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Lance Roberts

  • Analysis & Comment

Lance Roberts's Comment & Analysis
A complete archive of Lance Roberts's articles, including current analysis & comment - Page 22

Could the Bull Market Just Be Getting Started?
By Lance Roberts - Jul 23, 2024
We noted last Friday that over the previous few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns and driven the bull market. In that...
Can Today's Tech Titans Rule the Market Tomorrow?
By Lance Roberts - Jul 21, 2024
Over the last few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns. The question is whether that dominance will continue and if the same...
With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected,...
Some state that “bears are like a ‘broken clock,’ they are right twice a day.” While it may seem true during a rising bull market, the reality is that both “bulls” and “bears” are owned by the...
Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates of return than the market generates. Also,...
Wall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting period. Even as analysts lower that earnings bar, stocks have rallied sharply over the last few...
Financial advisors get a bad rap. Some deserve it; most don’t. The problem for the entire investment advisory and portfolio management community stems from the “career risk” they inevitably face....
Goldman Sachs recently upped its price target to S&P 500 6300 for the end of this year, along with Evercore ISI upping its year-end target to 6000. Such is not surprising given the strong run in...
Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the...
The latest consumer survey data from the New York Federal Reserve had interesting data. “The New York Fed’s latest consumer survey found that expectations that stocks will be higher in the next 12...