by Lance Roberts
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| Markets rotate, but not always in the clean way investors expect. Right now, a small group of tech $GOOGL $AMZN and semiconductor names $INTC $MRVL $AMD is driving most of the upside, leaving the majority of stocks, especially value, lagging behind. On a relative basis, value looks oversold versus $SPX, which is why many are calling for a rotation. But on an absolute basis, value is already trending higher and not truly cheap. That creates a tricky setup. Yes, capital can rotate into value, but any upside move could quickly push it into overbought territory as well, limiting the duration of that trade. Instead of a sustained shift from growth to value, the more likely outcome is a broader correction where both sides come under pressure. In that environment, the key distinction is not what goes up next, but what holds up best. High-momentum names that are extended tend to correct the most, while lower-beta, higher-quality sectors may decline less and act as a relative defense. This is less about finding the next leader and more about managing downside risk as extremes unwind across the market. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Headlines claiming the Fed is “buying its own debt” or printing money are widely misunderstood.
Treasury buybacks are routine cash management—issuing new debt while retiring or shifting existing maturities to align with inflows like tax revenue.
No new money is being created; the system expands through lending and debt issuance.
Despite the panic narrative, demand for U.S. Treasuries remains strong, including from foreign investors.
This isn’t a bailout or dollar crisis—it’s normal market plumbing, often misread as something far more dramatic.
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4-16-26 New Highs in a Broken Market — What’s Really Going On?
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$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.
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3-6-26 Diversification Is Not Risk Management
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Most investors believe diversification protects them from risk. It does not.
Richard Rosso breaks down what diversification actually does, what it does not do, and why confusing it with risk management can quietly damage your portfolio over time.
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Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
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3-3-26 Ten Immutable Laws of Money
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Most people will never build wealth — not because of the economy, but because no one taught them the rules.
Lance Roberts & Jonathan Penn break down the 10 Immutable Laws of Money — time-tested principles that have worked for generations, regardless of your income, age, or background. From budgeting basics and crushing debt to understanding why millionaires live more modestly than you think, these laws are the foundation of lasting financial success.
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Rate us on Google: https://bit.ly/4b9JtEo
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