by Lance Roberts
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| Wall Street expects a broad earnings rebound (beyond MAG7) in 2026, but the data says otherwise. In this short video, I discuss why hopes for strong economic growth—without stimulus, with weakening leading indicators, and with the yield curve still inverted—are ahead of reality. |
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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.
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The basics of Medicare Parts A, B, C & D (“the alphabet soup of Medicare”)
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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 …
7-28-25 Big Tech Earnings
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Big Tech Earnings: Lance Roberts reviews what Apple, Google, and Microsoft Just Revealed, plus Market Reaction & Forecast on #TheRealInvestmentShow.
#BigTechEarnings #TechStocks2025 #EarningsSeason
#StockMarketNews #FAANG
Japan Financing Seals The Deal And Toyota Jumps
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Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs on Japan to 15%. Beyond the tariff rate, the deal has several important facets, including opening Japanese markets to US goods. However, most intriguing is that Japan will be financing the US with a $550 billion investment fund. …
7-23-25 Major Market Moves are Always Related to Credit or Forward Earnings Expectations
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The major market collapses of 1974, 1999, and 2008 were all similar in that they were caused by issues of credit or forward earnings expectations. If someone says markets are going to crash 50%, and it’s not because of credit or forward earnings expectations, it’s not a valid reason.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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