Buffett On Buybacks
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.
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Lance Roberts, Chief Investment Strategist, RIA Advisors
140 posts
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; Lance has pretty much “been there and done that” at one point or another. His common-sense approach, clear explanations and “real world” experience has appealed to audiences for over a decade. Lance is also the Chief Editor of the Real Investment Report, a weekly subscriber-based newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also writes the Real Investment Daily blog, which is read by thousands nationwide from individuals to professionals, and his opinions are frequently sought after by major media sources. Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has been quoted by a litany of publications from the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post all the way to TheStreet.com. His writings and research have also been featured on several of the nation’s biggest financial blog sites such as the Pragmatic Capitalist, Credit Write-downs, The Daily Beast, Zero Hedge and Seeking Alpha.
Speak Loudly Because You Carry A Small Stick
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If Jerome Powell cared for our advice, we would tell him to take the opposite approach of President Theodore Roosevelt. Speak loudly because your stick isn’t that big anymore.
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Bullish Investors Continue To Fight The Fed
Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy will reignite the 12-year-long bull market. But, for over a decade, the “Don’t Fight The Fed”…
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Recession Forecasts At Odds With Bullish Formations
Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook. Such leaves investors in a predicament of avoiding a further drawdown in the equity markets but not wanting to miss out on a potential recovery.
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A “Soft Landing” Scenario – Possibility Or Fed Myth?
The hope is that despite the Fed hiking rates at the most aggressive pace since 1980, reducing its balance sheet via quantitative tightening, and inflation running at the highest levels since the 70s, the economy will continue to power forward.
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The Lag Effect Of The Fiscal Pig & Economic Python
For those unfamiliar with the term “pig in a python,” it refers to when a python consumes its prey. It does so by swallowing it whole, in this case, a pig. The American-English definition of “pig in a python” became an analogy for the demographic bulge in the U.S.
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Is the Fed Trying to Wean the Markets Off Monetary Policy?
That is a powerful assessment that, if true, has an overarching impact on the economic and financial markets over the next decade. Such is especially important when considering the effect these repeated monetary and fiscal interventions had on financial market returns over the previous decade.
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Investor Resolutions & January Stats For 2023
With 2022 finally over, and not soon enough, such is an excellent time to review our "investor resolutions." However, before we commit to our resolutions, let's check what the month of January may have in store.
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Why Gardening Can Help You Manage Your Portfolio Better
Managing your portfolio has more to do with gardening than you might imagine. Over the last decade, behavioral finance studied investor psychology and identified the repeated behaviors investors make throughout market cycles. As you can probably surmise, investors tend to develop many “bad” behaviors, which are the biggest reason for underperformance over time.
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Will A Dollar Decline Be Good For Stocks? – Part 1
Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market. The strong dollar rally was something I suggested could be a problem for stocks, given what happened in 2020. It was a running debate with Michael Brush, who writes for MarketWatch.
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