Real Investment Advice

Real Investment Advice

Retirement Crisis Faces Government And Corporate Pensions
By Lance Roberts It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security.
Liquidity Problems Are Closer Than You Think
By Michael Lebowitz
This Is Nuts – An Entire Market Chasing One Stock
By Lance Roberts
Don't Fear All-Time Highs, Understand Them
By Lance Roberts Don’t fear all-time highs in the market. Such is a natural response for investors who are concerned about market risk. However, rather than fearing market exuberance, we must understand what drives it. There is an essential concept investors should understand about markets when they are hitting “new records.”
Divergences And Other Technical Warnings
By Lance Roberts While the bulls remain entirely in control of the market narrative, divergences and other technical warnings suggest becoming more cautious may be prudent.
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
By Lance Roberts As the financial markets grind higher, retirement savers have consciously decided to add more to equity risk. Such was the result of a recent Bloomberg survey.
Will 2024 Be The Year Of The Other 493?
By Michael Lebowitz As we welcome in 2024, one of the most critical questions facing investors is which stocks and sectors will beat the market. Can the Magnificent 7 retain its crown? Or will some subset of the 493 other S&P 500 stocks and their neglected sectors take the throne in 2024?
From Magnificent 7 To A New Team: Conquering Bandwagon Bias
By Michael Lebowitz
Wealth Effect Increases And Recession Risks
By Lance Roberts
The Markets Are Front Running The First Rate Cut
By Lance Roberts In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?
Wall Street Analysts Are Optimistic For 2024
By Lance Roberts It’s that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As is often the case, while Wall Street is always optimistic, the forecasts prove pretty wrong. For example, on December 7th, 2021, we wrote an article about the predictions for 2022.
S&P 500 Market Returns And Why Your Performance Is Worse
By Lance Roberts
Speculator Or Investor? What's The Difference?
By Lance Roberts Are you an “investor” or a “speculator?” 
Investing Rules To Navigate Volatile Markets
By Lance Roberts
Consequences Are Always Unintended
By Lance Roberts
From LTCM To 1966. The Perils Of Rising Interest Rates
By Michael Lebowitz
The Lag Effect Unveiled
By Michael Lebowitz
Government Bonds Or Stocks? Which Is A Better Choice Now?
By Lance Roberts  Government bonds or stocks? If you were picking an asset class to outperform over the next 18-24 months, which would you choose? Such was an interesting point made by Greg Feirman last week. To wit:
Stimulus And Consumption Are Fueling Economic Resilience
By Michael Lebowitz The economy has marched forward, ignoring higher interest rates and consistent calls for a recession. Credit goes to “We The People,” the citizens of the U.S. A shout-out also goes to Uncle Sam for showering us with trillions of dollars of stimulus during the pandemic to fuel consumption.  
"Beating Estimates" – How Companies Win In Earnings Season
By Lance Roberts