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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Markets are showing signs of a speculative frenzy once again—but is the fire burning out or just getting started?
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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.
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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 …
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