Category Archive: 9a.) Real Investment Advice

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AI Productivity, Employment and UBI

2026-01-16

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2026-01-16

A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned. The post AI Productivity, Employment and UBI appeared first on RIA.

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1-19-26 The Metric that Matters – The Michael Green Interview

2026-01-15

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What really matters for markets in 2026—and why are most forecasts focused on the wrong metrics? Lance Roberts visits with Simplify Portfolio Manager & Chief Investment Strategist, Michael Green, CFA, to examine the structural changes inside today’s markets that are reshaping price discovery, volatility, and risk. From the rise of passive investing and ETF dominance to the growing disconnect between fundamentals and flows, the mechanics of how...

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1-15-26 Why Growth-Driven Inflation Threatens the Rate-Cut Thesis

2026-01-15

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Markets may be mispricing the Fed by betting too aggressively on rate cuts in 2026. In this Short video, Michael Lebowitz and I discuss why growth-driven inflation could return and derail the rate-cut thesis that’s fueling the current rally. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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1-15-26 Silver’s Surge: Bubble or Fundamentals?

2026-01-15

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Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. #SilverMarket #PreciousMetals #MarketBubbles #InvestorRisk #MacroInvesting

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Luxury Slump Bankrupts Saks Fifth Avenue

2026-01-15

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2026-01-15

“With the debt payment looming, time ran out.” That succinct summary ended a Wall Street Journal article titled: Saks Global Files for Bankruptcy, Undone by Debt and a Luxury Slump. A year ago, Saks Fifth Avenue’s parent company purchased its […] The post Luxury Slump Bankrupts Saks Fifth Avenue appeared first on RIA.

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1-14-26 Why “Just Hold Forever” Isn’t a Good Strategy

2026-01-14

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The market isn’t about to crash, but it is pressing against a rare, long-term resistance zone at historically high valuations. That raises the risk of lower future returns and periodic corrections. In this Short video, Lance Roberts discussed why ignoring valuation and mean reversion can leave long-term investors short of their goals. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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1-14-26 Q & A Wednesday – Your Money & Market Questions Answered

2026-01-14

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Lance Roberts & Danny Ratliff take your real-time questions directly from our YouTube live chat window, and break down today’s most important money, market, investing, and retirement topics. 0:00 - INTRO 0:19 - Big Banks' Earnings & Trading Revenue 4:00 - Markets Decline off All-time Highs 9:05 - Fun with Charts - Understanding Market Dynamics 16:17 - Contributing to Roth in Retirement? 20:27 - SimpleVisor Alerts 21:10 - Determining...

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The Silver Surge: Micro Bubble Or Reasonable Valuation?

2026-01-14

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2026-01-14

Silver has been on a tear, rising fourfold in the last few years. The price is driven by the narrative of dollar debasement. Furthermore, there are indications that limited supply, along with growing industrial demand for silver, warrants higher prices. As we have stated in recent articles (Debasement, What It Is And Isn’t & Dollar …

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Transportation Stocks Are At Odds With Truck Sales

2026-01-14

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2026-01-14

Yesterday’s Commentary noted the recent strength in transportation stocks. For example, the transportation ETF (XTN) has outperformed the S&P 500 by more than 9% over the last 25 trading days. The leading stocks within the ETF over this period include. ARCB (trucking), MATX (shipping), WERN (freight shipping), and FedEx (shipping).  Some of the recent gains …

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1-13-26 The Reflation Trade Explained

2026-01-13

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Markets are priced for a perfect reflation outcome after three years of big gains. Everyone expects strong growth, falling inflation, and rate cuts at the same time. In this Short video, Lance Roberts argues why these expectations may be setting investors up for disappointment. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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1-13-26 The Economic Reflation Narrative Is Back

2026-01-13

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The economic reflation narrative is back—but is it durable or just another market storyline driven by optimism and liquidity? Lance Roberts explains what investors mean by “economic reflation,” why markets are once again pricing in stronger growth, and which data points are reinforcing the bullish case. We examine the role of monetary policy shifts, fiscal spending, labor market dynamics, and commodity trends that are supporting expectations for...

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DOJ Investigates Powell: Implications For Fed Policy?

2026-01-13

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2026-01-13

Over the weekend, Jerome Powell revealed that the Department of Justice (DOJ) has opened a criminal investigation into his June testimony to Congress regarding the roughly $2.5 billion renovation of Federal Reserve headquarters. The DOJ has served subpoenas to the Fed and threatened a criminal indictment relating to that testimony. Such action by the DOJ …

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1-12-25 How Market Narratives Push Investors Into Bad Trades

2026-01-12

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Market narratives don’t move prices—buyers and sellers do. In this Short video, Lance Roberts explains why following headlines instead of data creates emotional bias and consistently pushes investors into bad trades. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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1-12-26 Investor Lessons From 2025 for 2026

2026-01-12

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Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface. Lance Roberts break down the key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives once again misled investors. Topics include value versus growth, volatility versus risk, the role of cash, earnings-driven...

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2026 Earnings Outlook: Another Year Of Optimism

2026-01-12

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2026-01-12

The Wall Street consensus forecast for 2026 earnings growth is strong by historical standards. Analysts are giddy and projecting another year of double-digit growth in S&P 500 earnings per share (EPS). FactSet’s most recent data showed an expected 2026 earnings growth rate for the S&P 500 of about 15 percent. That is well above the …

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Fannie And Freddie To The Rescue

2026-01-12

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2026-01-12

President Trump is using Fannie Mae and Freddie Mac to help make housing more affordable. According to a TruthSocial post, the President claims Fannie and Freddie have a combined $200 billion in cash. Accordingly: I am instructing my Representatives (Fannie and Freddie) to buy $200 billion dollars In mortgage bonds. The hope is that increased …

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1-10-26 How to Rotate Sectors Without Blowing Up Your Portfolio

2026-01-10

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Sector rotation isn’t about picking the next winner. It’s about managing risk as conditions change. In this Short video, Michael Lebowitz & Lance Roberts discuss how to rotate gradually, rebalance winners, and adapt portfolios as market leadership changes. 📺Full episode: Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow entadvice/ #Markets #Money #Investment_Advice

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Investor Lessons From 2025 For 2026

2026-01-10

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2026-01-10

🔎 At a Glance 💬 Don't Miss Our Upcoming "Live & In Person" Investing Summit Our 2026 Summit is THIS COMING WEEKEND and is a limited-seating event, so secure your tickets now before they sell out. Topics Include: I look forward to seeing you there. 🏛️ Market Brief - Market Starts Off The Year With … Continue reading...

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1-9-26 Big Beautiful Tax Breaks – 7 Changes for the 2026 Tax Season

2026-01-10

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The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan McCarty break down some major tax changes tied to the “One Big Beautiful Bill” and recent retirement legislation that could materially impact your tax planning strategy. From higher standard deductions and new age-based write-offs to expanded SALT limits, auto-loan interest deductions, and larger...

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1–9-26 Why This QE Won’t Send Stocks “To the Moon”

2026-01-09

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This QE is not the kind that launches stocks into a runaway bull market. In this Short video, Michael Lebowitz and I discuss why today’s liquidity injections are far smaller than past cycles and why headline charts are overstating their impact. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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