The Unusual Impact of Government Spending on Economic Activity

2024-10-06

Reality check on #employment numbers! The recent revision shows 818,000 jobs lost post-2020 were rehires. Slow economic growth = slower wage increases. 📉

Watch the show here: https://cstu.io/5768c6

YouTube channel = @ TheRealInvestmentShow

2024-10-02

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first blush, one would think that a trader with a crystal ball a couple of days before the Fed action would buy bonds and lick their chops over the money they would soon make. In this case, the crystal ball was a curse.

Bond yields rose following the rate cut despite what many investment professionals perceive to be a bullish event. If you scour the media, you will find rationales for the sell-off. Such includes the Fed stoking inflation or China’s massive stimulus package. In our opinion, it’s much more straightforward; it all comes down to context.

We were inspired to write this by a message asking us in disbelief if we had ever seen such an adverse bond market reaction to a rate cut.

2024-08-03

Small businesses heavily rely on credit card payments for cash flow. Recent trends show rising delinquencies in both credit cards and auto loans. #SmallBusiness #CreditCardPayments

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2024-07-31

Many wealthy people choose to pass on wealth when they die, but that’s not the only way. Passing on assets during your lifetime can have big benefits, both psychological and practical, and beyond alleviating financial stress, early inheritance can provide a test run for future big gifts.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
Bullish Years Often Have Corrections
https://realinvestmentadvice.com/bullish-years-often-have-corrections/
"Pullback Doesn’t Deter Investor Bullishness"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Was the Rally For Real?" is here:

2024-07-24

Retirees must adjust their budgets and spending to compensate for inflationary forces. #FinancialPlanning #Budgeting
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow