by Lance Roberts
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| Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The hawkishness seems to be continuing; Deflation seems to be a bigger risk to the economy than inflation. There's too little demand, resulting in price cuts to move inventory. Insight on why we reduced our stake in Nvidia before its report was released, which attests to the growth potential of AI buildouts. One cloud on the horizon: Wall Street's ever-optimistic expectations for continued growth. How does innovation impact the economy, and who will be the next Levi Strauss? The problems facing the power grid from AI & EV's. The power grid needs 40- NYC's. Natural Gas will be a big winner as a cheap, clean energy source. Water consumption estimates by 2023; issuing debt for productive purposes. FOMC Minutes are a little "wishy-washy" about interest rates: The Fed doesn't really know what it's doing. Stocks & bonds went nowhere after minutes' release. Fed governors are all on the same page about sticky inflation remaining longer. SEG-1: Markets Sell off on FOMC Minutes' Continued Hawkishness SEG-2: NVIDIA Report Attests to Growth of AI Build Out SEG-3: Power Grid Challenges from AI & EV's SEG-4: Why FOMC Minutes were "Wishy-washy" Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "AI Data Centers And EVs Create Incredible Opportunities" https://realinvestmentadvice.com/ai-data-centers-and-evs-create-incredible-opportunities/ "Bad News Is Good News As Markets Set Record Highs" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Risk-Reward in NVIDIA" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why the Dot-com Crash Feels Like a Distant Memory to Investors" -LlFF4lw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2671s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBullishness #FederalReserve #FOMCMeetingMinutes #InterestRates #StickyInflation #NVDIA #CaliforniaGoldRush #LeviStrauss #Nvidia #Profit #Miners#Denim #HeartyPants #LongRun #AMD #Microsoft #Google #ProfitMost #Obvious #RunUp #NextLeviStrauss #Markets #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
EV's are going nowhere.
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I'm surprised you don't have more subscribers. I watch Lance every week on thoughtful money channel.. thats what led me this daily show.
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Thank you very much…
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Thx Lance
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Great show
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Lance, your show is excellent. The trouble is the YouTube algorithm, which seems to favor and recommend certain channels. Are there ways to influence this?
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Thanks for the kind words! Yes–share with all your friends, and encourage them to subscribe and recommend to their friends. Behind the scenes we are working to optimize our SEO.
Appreciate your support!
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How are most of you guys still making profit? Even with the economy shrinking and living standards constantly rising. ❤
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Sugar Land building sale? Don't worry City of Sugar Land will throw a wrench into the deal. Delay it for months or perhaps years.
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Thank you, Lance and team, for all the valuable information, day after day!
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"Hey it's Lance here. It's Monday, getting ready to wrap up the week."
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Lance, In a world of massive misinformation you set yourself apart. Thank you! That said, my understanding is that the Fed is slowing the pace of balance sheet reduction so that they can reduce it further than they might otherwise be able to at the current pace. Could you explain why you view the policy change as a reversal of QT?
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Such a fabulous show !Lance Roberts has been a great surprise to be found from Adam’s program.
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ssshhh…I still need time to build out my nat gas position…..you already missed movement for the U308 boat….Really great episode and very happy to hear the mention on Commodities 🙂
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I don't see how Bitcoin has potential because someone could easily create Bitcoin 2.0, 3.0, and more finite sets. Essentially, you could create an infinite number of finite sets.
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Lance's info is spot on I do not make account changes until I checked in on Mondays on his show he has with Adam tiger 34:16 thoughtful money weekly wrap up then i com down at my age 83 I have to make only wise decisions my best always ph
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At the present time i. Am putting off any major changes until after the election at present time i have short term bonds and Google Microsoft which i have had sence 1992 i seen major up side sence 2019 ln the magnificent 7 Philo
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