8.13.20

Charts for the Beach

This year our annual summertime report, “Charts for the Beach”, visually highlights newsworthy issues that aren’t yet in the news.

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7.16.20

Ooh Baby Baby, It’s a Wild World

Black swans are swimming in flocks. We highlight today’s biggest black -and white- swans that can hurt -or help- your portfolio.

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6.15.20

There's perma-bulls. There's perma-bears. And then there's us.

A perma-bull is always bullish. A perma-bear is always bearish. These extreme positions seem based largely on guessing an outcome rather than a thoughtful analysis of the fundamentals. But RBA’s strategy has always been to alter our positioning as fundamentals change. And we're doing just that.

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4.27.20

Q&A with Rich Bernstein

Get up-to-date insights on RBA’s views and positioning in this special Q&A with Rich.

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4.17.20

FOMO vs. Fundamentals

2019’s weakening fundamental backdrop provided poor footing for the market when the dual black swans of COVID-19 and an oil shock hit the economy. But investors need to remember to stay dispassionate and follow the fundamentals instead of being distracted by short-term market momentum.

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3.13.20

What to do when black swans swim.

Coronavirus is a global pandemic that few if any could have predicted, but it’s deteriorating fundamentals throughout 2019 into 2020 that set the table for the recent extreme market volatility. Now that volatility has clearly arrived , what‘s the strategy when black swans swim?

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2.28.20

RBA Special Report - Virus

Read our update on Coronavirus.

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2.24.20

Some things to watch other than viruses

The coronavirus has the sad potential to be a human tragedy, but investors should not myopically focus solely on the potential pandemic. There are many fundamental issues that investors seem to be ignoring. We believe these fundamentals ultimately drive market performance.

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