Real Investment Advice

Real Investment Advice

Commodities And The Boom-Bust Cycle
By Lance Roberts It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing indefinitely. Such applies to all commodities, from oil to orange juice or cocoa beans. For example, Michael Hartnett of BofA recently noted:
Deviations From Long-Term Growth Trends Back To Extremes
By Lance Roberts In 2022, we discussed the market’s deviations from long-term growth trends. That discussion centered on Jeremy Grantham’s commentary about market bubbles. To wit:
Electricity Demand May Cure Debt Concerns
By Lance Roberts The future of electricity demand for everything from electric cars to Bitcoin mining to artificial intelligence may also be the cure for our debt concerns. Before you dismiss that statement, let me explain.
Moving Average Crossovers Suggest The Bull Is Back
By Lance Roberts
Stock Rally As Powell Sparks A Buying Frenzy
By Lance Roberts The latest FOMC meeting caused a stock rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been lackluster, the announcement of the reversal of “Quantitative Tightening” (QT) excited the bulls.
Behavioral Traits That Are Killing Your Portfolio Returns
By Lance Roberts Investor psychology is one of the most significant reasons individuals consistently fall short of their investment goals. While one of the most common truisms is that “investors buy high and sell low,” the underlying reason is the behavioral traits that plague our investment decision-making. George Dvorsky once wrote that:
Retirement Crisis Faces Government And Corporate Pensions
By Lance Roberts It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security.
Liquidity Problems Are Closer Than You Think
By Michael Lebowitz
This Is Nuts – An Entire Market Chasing One Stock
By Lance Roberts
Don't Fear All-Time Highs, Understand Them
By Lance Roberts Don’t fear all-time highs in the market. Such is a natural response for investors who are concerned about market risk. However, rather than fearing market exuberance, we must understand what drives it. There is an essential concept investors should understand about markets when they are hitting “new records.”
Divergences And Other Technical Warnings
By Lance Roberts While the bulls remain entirely in control of the market narrative, divergences and other technical warnings suggest becoming more cautious may be prudent.
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
By Lance Roberts As the financial markets grind higher, retirement savers have consciously decided to add more to equity risk. Such was the result of a recent Bloomberg survey.
Will 2024 Be The Year Of The Other 493?
By Michael Lebowitz As we welcome in 2024, one of the most critical questions facing investors is which stocks and sectors will beat the market. Can the Magnificent 7 retain its crown? Or will some subset of the 493 other S&P 500 stocks and their neglected sectors take the throne in 2024?
From Magnificent 7 To A New Team: Conquering Bandwagon Bias
By Michael Lebowitz
Wealth Effect Increases And Recession Risks
By Lance Roberts
The Markets Are Front Running The First Rate Cut
By Lance Roberts In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?
Wall Street Analysts Are Optimistic For 2024
By Lance Roberts It’s that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As is often the case, while Wall Street is always optimistic, the forecasts prove pretty wrong. For example, on December 7th, 2021, we wrote an article about the predictions for 2022.
S&P 500 Market Returns And Why Your Performance Is Worse
By Lance Roberts
Speculator Or Investor? What's The Difference?
By Lance Roberts Are you an “investor” or a “speculator?” 
Investing Rules To Navigate Volatile Markets
By Lance Roberts