Category Archive: 9a.) Real Investment Advice

Investing Wisdom: Why Rebalancing Your Portfolio Is Crucial

Skate to where the puck is going, not where it's been 🏒 Wise words for investing! Consider taking profits and rebalancing risk for the future. #InvestingTips Watch the entire show here: https://cstu.io/4e6c52 YouTube channel = @ TheRealInvestmentShow

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9-17-24 Momentum Investing Gives You An Edge, Until It Doesn’t

Today marks the start of the FOMC meeting, to be concluded with the latest interest rate announcement. Markets' expectations are for a half-percent cut; could a quarter-percent cut create disappointment on Wall Street? Microsoft announces and increase in its dividend payment (very different from a stock buy back). Kamala Harris' plans to raise taxes on corporations is in fact an crease in taxes on consumers; corporations are tax collectors for the...

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Momentum Investing Gives You An Edge, Until It Doesn’t

Since 2020, momentum investing has generated significantly better returns than other strategies. Such is not surprising, given the massive amounts of stimulus injected into the financial system. However, Brett Arends for Marketwatch noted in 2021 that momentum investing can give you an edge. To wit: “Its success ‘is a well-established empirical fact,’ and can be demonstrated across multiple assets and over 212 years of stock market data, argues...

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The Shift from Fresh Food to Processed Meals in Modern Households

Reflecting on the shift in US households from fresh food to sugary, lower quality options. Times have changed. #food #health #family Watch the entire show here: https://www.youtube.com/live/VG5OqhPFss4?si=gV8CSTgQfOyrEfMA YouTube channel = @ TheRealInvestmentShow

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9-16-24 Market Risks We Are Watching

It's Fed week, and many are predicting a 60% chance the FOMC will drop rates by a half percent; elections are drawing nearer: How will markets behave? (Why the polls are never right) Markets' 4% loss two weeks ago followed by 4% recovery last week; reversal days tend to mark bottoms, but not always. Last weeks' reversal was very bullish, but that doesn't mean we cannot have another correction. One risk is oil prices. XLE is over sold. The three...

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Social Security Concerns Rise Amid Government Delay: What It Means for Americans

Government delays? Social Security concerns? 💸 Check out this clip discussing the impact on Americans. #SocialSecurity #Government #FinancialSecurity 🇺🇸 Watch the entire show here: https://www.youtube.com/live/VG5OqhPFss4?si=gV8CSTgQfOyrEfMA YouTube channel = @ TheRealInvestmentShow

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AI Chip Impact: How Nvidia Profits Differ from Other Industries

AI is transforming industries! Companies like Google, Apple, Amazon are leveraging it to boost profits. Will all succeed? #AI #Innovation Watch the entire show here: https://cstu.io/83dfbb YouTube channel = @ TheRealInvestmentShow

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Finding the Next Nvidia: Exploring Future AI Investment Opportunities

🚀 Exciting times ahead with new technology and AI companies emerging! 🌟 Keep an eye out for the next big player in the market. #TechTrends #AI #Innovation Watch the entire show here: https://cstu.io/eabc12 YouTube channel = @ TheRealInvestmentShow

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9-13-24 How to Create a Retirement Blueprint

Today's show is a preview of tomorrow's live presentation in The Woodlands, Tx. by Richard Rosso & Danny Ratliff, but first a review of the markets: It's all about the Fed, and the grate debate is about rate. How much will they cut, and how many times? Watch for elevated volatility heading into the election; a divided-congress yields the best environment for markets. Who will have the best policies for the economy? What will your retirement...

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Labor Market Impact On The Stock Market

The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is slowing. Investors should pay attention because the link between employment and its impact on the economy and the market is undeniable. While often overlooked, as we will discuss, there is an undeniable link between economic activity and corporate...

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Financial Growth: Key Tax Reduction Methods

Don't worry about paying taxes, focus on growing your money smartly! Learn how to mitigate taxes and avoid financial mistakes. 💰 #MoneyManagement Watch the entire show here: https://cstu.io/7da0c2 YouTube channel = @ TheRealInvestmentShow

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9-12-24 Did Inflation Change the Fed’s Outlook?

Inflation eased to new three-year lows, teeing up the Fed to begin gradually reducing interest rates at a meeting next week. But will they? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in...

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Understanding Fluctuations and Trends in Economic Data Interpretation

📊 Economic data can fluctuate monthly. Focus on trends for a clearer picture! 💼💡 #EconomicTrends #InflationInsights #StayInformed Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/24d87e

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9-11-24 What’s Really Behind Stock Market Volatility (and how you should strategize)

Today marks the 23rd anniversary of the World Trade Center attacks; it's Inflation Day and post-Debate day. Market volatility tends to increase prior to Presidential elections; why policy matters. CPI is expected to show a .2% increase (it's ALWAYS expected at .2%!) Oil prices are a function of supply & demand. CPI will most impact markets today, and factor into the Fed's rate decision next week. Volatility is the big market driver. What...

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Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?

We have written many articles and commentaries forecasting interest rates. The analysis has used prior and current inflation and economic activity. Additionally, we have looked at market data on inflation expectations, Fed Funds futures, and other factors that influence interest rates. Today, we add an unorthodox factor to the list: cash cows. This article introduces a unique way to imply where dividend investors think interest rates will be in...

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Economic Impact of Declining Birth Rates in the United States

High cost of living & economic challenges are impacting birth rates. Women are waiting longer to have kids, avg age of mothers now over 30. 🌎👶 #EconomicImpact #BirthRates YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/25b14c

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9-10-24 Five Actions You Can Take Today to Minimize Risk

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...

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S&P 500 – A Bullish And Bearish Analysis

The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause. However, as...

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Increase Your Emergency Savings to Protect Against Macro Downturns

Prepare for market uncertainties by increasing emergency savings to 1-1.5 years' worth. Keep cash in a money market account for easy access during downturns. #FinancialAdvice #MarketStrategy 📈📉 YouTube channel = @ TheRealInvestmentShow Entire show: https://cstu.io/325bab

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9-9-24 A Rough Start to September

Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube...

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