Category Archive: 9a.) Real Investment Advice

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9-18-25 Savvy Medicare Planning –

2025-09-19

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Planning for Medicare can feel overwhelming, but understanding your options is the key to protecting your health and finances in retirement. In this Savvy Medicare Planning Webinar, Richard Rosso & Danny Ratliff walk you step-by-step through what Medicare covers, who’s eligible, enrollment periods, penalties, premiums, Medigap, Medicare Advantage, and long-term care planning. ✅ What you’ll learn in this Medicare webinar: The basics of...

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9/11/25 There Ain’t No Inflation

2025-09-19

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Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you're feeling. From wages and rents to energy prices--is inflation is truly under control, or just hiding in plain sight. Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it...

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Data Centers And The Power Grid: A Path To Debt Relief?

2025-09-19

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2025-09-19

Could data centers and the power grid be America's next "renaissance?" With the U.S. national debt exceeding $37 trillion and interest payments surpassing defense spending, many articles have been written about the "debt doomsday" event coming. Such was a point we made in "The Debt and Deficit Problem." "In recent months, much debate has been …

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Market Mechanics Override Weakening Economic Data

2025-09-19

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2025-09-19

Since the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While the yield decline has been profitable for bondholders, it has also aided many other investors. Such a finding may seem counterintuitive, considering that lower yields are the result of a significant weakening in the labor market and a range of …

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9/18/25 The Real Reason The Market Popped After the Fed Cut

2025-09-18

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The Fed cut rates as expected, but Powell admitted uncertainty and insisted policy is still "restrictive." @michaellebowitz and I discuss why markets see it as "accommodative" and are rallying on that perception, with $INTC & $NVDA helping big. #FedRateCut #StockMarketRally #PowellSpeech #NvidiaStocks #InterestRates

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9/18/25 No Risk-free Path for the Fed

2025-09-18

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The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty. Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy. Why Powell’s words may matter more than the rate cut itself. The risks of...

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The Fed Cuts Rates: What Comes Next?

2025-09-18

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2025-09-18

Not surprisingly, the Fed cut rates by 25 basis points at yesterday's meeting. With the cut, the Fed Funds rate sits at 4.00-4.25%. While the market was nearly certain of a 25bps cut, it is less clear about what the road ahead holds for Fed policy. To help us start thinking about how policy may change at the upcoming meetings, we share a few comments from yesterday's FOMC meeting.

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9/17/25 Big Day: Fed Day

2025-09-17

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It’s Fed Day – the most anticipated event for markets this month. The Federal Reserve’s rate decision and Jerome Powell’s press conference could shape the direction for stocks, bonds, and the economy heading into year-end. Lance Roberts & Danny Ratliff break down: • What the Fed is likely to announce today • The impact on interest rates, inflation, and growth • How markets ($SPY, $QQQ, bonds, gold) typically react to Fed decisions • Why...

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Semiannual Reporting Requirements Are Overhyped

2025-09-17

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2025-09-17

President Trump is pushing to reduce the SEC’s financial reporting requirements from quarterly to semiannual reporting. He's framing the idea in a positive light: it would allow managers to focus on the business, lower compliance costs, and fight “short-termism” in markets. In reality, it would weaken one of the hallmarks of U.S. capital markets: timely …

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Trump’s BLS Reform Faces Steep Obstacles

2025-09-16

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2025-09-16

The White House has turned its attention to the Bureau of Labor Statistics after a series of steep payroll revisions rattled confidence in the government’s jobs data. President Trump fired the agency’s commissioner last month and has nominated a longtime critic to take her place, pledging reforms to improve accuracy. But the problems run deeper …

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9/15/25 MONDAY Stream Test

2025-09-15

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Check Czech Chex

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Invest Or Index – Exploring 5-Different Strategies

2025-09-15

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2025-09-15

Investing is about choices. Every investor faces the same challenge: how to grow wealth while controlling risk. Over the years, distinct approaches have proven effective, though none guarantee success. Some strategies require patience. Others demand discipline in timing and execution. A few provide stability and income. There is no right or wrong way to invest, …

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Overnight Funding Costs Signal Liquidity Strain

2025-09-15

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2025-09-15

After years of abundant liquidity, U.S. overnight funding markets are beginning to show signs of strain. Interest rates on overnight repo agreements have climbed steadily this month as the Treasury rebuilds its cash balance and the Fed continues quantitative tightening. Usage of the Fed’s overnight reverse repo (RRP) facility, a key gauge of excess liquidity, …

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Covered Call Strategies Gone Wild

2025-09-13

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2025-09-13

🔎 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! 🏛️ … Continue...

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9-9-25 Gold, Jobs & the Fed: Axel Merk’s Market Outlook

2025-09-12

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From the Fed’s next move to the outlook for gold and gold miners, Axel Merk, CEO of Merk Investments, shares with Lance Roberts his take on today’s biggest market risks: The largest jobs revision ever, the Fed’s lagging response, why active management beats passive distortions, and how investors should think about risk, contrarian views, and the role of gold in their portfolios. 0:18 - Introduction of Alex Merk, CEO Merk Investments 2:01 -...

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9/12/25 Pullback Cancelled? We’re Setting Up For Year-End Rally

2025-09-12

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A correction in September would've set up a healthier base, but if it doesn’t happen soon, the odds of one fade as corporate buybacks return, funds stay underweight, and the seasonal push kicks in – setting $SPY / $QQQ up for a year-end rally. In this Short video, I break it all down for you. 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow #StockMarket #YearEndRally #SPY #QQQ #MarketOutlook

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9-12-25 The Essential Hierarchy of Money Goals

2025-09-12

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Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track. From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step. By focusing on the right...

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Corporate Earnings Slowdown Signaled By Employment Data

2025-09-12

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2025-09-12

The latest employment data strongly warned of a potential corporate earnings slowdown ahead. This is the first time we have warned about the employment data and its impact on corporate earnings. In May, we penned "Employment Data Confirms Economy Is Slowing." wherein we stated: "Given the importance of consumption in the economy and that employment (production) must come …

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Oilfield Servicers Find New Hope in AI Power Demand

2025-09-12

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2025-09-12

Oilfield service companies are fighting an uphill battle after years of weak demand from traditional energy producers. A relentless multi-year decline in U.S. rig counts has resulted in beaten-down oilfield service companies turning to an unlikely new customer base: technology firms racing to power AI data centers. According to the WSJ, companies such as Solaris …

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9/11/25 When Most Sectors Bullish – Major Correction Risk Low

2025-09-11

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The Risk Range Report (link below) shows that most sectors have turned bullish. With only a few bearish signals left, the chance of a 20–30% correction is low. In this short video, I show how this tool can help you spot danger before markets turn. 📉 The Risk Range Report: https://simplevisor.com/risk-range-report 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow #StockMarket #MarketCorrection...

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