RBA's Insights

Literally, a world of opportunity

In this report, we outline the opportunities available outside of today's bubbles and analyze the fundamentals that support our views.

RBA's Insights

Anatomy of a Bubble

In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.

RBA's Insights

Boomer knows best

Renowned investor Charlie Munger recently suggested today’s speculative market was luring inexperienced individual investors into short-term trading that would ultimately harm their wealth.

RBA's Insights

Charts for the beach - 2021

It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking.

RBA's Insights

From cornering the market to backed in a corner

Mike Contopoulos analyzes the current state of the 4 main drivers of Treasury yields and recommends how investors should be positioned accordingly.

RBA's Insights

The kind of SPAC you should own

SPAC mania is taking over Wall Street but Dan Suzuki suggests investors consider a new type of “SPAC” in his latest report.

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Monthly Insight

Aha! Interest rates do matter.

In this report, we explain the concept of equity duration and analyze how interest rates, earnings, and the relationship between the two can impact equities.

RBA | Jan 27, 2022

Monthly Insight

2022: Back to the future

In our year ahead outlook report, we highlight our views on the best investment opportunities for 2022, given our analysis of an economic transition during the coming year.

RBA | Dec 13, 2021

Fixed Income Insight

A symphony out of tune

Michael Contopoulos' latest report addresses investors’ many questions on inflation and its implications for the future.

RBA | Nov 22, 2021

Monthly Insight

Literally, a world of opportunity

In this report, we outline the opportunities available outside of today's bubbles and analyze the fundamentals that support our views.

RBA | Oct 29, 2021

Monthly Insight

Anatomy of a Bubble

In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.

RBA | Sep 29, 2021

Fixed Income Insight

Five facts we bet you didn’t know about Fixed Income

Learn which fixed income sectors have positive returns this year along with 4 other facts you may not know about Fixed Income.

RBA | Sep 16, 2021

Research

China vs. Brazil

Investors are increasingly looking outside developed countries for investment opportunities, but it’s important to remember that not all Emerging Market countries are the same. In this report, we compare the opportunities in China & Brazil.

RBA | Sep 01, 2021

Monthly Insight

Charts for the beach - 2021

It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking.

RBA | Aug 19, 2021