by Lance Roberts
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| Passive investing is often misunderstood. Many investors believe buying ETFs makes them passive, but frequent trading, sector rotation, and performance chasing turn it into active behavior. Instead of picking individual stocks, investors are actively trading baskets of stocks. As the late John Bogle warned, the ability to trade ETFs intraday encourages investors to act on emotion and timing decisions. The result is that many “passive” investors still underperform the market over time. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Technology Stocks: Dead Or An Opportunity?
2026-02-07
🔎 At a Glance 🏛️ Market Brief – Market Volatility Returns Markets stumbled into February, a historically weak month. February tends to deliver modest returns, with average performance trailing the stronger gains typically seen in January and March. Seasonal tailwinds, such as earnings season and new-year fund flows, begin to fade, while macro headwinds, such …
2-4-26 AI Isn’t Killing Software-As-A-Service — The Market Narrative Is
2026-02-04
AI is pressuring software margins, but the market has pushed this narrative to an extreme.
Just like past cycles, investors are extrapolating disruption into total collapse.
SaaS stocks $IGV are now deeply oversold, with many down 40–60% $NOW $CRM and valuations near cycle lows.
Some companies will fail, but the entire sector won’t disappear.
Stepping away from the hype and analyzing businesses—not headlines—is how real opportunities begin to form, even if the selloff isn’t finished yet.
📺Full episode: -H-lG3A
Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-31-26 Margin Debt Explained: Bullish Today, Dangerous Tomorrow
2026-01-31
In this short video, Lance Roberts & Michael LebowitzI discuss margin debt in detail.
Margin debt at record highs isn’t a sell signal. Rising leverage adds buying power and supports prices.
The real risk comes when margin debt reverses and deleveraging accelerates downside.
Watch the rate of change, not the headline level.
📺Full episode:
Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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