Lance Roberts's Comment & Analysis
A complete archive of Lance Roberts's articles, including current analysis & comment - Page 32
Psychology in markets is always fascinating. In February 2009, I wrote “8 Reasons For A Bull Market.” While in hindsight, it is easy to see that was the right call, overall, psychology was...
While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously written much on the recent rise in bond yields related to economic growth, event...
The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of our recent report, which discussed the long record of the Fed’s economic growth...
Compound market returns: During bullish markets, there is inevitably a regurgitation of this myth that was contrived to extract capital from retail investors and place it in the hands of Wall...
The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s. The irony was that the actors playing the teenagers were...
While September has been a bit sloppy so far, will further weakness in October weigh on investor sentiment before the seasonally strong period begins?As shown by the S&P 500 index seasonality...
The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law...
“(Market) Predictions Are Difficult…Especially When They Are About The Future” – Niels Bohr
Okay, I took a little poetic license, but the point is that while we try,...
Since the beginning of the year, economic data has continued to defy the recession calls of 2022. Therefore, it is unsurprising that economic data surprised analysts’ more dire predictions last...
Mega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many other great companies have arguably much better valuations and fundamentals.Yet, those companies continue...