
Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
Buy low, sell high! 💸 Don't follow the crowd, invest when others aren't. That's the key to success in investing! #InvestingTips #FinancialAdvice Watch the entire show here: https://cstu.io/82c278 YouTube channel = @ TheRealInvestmentShow |

You Might Also Like

2024-12-05
Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirrow such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19% above 2023 estimates for 2024. Bitcoin hits $100,000 thanks to President-elect Trump’s appointment of a crypto-friendly chief at the SEC. As for expectations for next year, what should investors be

2024-12-04
Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the economy, the U.S. dollar and oil prices are frequently well correlated with bond yields. Therefore, bond traders often take their cue from the dollar and oil markets. The dollar (blue), as graphed on the …

2024-10-08
When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility.
The CFA Institute recently summarized the video stream, but I wanted to elaborate on some of Howard Mark’s views.
Let’s break down some key lessons from Marks that can help you rethink your investing approach to risk.
Risk Isn’t Just Volatility
One of the biggest takeaways from Marks’ series is the idea that risk and volatility aren’t the same thing. For years, many investors (and academics)

2024-10-07
Investing in mortgage companies like Annaly could be a smart move as interest rates decrease. Get a 13% yield while waiting for potential growth! 📈 #FinanceTips #Investing #Annaly
Watch the entire show here: https://cstu.io/6704b3
YouTube channel = @ TheRealInvestmentShow
Tags: Featured,newsletter