Lance Roberts, Chief Investment Strategist, RIA Advisors

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.
Market Trends & Outlook

This Is Nuts – An Entire Market Chasing One Stock

Lance Roberts, Chief Investment Strategist, RIA Advisors -
I revisited that original post a couple of weeks ago as the market approached its 5000 psychological milestone. Since then, the entire market has surged higher following last week’s earnings report from Nvidia (NVDA). The reason I say “this is nuts” is the assumption that all companies were going to grow earnings and revenue at Nvidia’s rate.
Market Trends & Outlook

“Theory Of Reflexivity” And Does It Matter?

Lance Roberts, Chief Investment Strategist, RIA Advisors -
I received an email this past week concerning George Soros’ “Theory Of Reflexivity.” “I am not a fan of Soros, but this market has the look and feel of the dot com bust of 2000. In a few short words, the AI investment phenomenon is feeding on itself just as the internet and fiber did in 1999.”
Market Trends & Outlook

Q4 Earnings Season Gets Underway With Low Expectations

Lance Roberts, Chief Investment Strategist, RIA Advisors -
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will be unsurprising that we will see a high percentage of companies “beat” Wall Street estimates. Of course, the high beat rate is always the case due to the sharp downward revisions in analysts’ estimates as the reporting period begins. The chart below shows the changes for the Q4 earnings period from when analysts provided their first estimates.
Market Trends & Outlook

Full-Time Jobs Suggest Recession Risks Higher Than Thought

Lance Roberts, Chief Investment Strategist, RIA Advisors -
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000 led most media commentators to suggest a “soft landing” is at hand. However, the decline in full-time employment suggests recession risks are higher than thought.
Market Trends & Outlook

Full-Time Jobs Suggest Recession Risks Higher Than Thought

Lance Roberts, Chief Investment Strategist, RIA Advisors -
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000 led most media commentators to suggest a “soft landing” is at hand. However, the decline in full-time employment suggests recession risks are higher than thought.
Market Trends & Outlook

Portfolio Return Expectations By Investors Are Too High

Lance Roberts, Chief Investment Strategist, RIA Advisors -
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations. The poll was global; however, I will focus on this post’s domestic portfolio return expectations.
Market Trends & Outlook

Portfolio Return Expectations By Investors Are Too High

Lance Roberts, Chief Investment Strategist, RIA Advisors -
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations. The poll was global; however, I will focus on this post’s domestic portfolio return expectations.
Market Trends & Outlook

Wealth Effect Increases and Recession Risks

Lance Roberts, Chief Investment Strategist, RIA Advisors -
What is the “wealth effect,” and why is it important? It is a great question and reminded me of “A Funny Thing Happened on the Way to the Colosseum.“ The hysterical play by Craig Sodaro features a naive Swiss farmer heading for Rome.
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