by Lance Roberts
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| The Federal Reserve’s policy framework is quietly shifting—and investors should be paying close attention. Lance Roberts, Michael Lebowitz, and Danny Ratliff examine why the traditional push toward homeownership may be built on outdated assumptions, and how changing macroeconomic realities could challenge long-held financial narratives. #FederalReserve #MarketLiquidity #HousingMyths #MacroOutlook #InvestorRisk |
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The AI Trade: Opportunity Or Warning?
2025-11-22
🔎 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! 🏛️ …
11-21-25 Why Narratives Break & Markets Correct
2025-11-21
$SPY / $QQQ correct even in strong uptrends, but it feels worse because media panic amplifies every dip.
In this short video, I explain why big narratives like rate cuts, AI or #Bitcoin liquidity always break and why this pullback is still normal for a bull market.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Rate Cut Odds Slip Due To Lack Of Data
2025-11-21
As we share below, the odds of a Fed Funds rate cut at the December FOMC meeting are down to 33%. On Wednesday, there was an abrupt repricing of rate cut odds after the BLS cancelled the October employment report and delayed the November data until December 19th. Furthermore, the BLS JOLTS report for September …
Bubble In AI: Echoes Of The Past, Lessons For The Present
2025-10-04
🔎 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! 🏛️ …
AI Boom: This Time Is Different… Or Is It?
2025-10-01
AI is undoubtedly transformative, but massive spending and debt-fueled deals, such as $ORCL $300B investment with OpenAI, reveal a circular flow of money between $ORCL, $NVDA, & OpenAI that bears a striking resemblance to the dot-com bubble.
In this short video, I explain why current expectations likely exceed what AI companies can realistically deliver.
Full episode: ?si=T7XTri40KAdGXnO4
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Kimonos For Bitcoin: 150 Year Old Company Goes Crypto
2025-10-01
In a bold and unusual pivot, a traditional Japanese manufacturer of Kimonos is transitioning to a cryptocurrency treasury company. Marusho Hotta, which has been manufacturing kimonos since 1861, will rebrand as the Bitcoin Japan Corporation. The transformation stems from a June acquisition by Bakkt Holdings (BKKT), which took a controlling stake in the company to …
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