by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| The market is underestimating the risk from a slowing consumer. In this short video, I explain why weakening consumer spending matters more than AI and data-center investment for economic growth and earnings in 2026. If you like this video, please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
1 Million Layoffs
2025-12-08
U.S. employers have announced over 1 million layoffs this year, the highest annual total since the pandemic-era collapse in 2020. November alone saw more than 71,000 layoffs announced, keeping pressure on sectors from technology to telecoms even as the equity market pushes higher. The post below, courtesy @KobeissiLetter, details some of this year’s announcements. …
Bullish Case Or Bearish Backdrop
2025-12-06
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
12-5-25 Roth Conversions, Money Rules & Financial Wellness: What Actually Works?
2025-12-04
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:
• Staying in a traditional IRA/401(k) and taking RMDs
• A one-time Roth conversion
• A gradual, multi-year conversion strategy
RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Rich also shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations.
0:00 – INTRO
0:19 – The Roth Account Smile
4:40 – Roth Applications for Different Stages of Life
12:41 – Rules Can Save You in a Turbulent World
14:55 – Annuities Should Be Planned, not Sold
15:52 – A Home is a Liability,
Is QT On Its Last Lap?
2025-10-16
Chairman Powell spoke on Tuesday, addressing several topics. Of note was the following quote: “We may be approaching the end of our balance sheet contraction in the coming months.” The market interpretation is that QT is ending soon. As a reminder, QT, also known as quantitative tightening, has been in effect for over three years. …
Tags: Featured,newsletter
1 pings