by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| The real story isn’t the government shutdown. ADP just showed another 32,000 job losses, with prior months revised lower. In this short video, @michaellebowitz and I discuss why the labor market is deteriorating even without the BLS report and what it means for $SPY / $QQQ. Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
Miran Says Rates Are Too High: Politics Or Reality?
2025-10-01
Stephen Miran, Donald Trump’s recent addition to the Fed, joined the Federal Reserve the day before the last meeting. At that meeting, he was the only dissenting vote, supporting a 50-basis-point rate cut. All other members voted for a 25-basis-point cut. Additionally, Miran is likely the FOMC participant who thinks the Fed Funds rate should …
9/24/25 Strange Recession Signals: What Markets & Odd Indicators Are Telling Us
2025-09-24
Are we really on the edge of a recession—or are investors just overthinking the signals?
Beyond unemployment and consumer spending, unusual data points like men’s underwear sales, cardboard box demand, and even giant Halloween skeleton purchases are popping up as quirky economic indicators.
Lance Roberts & Danny Ratliff break down:
• Traditional recession signals like jobless claims, consumer spending, and market fundamentals.
• Technical market warnings investors can’t ignore.
• Why strange metrics like cardboard boxes and holiday spending trends might reveal cracks in the economy.
• The psychology driving investors to go “all in” or “head for the exits.”
0:18 – The Dichotomy of Economic Data
4:43 – When Stocks are "Richly Valued"
8:42 – The Economic Indicators of Recession
16:02
Tags: Featured,newsletter
