Lance Roberts's Comment & Analysis
A complete archive of Lance Roberts's articles, including current analysis & comment - Page 6
Even Trump Can’t Kill The Rally
Last week, we discussed how the rally had repaired much of the previous damage following the correction. As we noted:
“This past week, the market continued its...
Market perspective is essential in avoiding investing mistakes. With the media constantly pushing a “Markets In Turmoil” narrative, it’s no wonder that investor sentiment recently reached some of...
Fiscal worries, the US dollar’s imminent demise, and soaring tariff-related inflation expectations are among the concerns driving bond yields higher. At the same time, inflation, the historical...
Monday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the US credit rating to AA. While some perceived the downgrade as problematic, retail investors, aka...
Over the last fourteen years, as we share below, the US government credit rating has slipped from AAA to AA. Moody’s was the first to cut the USA from AAA to AA in 2011. Fitch followed in 2023, and...
This morning, markets are reacting to Moody’s rating downgrade of U.S. debt. For those promoting egregious amounts of “bear porn,” this is nirvana for fear-mongering headlines that gain clicks and...
The “Can’t Stop, Won’t Stop” Rally
Last week, we discussed how the rally had repaired much of the previous damage following “Liberation Day.” However, we also made competing cases for the bulls and...
Fisher Investments recently wrote an interesting article asking whether corporate stock buybacks affect markets. Here is their conclusion:
“Yes and no? Stocks move on supply and demand. Stock...
The analysis from the Atlanta Fed shows that housing affordability has been at its worst in the last twenty years. This is unsurprising given that potential homebuyers face the highest mortgage rates...
Bloomberg recently published, This 30-Year Old’s Startup Is Bringing Leverage To 401K Savers. Their article details Basic Capital, a new startup providing institutional investment strategies to...