2-18-26 Q&A Wednesday: Markets, Money, and Your Questions
2026-02-18
It’s Q&A Wednesday—your questions drive the show.
Lance Roberts & Danny Ratliff break down what’s moving markets right now, key economic and Fed signals to watch this week, and the practical portfolio decisions that matter most (risk, allocations, income, taxes, and retirement timing). Drop your question in the live chatroom and we’ll tackle as many as we can.
Topics we often cover: market volatility & trend levels, rates/inflation, sector rotation, retirement income, tax strategy, ETFs vs. individual bonds, and avoiding emotional decision-making.
#QandAWednesday #MarketOutlook #PortfolioRisk #RetirementPlanning #InvestingEducation
2-13-26 Why The Market Didn’t Buy the “Strong” Jobs Report
2026-02-13
The latest jobs report looked strong at first glance, but revisions wiped out much of last year’s gains, and underlying trends show slower growth.
Wage pressures continue to ease, and alternative payroll data suggest job creation is running far below headline numbers.
Lance Roberts & Michael Lebowitz explain why the bond market’s muted reaction suggests investors saw through the headline strength and remain unconvinced that the labor market is reaccelerating or that Fed policy expectations need to change.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Bond Yields May Plummet: Five Potential Catalysts
2026-02-11
The top graph below, courtesy of Bloomberg, shows that the price of TLT, the 20+ year Treasury bond ETF, has been drifting sideways for the last couple of years. Often, when a security trades in a tight range over an extended period, as we see with bonds currently, a breakout from the range can be …
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The Market Risk In 2026 If Growth Projections Fail
2025-12-29
There is a rising market risk in 2026 that is largely overlooked as we wrap up this year. As discussed in the “Fed’s Soft Landing Narrative,” optimism about 2026 is running high. Currently, investors are pricing in strong economic growth, robust earnings, and a smooth path of disinflation. Notably, Wall Street estimates suggest a significant …
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12-26-25 Buying Gold Doesn’t Mean You’ve Left the Dollar
2025-12-26
Gold $GLD is rallying and everyone’s calling the end of the dollar $DXY — but that story misses a critical detail.
In this short video, Brent Johnson and I discuss why buying gold or commodities like #crudeoil doesn’t mean you’ve escaped the dollar, and what really keeps the dollar in control.
If you like this video, please ❤️like and 🔁retweet
📺Full interview: -SDg