Think Like A Bear, Invest Like A Bull

I am traveling today but had some interesting questions posed to me during my recent presentation. However, one really drove to...

IMAGE

Some Thoughts On Long Term Investing

The most valuable commodity that we all have is "time." While the markets may have recently hit "all-time" highs, for the...

IMAGE

OMG: Putting Jump In Interest Rates Into Perspective

During my daily radio broadcast yesterday, I received a rather "panicked" call regarding the "dramatic plunge" in his bond funds...

IMAGE

Your Retirement Plan Is Probably Wrong

During strongly trending bull markets, investors tend to forget that devastating events happen. Major events such as the "Crash...

IMAGE

Dalbar: Why Investors Suck And Tips For Advisors

Dalbar just recently released their 21st annual Quantitative Analysis Of Investor Behavior study which continues to show just how...

IMAGE

The Math Of Loss

Business Insider recently published an article suggesting that if you missed the recent short covering rally then you made a...

IMAGE

10 Investment Quotes To Live By

As markets hover near all-time highs, investors have become quite complacent that the current bull market trend will continue...

IMAGE

The Long View: Is The Bull Market In Bonds Almost Over?

There has been much debate about the current low levels of interest rates in the economy today. The primary argument is that the...

IMAGE

Is The BLS Overstating Jobs

This morning there is a litany of articles on employment growth since the end of the last recession. (See here, here and here for...

IMAGE

Featured Articles

Written by Lance Roberts | Apr. 8, 2015
dalbar-why-investors-suck-and-tips-for-advisorsDalbar just recently released their 21st annual Quantitative Analysis Of Investor Behavior study which continues to show just how poorly investors perform relative to market benchmarks over time and the reasons for that underperformance. It is...
Written by Lance Roberts | May. 27, 2015
understanding-the-next-10-years-of-low-returnsResearch Affiliates, in their May newsletter, discussed the importance of "secular stagnation" and a coming decade of low returns. How low you ask? How about 1% kind of low? "But Lance, the markets has returned 10% on average over the last...
×

Error

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02/b_316_220_2734_2632_Full-Market-Cycles.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02/b_316_220_2734_2642_Real-vs-Compounded-Returns-031115.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02/b_316_220_2734_2722_Interest-Rates-Surge-051315.png.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/02

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/08/b_316_220_2734_2738_SP500-Promise-Actual-052615.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/08

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06/b_316_220_2734_2676_Dalbar-2015-QAIB-Performance-040815.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/07/b_316_220_2734_2467_ICI-FundFlows-Bond-Equity-102814.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/07

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/07/b_316_220_2734_2647_001-thistimeisdifferent.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/07

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06/b_316_220_2734_2596_Interest-Rates-GDP-Inflation-020315.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06

Could not create image:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06/b_316_220_2734_2586_Employment-NetChg-Ann-012715.PNG.
Check if the folder exists and if you have write permissions:
/var/www/vhosts/streettalklive.com/httpdocs/modules/mod_globalnews/thumbs/06

Browse Blog Categories

Chart Of The Day: Is China Sending A Warning?
Written by Lance Roberts | Jun. 30, 2015

China-Index-063015 In yesterday's discussion on the technical underpinnings of the market, I pondered the question of whether Greece was really the primary issue of concern for investors. "Whether, or not, a Greek exit from the Eurozone or a potential debt default is "the thing" that sparks the next major correctio...

Read more...
Technically Speaking - Bears Are Winning
Written by Lance Roberts | Jun. 29, 2015

SP500-Technical-Analysis-062315-2 Over the last several months, I have been discussing the "consolidation" of the markets and the various support and resistance levels that have contained generally contained the markets since the beginning of this year. To wit: "While the rally this week was nice, it failed to break back above re...

Read more...
5 Things To Ponder: While We Wait On Greece
Written by Lance Roberts | Jun. 26, 2015

5-Things-Extra Another week has come and gone, and there is still no resolution on Greece. Germany's Angela Merkel has firmly stated to the EU party members on Thursday that a deal on Greece must be on the table before the markets open on Monday. She also stated that "we won't be blackmailed." Not only has the e...

Read more...
3 Things: Trend, Ceiling & Rates
Written by Lance Roberts | Jun. 25, 2015

SP500-20-Year-Real-Returns-062415 ["3 Things" is a weekly publication of ideas, usually contrarian, to provoke thoughtful discussions and decision-making processes. As a portfolio strategist, I am sharing things that I am considering with respect to current investment models and portfolio allocations. Please feel free to e...

Read more...
Predicting The Future Is Difficult
Written by Lance Roberts | Jun. 24, 2015

Dalbar-Guess-Right-Ratio-062415 Neils Bohr, a Nobel prize-winning Danish physicist who made foundational contributions to the understanding of atomic structure and quantum theory, is credited to have once said: "Prediction is very difficult, especially if it's about the future." While it sounds more like a "Yogi-ism," the po...

Read more...
Could This Be It?
Written by Lance Roberts | Jun. 23, 2015

SP500-Technical-Analysis-062315-2 Eighteen months and 283.97 points ago, I wrote an article entitled "The Coming Market Meltup & 2016 Recession" in which I discussed several reasons for the market to enter into blowoff stage of the bull market advance. I gave several reasons at that time for such an outcome including the statist...

Read more...
"Debt Gone Wild" - Debt Funded Stock Buybacks Soar
Written by Lance Roberts | Jun. 22, 2015

Yardeni-earnings-est-062215 I penned an article recently discussing the many measures that corporations have used in recent years to "beat" Wall Street estimates. Of course, the beating of Wall Street estimates, so adamantly adored by mainstream media, always ignores the fact that estimates are continually reduced so that comp...

Read more...
5 Things To Ponder: Shades Or Umbrella
Written by Lance Roberts | Jun. 19, 2015

5-Things-Extra Since the beginning of this year the markets have primarily treaded water. The primary support for the bulls has been continued acknowledgement by the Fed on an inability to remove accommodative policy by raising interest rates. (Which should make you question what happens the first time they do.) T...

Read more...
3 Things: Retail Sales, Fed Misses Again, Profits
Written by Lance Roberts | Jun. 18, 2015

Debt-Consumer-DPI-061815 ["3 Things" is a weekly publication of ideas, usually contrarian, to provoke thoughtful discussions and decision-making processes. As a portfolio strategist, I am sharing things that I am considering with respect to current investment models and portfolio allocations. Please feel free to e...

Read more...
About That Surge In Building Permits
Written by Lance Roberts | Jun. 17, 2015

Housing-Permits-NSA-SA-Avg-061715 Yesterday, the media spin went into full overdrive as the most recent housing data was released on starts and permits. The following is Econoday's summary: "Don't let the headline fool you, the housing starts & permits report points to solid strength for the housing sector. Starts came in at ...

Read more...