by Lance Roberts
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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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Bullish Case Or Bearish Backdrop
2025-12-06
🔎 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! 🏛️ …
12-5-25 Roth Conversions, Money Rules & Financial Wellness: What Actually Works?
2025-12-04
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:
• Staying in a traditional IRA/401(k) and taking RMDs
• A one-time Roth conversion
• A gradual, multi-year conversion strategy
RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Rich also shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations.
0:00 – INTRO
0:19 – The Roth Account Smile
4:40 – Roth Applications for Different Stages of Life
12:41 – Rules Can Save You in a Turbulent World
14:55 – Annuities Should Be Planned, not Sold
15:52 – A Home is a Liability,
10-8-25 Retail Inflows Hit An All-Time Record – The Top Is Near?
2025-10-08
Retail investors just poured record amounts into the market, much of it fueled by margin debt. Liquidity and FOMO are driving prices higher.
In this short video, I explain why this kind of late-cycle euphoria often appears right before markets peak.
Full episode: _Iqu1g
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
OpenAI: Fueling Massive AI Stock Gains
2025-10-08
As we led in yesterday’s Commentary, AMD rose 25% on the news that OpenAI would purchase 10% of AMD. In exchange, OpenAI will become a significant customer of AMD. This symbiotic relationship is just one of many that OpenAI is forming with companies at the forefront of the AI revolution. The bullet points and graphic …
OPEX Overload: How 3 Trillion In Expirations Can Move Markets
2025-08-21
Nearly $3 trillion of notional stock options expire on Friday’s open expiration (OPEX day). Over half of the OPEX volume is in S&P 500 options, with the remainder in single stock options. The graph below provides details on the split between puts and calls, and the strike prices and open interest of the options. Almost …
Inflation Data Sends Markets To New Highs
2025-08-16
🔎 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! 🏛️ …
8-12-25 Let Your Winners Run, Cut Your Losers Short
2025-08-12
Advice from one of the most-revered investors, Jesse Livermore, in 1916 still rings true today: Let the winners in your portfolio run, and cut the losers short; they’re not coming back.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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The Debt And Deficit Problem Isn’t What You Think
2025-08-08
In recent months, much debate has been about rising debt and increasing deficit levels in the U.S. For example, here is a recent headline from CNBC: The article’s author suggests that U.S. federal deficits are ballooning, with spending surging due to the combined impact of tax cuts, expansive stimulus, and entitlement expenditures. Of course, with …
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