Is It Time To "Sell The Rip"? | Lance Roberts & Adam Taggart

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Apr 26, 2025

Lance Roberts, a seasoned portfolio manager renowned for his insights on economics and market strategies, shares his perspective on the current volatile market landscape. He predicts that while stocks may bounce back, they will likely retreat again, creating a frustrating cycle for investors. Roberts discusses the critical need for a true market bottom, suggesting that speculative players need to exit first. He also emphasizes cautious investment approaches and the implications of supply and demand on market predictions amidst ongoing economic challenges.

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ADVICE

Sell The Rip Strategy

Use market rallies to reduce risk by raising cash and hedging positions through short sales.
Avoid holding overly optimistic equity exposure during volatile periods to protect portfolio value.

INSIGHT

Market Mirrors 2022 Patterns

Current market patterns mirror 2022 with a bounce followed by likely retesting of lows.
The market’s volatile cycles aim to wash out speculators before a true bottom emerges.

ADVICE

Add Exposure on Oversold Signals

Add exposure when technical indicators signal extreme oversold conditions.
Use dips to accumulate positions selectively before the market bottoms fully.

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Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month.For many, this will be frustrating. Investors' hope will be raised, then dashed -- and then raised and dashed again.Lance doesn't expect a true bottom to be put in until the speculators currently in the market are washed out by this volatility.But once it's in, he thinks that will be the time to start going long more aggressively.While he doesn't expect us to get to that point for a number of months from now, stocks have bounced substantially over this past week. Which raises the question: Is it time to "sell the rip"?For Lance's answer, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.