by Lance Roberts
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| Markets may look flat on the surface, but beneath the surface, massive rotations are taking place. Large-cap value is up sharply while growth has stalled, even as $SPX barely moves. In this short video, Lance Roberts & Michael Lebowitz discuss how passive flows are driving capital aggressively between sectors and styles, pushing areas to historical extremes. These divergences create opportunity, but also risk. When rotations stretch this far, itâs time to reassess exposure and rebalance, not blindly chase momentum. đșFull episode: Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Rotation Continues As Markets Remain Bullish
2026-01-17
Sector rotation is this weekend’s 2026 Investment Summit. I am presenting at the conference as you are reading this. However, I would be remiss not to share a brief market update as we head into next week. The full newsletter will return next week. That said, U.S. equity markets delivered mixed performance last week. Major …
1-15-26 Silver’s Surge: Bubble or Fundamentals?
2026-01-15
Can we classify Silver as a microbubble?
Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles.
#SilverMarket #PreciousMetals #MarketBubbles #InvestorRisk #MacroInvesting
1-12-26 Investor Lessons From 2025 for 2026
2026-01-12
Markets opened 2026 with early gains, improving breadth, and a rotation toward valueâbut mixed fundamentals and elevated expectations remain beneath the surface.
Lance Roberts break down the key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives once again misled investors. Topics include value versus growth, volatility versus risk, the role of cash, earnings-driven returns, portfolio rebalancing, and why disciplineânot predictionâremains the foundation of long-term investing.
#InvestorLessons #2026MarketOutlook #RiskManagement #PortfolioStrategy #LongTermInvesting
2026 Earnings Outlook: Another Year Of Optimism
2026-01-12
The Wall Street consensus forecast for 2026 earnings growth is strong by historical standards. Analysts are giddy and projecting another year of double-digit growth in S&P 500 earnings per share (EPS). FactSetâs most recent data showed an expected 2026 earnings growth rate for the S&P 500 of about 15 percent. That is well above the …
11-21-25 Roth Conversion Strategy: What Actually Works
2025-11-21
Not all Roth conversions are created equal â and new research shows a clear winner.
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:
âą Staying in a traditional IRA/401(k) and taking RMDs
âą A one-time Roth conversion
âą A gradual, multi-year conversion strategy
We examine how taxes, RMDs, longevity, and investment returns affect the outcome â and why a one-time conversion often comes out ahead if you can handle the upfront tax bill.
0:19 – The Sexiest Word in Finance
4:44 – The Roth Account Smile
7:29 – Roth Applications for Different Stages of Life
10:17 – Tax Hierarchy Considerations
14:09 – The Craft of Retirement Income & Withdrawals
19:07 – Roth as a Legacy
11-19-25 Risk-Range Report: We Are Still In a Bull Market
2025-11-19
$SPY / $QQQ pullback is not the start of a bear market.
In this short video, I look at the Risk-Range data confirming the broader bull trend and explain why this dip is an opportunity, not a danger.
đșFull episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Miran Says Rates Are Too High: Politics Or Reality?
2025-10-01
Stephen Miran, Donald Trump’s recent addition to the Fed, joined the Federal Reserve the day before the last meeting. At that meeting, he was the only dissenting vote, supporting a 50-basis-point rate cut. All other members voted for a 25-basis-point cut. Additionally, Miran is likely the FOMC participant who thinks the Fed Funds rate should …
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