Lance Roberts

Decently overweight Walmart versus our S&P 500 benchmark and still are, but taking profits is prudent given its technical situation and high valuations

He believes are reigniting investor confidence, including tax cuts, deregulation, and advancements in technology that could drive productivity growth.

Contrary to Jones’ warnings, the U.S. economy has structural strengths that make an imminent fiscal collapse unlikely. #FixedIncome

Investors seeking beta must assume the market will be heading higher in the short term; thus, higher beta stocks should outperform the market. #markets

Valuations only measure when prices are moving faster or slower than earnings. In other words, valuations are a measure of psychology in the short term.

Super Micro Computer Inc. was the market’s darling only six months ago. Amazingly, Its stock, had risen 3x in just the first three months of 2024.

Here are some quick thoughts about what we at RIA Advisors think about the stock and bond markets in 2025. #markets

The election and market reactions will make managing monetary policy more challenging for the Fed. Higher interest rates will slow economic activity

Let’s analyze historical correlations between gold and economic and market data. #gold #market #economy

Remember, we should carry an umbrella in case it rains. Do not try to find one after the shower has started.

With election eve upon us, we thought it would be helpful to share market based presidential election polls along with Greg Valliere’s final thoughts

Mechanics of buybacks, how they impact markets, and whether they truly return capital to shareholders—or merely enrich insiders. #markets

Accordingly, will November be better for bonds as it has been for the last two years? #bonds

Accordingly, it’s worth summarizing the political, monetary, and economic schedule to prepare for market turbulence. #strategy

Key market indicators for November 2024 present a complex but opportunity-filled environment for traders and investors. #markets

Albert Einstein once said, Compound interest is the world’s eighth wonder. It’s daunting to challenge Munger and Einstein, but here we go.

While we have previously covered many of these article’s points, a comprehensive analysis is needed. #markets

Accordingly, focus on oil prices and economic data to assess the future direction of bond yields. #bonds #oil #Trump

Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. #markets

Broken Window Theory, apply it to the aftermath of the hurricanes, and explain why destruction and the need to replace lost goods. #markets

Cava shares undoubtedly have value. However, is its share price getting ahead of its growth prospects? #Cava

So, what is MicroStrategy? It’s a leveraged Bitcoin fund disguised as a non-profit technology company. #ETF

While greed is necessary to build wealth, excessive greed often has far more terrible consequences when investing. #greed

The 6-month rate of change in the leading economic index, and most recently, consumer confidence warn of a recessionary onset. #markets

To better appreciate the volatility market, we share two other measures of volatility derived from the options markets. #markets

Chinese stocks CSI 300 opened Tuesday morning following their week-long Golden Week holiday, with a massive 11% pop higher. #China

Let’s break down some key lessons from Marks that can help you rethink your investing approach to risk. #risk #investing

This scenario allows the Fed to cut rates further without a recession that frequently accompanies rate cuts. #markets

Let’s break down the key sectors that stand to gain from a Trump or Harris presidency and explore the risks investors should be aware of #markets

Keep in mind that, for the most part, economic activity is not lost due to the strike; it’s just delayed. #markets

If Friday’s BLS data is strong, the market could actually undercut the Fed and price in less than 50 bps of rate cuts through year-end. #markets

We are currently in the everything market. It doesn’t matter what you have probably invested in; it is currently increasing in value. #markets

The monthly core PCE price index has been running at 1.5% annually over the last four months. #markets #PCE

Analysis is correct, as it subtracts the potential for reduced tax collections from the tariff revenue, it ignores the impact on economic growth. #markets

Provide more timely clues about the labor market. Today, we present two such lesser-followed labor market indicators #markets

At its core, inflation is too much money chasing too few goods. That was the case in 2020 through 2022. This is not the case anymore. #inflation

Historical market performance following similar 50-basis-point rate cuts, highlight the best-performing sectors and market factors after such cuts #markets

Constellation Energy will reopen the Three Mile Island reactor shuttered in 2019 to supply clean energy to Microsoft’s AI data centers by early 2028.

This oversight stems from two main problems: a basic misunderstanding of math and time’s critical role in investing. #markets

The critical takeaway from Powell’s comments and the Fed statement is that labor market data will likely steer the Fed forward. #markets

The VIX Index, often called the “fear gauge,” measures implied market volatility based on S&P 500 put and call options.

Best way to invest during a bull market also the best way to invest during a bear market? Or, do different times call for different strategies?

Recent price action in the yen and Fed Funds futures warns that it may be too early to think the recent volatility is over. #Yen #markets

Consumers must produce first before consuming, so employment is critical to corporate earnings and market valuations. #markets

The data we present may help explain why he seems more confident than other Fed members that inflation will return to the Fed’s 2% target. #markets

If bitcoin is indeed a proxy for rate policy, a rate cut should be good for it. However, our limited history argues otherwise. #crypto #bitcoin

Outline three bullish and bearish perspectives using momentum, relative strength, and other key technical indicators. #markets

Heading into last Friday’s BLS employment report, the Fed Funds futures market put equal odds of the Fed cutting by 25 bps or 50 bps.

From artificial intelligence to automation, the benefits of technological progress are widespread and profound. #strategy #technology

While a significant market share of an immensely profitable and in-demand product is a godsend for shareholders, it is not durable over the long term. #AI