Podcast Episodes
Back to Search7-18-24 Astronomical Rotation from Large to Small Cap
The rotation from large-cap to small-caps continue for the largest such moves we've ever seen. The Russell 2000 is now over four standard deviations …
1 year, 8 months ago
7-17-24 Avoiding the Sexy Stock Plays
ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and…
1 year, 8 months ago
7-17-24 The Rotation Continues
Futures are pointing sharply downward this morning: After grinding ever higher for the past few days, it's inevitable to have a correction at some po…
1 year, 8 months ago
7-16-24 Relationship Between Fed Rate Cuts and Treasury Yields Explained
Lance Roberts begins with an earnings and economic reports preview; there is now a 90% chance of the Fed cutting rates sooner than later, and odds-ma…
1 year, 8 months ago
7-16-24 Time to Take Profits?
Small- and Mid-cap stocks have been in the news, outperforming the large caps over the past few days by a few large degree. There's a nice buy-signal…
1 year, 8 months ago
7-15-24 The "Broken Clock" Fallacy & The Art Of Contrarianism
That was the week that was: Hurricane Beryl, celebrity deaths, Trump assassination attempt, & Lance's Vacation. PPI show inflation trending downward,…
1 year, 8 months ago
7-15-24 Markets Are Back on a Buy Signal | Before the Bell
Markets are back on a buy-signal, but still over-bought. This is something we saw this time last year, with markets moving higher, everything just fi…
1 year, 8 months ago
7-3-24 Why Berkshire Hathaway's 100-Year Strategy Won't Work for You
The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your ho…
1 year, 8 months ago
7-3-24 Market Movers Before the 4th
Everything is tenuous in a holiday-shortened week (markets are closed July 4th, and open only a half day on the 5th). While the S&P DID hit a new, al…
1 year, 8 months ago
7-2-24 How to Beat Earnings Estimates
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs D…
1 year, 9 months ago