by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| Extreme bearish sentiment and five straight weeks of declines $SPX pushed investors to panic-sell right into the lows, creating deeply oversold conditions. Historically, that setup leads to strong forward returns as valuations compress and capital rotates back into high-quality growth names. This latest rally followed the same playbook, with money moving out of defensive stocks like $XLP and into beaten-down tech $IGV. The edge isn’t about calling the market — it’s about how you act. Most people sell at the bottom and chase at the top, while disciplined investors step in when fear is at its peak. I 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
Q1 Earnings Season: Buy Or Fade The Rally?
2026-04-11
🔎 At a Glance 🏛️ Market Brief – Stocks Surge On Relief Note: I am traveling home from the UK today, so this week’s missive will be short. Also, I had to write it on Friday before the U.S. markets officially closed. So, any discrepancies will be corrected next week when the full newsletter returns …
Is A Squeeze In Bonds Coming?
2026-04-06
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate increase, a potentially powerful short squeeze setup might be emerging in the Treasury market. Heading into the Iran conflict, speculative short positions in TLT and Treasury futures were near historically elevated levels, reflecting a broad consensus that …
2-21-26 What You’re Being Told About Annuities is Wrong
2026-02-23
Richard Rosso & Danny Ratliff tackle one of the most misunderstood retirement tools: annuities—what they are, who they’re actually for, and where investors frequently get trapped by slick marketing and incomplete comparisons. We start with why annuities aren’t for everyone, then walk through three clear use-cases where an annuity can make sense—especially for households prioritizing guaranteed lifetime income and a more stable retirement “paycheck.”
Danny & Rich also dig into the common mistakes: chasing teaser rates, misunderstanding caps/participation rates, overlooking rider costs, and buying a contract that doesn’t match the real goal (income, legacy, or risk transfer). We also cover how Social Security functions like a foundational annuity, and why your claiming strategy can matter
A No Landing Outcome Is Assumed: Should It Be?
2026-02-19
Quite often, investors describe economic forecasts as a hard landing (recession), a soft landing (weak growth but no recession), or no landing (moderate to strong economic growth). As evidenced by the massive rotation toward economically sensitive sectors like industrials and materials and the significant underperformance of interest-rate-sensitive growth stocks, the no landing, or as it’s …
QE Is Coming: The 2008 Roots Of Fed Dominance
2025-11-12
Here we go again. The overnight funding markets are showing signs of stress, and the scent of QE is in the air. Per New York Fed President John Williams: Based on recent sustained repo market pressures and other growing signs of reserves moving from abundant to ample, I expect that it will not be long …
An Economic Data Flood Is Coming: Does It Matter?
2025-11-11
Buckle Up! With the end of the government shutdown and the return to work of government employees comes a flood of economic data. Below is a list of old economic data that should be released over the coming weeks: The list goes on. But, of more importance is whether or not the markets will care …
11-7-25 Top 3 Financial Guardrails You Should Know
2025-11-07
RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Richard Rosso, CFP®, shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations. From annuities and debt control to emotional investing and realistic return expectations, these guardrails are designed to keep you on track — no matter what markets do.
#FinancialPlanning #WealthManagement #InvestingTips #RetirementPlanning #MoneyMindset
Tariffs Are On The Docket: Will SCOTUS Upset The Market?
2025-11-05
The Supreme Court (SCOTUS) will begin hearing arguments challenging President Trump’s use of tariffs. Given the market volatility that tariffs have generated over the last six months, the SCOTUS case could prove to be yet another market-moving event. The tariff challengers argue that the administration overstepped its bounds under the 1977 International Emergency Economic Powers …
Tags: Featured,newsletter
1 pings