Articles by Lance Roberts
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Meme Stock Traders Could Learn From Jesse Livermore
The meme stock movement is again dominated by speculative retail trading driven by online forums, social media hype, and short-term momentum.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Are Annuities Right for Your Retirement Plan? What You Need to Know
What annuities are, the different types available, their benefits and risks, and when they make sense in a retirement income plan. #annuities
- Ideas and Innovation for Financial Advisors - Advisorpedia
Dollar Dominance Isn’t Ending — Stablecoins May Strengthen It
In other words, it’s not the dollar losing value; it’s the economy expanding.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Cracks Beneath the Surface: Mega-Cap Strength Masks a Weakening Market
Worsening, we mean that the number of market leaders is declining, and a growing number of stocks, stock factors, sectors, and asset classes are lagging.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Altcoins Crater as Trade War Fears Return — Is This Just the Beginning?
Global risk assets fell sharply. Of these, the most notable declines occurred in the cryptocurrency markets, particularly the altcoin market.
- Ideas and Innovation for Financial Advisors - Advisorpedia
TLT Poised for Breakout as Bond Yields Hint at Major Shift
Accordingly, we present five factors suggesting a significant breakout could favor higher prices and lower yields.
- Ideas and Innovation for Financial Advisors - Advisorpedia
QE Returns: How Fannie, Freddie, and Fed Moves Are Reshaping Markets
The key question is whether this remains a temporary tool or is a prelude to a sustained balance-sheet expansion.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Are You Overlooking Bonds? The Key to a Truly Balanced Portfolio
Understanding how bonds work and how to use them effectively is key to building a well-rounded portfolio. #bonds
- Ideas and Innovation for Financial Advisors - Advisorpedia
Bond Vigilantes Retreat as GDP and CPI Projections Tumble
Bond vigilantes were shorting bonds while warning that bond yields would increase due to a robust economy, large federal deficits, and higher inflation.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Trump 2.0 Put: A New Market Bet on Bonds?
Second term proxy may be the Trump 2.0 Put. The Trump 2.0 Put has a similar meaning to the 1.0 Put, except it pertains to the bond market #Trump
- Ideas and Innovation for Financial Advisors - Advisorpedia
10 Immutable Laws of Money That Separate Wealth Builders From Everyone Else
Spending less than you make, understanding credit, and balancing a checkbook. With that in mind, let’s get to the 10 Immutable Laws of Money
- Ideas and Innovation for Financial Advisors - Advisorpedia
Oil Shock Didn’t Break Markets—What Comes Next Might
So the question isn’t why the catastrophists were wrong. It’s what they missed, and where the real risks now sit.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Dollar’s Funeral Keeps Getting Rescheduled
Flows make markets. Right now, the flows are still pointing home — and the AI cycle means they likely will for some time.
- Ideas and Innovation for Financial Advisors - Advisorpedia
U.S. Government Debt Is Not a Roman Empire Story
Government debt is not what the doom crowd thinks it is, and the historical comparisons they love most have almost nothing in common
- Ideas and Innovation for Financial Advisors - Advisorpedia
Warsh Pushes Fed Overhaul as Markets Shrug off Oil Shock Risks
Regarding current monetary policy, Warsh believes inflation is lower than official indicators state.
- Ideas and Innovation for Financial Advisors - Advisorpedia
18% Drop. Two-Week Recovery. Most Investors Missed It
Here’s what the market lesson is about: risk management, behavior, and what to do with your portfolio right now.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Short Covering Rally Or Is The Bull Market Back?
The S&P 500’s return to all-time highs is technically significant, but significance and sustainability are not the same thing.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Up 8.2% and Counting: What the S&P 500’s Rally Is Really Signaling Next
That’s a recovery that demands explanation, honest evaluation, and a clear-eyed view of what comes next.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Q1 Earnings Are Here: Is This Rally Real—or Ready to Crack?
The traders who will get destroyed in this environment are the ones who fade every rally out of fear and chase every selloff into panic.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Investors Are Underestimating This Oil Shock Risk
The appeal of that thesis. The disruption is genuinely unprecedented. Roughly 20% of global oil and LNG now sit stranded behind a military blockade
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Stock Market Rally: Buy Or Fade It?
The answer, based on every technical and macro lens I use, points heavily toward the latter.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Markets Are Slipping: What Consecutive Weekly Losses Signal Now
Following five consecutive weekly declines, the market’s bounce this week could continue for a bit longer.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Stock Market Breadth Collapse Signals More Than Headlines Are Telling You
More than 200 companies are in their own private bear markets, even as the index itself is not.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Unemployment Crossing Key Threshold Sparks Recession Fears and Market Risk
As we circle, the unemployment rate is now above the moving average. Albert’s comment alongside his graph is as follows
- Ideas and Innovation for Financial Advisors - Advisorpedia
Oil Price Surge Sparks Inflation Fears—but This Isn’t the 1970s
Supply shortages and associated high oil prices are likely temporary, unlike during the longer-lasting embargo and Iranian revolution noted above.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Corporate Debt Slices up Record Issuance as Market Volatility Surges
This strategic shift has pushed the average number of pieces per deal to an all-time high of 3.3.
- Ideas and Innovation for Financial Advisors - Advisorpedia
S&P Just Broke 200-DMA – Here’s What Investors Should Do Now
There are hundreds of technical indicators that market analysts track, but only one gets a live television chyron the moment it breaks.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The CDX Is Flashing Red: What Credit Spreads Know That Stocks Don’t
There is no guarantee this time ends the same way as 2008, 2015, or 2022. Markets can and do defy patterns.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Global Investors Hedge Against Risk, Not Against U.S. Dollar
The data tells a more nuanced, and arguably more important, story. One that investors ignore in favor of the simpler narrative
- Ideas and Innovation for Financial Advisors - Advisorpedia
Credit Spreads Signal Trouble Ahead While Fed Holds Its Ground
Few Fed meetings in recent memory have presented the FOMC with a more uncomfortable set of competing signals than yesterday’s.
- Ideas and Innovation for Financial Advisors - Advisorpedia
War and Treasury Yields: Oil, Inflation, and Market Reality
It is wrong more than right, for reasons that have very little to do with the conflict itself, as shown, yields tend to rise about 60% of the time.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Oil’s Next Move Could Rattle Markets
The next two weeks will determine whether this is a sharp shock with a clean resolution or the beginning of a longer repricing cycle.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Payroll Shock and Oil Surge Trigger Worst Week Since October
Friday’s session carried the unmistakable signature of institutional distribution, not a garden-variety pullback.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Will Oil Prices Unleash A Wave Of Inflation?
However, the fear that significantly higher, sustained oil prices will unleash a wave of inflation is gaining popularity and merits discussion.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Most Important Financial Moves To Make in Your 50s
A retirement plan that makes sense for your current lifestyle, your risk tolerance, and your retirement timeline.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Fed Division Hits Record High as Policy Uncertainty Fuels Market Volatility
. But the FOMC meeting statement, which represents the views of the voting members, was very telling.