2-27-26 When AI CapEx Growth Will Slow, Leadership Will Change
2026-02-27
Money is pouring into the AI infrastructure boom, driving energy $XLE, materials $XLB, and industrials $XLI to stretched valuations as investors chase the CapEx buildout story.
Yet at the same time, the market has been selling $NVDA even after a blowout quarter.
Capital is crowding into sectors trading at record relative premiums, while one of the core AI beneficiaries and enablers now looks significantly cheaper on a growth-adjusted basis.
Leadership will eventually rotate and investors should focus less on what’s worked and more on where capital flows next.
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Investor Lessons From 2025 For 2026
2026-01-10
🔎 At a Glance 💬 Don’t Miss Our Upcoming “Live & In Person” Investing Summit Our 2026 Summit is THIS COMING WEEKEND and is a limited-seating event, so secure your tickets now before they sell out. Topics Include: I look forward to seeing you there. 🏛️ Market Brief – Market Starts Off The Year With …
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Venezuela Leads Energy Stocks Out Of The Gate In 2026
2026-01-06
Venezuela holds 20% of the world’s proven oil reserves. Not only are they the largest, but as shown in the Statista graphic below, they hold approximately seven times that of the United States. Despite its large reserves, Venezuela has fallen well short of its ability to supply the world. US sanctions and the significant deterioration …
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Oracle And CoreWeave CDS Spreads Widening: Omen Or Jitters
2025-11-20
Fear is being spread on social media that some AI players are nearing default. The evidence, some say, lies in the Bloomberg graphs below showing the widening CDS spreads of Oracle and CoreWeave. Before getting into some details about what the CDS markets may be warning about Oracle and CoreWeave, let’s explain what CDS is. …
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11/25/25 The System Is Broken: What Money Really Means Now
2025-11-19
The financial system we rely on today isn’t what it used to be. From the Fed’s creation of “reserves” instead of real money to the collateral-driven markets that emerged after 2008, Lance Roberts & Garrett Baldwin break down how the game has changed—and what it means for your wealth.
We cover everything from repo markets, ETFs, and the Buffett Indicator to the rise of passive investing and why sovereign nations are quietly buying gold. Plus, we explore how debasement works in real terms—through asset prices, housing costs, and purchasing power—and why education about money is more important than ever for the next generation.
#FinancialSystem #FederalReserve #MarketCycle #WealthInequality #GoldAndDebt
Margin Debt Sets Records: Should We Be Concnered?
2025-11-19
There is a strong historical relationship between margin debt and the stock market. Given that margin debt just set a record at $1.18 trillion, it’s worth appreciating the mechanics that support this relationship and what it may tell us about how much longer the bull market may run. When stocks rise, the wealth effect kicks …
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9/30/25 The Truth About Government Shutdowns
2025-09-30
A government shutdown is likely but not catastrophic, as the media portrays it.
In this Short video, I break down what actually happens when the government shuts down.
Full episode: https://www.youtube.com/live/OAZFiVQoJYU?si=tD3sA1GaxNZdAMrp
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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Defensive Rotation? Energy Stocks on the MoveThe Real Investment Show
2025-09-26
Energy stocks $XLE are breaking out, even as oil remains flat near $64.
In this short video, I explain why a bullish golden cross and rising strength point to a potential defensive rotation from $SPY / $QQQ.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow