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...

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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...

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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...

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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...

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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...

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The Math Of Loss

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

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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...

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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...

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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...

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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...

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5 Things To Ponder: Mentally Conflicted
Written by Lance Roberts | Jul. 30, 2015

5-Things-Extra I had a very interesting conversation with one my colleAgues yesterday about the markets and the economy. Essentially the discussion centered around the markets remaining near their all-time highs as economic data remained soft. Much like the "300" that defended Greece against the massive invading f...

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3 Things: B2B, Warnings & Confidence
Written by Lance Roberts | Jul. 30, 2015

Skousen-Index-051115 ["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...

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Technically Speaking: A Sellable Rally
Written by Lance Roberts | Jul. 28, 2015

SP500-Technical-Analysis-072815 "Technically Speaking" is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. This commentary also updates the more detailed analysis and allocation model provided weekly in the X-Factor Report (subscrib...

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When Will We Ever Learn?
Written by Lance Roberts | Jul. 27, 2015

Is-This-Time-Different-072715 Life is full of irony. When I was in school, I hated history. It was boring. It was pointless. How was reading about a bunch of dead people ever going to be useful in life? Today, I consume everything I can find on history. Particularly, financial history. Ironic. Of course, it only took me 25 year...

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5 Things To Ponder: Shades Of Risk
Written by Lance Roberts | Jul. 24, 2015

5-Things-Extra Is it just me? Last week while on vacation, the markets surged back to all-time highs as the Greek and China problems were solved. Unfortunately, as I left white, sandy beaches and clear ocean waters behind me to return to reality - so did the markets. Either it is purely coincidental or I shou...

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3 Things: Steel, Sentiment, & Productivity
Written by Lance Roberts | Jul. 23, 2015

Steel-Capacity-utilisation ["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...

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Who's Right - Commodities Or Fed?
Written by Lance Roberts | Jul. 22, 2015

EOCI-GDP-LEI-072215 I have been suggesting for quite some time that the Federal Reserve is stuck in a "liquidity trap" which makes it very difficult for monetary policy to be effective. More importantly, beginning in January of this year, I have suggested that the Fed is being forced to choose between the "lesser of tw...

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Technically Speaking - Bulls Make A Comeback
Written by Lance Roberts | Jul. 21, 2015

SP500-MarketUpdate-071315 "Technically Speaking" is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. This commentary also updates the more detailed analysis and allocation model provided weekly in the X-Factor Report (subscrib...

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Deja Vu: The Return Of The 4-Horseman Of Tech
Written by Lance Roberts | Jul. 20, 2015

TechGiants-072015 This morning, as I returned to my office from my family summer vacation, I was greeted with an email from a good friend and fellow colleague asking if I had read the following in USA Today. To wit: "Giddy up! The Four Horsemen of Tech -- Google, Apple, Amazon, and Facebook -- helped push the Nasd...

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5 Things To Ponder: Beach Reading
Written by Lance Roberts | Jul. 15, 2015

5-Things-Extra Today, is my last day of vacation. Later this afternoon, my family and I board a flight that will leave this tropical paradise behind and return us back home to Houston, Texas. Since I have a few hours of flight time ahead of me, I have prepared a reading list to pass the time. The last week of bei...

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