by Lance Roberts
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| Fed rate cuts arenât 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. đşFull episode: -iyGgj0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Speculative Bull Runs And The Value Of A Bearish Tilt
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The recent market crack certainly woke up the more complacent bullish investors. Of course, the complacency was warranted, given the recent market surge, conversations about âTINAâ (There Is No Alternative), and how âthis time is different.â But that is what a speculative bull run looks and feels like. However, deep inside, you know there are …
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.
In this short video, Lance Roberts discusses how massive buybacks and year-end seasonality could still lift markets higher despite short-term volatility.
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. …
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