by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| AI is pressuring software margins, but the market has pushed this narrative to an extreme. Just like past cycles, investors are extrapolating disruption into total collapse. SaaS stocks $IGV are now deeply oversold, with many down 40–60% $NOW $CRM and valuations near cycle lows. Some companies will fail, but the entire sector won’t disappear. Stepping away from the hype and analyzing businesses—not headlines—is how real opportunities begin to form, even if the selloff isn’t finished yet. 📺Full episode: -H-lG3A Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
12-30-25 What People Get Wrong About Inflation & Prices ️
2025-12-30
Prices aren’t meant to fall in a healthy economy. Inflation is necessary for growth and rising wages, which is why the Fed targets 2%. In this short video, Tom Zizka and I discuss why falling prices usually signal recession—not relief—and once prices reset higher, they rarely return to old lows. If you like this video, please ❤️like and 🔁share!
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
How The Fed Deals Liquidity: The Monetary Toolbox
2025-11-19
In our last article, QE Is Coming, we focused on why the capital and financial markets have become so dependent on the Fed for liquidity. The article explains that, in the aftermath of the crisis, a slew of regulations drastically changed the liquidity landscape. As a result, the Fed—not the private market—is now the primary …
11-17-25 Full Market Cycles: Why Bull Runs Always Meet Their Match
2025-11-17
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth:
Every bull market is only half the story. The other half is the bear. Lance’s approach isn’t bullish or bearish. It’s risk-focused. Your job as an investor isn’t to predict the next crash—it’s to avoid catastrophic losses that erase years of gains during the completion of a full market cycle.
0:00 – INTRO
0:27 – Market Moves Will Hinge on Nvidia
4:18 – Markets’ 3rd Test of 50-DMA
8:46 – Why Berkshire Lags the S&P
10:36 – Economic Acceleration Expectations for 2026
14:01 – Consumer Spending Drives Economic Growth
17:42 – Economic Consolidation is Underway
21:45 – Half of Expected Cap-Ex Spending Will Support
Data Center Debt: Can Oracle Hang With The Big Boys?
2025-11-13
Meta and Google recently borrowed a combined $55 billion in the corporate bond market. As we share below, this debt represents a new source of funding for data center expansion. Further, as shown in orange, Oracle tapped the private market for loans to secure the capital needed to sustain AI innovation and the related data …
11-12-25 December Rate Cut Back in Play
2025-11-12
Soft jobs data and falling rents point to weaker inflation ahead, setting the stage for a potential Fed rate cut in December.
In this short video, I explain why this slowdown may be exactly what the market needs to keep the rally alive.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
9-26-25 College Planning 2025 – FAFSA, Scholarships, & Smart Funding Tips
2025-09-26
College planning season is here — and the last quarter of 2025 brings critical deadlines for students and parents. Jonathan Penn and Sarah Buenger break down what you need to know about FAFSA, scholarships, and smart funding strategies for higher education.
🎓 Topics Covered:
Applications: Why applying to multiple in-state schools boosts negotiating power.
FAFSA 2025–26: Key deadlines, why it’s required (even if you don’t qualify for aid), and how it impacts merit-based scholarships.
Appeal Process: How a simple email to admissions could mean thousands in additional aid.
Scholarship Season: Deadlines, organization tips, and tools to stay ahead.
Policy Updates: Tuition freezes in Texas & Indiana, Supreme Court rulings on admissions, and new LOWER student and parent loan caps.
Tags: Featured,newsletter
2 pings