Lance Roberts, RIA Advisors

5% Treasuries leave a 7% pension target needing 2% from stocks, Thoughtful Money finds

13 takeaways: why he says the data gave the Fed no reason to hike, where he puts fair value on the 10-year, and the secular bear market he dates to the…

12 hrs ago • The Scuttlebutt

Michael Lebowitz: 5% on the 10-year is the line in the sand for bonds

9 calls: why the fundamentals already say yields are too high, the Fed chair's hawkish pivot he doesn't fully believe, and the "free option" trade he…

Sep 12 • The Scuttlebutt

Lance Roberts: Nvidia's quarter changes nothing, a risk-reduction signal within two to three weeks, and Warsh tells the market to stop…

Why he stays underweight Nvidia at a 4% position, the 50 hedge funds distorting the bond signal, a payroll revision that came in 79,000 jobs worse, and…

Aug 30 • The Scuttlebutt

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