Category Archive: 9a.) Real Investment Advice

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Tax-Efficient Wealth Transfer Strategies for Business Owners

2025-07-29

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2025-07-29

As a business owner, you've worked hard to build wealth for yourself, your family, and future generations. Yet without the right plan, a significant portion of your estate could be lost to taxes. That’s where tax-efficient wealth transfer strategies come into play. These strategies help you reduce estate tax exposure, preserve your legacy, and support …

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Portable Data Centers

2025-07-29

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2025-07-29

Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can't build data centers quickly enough to keep up with the demand. Accordingly, we will need new, innovative solutions to meet the demand. For example, a startup private company named Armada makes portable AI data centers for …

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Not Everything Goes Down During a Correction

2025-07-28

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Money doesn't leave the market during a correction; not everything goes down during a corrective action in the markets. So where do you look to place extra cash? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple Podcasts:...

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7-28-25 Big Tech Earnings

2025-07-28

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Big Tech Earnings: Lance Roberts reviews what Apple, Google, and Microsoft Just Revealed, plus Market Reaction & Forecast on #TheRealInvestmentShow. #BigTechEarnings #TechStocks2025 #EarningsSeason #StockMarketNews #FAANG

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7-28-25 Monday Stream Test

2025-07-28

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Check Czech Chex

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Portfolio Benchmarking: 5-Reasons Underperformance Occurs

2025-07-28

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2025-07-28

When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: "Be patient. Stay invested. Ride it out." The rationale? The market always goes up over time. But there's a critical flaw in this narrative. Your portfolio and a portfolio benchmark are entirely different things. And portfolio benchmarking, or the constant comparison of your …

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The Week Ahead: Volatility Is In The Forecast

2025-07-28

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2025-07-28

Typically, in Monday's Commentaries, we share a few paragraphs titled "The Week Ahead' in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets and the Fed. Thus, this week's' "The Week Ahead' gets top billing. Let's review the calendar: Between this week's labor and inflation … Continue...

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Retail Data Sends A Warning

2025-07-26

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2025-07-26

🔎 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 reading...

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7-25-25 Are You a Meme Stock Mania DORK?

2025-07-25

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Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery...

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Is Private Equity A Wolf In Sheep’s Clothing?

2025-07-25

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2025-07-25

In July 2007, just before the financial crisis erupted, Citigroup CEO Chuck Prince summed up Wall Street's dangerous exuberance: “When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you've got to get up and dance. We're still dancing.” Eighteen years later, Wall Street is …

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Retail Traders Are Driving Euphoria

2025-07-25

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2025-07-25

Recent surges in speculative stocks are among several indicators that retail traders are introducing a bit of euphoria to the stock market. In an interesting article, MarketWatch notes that Wall Street is paying close attention to speculative trading behavior among retail traders. The following is from the article: Barclays strategists led by Venu Krishna have …

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7-24-25 The Impact of AI on Market Volatility

2025-07-24

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The use of artificial intelligence in stock market trading could be a double-edged sword: While exponentially increasing the velocity of trading, and the heightened possibility of another Flash Crash, AI might also recognize the signs of such before they could occur. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live...

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7-24-25 How AI is Driving the Market

2025-07-24

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Artificial intelligence is no longer the future—it’s the engine behind today’s market moves. Lance Roberts & Michael Lebowitz break down how AI and machine learning are reshaping investing strategies, influencing algorithmic trading, and transforming financial analysis. Lance looks at earnings season and esla's results; there's nothing wrong with the markets, but all the ingredients are in place for a market reversion; what will be the...

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Japan Financing Seals The Deal And Toyota Jumps

2025-07-24

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2025-07-24

Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs on Japan to 15%. Beyond the tariff rate, the deal has several important facets, including opening Japanese markets to US goods. However, most intriguing is that Japan will be financing the US with a $550 billion investment fund. …

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7-23-25 Major Market Moves are Always Related to Credit or Forward Earnings Expectations

2025-07-23

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The major market collapses of 1974, 1999, and 2008 were all similar in that they were caused by issues of credit or forward earnings expectations. If someone says markets are going to crash 50%, and it's not because of credit or forward earnings expectations, it's not a valid reason. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on...

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7-23-25 Why Are Stocks Up? Nobody Knows…

2025-07-23

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Stocks are rallying despite weak fundamentals. Lance Roberts & Danny Ratliff examine the real reasons behind the 2025 market surge. Malcom Jamal-Warner and Ozzy Osborne pass; they always come in three's: Who's next? Trumps tariff deal with Japan moves markets momentarily; Meme stocks are back. Negative divergences while markets on the rise signal more potential for market correction (not crash!) Lance & Danny discuss why stocks are up and...

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351 ETFs: A New Yet Old Way To Avoid Taxes

2025-07-23

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2025-07-23

Imagine the dilemma of holding a large number of shares of NVDA with a massive unrealized profit. While, on the one hand, you have produced incredible returns, you also have an enormous tax bill once you sell. It appears that very wealthy individuals and some institutions are using a 100-year-old tax code to avoid paying … Continue reading...

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AI Is Powering Markets

2025-07-23

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2025-07-23

On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a “flash crash” wasn’t caused by news, economic data, or a Fed policy decision. According to the U.S. Commodity Futures Trading Commission (CFTC), a large sell order on E-Mini S&P 500 futures, executed by a mutual fund and … Continue reading...

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8-23-25 Savvy Social Security Planning

2025-07-22

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Will Social Security be there for you when you’re ready to retire? Richard Rosso and Jonathan Penn host our next Candid Coffee on Savvy Social Security Planning, Saturday, August 23rd… When should you apply for Social Security—and how much should you expect to receive? Register today for Savvy Social Security Planning, Saturday August 23, 2025 at this link: https://streamyard.com/watch/pbx9RwqV8cjF #SocialSecurity #SavvySocialSecurityPlanning...

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7-22-25 ‘You Have to Buy a House’ is a Myth

2025-07-22

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The National Association of Realtors has promoted the idea that home ownership was a 'must-have" ever since Alan Greenspan was promoting Adjustable Rate Mortgages. Their job is to sell houses. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple...

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