by Lance Roberts
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| Markets are reacting to the rising odds of Kevin Hassett becoming the next Fed Chair. His pro-growth, lower-rate stance raises concerns that inflation might not get enough attention. In this short video, Michael Lebowitz & Lance Roberts discuss why investors worry about inflation being underweighted and why one chair’s vote still doesn’t decide Fed policy. 📺Full episode: -iyGgj0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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11-12-25 A Daily Dose Of Charts & Graphs
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In this short video, I cover the return of risk appetite, falling rents signaling disinflation, and the $5–$7T AI data-center buildout.
I also touch on $AAPL push into robotics and the massive power and funding needs driving the next tech super-cycle — everything you need in one visual market update.
🐦Follow me on X: https://x.com/LanceRoberts
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
“Money Printing” By The Fed: Fact Or Fiction?
2025-11-07
I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling Federal Reserve operations as “money printing” is not rhetoric, but rather a reality. He points to Ben Bernanke’s 2010 interview, where Bernanke described how the Fed marks up digital accounts. But …
Size Matters: Can The Largest Stocks Continue To Lead?
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Does size matter? Since the Pandemic, and judged by the recent performance of the Magnificent Seven and mega-cap indexes, many investors would say it matters, likely claiming that the greater the size, the better the returns. Those with data going back decades, rather than years, would also agree that size matters. However, their conclusion would …
9/18/25 No Risk-free Path for the Fed
2025-09-18
The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty.
Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy.
Why Powell’s words may matter more than the rate cut itself.
The risks of inflation, slowing growth, and financial instability in the months ahead.
📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical.
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Trump’s BLS Reform Faces Steep Obstacles
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The White House has turned its attention to the Bureau of Labor Statistics after a series of steep payroll revisions rattled confidence in the government’s jobs data. President Trump fired the agency’s commissioner last month and has nominated a longtime critic to take her place, pledging reforms to improve accuracy. But the problems run deeper …
The Week Ahead: Volatility Is In The Forecast
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Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week Ahead’ in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets and the Fed. Thus, this week’s’ “The Week Ahead’ gets top billing. Let’s review the calendar: Between this week’s labor and inflation …
8-23-25 Savvy Social Security Planning
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Will Social Security be there for you when you’re ready to retire?
Richard Rosso and Jonathan Penn host our next Candid Coffee on Savvy Social Security Planning, Saturday, August 23rd…
When should you apply for Social Security—and how much should you expect to receive?
Register today for Savvy Social Security Planning, Saturday August 23, 2025 at this link:
https://streamyard.com/watch/pbx9RwqV8cjF
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China’s Economic Demise And Its Impact On The U.S.
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Few are as candid and historically accurate as hedge fund manager Kyle Bass when identifying structural breaks in the global economy. In a recent interview, Bass painted a grim but telling picture of China’s economic condition, warning: “We are witnessing the largest macroeconomic imbalances the world has ever seen, and they are all coming to …
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