Fed QT Ends. What Does That Mean For Markets?
2025-11-01
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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The Most Dangerous Era In History
2025-10-27
We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era. That phrase is not hyperbole as it reflects structural distortion, extreme valuations, and an investor base intoxicated by momentum and narrative. The MarketWatch piece puts it bluntly: “At one level, there …
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Using MACD To Manage Portfolio Risk
2025-09-06
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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9/5/25 Financial Planning Secrets: Why Your Advisor Should Do More Than Pick Stocks
2025-09-05
Too many people think financial planning is just about picking investments—but it’s much more than that. A great plan is a living, breathing roadmap that evolves as your life changes.
Richard Rosso & Jonathan McCarty uncover what makes the perfect financial planning experience—from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns.
You’ll learn:
• Why real planning goes far deeper than investments.
• The documents and data you need to start your journey.
• How advisors help with behavioral rebalancing—keeping emotions in check.
• The difference between accumulation and distribution strategies.
• Why a fiduciary, holistic advisor adds real value to your financial life.
If you want your plan to stay
Fed Policy Is More Restrictive Since Rate Cuts
2025-09-05
The Fed has cut the Fed Funds rate by 1% since late 2024, and the presumption from many market participants is that the Fed has made policy less restrictive. Technically, they are somewhat correct. Banks and other financial institutions that borrow over very short periods have seen their borrowing costs decline due to the Fed’s …
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9/4/25 Stock Market Bubble? Extreme Valuations & What Investors Should Do Now
2025-09-04
Stock valuations are at extreme levels — some call it a bubble, while others argue the bull market has more room to run. So, who’s right? And more importantly, what should YOU do as an investor?
Lance Roberts & Michael Lebowitz expose the conflicting market narratives and explain why selling everything may not be the smartest move. Instead, they’ll explore how active investing, technical signals, and disciplined risk management can help you capture gains while protecting your portfolio if the tide turns.
👉 Learn why valuations matter but don’t tell the whole story
👉 See how to balance opportunity and risk in a bubble-like environment
👉 Discover the tools to navigate uncertainty with confidence
If you’re feeling anxious about today’s market extremes, this discussion will give you the
MP Materials Is Bought By Uncle Sam
2025-07-14
In a unique event, the US government, specifically the Department of Defense (DoD), bought a 15% stake in the nation’s largest rare earth miner, MP Materials (MP). The DoD is buying $400 million of MP’s convertible preferred stock. The transaction will make the government MP’s largest shareholder. The following quote on the benefits of the partnership …
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