Does A September Surprise Lie In Store For Stocks? | Lance Roberts

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Aug 30, 2025

Lance Roberts, a savvy portfolio manager, dives into the tumultuous world of September stock performance and what history may hold. He discusses the cultural phenomenon of Taylor Swift's 'Eras Tour' and its unexpected impact on consumer spending and market speculation. The conversation shifts to navigating investment strategies, warning against entertainment-driven pitfalls. He also analyses complex market dynamics, emphasizing active management and the need for a diversified portfolio amid rising recession fears and high interest rates.

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INSIGHT

September's Seasonal Risk

September is historically the weakest trading month and often reveals internal market divergences.
A negative divergence between momentum and price commonly precedes larger corrections.

ANECDOTE

Taylor Swift's Real Economic Impact

Lance describes Taylor Swift's massive social-media influence and its measurable economic impact.
He notes her tour boosted GDP via travel, lodging, and merchandise spending.

INSIGHT

Markets Becoming An Entertainment Game

Retail trading and social-media driven speculation have turned parts of markets into entertainment.
This shift channels capital between gamblers rather than funding productive investment and growth.

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Historically, September is the cruelest month for stocks.October is little better.Are odds good that history will repeat, especially with valuations as extreme as they currently are?Or, will the party continue on through the end of the year?Portfolio manager Lance Roberts and I discuss the probabilities, as well as the latest market technical analysis, recession risk, the likeliest next steps for the Federal Reserve, and where bond yields are headed.For everything that mattered to markets this week, watch this Market Update.

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