Is A Squeeze In Bonds Coming?
2026-04-06
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate increase, a potentially powerful short squeeze setup might be emerging in the Treasury market. Heading into the Iran conflict, speculative short positions in TLT and Treasury futures were near historically elevated levels, reflecting a broad consensus that …
Continue reading »
4-2-26 Dynamic Learning Series – Tax Strategies: Beyond Filing: Avoid Penalties & Plan Smarter
2026-04-02
Tax planning is no longer seasonal—it’s strategic. In this Dynamic Learning Series presentation, Danny Ratliff and Sarah Buenger break down the new tax landscape and walk through actionable strategies investors, retirees, and business owners can use right now to reduce lifetime tax liability and improve long-term wealth outcomes.
We begin with the biggest shifts shaping today’s tax environment and highlight the “low-hanging fruit” opportunities many investors overlook. From there, we build into intermediate strategies like income timing, tax bracket management, retirement contribution optimization, and Health Savings Account (HSA) strategies—including how HSAs can serve as a powerful stealth retirement tool.
We also explore flexible planning tools such as 529 plans, government-funded
3-31-26 The Truth About Market Corrections
2026-04-01
Markets have declined for five straight weeks, pushing conditions into deeply oversold territory across stocks, bonds, and commodities.
This kind of stretch typically leads to a short-term reflex rally lasting one to two weeks as positioning resets.
While volatility has increased due to external shocks and shifting expectations, the broader bullish trend remains intact.
Corrections of this size are normal and occur every year.
The key is to avoid reacting emotionally to headlines, stay disciplined, and recognize that markets often begin recovering before the news improves.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
A No Landing Outcome Is Assumed: Should It Be?
2026-02-19
Quite often, investors describe economic forecasts as a hard landing (recession), a soft landing (weak growth but no recession), or no landing (moderate to strong economic growth). As evidenced by the massive rotation toward economically sensitive sectors like industrials and materials and the significant underperformance of interest-rate-sensitive growth stocks, the no landing, or as it’s …
Continue reading »
Financial Nihilism & The Trap Young Investors Are Walking Into
2026-02-13
The article from the Wall Street Journal titled “Why My Generation Is Turning to Financial Nihilism” by Kyla Scanlon argues that Gen Z is embracing high-risk financial behavior out of despair and detachment. Of course, it is essential to recognize that Kyla, although well-intentioned, is a young twenty-something influencer with limited real-life experience, and sees …
Continue reading »
2-12-26 The Value Rotation Illusion
2026-02-12
“Value is back,” the headlines say—so investors rush from mega-cap growth into “boring” staples, utilities, and healthcare. But here’s the problem: sector labels aren’t valuation metrics. In many cases, the so-called “value rotation” is an illusion—because investors may be rotating into expensive stocks while selling the actual value hiding inside “growth.”
Lance Roberts & Michael Lebowitz break down why value and growth aren’t mutually exclusive, and why the market’s favorite shortcut—“defensives = value, tech = growth”—can lead to costly portfolio mistakes.
0:00 – INTRO
0:19 – Employment Numbers Surprise
6:01 – Why We’re Setting Up for a Dollar Rally
14:05 – Gasoline Price Comparisons
15:59 – Value Stocks & Market Rotations
19:36 – Defining "Growth" vs "Value"
21:22 – Buying the
2025 Holiday Greeting
2025-12-22
Merry Christmas and Happy New Year from all of us to all of you!
Thanks for your support in 2025, and we hope you will join us back here in the New Year!