12-10-24 Portfolio Rebalancing & High Valuation Risks
2024-12-10
Post-election consumer confidence is rocketing higher. Inflation Data is coming: CPI & PPI which will be digested in time for next week’s Fed meeting. Inflation numbers are likely to tick up from YOY comparisons.
Lilly Tops Nordisk In Weightloss Battle
2024-12-05
The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly) and Wegovy (Novo Nordisk), just completed a clinical side-by-side trial. After 72 weeks of testing on 750 obese or overweight adults with at least one medical problem, Eli Lilly came out ahead by a substantial margin. Per Eli Lilly: Zepabound provided a 47% greater relative …
Continue reading »
GDP Report Continues To Defy Recession Forecasts
2024-10-11
The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts, particularly those predicting an imminent recession. There are certainly many supportive data points that have historically predicted recessionary downturns. The reversal of the yield curve inversion, the 6-month rate of change in the leading economic index, and most recently, consumer confidence warn of a recessionary onset.
However, despite these warning signs, the U.S. economy continues to show resilience, defying many bearish forecasts. This article will explore the recent GDP report, the risks to continued growth, and potential investing opportunities.
Defying Recession Calls: The
Patience Is Key: How to Invest Wisely in Bonds
2024-10-08
Don’t rush into bonds! Patience is key for better entry points. Start small, stay cautious, and work your way in gradually. #InvestingTips 📉💰
Watch the entire show here: https://cstu.io/10afd1
YouTube channel = @ TheRealInvestmentShow
Dad’s Wisdom: Sometimes Difficult to Follow, Always Worth It
2024-10-05
Listen to Dad 99% of the time! 🔌😅 Learned the hard way not to remodel the house. Who else can relate? #LifeLessons #DadKnowsBest
Watch the entire show here: https://cstu.io/378165
YouTube channel = @ TheRealInvestmentShow
8-7-24 Is the Crisis Over?
2024-08-07
Is the crisis over? Too soon to tell, but the Nikkei did rebound, the Yen is coming down, and the BOJ is hold steady on rates. Earnings season continues; and it’s too soon to suume the market has found the bottom. Admonition to be wary of the narratives. Market rally into the 100-DMA, buyt unlikely to test resistance the 50-DMA just yet. Understanding the Yen Carry Trade; risk management vs greed. Diversification worked on Monday. The Fed soesn’t even know what they’re going to do; they’re behind the curve. How we created inflation, and expecting recession. Remembering Texas’ gasoline lines in the ’70’s. Harry nt’s perpetual doom & gloom: If market decline 94% we’ll have more to worry about than stocks. Will your financial plan survive the next crash? The Ernon and WorldCom debacles;
Longest Bond Bear Market Since 1790: Are Better Days Ahead?
2024-08-02
📉 Are we out of the woods yet with bonds? 🤔 This bear market is the longest since 1790! Economic slowdown and low inflation are driving yields down. #FinanceFacts #EconomicTrends
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow