Follow us or the Bunny gets it. No
Bunny gets it

Subscribe for newsletter


Follow us in Twitter



Gold standard and monetary metals:


Subscribe for browser push notifications

Category Archive: 9a.) Real Investment Advice

Filter archive by: Show All Show only Articles Show only Videos

Can Warsh Reform The Fed

2026-04-23

by

2026-04-23

On Tuesday, Kevin Warsh appeared before the Senate for his nomination hearing for the Fed Chair. The biggest takeaway is Warsh's desire to "reform" the Fed. Based on his appearance, reform seems to cover the following three areas: Regarding current monetary policy, Warsh believes inflation is lower than official indicators state. We have noted this …

Read More »

GFC 2.0 Or False Alarm Part 2

2026-04-22

by

2026-04-22

In Part One, we explored how leverage and derivatives turned subprime mortgages into a crisis that nearly brought down the global financial system. With a better understanding of the derivatives and leverage that led to the Global Financial Crisis (GFC), we now explore private credit, a small “niche” financial sector, such as subprime mortgages, which …

Read More »

CAR Is Racing Higher

2026-04-22

by

2026-04-22

Our title above about Avis Budget Group (CAR) shares is a gross understatement. Since March 20th, CAR has risen nearly 500%, as we share below.  While there are, and were, some favorable tailwinds driving the upward trend, such as rising used-car prices and elevated rental-car usage during the TSA-related problems, the most glaring factor is …

Read More »

CPU vs. GPU: The Changing Semiconductor Landscape

2026-04-21

by

2026-04-21

Since the start of the year, the Philadelphia Semiconductor Sector Index (SOXX) is up 33% compared with the broader market, which is up only 4%. The primary rationale for the significant outperformance appears to be the insatiable demand for AI and a shift in its usage. Unlike the past couple of years, in which Nvidia … Continue...

Read More »

The Confidence Gap: Noise Or Omen?

2026-04-20

by

2026-04-20

As shown in the graph below, the University of Michigan's consumer sentiment gauges tells us that consumer confidence is now the worst its been since the survey began in 1952. Despite the confidence gauges being lower than during peak Covid shutdown, the GFC, and the 1970s oil crisis/inflation outbreak, the economy (GDP) and the employment …

Read More »

Market Lesson: Why Panic Is A Costly Mistake

2026-04-20

by

2026-04-20

The Iran shock erased 18% from valuations and fully recovered in two weeks. Investors who panicked missed it all. Here's what the market lesson is about: risk management, behavior, and what to do with your portfolio right now. The stock market selloff between February 28 and April 14 produced one of the more instructive market …

Read More »

4-18-26 Regulators Just Opened The Door To Even More Speculation

2026-04-18

by

Regulators are easing trading rules, lowering barriers for retail investors to become more active in markets that are already increasingly speculative. With tools like 0DTE options and fewer restrictions, trading is faster and riskier than ever. History shows that higher activity leads to worse long-term returns for most investors, yet policy changes are encouraging exactly that behavior. It may feel empowering in the short term, but these...

Read More »

Short Covering Rally Or Is The Bull Market Back?

2026-04-18

by

2026-04-18

🔎 At a Glance 🏛️ Market Brief - Stocks Surge On Opening Of Strait The market didn't just recover this week. It made new history. Monday opened with the S&P 500 erasing all losses since the Iran war began. The market rose 1% to its highest close since late February. Driving that rally were reports … Continue reading...

Read More »

4-17-26 Your Longevity Score: Are You Ready?

2026-04-17

by

Longevity risk is now measurable. The Longevity Preparedness Index, developed by the MIT AgeLab, scores how ready you are to live a long life. The average result is just 60 out of 100, signaling a major gap in retirement planning. Richard Rosso & Jonathan McCarty explain what drives that score, where most people fall short, and how to improve it. From Social Security timing to guaranteed income, flexible withdrawals, growth exposure, and...

Read More »

Allbirds: Hustling AI To Boost Its Shares

2026-04-17

by

2026-04-17

Allbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by more than 50% from its peak. To help right the ship, Allbirds is rebranding itself as NewBird AI. Allbirds closed all of its U.S. stores and sold its intellectual property for $39 million.

Read More »

BLS Jobs Report Is Broken. Is There A Better Measure?

2026-04-17

by

2026-04-17

"March's 178,000 BLS jobs report came in nearly three times Wall Street's 60,000 estimate. Markets celebrated. Almost nobody mentioned the entire beat traced back to doctors returning from a strike and weather rebounds. That's not strength.

Read More »

4-16-26 New Highs in a Broken Market — What’s Really Going On?

2026-04-16

by

$SPX $QQQ Markets pushed to new highs despite elevated valuations, high interest rates, and ongoing war in Iran, driven largely by short-term momentum and increased speculative activity like 0DTE options. This creates a disconnect where price action overrides fundamentals in the near term. While the rally is real and participation has been rewarded, the risk is assuming this is a stable bull trend, but it is not. Furthermore, history suggests...

Read More »

4-16-26 What Will the Fed Do Next?

2026-04-16

by

With inflation trends shifting, economic data sending mixed signals, and markets hovering near key levels, the big question is: what will the Federal Reserve do next? Lance Roberts & Michael Lebowitz break down the Fed’s current dilemma—balancing inflation control with economic growth—and what it means for interest rates, equities, and bonds. Key topics include: 0:00 - INTRO 1:04 - Markets Hit 5th All-time High for 2026 6:48 - Markets Up...

Read More »

The Market Knew And Proved It Again

2026-04-16

by

2026-04-16

On Monday, our Commentary, The Market Knows What You Don't, shared an important lesson about how markets function. The message was timely, as fear and volatility over the prior few weeks had caused great anxiety among many investors. We wrote the following to help investors maintain a north star during these challenging times: Market prices …

Read More »

4-15-26 Why This 10%+ Rally Is a Repeatable Setup

2026-04-15

by

This sharp 10%+ rally in $SPX $QQQ, which unfolded in just a few days, was driven less by fundamentals and more by a classic, repeatable setup: extreme bearish sentiment, deeply oversold conditions, and aggressive short-covering. As fear peaked and positioning turned defensive, the market had already priced in the downside, setting the stage for a rapid reversal. The move was amplified by underexposure to growth stocks, especially mega-cap...

Read More »

4-15-26 Q&A Wednesday: Markets, Taxes, and Your Money

2026-04-15

by

It’s Q&A Wednesday, and with Tax Day here, we’re tackling your biggest questions on markets, taxes, and financial strategy in real time. Lance Roberts & Danny Ratliff field questions, from navigating today’s market volatility to making smart, last-minute tax decisions, this episode is driven by what matters most to you. We break down current events, investor concerns, and practical steps you can take right now to stay on track. Key topics...

Read More »

Will Private Credit Cause The Next Financial Crisis?

2026-04-15

by

2026-04-15

Believe it or not, it's been 18 years since the Global Financial Crisis (GFC). Despite many detailed investigative reports on the events and even the popularity of The Big Short, a box-office hit and bestselling book, the role of subprime mortgages in the near-fatal collapse of the banking system remains a mystery to many investors. …

Read More »

Is The Iran War Good For The Petrodollar?

2026-04-15

by

2026-04-15

Diana Choyleva wrote an excellent editorial for the Wall Street Journal entitled "The Iran War Is A Boon For The Petrodollar." She pushes back against claims that the Iran conflict is accelerating the death of the petrodollar. Instead, she argues the opposite: between Iran and Venezuela, the U.S. is defending and bolstering dollar dominance in …

Read More »

4-14-26 This Is NOT A New Bull Market — Be Careful

2026-04-14

by

The market $SPX rally looks constructive, with a rising 200-day moving average, improving breadth, and stable earnings, but it remains a fragile setup. We haven’t seen the kind of deterioration that typically leads to new lows, yet key risks remain. If breadth weakens, earnings estimates get cut, or #crudeoil prices stay elevated, the downside could reopen quickly. The Fed is likely stuck, and geopolitical uncertainty adds another layer of...

Read More »

4-14-26 Are Financial Advisor Fees Really Worth It?

2026-04-14

by

Are financial advisor fees really worth it—or are you paying more than you should? Lance Roberts & Jon Penn break down the true value behind advisory fees and what investors should expect in return. It’s not just about investment performance. A good advisor delivers portfolio construction, risk management, tax efficiency, and long-term financial planning—all designed to help you build and protect wealth. Also in this episode, Lance and Jon...

Read More »