Lance Roberts
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Fair share of taxes spurs debate on where it goes. Investing in infrastructure or supporting veterans? What's your take? #Taxation #Debate Watch the entire show here: https://cstu.io/4aa4be YouTube channel = @ TheRealInvestmentShow |
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2024-09-22
Economic update: Yield curves are normalizing, with only one curve still inverted. Stay informed with our upcoming newsletter! 📈 #EconomicUpdate
Watch the entire show here: https://cstu.io/aff84f
YouTube channel = @ TheRealInvestmentShow
2024-07-30
Earnings season continues with 39% of S&P reporting this week; by week’s end, 79% of companies will have shared results…and the buy back window opens anew. The Fed meeting begins today, with a slim chance for a surprise rate cut; a more dovish tone will encourage markets, however, and anticipate rate cut by September. Commentary on markets’ 3% correction & Japanese Yen carry trade effects. Addressing the correct response to correction: Average returns are not the norm; risk on/off behaviors. Anchoring life events: What’s the best anchoring for portfolios? Lance and Jon discuss a common mistake investors make when evaluating their portfolio performance, and explains why comparing your returns to the overall market is not always the best approach: The worst thing investors do is compare
2024-07-26
Rich & Danny recap Danny’s recent accident; Rich’s market summary includes a preview of today’s PCE release. Markets are awaiting confirmation of a trend. Dealing with the election fallout on your money; markets have already priced-in everything you know. PCE will move markets today; there is still $500-billion in unspent government funds from the Inflation Reduction Act. Dealing with data breaches. Retirees’ biggest worry is about income: What is the biggest source of income for most Americans? Their house & home equity…and SS, a forced pension. Benefits of a HELOC–get one early, and don’t touch it. The best use of "buffer assets." Thinking of HELOC’s and reverse mortgages as "unfreezing" liquidity in the frozen asset of your home. Retiremnent is about depleting assets; you’re no
2024-07-22
Lance discusses the markets’ potential reaction to Biden’s exit from Presidential race, and whether markets’ rotation out of mega-cap stocks is sustainable; a rewind to February market conditions compared to now: A correction is expected before the election. Commentary on keeping market corrections into context; the mega-cap rotation and fewer medium- and small-cap companies from which to choose: 40% of these are unprofitable companies. As companies complete their quarterly reports, buy back will again be enabled, and that activity will add to market volume. Lance explores the potential impact of a Kamala Harris presidency. What sectors could benefit from her leadership and policies? An overview of Harris’s potential presidency and expected policy focus areas; implications for clean
2024-05-16
Let’s weigh both sides for an even balance. Discussing negatives and positives, economic data, and market trends is crucial for understanding the full picture. #balancedviewpoints
Lance Roberts dives into the essentials of balancing perspectives for market success. Gain insights on navigating both positive and negative market indicators effectively.
– Importance of weighing both sides of market perspectives
– Discussion on negative economic data
– Analysis of positive market trends
– Maintaining an even balance in market understanding
– Emphasis on paying attention to market activities
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
2024-05-09
Did you know that all the earnings growth in the S&P 500 is mainly driven by just seven stocks? Check out the eye-opening chart shared on Twitter this morning. #StockMarket #EarningsGrowth
Join Lance Roberts as he jumps into the intriguing world of earnings growth among top stocks. Discover how the performance of just a few companies is shaping the overall market landscape.
– Explore the impact of the "magnificent seven" stocks on overall earnings growth.
– Understanding the true state of earnings growth since Q4 2022.
– Identifying the seven stocks driving market earnings.
– Analyzing the consequences of removing top performers from financial calculations.
– Insights into the overall health of the stock market without its top earners.
➢ Listen daily on Apple Podcasts:
2024-05-06
Strong economic growth in the 60s and 70s led to higher inflation rates. Current data doesn’t show stagflation, but concerns persist. GDP fell to 1.6 on a real basis. #EconomicInsights #Inflation #GDP
Description: Join Lance Roberts as he delves into the complex relationship between economic growth and inflation. Understand the current economic dynamics and dispel the myths surrounding stagflation.
– Explanation of how inflation correlates with economic growth
– Analysis of current economic data to assess the presence of stagflation
– Discussion on public concern and media coverage of stagflation
– Insights into the impact of GDP and PCE price index figures
– Evaluation of investment strategies in relation to economic conditions
➢ Listen daily on Apple Podcasts:
2024-05-01
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers’ elective surgeries are impacting insurors’ actuarial tables; the rash of retirees. AMD disappoints because their report was on-target, not better-than-expected. Overall, a mixed-bag of results. What happens when companies miss? META: Is the ‘Metaverse’ fading? Lance’s Bitcoin commentary. Fed meeting preview: Inflation proving stickier than expected. Will the Fed hike rates? Ho the Fed communicates to markets: Different speakers’ different takes
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