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Selected Portfolio Position Review

Selected Portfolio Position Review

By Lance Roberts | Jan 9, 2019 | PRO BLOG
Each week we produce a chart book of 10 of the current positions we have in our equity portfolio. Specifically, we are looking at the positions which warrant attention, or are...
Market Sector Buy/Sell Review

Market Sector Buy/Sell Review

By Lance Roberts | Jan 8, 2019 | PRO BLOG
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what...
Major Market Buy/Sell Review

Major Market Buy/Sell Review

By Lance Roberts | Jan 7, 2019 | PRO BLOG
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks,...
The “New Year” Starts With A Rally

The “New Year” Starts With A Rally

By Lance Roberts | Jan 5, 2019 | PRO BLOG
 
Monthly Fixed Income Review – December 2018

Monthly Fixed Income Review – December 2018

By Michael Lebowitz | Jan 4, 2019 | PRO BLOG
The fourth quarter of 2018 was a bad year for lower rated, riskier fixed income products. In review of December’s fixed-income performance as well as 2018 in general, there are a few key themes tha...
In The Market Carnage, One Long-Short Fund Looks Impressive

In The Market Carnage, One Long-Short Fund Looks Impressive

By admin | Jan 3, 2019 | PRO BLOG
Some mutual funds short stocks (bet on them to go down) at least with part of their portfolios, and Morningstar has a long-short category with 248 of them. I ran a screen on Morningstar.com’s premiu...
Cartography Corner – January 2019

Cartography Corner – January 2019

By Michael Lebowitz | Jan 2, 2019 | PRO BLOG
J. Brett Freeze and his firm Global Technical Analysis (GTA) provides RIA Pro subscribers Cartography Corner on a monthly basis. Brett’s analysis offers readers...
The Santa Rally Left Much To Be Desired

The Santa Rally Left Much To Be Desired

By Lance Roberts | Dec 29, 2018 | PRO BLOG
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Are Energy Stocks Cheap?

Are Energy Stocks Cheap?

By admin | Dec 27, 2018 | PRO BLOG
Oil prices have collapsed again from nearly $80 per barrel this past summer to under $50 per barrel now. Big price declines in the commodity always beg the question if there are any cheap stocks in th...
The Market Is Set For A Rally…To Sell Into

The Market Is Set For A Rally…To Sell Into

By Lance Roberts | Dec 25, 2018 | PRO BLOG
In April of this year, I wrote an article discussing the 10-...