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Lance Roberts, Chief Investment Strategist, RIA Advisors

153 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.

5 min

Market Trends & Outlook

“That 70s Show”

The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s. The irony was that the actors playing the teenagers were not born in the late 70s and had never experienced life during that period. Many alive today cannot fathom a lifestyle devoid of the internet, cable television, mobile phones, and social media. Oh…the horrors.

5 min

Market Trends & Outlook

Bond Vigilantes And The Waiting For Gadot

The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law enforcement and judicial authority in situations when citizens found law enforcement lacking or inadequate.

4 min

A Recession Is Coming, Or Is It?

Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested previously, if a recession DID occur, it would be the most well-forecasted recession ever on record.

5 min

Market Trends & Outlook

Tax Receipts. Another Leading Recession Indicator?

Tax receipts are falling, which has historically preceded economic recessions. In a recent #MacroView post, we discussed the issue of rising debt levels on economic growth and increasing debt levels. To wit:

5 min

Market Trends & Outlook

Stock Risk – Does It Decline Over Time?

Blaise Pascal, a brilliant 17th-century mathematician, famously argued that if God exists, belief would lead to infinite joy in heaven, while disbelief would lead to infinite damnation in hell. But, if God doesn’t exist, belief would have a finite cost, and disbelief would only have, at best a finite benefit.

5 min

The AI Revolution. A Repeat Of History.

The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."

5 min

Market Trends & Outlook

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

5 min

Market Trends & Outlook

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

4 min

Market Trends & Outlook

Breakeven Inflation Rates Falling Isn’t Bullish

Since 2021, as the impact of an economic shutdown collided with $5 Trillion in artificial, stimulus-driven demand, inflation has consumed everything from headlines to financial markets and the Fed’s monetary policy. With employment back to pre-pandemic levels, the monetary impulse has reversed, the supply-demand imbalance has normalized, and inflation is falling. Changes to the money supply precede changes in inflation by about 16 months.

5 min

Market Trends & Outlook

Recession Odds Jump As The Fed Crushes Consumers

Recession odds have climbed considerably since Jerome Powell’s testimony before Congress and the latest FOMC meeting. However, the recent failures of Silicon Valley Bank (SVB) and Credit Suisse (CS), as higher rates impact regional bank liquidity, also added to the risks.

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