Boring is Beautiful
Our Year Ahead explores what could challenge the consensus outlook, how rate-cut expectations shape market behavior, and why quality, dividends, and broader opportunities may matter more than investors realize.
Crypto ain't digital gold
The term "digital gold" is often used by cryptocurrency enthusiasts to describe Bitcoin, Ethereum, and similar assets. However, our latest research shows they behave differently in portfolios.
WTF: Watch the Fed
The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.
Can you have your cake and eat it too?
Mike Contopoulos explores why the “Goldilocks” outcome is unlikely and why investors should favor high-quality dividend stocks, broaden regional exposure, and avoid corporate credit
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Chase the Road Runner but don’t go over the cliff
Momentum investing often looks Wile E. Coyote chasing the Road Runner off a cliff. Investors rush into hot trades, and instead of stopping at the cliff's edge, enthusiasm and a disregard for fundamentals expose their portfolios to unexpected risk.
RBA | Jan 30, 2026
2026 Year Ahead Video
After a year defined by speculation, markets enter 2026 focused on AI, mega-caps, and aggressive Fed cut expectations. Join Rich Bernstein on why “boring” investments driven by fundamentals, not excess liquidity, may offer a smarter path forward.
RBA | Dec 22, 2025
WTF: Watch the Fed
The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.
RBA | Sep 29, 2025
Speculators should be wary. Investors should be licking their chops.
Speculation may be running rampant—much like past bubbles—but that’s exactly why long-term investors should be optimistic. As past bubbles eventually gave way to investment opportunities, this environment could set the stage for powerful long-term returns.
RBA | Jul 30, 2025
