by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| In this short video, Lance Roberts & Michael LebowitzI explain how value stocks were deeply hated just months ago. Since then, capital has rotated aggressively into defensive “value” names, pushing many to extreme overbought levels. Ironically, several of these stocks, including $WMT $PG and $PEP, now trade at elevated multiples, making them expensive by traditional metrics. Be careful chasing the crowd. Focus on where money is likely to move next. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
1-30-26 Retirement Income When Markets Are Expensive
2026-01-30
Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns, and rising sequence-of-returns risk.
Richard Rosso explains why retirees face a near-term tailwind in market returns—but potentially long-term secular stagnation that demands tighter portfolio guardrails. Rich will discuss why historically tested retirement income strategies matter more today than at any point in the last two decades.
#RetirementIncome #MarketValuations #SequenceOfReturns #FinancialPlanning #RIAAdvisors
12-2-25 Don’t Buy The “Death of the Dollar” Story$DXY
2025-12-02
The #USDollar isn’t dying and its global dominance isn’t under threat.
In this short video, I explain why the fear-driven “death of the dollar” narrative ignores economic reality and relies on misleading charts rather than facts.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-14-25 Annuities: Good, Bad, & Ugly
2025-10-14
Are annuities the safe retirement solution they’re sold as — or a financial trap in disguise?
Lance Roberts & Jonathan Penn unpack the good, the bad, and the ugly sides of annuities.
10:03 – Kitchen Sets & Intramural Flag Football
14:52 – Annuities – Good, Bad, & Ugly
18:08 – What is an Annuity?
20:16 – Different Flavors of Annuities
22:07 – The Ugly Truth About Early Surrender Fees
27:29 – Why Might You Need an Annuity?
31:20 – Three Reasons You’d Need an Annuity
34:36 – Annuities Should Be Planned, not Sold
38:14 – Why Buy an Annuity Instead of Investing in the Market?
41:00 – One More Reason…
43:25 – Are There Inflation-adjusted Annuities?
47:05 – Are Annuities Divorce-proof?
48:59 – Lance’s Marriage Advice
49:52 – Tax Deferral Options
51:59 – More Marriage Advice – His & Her
The AltCoin Liquidity Bloodbath
2025-10-14
Last Friday, the cryptocurrency market experienced a violent crash. The trigger was President Trump’s announcement of a 100% additional tariff on Chinese imports. The sudden and unexpected action reignited fears of a full-blown trade war. Global risk assets fell sharply. Of these, the most notable declines occurred in the cryptocurrency markets, particularly the altcoin market. …
“Buy Every Dip” Remains The Winning Strategy…For Now
2025-08-25
“Buy Every Dip” has lately been the “Siren’s Song” for this market. Such is seen in the flows into ETFs over the course of this year. Retail investors treat pullbacks as temporary noise, and their behavior borders on mechanical. Every sell-off is seen as an opportunity, not a warning. Meanwhile, institutional managers sit it out. …
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
OPEX Overload: How 3 Trillion In Expirations Can Move Markets
2025-08-21
Nearly $3 trillion of notional stock options expire on Friday’s open expiration (OPEX day). Over half of the OPEX volume is in S&P 500 options, with the remainder in single stock options. The graph below provides details on the split between puts and calls, and the strike prices and open interest of the options. Almost …
Tags: Featured,newsletter
