The Weak Dollar Narrative
2026-02-14
🔎 At a Glance 🏛️ Market Brief – February Lives Up To Its Name We noted last week that February tends to be a weaker month for returns. So far, it has certainly lived up to its name. This past week opened with investors selling technology, and particularly software stocks, to buy value sectors. Energy, …
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The Consumption Conundrum
2025-12-29
GDP, released on Tuesday, showed that the economy grew by a larger-than-expected 4.3%. Powering the strong economic growth was personal consumption, which rose by 3.5%. Consumers are spending!. What’s unusual about that statement is that consumer sentiment remains historically weak. Typically, there is a strong correlation between personal consumption and consumer sentiment. As we share …
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Copper Prices Surge To All Time Highs
2025-12-24
On Monday night, copper prices, as shown below, reached an all-time high of over $12,000 per metric ton. Copper is often referred to as “Doctor Copper” because it serves as a barometer of global economic activity. However, the current surge in prices is not due to sharply rising demand; tariffs and physical dislocation are heavily …
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12-21-25 Don’t Fall for the Hype: Safety Isn’t in Bitcoin Or MAG7
2025-12-21
Bonds are being ditched at the exact moment investors need them most.
In this short video, Michael Lebowitz and I discuss why Treasuries $TLT remain the only true safety bucket and why replacing them with #Bitcoin $IBIT $BTCUSD or mega-cap tech $AAPL $AMZN $META $NFLX $NVDA $MSFT $GOOGL leaves portfolios exposed in a downturn.
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11-6-25 The Hidden AI Debt Bubble Nobody’s Talking About
2025-11-06
AI’s growth is being fueled by massive hidden debt.
In this short video, Lance Roberts & Michael Lebowitz discuss how companies like $META are using off-balance-sheet SPVs to fund AI infrastructure—creating risks that could echo the leverage traps of the late 1990s.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow