Category Archive: 9a.) Real Investment Advice

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Will Markets Get a Boost from Inflation Numbers? | 3:00 on Markets & Money

2022-02-09

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(2/9/22) The recent rally back to the 50-DMA has been good, but since then markets have been trending slightly lower. Tomorrow's inflation data is expected to be the high-water mark for this year. If inflation comes in weaker than expected, stocks might get a boost on expectations the Fed might not be as aggressive with monetary policy. But the reality is that markets have made very little--if any--progress since October 2020. There are plenty of...

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The Congressional Stock Trading Ban Gathers Steam

2022-02-09

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Recipients of the Child Tax Credit have a surprise from the IRS; the Congressional stock trading ban gathers steam; Amazon's base salary hike, and how to really fix the compensation gap. Why Markets haven't gone anywhere since October; pat attention to the generals; the importance of portfolio risk sizing. Why Texas outperformed the rest of the nation in GDP during the pandemic; SMA's and Tax Management tracking errors; "Uncle, Lance, where...

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Is Bond Sentiment Shifting from Bearish to Bullish? | Three Minutes on Markets & Money

2022-02-08

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(2/8/22) Interest Rates have been inching upward out of concerns over the Fed's response to rising inflationary pressures--a normal response. But's also causing concern from investors with fixed-income holdings: what happens when dis-inflation arrives in the economy? As we begin to have slower rates of growth and diminishing rates of inflation on an annualized basis, take caution of a feedback loop into Treasury bonds. The Fed's rate hikes will...

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Defining the Bear (2/8/22): Market Technical Analysis & Commentary from RIA Advisors Chief Invest…

2022-02-08

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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Markets At a Standstill: Watch & Wait | 3:00 on Markets & Money

2022-02-07

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(2/7/22) Markets rallied last week, as expected, coming off deeply oversold levels. Now sitting in no-man's land--will markets retest October lows, or find support where we are, and begin to rally higher ahead of the Fed' meeting in March? What happens next--and how do you manage your portfolio accordingly? If you think we're in a bear market, raise cash by selling off poor performers in your portfolio, you could potentially be on the wrong side of...

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Is the Fed One-and-Done? (2/7/22): Market Analysis & Commentary from RIA Advisors Chief Investmen…

2022-02-07

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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Facebook Earnings Take Down Market | 3:00 on Markets & Money

2022-02-03

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(2/3/22) Facebook's less-than-expected earnings report was enough of a disappointment to take down the rest of the market on Wednesday; the question now is whether Meta can withstand the demographic headwinds that are coming, along with a troubling trend of declining user-growth. Particularly vulnerable to Facebook's face-plant is the NASDAQ, with its tech-heavy weighting. Major indexes will open weaker today after a sharp rally over the past few...

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The Faceflop Episode (2/3/22): Market Analysis & Commentary from RIA Advisors Chief Investment St…

2022-02-03

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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The Child Tax Credit 1040 Sticker Shock

2022-02-03

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Earnings have been better-than-expected from companies like Google, AMD, and Exxon; implications of Google's 20:1 stock split; Energy vs ESG's, and what happens in dis-inflation. What happens at tax time to recipients of the boosted Child Tax Credits last year? Why the rich are the only one's really saving any money; The problem with going to cash is the getting back in; managing risk is a game of inches; what IS safe? Is Bitcoin the...

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Is the Correction Over? | 3:00 on Markets & Money

2022-02-02

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(//) Robust earnings reports are boosting market confidence--the bottoming process to October lows is holding up. Money flow buy signals are in, also supporting the market rally. Resistance will still exist around the 0- and 50-DMA. Markets have not completely healed themselves, but positive earnings reports coming out are a helpful salve. Google beat estimates, AND announced a 0:1 stock split. Advanced Micro Devices also delivered...

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January’s Gone, February’s On

2022-02-02

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What happens following the "Trifecta of Disappointment:" the Santa Claus Rally failed, the first five days of January failed, and the month of January failed--in years in which these occur, markets are down for the year. The odds of the size of a Fed Rate Hike are beginning to drop: Will the the FOMC be as aggressive as we've been led to believe? Will we see $90 Oil? Chasing Hard Assets & Commodities; News that boggles the mind; money...

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Is the Market Bottom In? | 3:00 Minutes on Markets & Money

2022-02-01

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(2/1/22) January's brutal 9% market losses have been trimmed dramatically by market rallies the past few days, and futures are positive as portfolio managers position for February business. Buy signals have been triggered across the board, suggesting that the rally has room to roam yet again. The issue is where to allocate money now. There's a thesis that inflation might not be as bad, and the Fed might not raise rates as aggressively as first...

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Why the Fed is Wrong (and what you can do about it)

2022-02-01

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As goes January, so goes the year for markets...or so they say. The Fed is in fight-mode against inflation, despite deflationary 1% GDP growth; Less liquidity = less demand = less productivity; the theoretical benefits of blockchain technology, and why the Gov't. wants to regulate; what will the next CPI print show? Why the Fed is wrong--and what you must do to protect your portfolio. 1:3 - January Axioms; The Fed's Inflation Fight 1:54 - The...

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Market Selloff, Inflation vs. Deflation, and the Fed

2022-01-31

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Here is an encore presentation of the January 29, 2022 Special Edition episode of Candid Coffee, our Exclusive Analysis of the Fed's Actions this week, direct from the kitchen tables of Richard Rosso, CFP, RIA Advisors' Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP Richard and Danny are joined by CIO Lance Roberts to discuss: 0:50 - Markets are down for 2022 already: Why it feels so bad 2:50 - Understanding Market...

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Will The Friday Rally Falter? | 3:00 on Markets & Money

2022-01-31

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(1/31/22) Friday's big rally finally triggered a buy-signal on the S&P 500, setting up an opportunity for portfolio rebalancing. We've been watching for a basing of markets along October's lows... Friday's performance suggests that we could see more of a rally. However, don't be too surprised if this initially rally falters and establishes a new bottom before moving upwards again. A failure to establish that bottom at this time could set-up...

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How to Keep Your Cool in a Volatile Market

2022-01-29

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Given the markets' performance this week, it's important for investors to maintain a sense of humility; How Apple kicked butt; Fed de-toxification: No longer coddling investors. Social Media & A World w/out Twitter; does the Fed have the backbone to allow Recession? The importance of opposing views, and avoiding confirmation bias; preparing for inflation, & importance of investing rules; the problem with sticky inflation; how to properly...

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What Does the Fed’s “Sooner & Faster” Stance Mean for Markets? | 3:00 on Markets & Money

2022-01-27

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(1/27/22) Markets tanked after Fed Chair Jerome Powell's pronouncement of the FOMC's heightened response to the economy with "sooner & faster" rate hikes. In reality, there was very little change from past Fed meetings, but in the presser afterwards, when Powell uttered those two words, markets collapsed and gave up all their gains. The bottom line: The Fed is going to hike rates and reduce its balance sheet, sooner than later, and...

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How to Invest with a “Sooner, Faster” Fed

2022-01-27

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Did the Fed just create the 472nd sequel to the Fast & Furious franchise with its "Sooner & Faster" pronouncement? Markets will be more volatile this year; the Fed basically told the markets what they already knew; the sincerity of Jerome Powell. 2022 will be The Year of Volatility; how large cap companies will cope. How the YOLO investing mentality turned sour; managing fear and greed in 2022. 1:42 - The Sooner, Faster Fed's...

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Futures Higher Ahead of Today’s Fed Meeting | 3:00 on Markets & Money

2022-01-26

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(1/26/22) Futures are higher ahead of today's Fed meeting--in markets that have been sharply lower since the beginning of the year. Are markets ready for a bounce? The S&P is oversold, sitting on support from October's lows. A bounce today could rally all the way back up to the 20- and 50-DMA, and hitting 4,600 on the S&P would not be surprising. Similarly, the NASDAQ, down over 13% for the year, a rally back to its 20- and 50-DMA is not...

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Is Deflation the Watch-word?

2022-01-26

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Will the Fed be as aggressive with rate policy in the aftermath of market performance of late? Why MSFT is the best-operating company on the planet; The Fed's challenge: What to do ahead of the next recession? Headwinds for the Fed: No more liquidity; watchword will be deflation. Why do people want free stuff from the Government? How much negativity has entered markets courtesy of ETF's? "Buy Beta" will shift to buying alpha with quality...

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