Latest updates for Lance Roberts

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Recent items include:

  • Stock Market Pullback Is Healthier Than It Looks
  • Record Retail Inflows: Where Is All The Money Coming From?
  • AI Narrative Risk: The Hyperscaler Story Changes Again.

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realinvestmentadvice.com /1 month ago

Stock Market Pullback Is Healthier Than It Looks

рџ”Ћ At a Glance Stock Market Pullback Is Healthier Than It Looks Market Brief & Technical Review From Lance's Desk: Friedman Was Right, Just Mostly Misquoted. - RIA M...

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realinvestmentadvice.com /1 month ago

Record Retail Inflows: Where Is All The Money Coming From?

A couple of weeks ago, I showed Adam Taggart the following chart of record retail levels of household cash as a percentage of total financial assets. This chart is hard to square w...

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realinvestmentadvice.com /2 weeks ago

AI Narrative Risk: The Hyperscaler Story Changes Again.

🔎 At a Glance AI Narrative Risk: The Hyperscaler Story Changes Again Market Brief & Technical Review From Lance's Desk: Sound Money: Be Careful What You Wish For - RIA...

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realinvestmentadvice.com /4 weeks ago

The AI Capex Bill Comes Due

рџ”Ћ At a Glance The AI Capex Bill Comes Due Market Brief & Technical Review From Lance's Desk: AI Capex Depreciation Risk Is The Catch To Record Earnings Market stats...

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wealthprofessional.ca /2 weeks ago

Expertise, leadership in the alternatives space

Chad Larson, partner and senior portfolio manager at MLD Wealth, explains how his team manages a leading alts portfolio  

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realinvestmentadvice.com /1 month ago

Mag 7 Stocks: Risk Or Opportunity In The Making?

рџ”Ћ At a Glance Mag 7 Stocks: Risk Or Opportunity In The Making Market Brief & Technical Review From Lance's Desk: Wage Growth As A Leading Inflation Indicator - RIA...

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realinvestmentadvice.com /2 days ago

The Basis Trade: Is The Bond Market Signal Distorted?

рџ”Ћ At a Glance The Basis Trade: Is The Bond Market Signal Distorted? Market Brief & Technical Review From Lance's Desk: Normal Interest Rates: What The Debt Panic Gets...

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realinvestmentadvice.com /1 week ago

Lacy Hunt Turns Bearish Bonds: Studying His Reversal

Economist Lacy Hunt has been a bond bull longer than most money managers have been in the business. Recently, he made a surprising U-turn on his bullish stance. The following parag...

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seekingalpha.com /1 month ago

Tempted By BDC Yields? Slow Down

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wealthmanagement.com /1 month ago

Zephyr's Adjusted for Risk: How to Identify Winning Opportunities in a Bond Picker's Market

Jim Jessup of Virtus ETF Solutions on navigating active fixed income, arguing product development should focus on manager strengths and durable allocator “levers.”

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wealthmanagement.com /1 month ago

Zephyr's Adjusted for Risk: AI in Fixed Income - Balancing Risks and Rewards

Ryan Nauman interviews DoubleLine’s Robert Cohen on fixed income amid elevated Treasury yields, framing the macro backdrop as “war and AI.”

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realinvestmentadvice.com /1 week ago

Record Highs: Should You Chase The Rally?

рџ”Ћ At a Glance Record Highs: Should You Chase The Rally? Market Brief & Technical Review From Lance's Desk: Yen Intervention Narrative: What's True And Not - RIA Mar...

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wealthmanagement.com /3 weeks ago

LPL Financial's Strategy Chief Exits After Less Than a Year

Ilan Davidovici joined the independent broker/dealer in January from Edward Jones. The firm says its strategic direction and priorities remain unchanged.

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realinvestmentadvice.com /1 month ago

Big Bank Earnings Kick Off Earnings Season

рџ”Ћ At a Glance Big Bank Earnings Kick Off Earnings Season Market Brief & Technical Review From Lance's Desk: AI Capex Risk Cuts Both Ways In The American Economy - RIA...

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insurancebusinessmag.com /1 week ago

RB Jones Global targets structured credit gap with Lloyd's MGA

US$30 million per-risk capacity and tenors to 15 years target a corner of the London market where supply has lagged institutional demand

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wealthprofessional.ca /4 weeks ago

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director

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realinvestmentadvice.com /3 weeks ago

The Momentum Crash: Is It Over?

рџ”Ћ At a Glance Is The Momentum Crash Over? Market Brief & Technical Review From Lance's Desk: AI Bear Case: What Skeptics Get Right And Wrong - RIA Market stats, sc...

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seekingalpha.com /4 weeks ago

Alpine: The Truth Hurts, But Not As Much To Sell

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insurancebusinessmag.com /1 month ago

World Insurance Associates names Rob Erfurt as New Jersey market leader

Rob Erfurt's move highlights how senior leaders now cycle between PE-backed brokerage platforms.

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realinvestmentadvice.com /1 month ago

Why Retail Traders Consistently Underperform Over Time

Decades of data across global markets reach the same verdict: the more frequently retail traders trade, the worse they perform. The infrastructure has never been more inviting. The...

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seekingalpha.com /4 days ago

Two 10%+ Dividends To Buy Amid Rising Bond Yields

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wealthprofessional.ca /1 month ago

Concentrated growth and a shifting Fed demand a more deliberate approach to fixed income

BlackRock's CIO of fixed income ties resilient but narrowing growth and higher yields to a new playbook

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finance.yahoo.com /1 month ago

Analyst Report: Blackrock Inc

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rooferscoffeeshop.com /1 month ago

Contractor perspective leads LRWA’s next chapter

contractor-perspective-leads-lrwas-next-chapter

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Sources covering Lance Roberts

seekingalpha.com

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wealthprofessional.ca

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finance.yahoo.com

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realinvestmentadvice.com

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seekingalpha.com

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insurancebusinessmag.com

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