Retail Data Sends A Warning
2025-07-26
🔎 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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351 ETFs: A New Yet Old Way To Avoid Taxes
2025-07-23
Imagine the dilemma of holding a large number of shares of NVDA with a massive unrealized profit. While, on the one hand, you have produced incredible returns, you also have an enormous tax bill once you sell. It appears that very wealthy individuals and some institutions are using a 100-year-old tax code to avoid paying …
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7-22-25 ‘You Have to Buy a House’ is a Myth
2025-07-22
The National Association of Realtors has promoted the idea that home ownership was a ‘must-have" ever since Alan Greenspan was promoting Adjustable Rate Mortgages. Their job is to sell houses.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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7-21-25 Big Questions for Big Tech
2025-07-21
Can the AI boom sustain current valuations, or is a reckoning coming? Lance Roberts examines how AI and Big Tech investing trends are shaping portfolios, whether rising interest rates will derail Tech stock market outlook, and the growing risks of regulation impact on Big Tech from Washington to Brussels. Markets are still flirting with all-time highs. Lance shares the latest Roberts Family Saga, and his Coldplay strategy. Is investor exuberance getting out of hand? Options expiring within 24-hours are at an all-time high: This is not hedging, this is pure betting. Lance discusses anticipated spending for AI, and identifies associated debt as productive (think, Hoover Dam) vs non-productive (entitlements), which is dis-inflationary. Buuy backs are a poor (non-productive) use of capital.
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