Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
🔍 New administration targeting specific areas like big pharmaceutical companies! 💊 Exciting times ahead in the healthcare sector! #InvestingInsights #HealthcareRevolution 🩺 Watch the entire show here: https://cstu.io/b7cd6b YouTube channel = @ TheRealInvestmentShow |
You Might Also Like
2024-11-07
In the aftermath of the 2024 Election, attention now turns to today’s Fed announcement, with odds makers giving 96% chance of a quarter-percent rate cut. Meanwhile, markets are roiling as foreign investors try to position after the election. Managers are scrambling to re-risk in time for year-end reporting; Wednesday was a huge day for Small Caps. Lance and Michael discuss the frequency of Mexican Food, our up coming 2025 Economic Summit, and what investors should do in response to Tuesday’s election. The results argue for the value in a diversified portfolio. Questions remain: Why was Gold getting crushed? What will Trump do? Will there be an economic surprise? A discussion of economic reporting, and prediction the NFIB Confidence Index will surge with the Trump win. Employment data,
2024-11-04
It’s 2024 Election-eve: Hedge funds are long on a presumed outcome; watch for a pick up in volatility. The Fed meets on the day after the election; there are still about 100 S&P Companies left to report. Reference Lance’s weekend article on buy backs, Wolf in Sheep’s Clothing: Apple spent $100-B on stock buy backs, when they could have purchased Intel for $99-B and produced their own chips. But, no. investors should do nothing on this day before the election; any move you make could be wrong. RIP Quincy Jones & Peanuts the Squirrel; Earnings Season Beat Rates are still elevated 80% (w charts). Roughly 10% of earnings are manufactured, and these are boosted by buy backs. Jerome Powell commentary this week will depend upon election outcome; he doesn’t know yet. Lance’ discussion on
2024-09-10
Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions continue to ratchet downward; markets must reprice on expectations, impacting performance. Monday’s market rally was a disappointment; MACD sell signal is still in place. There are still barriers and resistance in the way of markets moving higher. This is not a good time to buy bonds. Lance and Jon look at what happens to stocks when a company is added to the S&P 500; why you should never track to an index: They’re not reality. Wall Street wants you perpetually upset because money movement and emotions create fees. Indexes do not pay fees or taxes. Five steps you can take to mitigate portfolio risk. Lance and Jon answer e-mail query
2024-09-04
Real-time data collection is key for accurate insights. Large companies providing real numbers, not estimates, is crucial for economic analysis. đź“Š #DataCollection #Insights
Subscribe to our YouTube channel = @ TheRealInvestmentShow
Entire show here: https://cstu.io/1ea4b0
2024-09-02
💡 Avoiding losses is key! Focus on risk mitigation to protect your portfolio from negative impacts over time. 📉 #InvestingTips #RiskManagement
Learn more:
Subscribe to our YouTube channel = @ TheRealInvestmentShow
Watch the entire show here: https://cstu.io/fcffe2
2024-07-03
Yes, we’re on a break!
Lance and Brent & the Gang will return, live, on Monday, July 15, 2024.
➢ 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:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
2024-06-27
Market volatility on the rise, Fed’s move crucial. Paying close attention is key to prevent potential snowball effect. #Fed #MarketVolatility #StockMarket #FedInsights
Michael Lebowitz discusses the market’s current downtrend and its potential to escalate into a larger financial concern. He highlights the importance of monitoring market signals and the role of the Federal Reserve.
– Impact of market deterioration and rising volatility
– Significance of increasing shorts in the market
– Potential for a snowball effect in market trends
– Critical importance of the Federal Reserve’s actions
– Implications of a possible rate cut by the Fed in July
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live
2024-06-26
Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors’ common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were in place? CNBC Economists: 2nd Trump term would re-heat inflation? Why tariff;s lead to inflation (and how consumers get aroun them.) 44% of inflation is in housing; don’t mix politics w investing. Market behavior under Republican vs Democrat majority. Nvidia dominates AI-chip market (for now); what happens when competition comes into the market.
Tags: Featured,newsletter