by Lance Roberts
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| Fed rate cuts aren’t inherently bearish for the dollar $DXY. By supporting economic growth and boosting $SPY / $QQQ, they attract foreign capital that strengthens the currency. In this short video, MIchael Lebowitz and I discuss why easing supports growth, pulls in foreign capital, and ultimately contradicts the constant dollar-debasement narrative. 📺Full episode: -iyGgj0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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10-16-25 Guidance, Buybacks, & The Case For a Year-End Rally
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Near-term tape will be choppy and guidance-sensitive, especially for AI / Mag 7 stocks.
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Watch the full episode:
Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Is QT On Its Last Lap?
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Chairman Powell spoke on Tuesday, addressing several topics. Of note was the following quote: “We may be approaching the end of our balance sheet contraction in the coming months.” The market interpretation is that QT is ending soon. As a reminder, QT, also known as quantitative tightening, has been in effect for over three years. …
8-21-25 The Impact of Lower Interest Rates on Housing
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Incredibly, new home prices are actually less expensive than exiting homes; and no one is selling, and no one is buying. Imagine the impact if interest rates were to be lower to spur more home sales…
RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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