Portfolio Risk Management: Accepting The Hard Truth
2025-09-01
Alfonoso Peccatiello recently wrote an interesting piece on portfolio risk management, starting with a quote from Steve Cohen: ‘’I compile statistics on my traders. My best trader makes money only 63 percent of the time. Most traders make money only in the 50 to 55 percent range. That means you’re going to be wrong a …
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Energy Price As An Economic Indicator
2025-08-29
What are energy prices telling us about the economy? A recent article on Bloomberg noted that: “Hedge funds slashed their bullish position on crude to the lowest in about 17 years as risks of additional sanctions on Russian crude oil waned, bringing concerns about a global supply glut back to the fore. Money managers’ net-long position on …
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8/28/25 Nvidia Falls Short
2025-08-28
Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia’s earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment."
* Nvidia’s Q2 2025 earnings breakdown
* Why data center revenue is the market’s key focus
* How Wall Street is reacting to Nvidia’s guidance
* What this could mean for broader tech sector momentum
📊 Whether you’re a DIY investor or market pro,
What High Net Worth Families Should Know About Generational Wealth Transfer
2025-07-08
For high-net-worth families, passing wealth to the next generation involves more than just distributing assets. It’s about preserving a legacy, protecting what you’ve built, and preparing heirs to become responsible stewards. Generational wealth transfer is both a technical process and an emotional journey, and getting it right requires clarity, preparation, and expert guidance. In this …
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Investor Greed Returns With A Vengeance
2025-07-04
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 📊 …
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