by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| A 12% yield is not a gift — it’s a warning sign. This is the classic mistake of chasing yield. If something pays dramatically more than the risk-free rate (the U.S. Treasury), it’s compensating you for meaningful uncertainty: credit risk, default risk, currency volatility, and geopolitical instability. In this short video, Lance Roberts & Danny Ratliff break down whether Brazilian treasuries yielding over 12% are actually worth buying, the difference between ETFs and individual bonds, and the real risks hiding behind that headline number. $EWZ $BRAZ $ILF 📺Full episode: Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
Sanae Takaichi And The Yen Carry Trade
2026-02-10
In a blog last week titled Japan Is Normalizing: Risks To The Yen Carry Trade, we discussed Japan’s path to economic normalization and how it might affect a great source of global liquidity, the yen carry trade. A week after publishing the article, Japan had a stunning election. As a result, its new Prime Minister, …
2-6-26 This Inflation Signal Says “Trouble in Paradise”
2026-02-06
Real-time inflation (Truflation) data is signaling sub-1% inflation, and historically CPI and PCE tend to follow it lower with a short lag. That puts pressure on hawkish policy narratives.
At the same time, consumer spending is staying elevated while incomes are flat and savings have fallen to stressed levels.
In this short video, Lance Roberts & Michael Lebowitz discuss the risk of a growing disconnect between the reflation narrative and the true health of the economy, pointing to potential downside ahead.
📺Full episode: _IPrDUg
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Fannie And Freddie Add Billions To The Bond Market
2025-12-18
According to Bloomberg, Fannie Mae and Freddie Mac have been increasing the mortgages and mortgage-backed securities they hold on their own balance sheets. At their peak, before the financial crisis, Fannie and Freddie held a combined total of $1.6 trillion in mortgages. As we share below, courtesy of Bloomberg, their portfolio sizes are well below …
10-27-25 How Greed, Innovation & Leverage Create Every Market Bubble
2025-10-27
Speculative bubbles don’t appear overnight – they evolve through cycles of greed, innovation, and leverage.
In this Short video, I explain how the same cycle of easy money and speculation keeps repeating, just with new assets and fancier language each time.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Leveraged ETFs: Yet Another Sign Of Rampant Speculation
2025-10-22
Not only is the market chasing the most speculative of assets, but it is employing record amounts of leverage to do so. Traditionally, investors use margin loans to gain leverage. More recently, however, leveraged ETFs allow investors to get leverage in one package. To wit, the graph below, courtesy of BofA, shows that there are …
Meme Markets: Investing vs. Entertainment
2025-08-30
🔎 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! 🏛️ …
8-29-25 Profits are Good
2025-08-29
Do you freeze up when considering selling a stock at a profit because you don’t want to pay taxes? Remember, if you have to pay taxes, you made money, and isn’t that the whole point of investing?
RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
——-
Sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
——-
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025:
The Nvidia Earnings Train Keeps On Rolling
2025-08-29
Once again, Nvidia continues to see its earnings and revenues grow at astonishing rates. Consider the following: As we noted, data center revenue is driving Nvidia’s fantastic earnings and revenue growth. Helping maintain this growth is its Blackwell GPU architecture. In the last quarter, the new Blackwell products saw a 17% jump in revenue. As …
Tags: Featured,newsletter
