by Lance Roberts
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| Markets are trading at near all-time record valuations with little fundamental support. Momentum is currently driving prices across all asset classes, but when earnings reality fails to match lofty expectations, valuations start to matter. And that’s when the music stops. In this short video, I show why history warns against ignoring valuations and what it means for risk and returns ahead. Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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The Government Is Shutting Down Again: Who Cares?
2025-09-30
If Congress can’t come to a budget resolution in the next 24 hours, the government will shut down. Sound familiar? We have become numb to the prospect of a government shutdown because it occurs so frequently. Most often, continuing resolution bills are agreed upon before a shutdown, thus enabling the government to continue operating. In …
8-5-25 Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves
2025-08-05
IIn this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today’s digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance?
Lance reviews Monday’s Market action, Eurozone vs U.S. economic growth expectations, and Palantir’s earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro’s & con’s of Capitalism (it’s not broken).
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Bull Streak Ends As August Begins
2025-08-04
As the turn of the calendar occurred on Friday, the bull streak for the market since the April lows ended. Such was not unexpected, and the correction has been a topic of discussion in our #DailyMarketCommentary over the last two weeks. To wit: “While the overall backdrop remains bullish, including stable economic growth and earnings, …
7-31-25 The Fed Holds Firm
2025-07-31
The Federal Reserve holds interest rates steady in its latest policy meeting, signaling a firm stance amid inflation concerns, and despite unchecked market bullishness. Lance Roberts & Michael Lebowitz break down what the Fed’s decision means for investors, the economy, and your portfolio. AI datacenter buildouts are showing up in economic data…but, the 3% GDP print has a more dire undertone: Strip out the build outs, and the economy is weaker than it appears. Is dissention among Fed governors politically motivated, or being economically cautious? Home prices are declining; housing is like an economic pyramid (NOT a pyramid scheme!) The AI buildout is skewing economic data. The bulk of market positivity bs being driven by only a few, large companies; any iss by Amazon or Apple reported
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