Overheating Financial Markets Highlight Data Centers Handicap
2025-12-02
The Chicago Mercantile Exchange (CME) trading platforms were shut down for approximately 4 hours due to overheating after its cooling system at its Illinois data center failed. The outage began around 10:00 p.m. ET on November 27, halting about 90% of global derivatives volume on the Globex platform across futures and options for equities, bonds, …
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Why Peak Confidence Is At Market Peaks
2025-11-28
When investors feel certain and in control, risk is actually at its peak.
In this short video, @Peter_Atwater and I discuss how this “comfort zone” blinds investors to uncertainty and inflates market optimism.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Market Bubbles: A Rational Guide To An Irrational Market
2025-11-24
We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts, and the bold claims from CEOs all have a familiar rhythm. Nvidia’s valuation has soared, along with AI-related startups raising billions with little to no revenue. Investment in data centers, chips, and infrastructure is happening at a scale …
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10-6-25 The Hidden Math Wall St. Doesn’t Tell You About Buy & Hold
2025-10-06
Most investors think market drops are just “blips,” but the math tells a different story — a 50% decline cuts total dollar gains in half, not by a small “blip.”
In this short video, I explain why legendary investors like Warren Buffett & Paul Tudor Jones focus on limiting losses, not blindly holding — and why right now, protecting capital beats chasing the rally.
Full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
CVs Signal Maturity In Private Equity
2025-08-14
Private equity funds often buy assets intending to sell them and realize a profit over a specific period. However, recently it’s become more common that their assets are not ready to be sold when they had initially forecasted. While the fund can hold the assets longer than expected, fundholders may demand liquidity. Instead of selling …
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8/11/25 U.S. GDP Shows Cracks – Why Investors Should Pay Attention
2025-08-11
July’s employment report confirmed that the slowdown in US economic growth is taking root.
The unemployment rate increased to 4.2 percent, while labor force participation remained at 62.2 percent.
If wage growth continues to moderate and hiring slows, the consumption-driven economy will lose its primary growth engine.
Lance Roberts examines the data and suggests strategies for investors on today’s episode of #TheRealInvestment Show.
#USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk
Auto Manufacturing Shift Puts Pressure on Profits
2025-08-11
While tariff threats dominate headlines, automakers face a structural shift that could reshape the global auto industry. In response to steep auto import duties, manufacturers are being nudged toward “local for local” production models- an expensive and time-consuming pivot. Per the Wall Street Journal article “Auto Industry Takes $12 Billion Hit From Trade War”: Beyond …
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TITLE: 8-8-25 Breaking Even with Social Security is a Myth
2025-08-08
Thinking you’re going to "break even" with Social Security is a myth; using that premise to take SS early is a mistake.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
Produced by Brent Clanton, Executive Producer
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