

Written by Lance Roberts | Mar 2, 2019

Bull Run Reaches Exhaustion Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,…

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Long-Short Idea List: 02-28-19

Written by Lance Roberts | Feb 27, 2019

IMPORTANT NOTE: Each week we produce a chart book of 10 stocks which have hit…

> Read More

Selected Portfolio Position Review: 02-27-19

Written by Lance Roberts | Feb 27, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

The Importance Of Having An Investment Discipline

Written by John Coumarianos | Feb 26, 2019

In investing, it’s necessary to have a system. Even if you’re a buy-and-hold investor, that’s…

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Sector Buy/Sell Review: 02-26-19

Written by Lance Roberts | Feb 26, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Cartography Corner Market Update

Written by Michael Lebowitz | Feb 25, 2019

In January’s Cartography Corner Brett Freeze shared a section from an April 2018 article in…

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Normal is in the Eye of the Beholder

Written by Michael Lebowitz | Feb 25, 2019

A scorpion asks a frog to ferry it across a river. The frog tells the…

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Major Market Buy/Sell Review: 02-25-19

Written by Lance Roberts | Feb 23, 2019

Each week we produce a chart book of the major financial markets to review whether…

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Bulls Charge Into Economic Slowdown

Written by Lance Roberts | Feb 23, 2019

Bulls Charge Into Economic Slowdown Sector & Market Analysis 401k Plan Manager Follow Us On:…

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To Buy or not to Buy : Thoughts on Crude Oil

Written by Michael Lebowitz and Lance Roberts | Feb 21, 2019

When a team manages a portfolio, as we do at RIA Advisors, investment decisions can…

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Long-Short Idea List: 02-21-19

Written by Lance Roberts | Feb 21, 2019

IMPORTANT NOTE: Each week we produce a chart book of 10 stocks which have hit…

> Read More

Selected Portfolio Position Review: 02-20-19

Written by Lance Roberts | Feb 19, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

The Coming Age of Real Assets

Written by Michael Lebowitz | Feb 19, 2019

What do these four periods have in common? 1861-1865 1916-1920 1941-1950 2010-2018 On close inspection,…

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Major Market Buy/Sell Review: 02-18-19

Written by Lance Roberts | Feb 18, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Is It A (Bull) Trap?

Written by Lance Roberts | Feb 16, 2019

  Is It A (Bull) Trap? Sector & Market Analysis 401k Plan Manager Follow Us…

> Read More

Eye Spy a Summer Buy

Written by John Coumarianos | Feb 15, 2019

Do you want to own a business with a serious competitive advantage? You’re probably thinking…

> Read More

Long-Short Idea List: 02-14-19

Written by Lance Roberts | Feb 14, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

Quick Take: Mester Signals Panic at the Fed

Written by Michael Lebowitz | Feb 13, 2019

Last night the following Reuters headlines hit the wires. The report is from a speech…

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Selected Portfolio Position Review: 02-13-19

Written by Lance Roberts | Feb 13, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 02-12-19

Written by Lance Roberts | Feb 12, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 02-10-19

Written by Lance Roberts | Feb 11, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Did An Irresistible Force Meet An Immovable Object?

Written by Lance Roberts | Feb 9, 2019

  Irresistible Forces & Immovable Objects Sector & Market Analysis 401k Plan Manager Follow Us…

> Read More

Headwinds for the Stock Market

Written by Erik Lytikainen | Feb 8, 2019

The stock market, measured by the S&P 500 index, has risen by 17% since late…

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Long-Short Idea List: 02-06-19

Written by Lance Roberts | Feb 7, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

RIA Pro Economic Update

Written by Michael Lebowitz | Feb 6, 2019

Tracking global and domestic economic conditions and forming future expectations of economic activity plays a…

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Selected Portfolio Position Review: 02-06-19

Written by Lance Roberts | Feb 5, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Monthly Fixed Income Review – January 2019

Written by Michael Lebowitz | Feb 5, 2019

Blowing the Call Before reviewing January returns in the fixed-income markets, we digress for a…

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Sector Buy/Sell Review: 02-04-19

Written by Lance Roberts | Feb 4, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 02-04-19

Written by Lance Roberts | Feb 4, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Fed Kills The Bear…For Now

Written by Lance Roberts | Feb 2, 2019

The full newsletter will return next week. Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking…

> Read More

Additional Thoughts : Quick Take 1/30/2019 Fed Meeting

Written by Michael Lebowitz | Feb 1, 2019

Shortly following the Fed meeting On January 30th, we published a summary and thoughts of…

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Cartography Corner – February 2019

Written by J. Brett Freeze | Feb 1, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

VLOG: Savvy Social Security Strategies For Maximizing Benefits

Written by Lance Roberts | Jan 31, 2019

Are you closing in on retirement and have questions about social security? When you begin…

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Long-Short Idea List: 01-31-19

Written by Lance Roberts | Jan 31, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

Quick Take: January 30, 2019 Fed Meeting

Written by Michael Lebowitz | Jan 30, 2019

The statement and press conference following the January 30th Federal Reserve policy meeting was, with…

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Selected Portfolio Position Review: 01-30-19

Written by Lance Roberts | Jan 30, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 01-29-19

Written by Lance Roberts | Jan 29, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 01-28-19

Written by Lance Roberts | Jan 28, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Fed Caves – Bulls Run

Written by Lance Roberts | Jan 26, 2019

   Fed Caves – Bulls Run Sector & Market Analysis 401k Plan Manager Follow Us…

> Read More

Widening Your Investment Spectrum: Convertible Securities

Written by Michael Lebowitz | Jan 24, 2019

Investors tend to think simplistically in their allocation strategy. For the large majority of investors,…

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Long-Short Idea List: 01-24-19

Written by Lance Roberts | Jan 24, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

Selected Portfolio Position Review: 01-23-19

Written by Lance Roberts | Jan 22, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 01-22-19

Written by Lance Roberts | Jan 22, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 01-21-19

Written by Lance Roberts | Jan 21, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Bulls Take Round One

Written by Lance Roberts | Jan 19, 2019

Bulls Take Round One Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,…

> Read More

So, You Want To Be A Real Estate Mogul? (SLG & BXP)

Written by John Coumarianos | Jan 18, 2019

Do you want to be a big-time office landlord with an ownership stake in some…

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Has The Market Entered The Bears Den?

Written by Michael Lebowitz | Jan 17, 2019

“So now we are in a bear market, which isn’t defined by me as stocks…

> Read More

Long-Short Idea List: 01-17-19

Written by Lance Roberts | Jan 17, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

Selected Portfolio Position Review: 01-16-19

Written by Lance Roberts | Jan 16, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Sector Buy/Sell Review: 01-14-19

Written by Lance Roberts | Jan 14, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review: 01-14-19

Written by Lance Roberts | Jan 14, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

Bull Rallies & Market Tops

Written by Lance Roberts | Jan 12, 2019

Bull Rallies & Market Tops Sector & Market Analysis 401k Plan Manager Follow Us On:…

> Read More

Long-Short Idea List

Written by Lance Roberts | Jan 9, 2019

Each week we produce a chart book of 5 to 10 stocks which have hit…

> Read More

How Inflation Drives Interest Rates

Written by Michael Lebowitz | Jan 9, 2019

  The Bond Rally Was No Surprise, published December 13, 2018, described how the long-term…

> Read More

Selected Portfolio Position Review

Written by Lance Roberts | Jan 9, 2019

Each week we produce a chart book of 10 of the current positions we have…

> Read More

Market Sector Buy/Sell Review

Written by Lance Roberts | Jan 8, 2019

Each week we produce a chart book of the S&P 500 sectors to review where…

> Read More

Major Market Buy/Sell Review

Written by Lance Roberts | Jan 7, 2019

Each week we produce a chart book of the major financial markets to review whether…

> Read More

The “New Year” Starts With A Rally

Written by Lance Roberts | Jan 5, 2019

  New Year Starts With A Rally Sector & Market Analysis 401k Plan Manager Follow…

> Read More

Monthly Fixed Income Review – December 2018

Written by Michael Lebowitz | Jan 4, 2019

The fourth quarter of 2018 was a bad year for lower rated, riskier fixed income…

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In The Market Carnage, One Long-Short Fund Looks Impressive

Written by John Coumarianos | Jan 3, 2019

Some mutual funds short stocks (bet on them to go down) at least with part…

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Cartography Corner – January 2019

Written by Michael Lebowitz | Jan 2, 2019

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

The Santa Rally Left Much To Be Desired

Written by Lance Roberts | Dec 29, 2018

The Santa Rally Left Much To Be Desired Follow Us On: Twitter, Facebook, Linked-In, Sound…

> Read More

Are Energy Stocks Cheap?

Written by John Coumarianos | Dec 27, 2018

Oil prices have collapsed again from nearly $80 per barrel this past summer to under…

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The Market Is Set For A Rally…To Sell Into

Written by Lance Roberts | Dec 25, 2018

In April of this year, I wrote an article discussing the 10-reasons the bull market…

> Read More

Foreign Stocks And Funds Worth Considering

Written by John Coumarianos | Dec 24, 2018

Foreign stock markets have underperformed U.S. stocks this year (if you exclude U.S. small caps)….

> Read More

Santa “Grinch” Brings Lump Of Coal

Written by Lance Roberts | Dec 22, 2018

Santa “Grinch” Brings A Lump Of Coal Sector & Market Analysis 401k Plan Manager Follow…

> Read More

Preview: Federal Reserve Meeting 12/19/2018

Written by Michael Lebowitz | Dec 18, 2018

In our article, Everyone Hears the Fed But Few Listen we showed the divergence between…

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Has “BTFD” Become “STFR”

Written by Lance Roberts | Dec 18, 2018

Kevin Wilson recently penned a piece for Seeking Alpha that made a great point about…

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The Real Risk To The Markets In 2019: Stagflation

Written by Guest Author | Dec 17, 2018

Derek Chen, CFA, MBA is a sophisticated portfolio manager who digs deep into financial markets….

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Is The Market On The Naughty List?

Written by Lance Roberts | Dec 15, 2018

Is The Market On The “Naughty” List Lack Of Experience Daily, Weekly, Monthly View Sector…

> Read More

DIY Market Forecast II – Our Forecast

Written by Michael Lebowitz | Dec 14, 2018

A week ago we published DIY Market Forecast. This article was unique for us as…

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DIY Market Forecast

Written by Michael Lebowitz | Dec 6, 2018

Quite often, our articles follow a similar format. We start with a “hook” to grab…

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Cartography Corner – December 2018

Written by Michael Lebowitz | Dec 3, 2018

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

> Read More

Did The “Powell Put” Change Anything?

Written by Lance Roberts | Dec 1, 2018

Did The “Powell Put” Change Anything? Daily, Weekly, Monthly View Sector & Market Analysis 401k…

> Read More

Clues from the Fed II – A Review of Jerome Powell’s Speech 11/28/2018

Written by Michael Lebowitz | Nov 28, 2018

The following speech by Jerome Powell, Chairman of the Federal Reserve, was given on November…

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Clues from the Fed – A Review of Richard Clarida’s Speech 11/27/2018

Written by Michael Lebowitz | Nov 27, 2018

The Following Speech by Richard Clarida, Vice Chairman of the Federal Reserve, was given on…

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Oil Sends A “Crude Warning”

Written by Lance Roberts | Nov 24, 2018

Oil Sends A “Crude Warning” Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan…

> Read More

Municipal CEFs – A Potential Home Run for Bond Bulls

Written by Michael Lebowitz | Nov 20, 2018

In July of 2015 and again in late November of 2016, bond yields were surging…

> Read More

Bear Market Growls As Market Remains Weak

Written by Lance Roberts | Nov 17, 2018

The Bear Market Growl Grows Louder Daily, Weekly, Monthly View Sector & Market Analysis 401k…

> Read More

Post Election Growth Analysis

Written by Michael Lebowitz | Nov 16, 2018

With the mid-term elections now behind us, we can begin to better assess market dynamics…

> Read More

Is It Time To Buy The Homebuilders (XHB) – RIA Pro

Written by Michael Lebowitz | Nov 13, 2018

Please note this article will be distributed on our free site tomorrow but the Investment…

> Read More
Dollar Daily

Watch This Breakout In The U.S. Dollar

Written by Lance Roberts | Nov 13, 2018

After going sideways for five months, the U.S. has recently resumed its rally that started…

> Read More

Rally Fails As Gridlock Weighs On Outlook

Written by Lance Roberts | Nov 10, 2018

Market Rally Fails Key Resistance Daily, Weekly, Monthly View Actions Taken Sector & Market Analysis…

> Read More

Monthly Fixed Income Review – October 2018

Written by Michael Lebowitz | Nov 8, 2018

October 2018 was decidedly a “risk-off” month and posed a challenge for every asset class…

> Read More

Election Night Cheat Sheet

Written by Michael Lebowitz | Nov 6, 2018

Historically, the last two years of a president’s term have been great for stock investors…

> Read More

10 Stocks With Growing Dividends

Written by Lance Roberts | Nov 5, 2018

In the recent report “GE – Bringing Investment Mistakes To Life,” I discussed the basic…

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Market Stalls At Resistance

Written by Lance Roberts | Nov 3, 2018

Market Stalls At Resistance Daily, Weekly, Monthly View Actions Taken Sector & Market Analysis 401k…

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Cartography Corner – November 2018

Written by Michael Lebowitz | Nov 1, 2018

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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Volatility Is The Price Of Admission To Financial Markets

Written by John Coumarianos | Oct 31, 2018

If it feels to you as if volatility has returned to the stock market, you’re…

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A Preferred Way to Generate Yield – Part 2 Trade Idea

Written by Michael Lebowitz | Oct 30, 2018

The following article expands on, A Preferred Way to Generate Yield, by exploring the preferred…

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Market Gets Crash(ier)

Written by Lance Roberts | Oct 27, 2018

Newsletter Changes Markets Get Crash(ier) Actions To Take Next Week Sector & Market Analysis 401k…

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The Ghosts Of 2007 Are Calling

Written by Michael Lebowitz | Oct 26, 2018

Borrowing from Mark Twain, a headline in the Chicago Tribune in 1941 said: “History May…

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Dissecting This Selloff

Written by Michael Lebowitz | Oct 23, 2018

Comparing the 10% market dip that occurred in the first quarter of 2018 to the…

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A Preferred Way to Generate Yield

Written by Michael Lebowitz | Oct 22, 2018

In the current environment investors must dig a little deeper and into less traversed areas…

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Pennant Patterns Are Forming Everywhere In The Markets

Written by Jesse Colombo | Oct 22, 2018

Since plunging two weeks ago, many financial markets have been treading water as market participants…

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Market Clings To Support

Written by Lance Roberts | Oct 20, 2018

Clinging To Support Tops Are Processes – A Review Actions To Take Next Week Sector…

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10-Fundamentally Strong Value Stocks Hitting Our Radar

Written by Lance Roberts | Oct 19, 2018

Trying to find value in an over-valued market is difficult to say the least. This…

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Three Opportunities In The Retail Wasteland

Written by John Coumarianos | Oct 15, 2018

It’s no secret that malls are under pressure from e-commerce and Amazon. Even strip malls…

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Yes, Something Just Broke

Written by Lance Roberts | Oct 13, 2018

Yes, Something Broke More Than Just Rates This Time IS Different What To Expect Next…

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Markets Fail To Hold Support

Written by Lance Roberts | Oct 11, 2018

This is a short update to Tuesday’s Technically Speaking post. In that post, I stated:…

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High Risk in High Yield

Written by Michael Lebowitz | Oct 11, 2018

Tesla’s corporate debt is rated B2 and B- by Moody’s and Standard & Poors respectively….

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8-GARP Stocks That Are Strong Buys

Written by Lance Roberts | Oct 9, 2018

In our previous article we noted that one of the biggest challenges in managing money…

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Did Something Just Break?

Written by Lance Roberts | Oct 6, 2018

Market Review Did Something Just Break? Sector & Market Analysis 401k Plan Manager Follow Us…

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Monthly Fixed Income Review – September 2018

Written by Michael Lebowitz | Oct 5, 2018

September’s surge higher in benchmark interest rates set the stage for a challenging month in…

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Technical Alert – Amazon

Written by Michael Lebowitz | Oct 3, 2018

Amazon (AMZN) has been one of the markets leaders, helping propel the market higher over…

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The Smart Money Are Bullish On Volatility – RIAPro

Written by Lance Roberts | Oct 1, 2018

As the U.S. stock market climbs to record highs, volatility has calmed down quite a…

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Cartography Corner – October 2018

Written by Michael Lebowitz | Oct 1, 2018

J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography…

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A Pause That Refreshes

Written by Lance Roberts | Sep 29, 2018

Pause That Refreshes? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,…

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Technical Alert – 30 Year Treasury Bonds

Written by Michael Lebowitz | Sep 28, 2018

One of the biggest economic and market concerns that we harbor is the enormous burden…

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Following Signs Others Ignore : VIX

Written by Michael Lebowitz | Sep 25, 2018

“In fact, the crowd sees hardly anything out there that might end this market party.”…

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Bulls Charge To All-Time Highs

Written by Lance Roberts | Sep 22, 2018

Bulls Push To All-Time Highs Economic Anomaly S&P Reshuffles Sector & Market Analysis 401k Plan…

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10 Value-Dividend Stocks In An Overvalued Market

Written by Lance Roberts | Sep 21, 2018

One of the biggest challenges in managing money is finding the right stocks to add…

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UPDATE: Drilling for Value – Southwestern Energy (SWN)

Written by Michael Lebowitz | Sep 20, 2018

Since recommending Southwestern Energy Company (SWN) for purchase on September 13th, the stock has exceeded…

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Model Portfolio Update For September 2018

Written by Lance Roberts | Sep 19, 2018

Over the last couple of months, we have repeatedly discussed increasing our equity allocations in…

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Which Year Is It? 1998, 2011, or 2015

Written by Lance Roberts | Sep 15, 2018

Bulls Keep It Together Which Year Is It? Sector & Market Analysis 401k Plan Manager…

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Drilling for Value – Southwestern Energy (SWN)

Written by Michael Lebowitz | Sep 13, 2018

We have made it clear on numerous occasions that there are not many value propositions…

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Seeking Alpha Exclusive Interview

Written by Michael Lebowitz | Sep 11, 2018

On September 7th we were one of three investment professionals interviewed on Seeking Alpha’s Marketplace…

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This Long-Short Fund Has A Little “Magic” In It

Written by John Coumarianos | Sep 11, 2018

At the end of March, the institutional share class of famed value investor Joel Greenblatt’s…

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Technically Speaking: 3000 Or Bust! (RIA PRO)

Written by Lance Roberts | Sep 11, 2018

A couple of weeks ago, I discussed the recent breakout to “all-time” highs and the…

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Why Foreigners Shun Higher Yielding U.S. Bonds : Reader Question – RIA Pro

Written by Michael Lebowitz | Sep 11, 2018

Recently we received the following question from a reader and thought it might be helpful…

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It’s Make Or Break

Written by Lance Roberts | Sep 8, 2018

It’s Make Or Break Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,…

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Watch This Key Level In Tesla Stock – RIA Pro

Written by Lance Roberts | Sep 7, 2018

Elon Musk’s erratic behavior and the price of Tesla stock and bonds have been a…

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Monthly Fixed Income Review – August 2018

Written by Michael Lebowitz | Sep 6, 2018

Monthly Fixed Income Review – August 2018 Interest rate and credit markets in the U.S….

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UPDATED Flash Technical Trade

Written by Lance Roberts | Sep 5, 2018

On August 28th, we provided short term traders with a low-risk entry point to short…

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Cartography Corner – September 2018

Written by Michael Lebowitz | Sep 5, 2018

RIA Pro is pleased to introduce J. Brett Freeze, CFA and his firm Global Technical…

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Bulls Hold Into Labor Day

Written by Lance Roberts | Sep 1, 2018

Bulls Hold Into Labor Day Pick A Side Sector & Market Analysis 401k Plan Manager…

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30-Stocks To Add Some “Magic” To Your Portfolio

Written by John Coumarianos | Aug 30, 2018

Index giant Vanguard manages more than $5 trillion of capital today, up from $1 trillion…

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Flash Technical Update

Written by Lance Roberts | Aug 28, 2018

J. Brett Freeze of Global Technical Analysis believes the S&P 500 is presenting short term…

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Technically Speaking (RIA PRO): The Bull Market Resumes…For Now

Written by Lance Roberts | Aug 28, 2018

Back in April, I penned an article laying out 10-reasons why from a fundamental and…

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The Jackson Hole Pop

Written by Lance Roberts | Aug 25, 2018

The Jackson Hole Pop Still Long But September Approaches Sector & Market Analysis 401k Plan…

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Funds For The Brave – RIA Pro

Written by John Coumarianos | Aug 23, 2018

The ongoing currency crisis in Turkey means emerging markets stocks and bonds have suddenly become…

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Late Cycle Dumpster Diving – RIA Pro

Written by Michael Lebowitz | Aug 22, 2018

With the current economic expansion now nearly ten years old and the stock market days…

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Squirrels

Written by Lance Roberts | Aug 18, 2018

Squirrels Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound…

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Key Levels To Watch In The Dollar And Euro – RIA Pro

Written by Lance Roberts | Aug 16, 2018

Since April, the surging U.S. dollar has caught the majority of economists and market participants…

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Allocating on Blind Faith – RIA Pro

Written by Michael Lebowitz | Aug 14, 2018

“Successful investing is about managing risk, not avoiding it.” – Benjamin Graham Almost all passive…

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The Run Ends At The Highs

Written by Lance Roberts | Aug 12, 2018

The Run Ends At The Highs Update On Buy Signal  A Quick Trip Through History…

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Fixed Income Update – July 2018 RIA Pro

Written by Michael Lebowitz | Aug 7, 2018

Shrugging off economic growth, inflation and U.S. Treasury supply concerns that seem to have plagued…

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Bulls Make A Charge For The Highs

Written by Lance Roberts | Aug 5, 2018

Bulls Make A Charge For The Highs Last week, we discussed how the market managed to…

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The Cartography Corner – August 2018

Written by Michael Lebowitz | Aug 2, 2018

RIA Pro is pleased to introduce J. Brett Freeze, CFA and his firm Global Technical…

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QE4 – When, Not If – RIA Pro

Written by Michael Lebowitz | Jul 31, 2018

Many market prognosticators attribute the rise in interest rates to a consensus outlook for expanded…

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Everyone Hears The Fed…But Few Listen – RIA Pro

Written by Michael Lebowitz | Jul 26, 2018

  “See no evil, hear no evil, speak no evil” Currently, investors appear to be…

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The Myths Of Stocks For The Long Run Series – RIA Pro

Written by Lance Roberts | Jul 26, 2018

We started writing a series titled The Myths of Stocks for the Long Run two…

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15-Risk Management Rules – RIA Pro

Written by Lance Roberts | Jul 26, 2018

As Facebook and Netflix, two market darlings, fall from their graces I am reminded about…

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The ABC’s of QE and QT – RIA Pro

Written by Michael Lebowitz | Jul 26, 2018

Search the internet for “QE and money printing”, and you will see countless articles explaining…

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The Fallacy of Macroeconomics – RIA Pro

Written by Michael Lebowitz | Jul 26, 2018

“The hubris in economics came not from a moral failing among economists, but from a…

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Bob Farrell’s 10-Investment Rules – RIA Pro

Written by Lance Roberts | Jul 26, 2018

When markets are at, or near, “record levels” those levels are records for a reason….

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