by Lance Roberts
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| Balanced portfolios were never broken. Investors just got used to an abnormal era when falling rates made bonds $TLT look like stocks. In this short video, @michaellebowitz and I discuss why the 60/40 model is returning to its real purpose of stability and income as stretched valuations and long-term forecasts make a diversified mix more attractive for the decade ahead. Please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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11-20-25 Wall Street Is Turning Bitcoin Into Just Another Volatile Asset
2025-11-20
The #Bitcoin original promise of decentralization is fading as ETFs like $IBIT pull it deeper into Wall Street’s ecosystem.
In this Short video, Michael Lebowitz and I discuss how short-term traders and arbitrage flows now drive more volatility, diluting true holders and turning $BTCUSD into just another tradable asset.
📺Full episode: _r_I
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
11-27-25 Market Cycles, Tariff Checks, & 50-Year Mortgages
2025-11-17
Out Thanksgiving Day special, featuring Lance Roberts, Danny Ratliff, and Michael Lebowitz opining what he would do, were he to run the Federal Reserve, and why you shouldn’t spend that $2k tariff refund just yet.
The Bearish Bond Narrative Fades
2025-11-14
Not that long ago, bond yields were rising as concerns over deficits, inflation, and a series of bad Treasury auctions were paraded through the media. We bring this to your attention as the Ten-year Treasury auction on Wednesday was on the weaker side, yet the bond market reaction was minimal. Additionally, government deficits are just …
11-13-25 QE Is Coming: Why Fed Liquidity Now Runs the Entire Market
2025-11-13
The scent of QE is back.
With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again.
But the real question is why markets have become so dependent on the Fed in the first place.
Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system.
0:00 – INTRO
0:20 – Government Shutdown Concludes – Deluge of Data to Follow
3:04 – Dow 48,000
9:43 – Will the Fed Cut Rates?
13:21 – Why the Rush to Cut Rates?
17:14 – What’s Causing Turmoil at the Fed?
20:42 – What Changed w Bank
Slowdown Signals: Are Leading Indicators Flashing Red?
2025-09-26
Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet. Despite a historic rate-hiking cycle by the Federal Reserve, two years of stubborn inflation, and signs of strain in global trade, the dominant Wall Street narrative is now a curious mix of “soft landing,” “no landing,” …
9-18-25 Savvy Medicare Planning –
2025-09-19
Planning for Medicare can feel overwhelming, but understanding your options is the key to protecting your health and finances in retirement. In this Savvy Medicare Planning Webinar, Richard Rosso & Danny Ratliff walk you step-by-step through what Medicare covers, who’s eligible, enrollment periods, penalties, premiums, Medigap, Medicare Advantage, and long-term care planning.
✅ What you’ll learn in this Medicare webinar:
The basics of Medicare Parts A, B, C & D (“the alphabet soup of Medicare”)
How and when to enroll in Medicare to avoid costly penalties
Understanding Medicare Advantage vs. Medigap policies
What Medicare does not cover (including long-term care)
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Market Mechanics Override Weakening Economic Data
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Since the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While the yield decline has been profitable for bondholders, it has also aided many other investors. Such a finding may seem counterintuitive, considering that lower yields are the result of a significant weakening in the labor market and a range of …
Bull Streak Ends As August Begins
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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, …
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