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The author Lance Roberts
Lance Roberts
Lance Roberts has sharpened that lens with 30 years in the investing world from private banking and investment management to private and venture capital. Lance Roberts’ perspective and common sense analysis is sought after by media outlets such as Fox 26 News in Houston, CNBC, CNN and Fox Business News along with numerous publications including the Wall Street Journal, USA Today, Reuters and the Washington Post. Roberts is the Editor of the X-Factor report and publishes the blog Daily X-change.

Lance Roberts Real Investment Advice

Five Of The Best Money Ideas For 2022.

Print Friendly When I query my Magic 8 Ball about major financial decisions, it rarely disappoints. Frankly, the track record for correct responses stands at 80%. Not too shabby. I received a resounding YES ABSOLUTELY to the following best money ideas for 2022: First best money idea: Fund a Roth IRA or Roth 401k. Unless you believe your future tax burden is lower, 2022 is time to switch from the tax-deferred lane of traditional IRAs and 401ks to the tax-favored Roth IRA or Roth 401k....

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MMT’s Fatal Flaw: Political Willpower

Print Friendly MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows the government to spend without concern for debts and deficits. Does MMT seem too good to be true or does MMT’s fatal flaws render it troublesome? On the heels of unprecedented spending and unmanageable deficits, MMT is gaining popularity. Its acceptance is not surprising as its principles justify reckless fiscal behavior. MMT advocates are loud in their support for unlimited spending and mock the...

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The Biggest Risk To Stocks Is Not The Fed

Print Friendly The most significant risk to stocks is not the Fed. Over the next few months, you will see a lot of articles suggesting that initial rate hikes from the Fed don’t impact stocks. Such as this one: “Historical analyses put together by Evercore ISI’s Ed Hyman and The Sevens Report’s Tom Essaye show that the S&P 500 typically fares well when the Fed raises rates for the first time in a tightening cycle. For example, the Fed embarked on a rate hike cycle on June 30, 1999,...

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Bull Markets & Why We Repeat Our Mistakes

Print Friendly During bull markets, investors have a concise memory of previous bear markets. Such is why, throughout history, cycles repeat as lessons must get learned and relearned. Such was the topic of a recent article from ARS Technica: “There’s extensive academic literature on the risks faced by investors who are overly confident of their ability to beat the market. They tend to trade more often, even if they’re losing money doing so. They take on too much debt and don’t diversify...

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Going To Cash Can Be As Costly As A Market Crash

Print Friendly Going to all cash in your portfolio to avoid a crash can be just as costly as the crash itself. A recent CNBC article quoted a $200 billion money manager suggesting “every stock market investor should be ready to go to cash.” The comment was from Ashbel Williams, who retired from the Florida State Board of Administration. “You never want to be a forced seller of risk assets at reduced prices because of market turmoil that locks in permanent capital impairment. There...

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Dollar Appreciation Threatens the Global Economy

Print Friendly The Fed’s liquidity fire hose supported the massive government fiscal response to Covid. Through unprecedented asset purchases, the Fed provided enough liquidity to allow the U.S. Treasury to increase its debt burden grossly at historically low yields. Its actions bolstered asset markets and weighed on the dollar in the process. The Fed is starting to reduce liquidity, and global markets are beginning to stir. The dollar, for one, is on the rise, and with it comes...

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“Wipe Out” Below The Calm Surface Of The Bull Market

Print Friendly “Wipe Out” is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for “Santa to visit Broad and Wall.” However, those hopes are not just about adding to this year’s already excessive annual gains. Instead, for many, it’s the hope to recover some brutal losses. If you haven’t been paying much attention, the market is currently sitting near all-time highs. While it has risen...

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CNBC Index Of MoMo Stocks A Sign Of Exuberance

Print Friendly “CNBC is launching a new index focusing on younger people, younger workers, and younger investors. It is called the CNBC Next Generation 50 index. The index will track 50 equal-weighted stocks integral to lives and careers of millennials and those from Generation Z.” – CNBC Why is that important? Financial history is littered with the remains of ideas that marked the peaks and troughs of markets over time. From magazine covers to the world’s tallest skyscrapers to new...

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A Liquidity Crunch & Volatility Surge is Coming in 2022

Print Friendly Multiple waves of uncertainty have swept over Wall Street in the past month: concerns about rising wages and inflation, Federal Reserve turning more hawkish, and the Omicron variant becoming widespread.  These increasing waves of uncertainty drive rising implied volatility (VIX).  The following chart shows the 200-week moving average of VVIX (Volatility of VIX) has slowly moved upward since the March 2020 correction.  Source: Patrick Hill – 12/7/21 Note how the Bollinger...

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Panic Selling To Panic Buying In One Week

Print Friendly In this 12-10-21 issue of “Panic Selling To Panic Buying In One Week?” Panic Selling Turns To Panic BuyingMarket Gets A Breadth MintMinsky’s View On StabilityPortfolio PositioningSector & Market Analysis401k Plan ManagerFollow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Is It Time To Get Help With Your Investing Strategy? Whether it is complete financial, insurance, and estate planning, to a risk-managed portfolio management strategy to grow and...

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