by Lance Roberts
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| In this short video, Parker White, CFA from @defidevcorp and I discuss how #Bitcoin infinite fractionalization mirrors monetary expansion and why the real advantage comes from who gets new money first, not just how much money exists. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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9/26/25 2026 Growth Expectations Are Ahead of Reality
2025-09-29
Wall Street expects a broad earnings rebound (beyond MAG7) in 2026, but the data says otherwise.
In this short video, I discuss why hopes for strong economic growth—without stimulus, with weakening leading indicators, and with the yield curve still inverted—are ahead of reality.
Slowdown Signals: Are Leading Indicators Flashing Red?
2025-09-26
Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet. Despite a historic rate-hiking cycle by the Federal Reserve, two years of stubborn inflation, and signs of strain in global trade, the dominant Wall Street narrative is now a curious mix of “soft landing,” “no landing,” …
Debasement: What It Is And Isn’t.
2025-08-01
Over the past year, financial headlines continue to flood investors with doomsday predictions about the U.S. dollar. Whether it’s social media influencers waving “dollar collapse” charts or YouTube personalities warning about debasement, the noise has become deafening. The narrative is seductive: inflation is out of control, the government is printing money, and the dollar is on its last legs.
6-6-25 What is the Next Catalyst to Move Markets?
2025-06-06
There are always big, scary headlines for markets to digest…and they always absorb the data; the news has been priced-in. What we don’t have presently is a catalyst.
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