by Lance Roberts
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Several articles and social media posts have recently discussed the irregular partnerships that Nvidia is forming with some of its clients. The gist of the story is that Nvidia is investing in its clients, who then use the funds to buy Nvidia chips. This is what CNBC stated in a headline on Wednesday. This is …
9/11/25 There Ain’t No Inflation
2025-09-19
Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you’re feeling. From wages and rents to energy prices–is inflation is truly under control, or just hiding in plain sight.
Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it means for your portfolio.
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Does Consumer Spending Drive Earnings Growth?
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It would seem evident that most investors would understand that consumer spending drives economic growth, ultimately creating corporate earnings growth. Yet, despite this somewhat tautological statement, Wall Street appears to ignore this simple reality when forecasting forward earnings. As discussed recently, S&P Global’s current estimates show earnings are growing far above the long-term exponential growth …
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