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Roberts, Michael Lebowitz, and Danny Ratliff examine why the traditional push toward homeownership may be built on outdated assumptions, and how changing macroeconomic realities could challenge long-held financial narratives.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 …
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