The Weak Dollar Narrative
2026-02-14
🔎 At a Glance 🏛️ Market Brief – February Lives Up To Its Name We noted last week that February tends to be a weaker month for returns. So far, it has certainly lived up to its name. This past week opened with investors selling technology, and particularly software stocks, to buy value sectors. Energy, …
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Century Bonds: A Long Term Bet On Google
2026-02-13
Google’s parent, Alphabet, just issued $32 billion in global debt, including £1 billion of rare century bonds. Alphabet’s century bonds are called such because they do not mature for 100 years (2126). While the century bond is a small piece of its recent debt offering and even less of its outstanding debt ($78 billion), the …
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The ECB Unexpectedly Raises Rates But Pauses
2026-02-12
“Based on its current assessment, the Governing Council considers that the key ECB interest rates have reached levels that, maintained for a sufficiently long duration, will make a substantial contribution to the timely return of inflation to target.” And with that statement, the European Central Bank (ECB) appears to have halted its rate hiking cycle. …
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12-22-25 Why Slowing Consumers Matter More Than AI Spending
2025-12-22
The market is underestimating the risk from a slowing consumer.
In this short video, I explain why weakening consumer spending matters more than AI and data-center investment for economic growth and earnings in 2026.
If you like this video, please ❤️like and 🔁retweet
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-19-25 What Great Financial Planning Looks Like
2025-12-20
What should a great financial planning experience actually look like?
For many investors, “financial planning” is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable.
Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market cycles, life changes, and economic uncertainty.
Whether you are working with an advisor or managing your finances independently, understanding what a great planning experience looks like can help you
12-31-25 Marketing for Financial Advisors in the AI Age
2025-12-16
Marketing for financial advisors is being reshaped by artificial intelligence, changing search behavior, and tighter compliance constraints. Lance Roberts & Greg Joslyn break down how advisors can adapt their marketing and PR strategies without sacrificing credibility, consistency, or regulatory discipline.
We discuss why persistence—not virality—is the true driver of long-term visibility, how AI fits into content creation and search optimization, and why social media works best when it is treated as a conversation rather than a broadcast channel. The discussion also covers optimal content cadence, platform selection, budgeting realities, and the growing importance of earned media over paid promotion.
We explore best practices for interview preparation and media coaching, including
10-31-25 A Daily Dose Of Charts & Graphs
2025-10-31
In this Short video, I cover the $DXY breakout from a long base, the EUR weakening outlook, and why $EURUSD could revert toward 1.12 over the next 18 months.
I also touch on labor market strain hinting at a stealth recession, collapsing market breadth, and what these signals mean as we enter the seasonally strongest six months of the year $SPY $QQQ — everything you need in one visual macro update.
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Rebasing The Dollar: Another Look At The Debasing Narrative
2025-10-29
The phrase “debasing the currency” is all the rage in the media. Moreover, the debasement narrative is used to support the significant surge in gold and other precious metal prices. We have written a few articles on the subject of debasement, for example: Dollar Debasement and Debasement: What It Is and Isn’t. To help further …
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