by Lance Roberts
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| $SPX $QQQ Markets pushed to new highs despite elevated valuations, high interest rates, and ongoing war in Iran, driven largely by short-term momentum and increased speculative activity like 0DTE options. This creates a disconnect where price action overrides fundamentals in the near term. While the rally is real and participation has been rewarded, the risk is assuming this is a stable bull trend, but it is not. Furthermore, history suggests midterm years bring volatility into summer, so investors should stay flexible, respect momentum, but continue managing risk and expect choppiness, pullbacks, and volatility spikes. đź“şFull episode: Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-23-26 Why Strong Growth Could Force the Fed to Pause or Even Hike
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Everyone expects strong economic growth, falling inflation, and endless Fed cuts.
In this short video, Lance Roberts & Michael Lebowitz discuss why that combo is far from guaranteed—and how a pause (or even hike) could hit valuations fast.
đź“şFull episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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