Bears Are An Endangered Species
2026-01-31
🔎 At a Glance 🏛️ Market Brief – Market Volatility Returns Markets ended the week mixed as investors processed the Federal Reserve’s latest policy decision, rising geopolitical tensions, and the early results of the S&P 500 earnings season. The Fed held the federal funds rate steady at 3.50–3.75 percent, as expected. Chair Jerome Powell maintained …
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1-28-26 The Narrative Trap: How Investors Justify Buying Silver Higher
2026-01-28
$SLV rally is fueled by narrative and retail chasing.
Historically, it ended with painful mean reversion.
In this short video, I discuss why investors justify buying #silver higher, how psychology overrides fundamentals, and why parabolic moves in industrial metals rarely last. $GLD
📺Full episode: -IGAw
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Do Sentiment Trends Boost Reflation Odds
2026-01-27
On Monday, we discussed how the Truflation inflation gauge points to a sudden price decline, which clouds the reflation outlook. Today, we share recent consumer sentiment readings that counter the disinflation story and support the reflation narrative. On Friday, the University of Michigan reported that its consumer sentiment index improved in January to a five-month …
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1-26-26 Is Bitcoin Entering a New Regime or Just Another Cycle?$IBIT $BTCUSD
2026-01-26
Bitcoin’s usual links to $QQQ, Fed policy, and the four-year cycle have broken down.
In this short video, Parker White and I discuss why key correlations have broken down and whether institutional buyers are changing the depth and shape of the next #Bitcoin bear market.
📺Full interview: https://www.youtube.com/watch?v=_6F1ITCnF0A
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-12-25 QE or Not QE? That Is the Question
2025-12-12
The Fed can call it reserve management purchases, but the mechanics are the same: they are adding liquidity, expanding the balance sheet, and supporting financial markets.
In this short video, Michael Lebowitz and I discuss why the terminology matters less than the market impact.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow