by Lance Roberts
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| The Fed just made a quietly bullish move. In this short video, I explain how ending quantitative tightening and stabilizing its balance sheet adds liquidity, supports Treasuries, and sets up a stronger backdrop for risk assets. Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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8/21/25 Speculative Frenzy – Fading or Re-fueling?
2025-08-21
Markets are showing signs of a speculative frenzy once again—but is the fire burning out or just getting started?
Danny Ratliff & Michael Lebowitz break down the latest stock market speculation, shifts in investor sentiment 2025, and the risks of a potential market bubble forming. We’ll look at how speculative trading trends are driving prices higher, what this means for long-term investors, and where financial market volatility could take markets next.
If you’re looking to understand whether the rally is sustainable—or if risk is quietly building beneath the surface—this discussion will give you the insights you need to stay informed and positioned wisely.
0:19 – Retailers Are Seeing Diminished Consumer Spending
3:47 – What Sector Rotation is Telling Us
10:06 – Speculative Bull
Homebuilders Are Pessimistic But Buffett Likes Them
2025-08-20
In Warren Buffett’s Berkshire Hathaway’s latest SEC disclosures, the company reported buying a nearly $1 billion stake in homebuilders Lennar (LEN) and D.R. Horton (DHI). The purchases signal anticipation of a housing market rebound, possibly piqued by the possibility of the Fed starting a rate-cutting regime. However, while Buffett appears confident of the new home …
6-26-25 The Federal Reserve: Financial Economic Socialism
2025-06-26
Has the Federal Reserve become more famous/infamous than the President of the United States? The Fed’s ever-growing footprint on the U.S. economy is undeniable, perhaps even a form of financial, economic socialism.
Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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SNB Brings Back Zero Percent Interest Rates
2025-06-26
With interest rates in developed economies falling but still significantly higher than their respective troughs in 2021-2022, some pundits are claiming that we are entering a new interest rate regime. Gone, they say, are the days of near-zero or even negative interest rates. The Swiss National Bank (SNB) may lead some pundits to rethink their logic. On June 19, 2025, the SNB reduced its policy rate by 25 basis points to 0.00%. Here are some reasons behind the SNB decision.
6-24-25 Is WW III Off the Table?
2025-06-24
Is the threat of World War III finally off the table?
Lance Roberts breaks down the latest developments in global conflict and what they mean for financial markets. From oil prices and defense stocks to safe-haven assets like gold and Treasuries, we’ll unpack how investors should think about geopolitical risk now. Are markets too complacent—or is the worst truly behind us? Is Apple dead? Lance addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF’s all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. What is the next narrative of the Summer? Is the Fed trapped (again)?
SEG-1: Markets & The End of WW3
SEG-2 Is Apple Dead (It’s not growing…)
SEG-3: Why You Need Apple in Your
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