Category Archive: 9a.) Real Investment Advice

All Inflation Is Transitory. The Fed Will Be Late Again.

In this issue of “All Inflation Is Transitory, The Fed WIll Be Late Again.“ Market Review And Update All Inflation Is Temporary The Fed Should Be Hiking Now Portfolio Positioning #MacroView: No. Bonds Aren’t Overvalued. Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week   Market Review & Update Last week, we...

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Seth Levine: Bitcoin Doesn’t Fix Defi, Defi Fixes Bitcoin

Does Bitcoin Fix Defi (Definancialization)? “Bitcoin fixes this.” I cringe every time I see this popular meme. I find it worse than nails on a chalkboard. Bitcoin and other cryptocurrencies (crypto) supporters seem to wheel this tired trope out for every problem they see, particularly at economic ones. To their credit, they genuinely want to fix the financial system’s problems.

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Financial Fitness Friday (4/30/21): Market Analysis & Personal Finance commentary from RIA Adviso…

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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Financial Fitness Friday | The Real Investment Show [Full Show: 4/30/21]

00:00 - What Bonds Are Telling Us Now 10:00 - Will SS Still be There? IRA Rules 23:00 - The Brannick Device; Market Bubbles 35:30 - How Higher Taxes Alter Behaviors Hosted by Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP _________ Articles mentioned in this show: ➢ The Battle Royale: Stocks vs. Bonds (Which Is Right?) https://realinvestmentadvice.com/the-battle-royale-stocks-vs-bonds-which-is-right/...

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Stimulus & Taxes & Interest Rates–O, My! | 3 Minutes on Markets & Money [4/30/21]

Markets have been essentially flat all week; the Fed says it's not raising rates--for now. Hide and watch as Fed capitulates on this position. Biden's push for $4-Trillion MORE in stimulus, but no worries--it'll be "spending-neutral," thanks to your tax dollars--which are most assuredly going to be more. Hosted by RIA Senior Advisor, Danny Ratliff, CFP _________ Upcoming Events: ➢ 5/6/21 Virtual Lunch and Learn: MEDICARE....

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The Flying Blind Episode | The Real Investment Show (4/29/21): Market Analysis & Commentary from …

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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Stock & Bonds, Devils & Angels [4/29/21]

Shortly after Fed Chairman Jerome Powell's remarks this month, the smart money looks to the bond markets for the real story about the economy, interest rates, inflation, and the path investors must travel as we enter the seasonally-weak six-months of the year. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts with Portfolio Manager, Michael Lebowitz, CFA _________ Articles mentioned in this show: ➢ The Battle Royale: Stocks vs....

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The Flying Blind Episode | The Real Investment Show [Full Show: 4/29/21]

00:00 - Joe Biden's Blue-collar America 9:00 - Fed Review: A "Watershed" Meeting 22:00 - Stocks, Bonds, Devils & Angels 34:22 - What Are Interest Rates Telling Us? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts with Portfolio Manager, Michael Lebowitz, CFA _________ Articles mentioned in this show: ➢ The Battle Royale: Stocks vs. Bonds (Which Is Right?)...

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Blockbuster Earnings & Jerome Powell’s Dovish Remarks | 3 Minutes on Markets & Money [4/29/21]

Markets respond to blockbuster earnings and dovish remarks from Fed Chairman, Jerome Powell; S&P 4,200 is within reach. MACD sell signals expected to turn next week. Markets still very over-bought on short-term and longer-term basis; upside is somewhat limited. Likely set up for bigger correction later this summer, certainly after earnings season--better buying opportunity for you. 3 Minutes on Markets and Money hosted by Lance Roberts, RIA...

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The Basic Economic Law Episode (4/28/21): Market Analysis & Personal Finance commentary from RIA …

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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The Basic Economic Law Episode | The Real Investment Show

00:00 - Opening Up the Economy & Basic Economic Law 9:55 - Market Update; Un-SOTU Preview 22:51 - Tax Hikes, Inflation, and Paying More to Get Less 35:23 - Census Results & Market Reaction to Tax Policy Hosted by Lance Roberts, RIA Advisors Chief Investment Strategist with Danny Ratliff, CFP, Senior Advisor _________ Articles mentioned in this show: ➢ Technically Speaking: Forward Returns Continue To Fall"...

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Major Stock Market Analysis and Review | 3 Minutes on Markets & Money [4/28/21]

Major Stock Market Analysis and Review: S&P 500 continuing to digest recent run-up in March, working off flattening money flow sell signal, which could turn to buy-sign by the end of the week. NASDAQ strong run about to finish, with sell-signal flipping to the buy-sign. Upside is likely limited in next advance. Interest rates beginning to creep upwards with more inflationary pressures. Weaker earnings & economic growth expectations could...

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The Battle Royale: Stocks vs. Bonds (Which Is Right?)

The Battle Royale: Stocks vs. Bonds. The S&P 500 is at valuations higher than those in 1929 and rival those of 1999. Despite a recession, the index is 25% above where it was trading before the pandemic. The equity stampede is undoubtedly bullish about corporate earnings prospects and, by default, economic growth.  

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Technically Speaking Tuesday (4/27/21): Market Technical Analysis & Commentary from RIA Advisors …

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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The Fed, CPI, & Inflation [4/27/21

Ahead of the April Fed Meeting this week, we look at CPI, how it's mis-calculated (and why), and how inflation has already reared its head in the lives of consumers and corporations; how companies are likely to respond to inflation, and what investors should keep in mind as quarterly earnings reports are released and digested. RIA Advisors Chief Investment Strategist, Lance Roberts _________ Articles mentioned in this show: ➢ Technically...

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Technically Speaking Tuesday | The Real Investment Show [Full Show: 4/27/21]

00:00 - Markets Price-in Economic Expansion vs Recovery 9:57 - Oscars, Census Winners & Losers: Demographics are Destiny 23:00 - Fed Meeting Preview: CPI & Inflation 35:24 - Myths in the Market: Forward Returns Continue to Fall Technically Speaking Tuesday hosted by RIA Advisors Chief Investment Strategist Lance Roberts _________ Articles mentioned in this show: ➢ Technically Speaking: Forward Returns Continue To Fall:...

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Preview of the April Fed Meeting | 3 Minutes on Markets & Money [4/27/21]

When might tapering begin? The Fed meeting is tomorrow and markets continue to escalate on premise that as long as the Fed is involved, things will be fine. There is still concern inflation will be a problem for the economy. The "i-word" is now showing up in companies' earnings reporting. Inflation concerns are showing up in household surveys, too. Economic growth is expected to peak this quarter, and the Financial Conditions Index is on...

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The Real Investment Show (4/26/21): Market Analysis & Commentary from RIA Advisors Chief Investme…

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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The Future of Low Returns Episode | The Real Investment Show [Full Show: 4/26/21]

00:00 - Markets Price-in Economic Expansion vs Recovery 9:58 - Expectations for Economic Recovery Well Ahead of Reality 22:58 - Low Future Returns Requires a "Real" Bear Market 35:02 - Bill Maher is Right: Thinking Independently Hosted by RIA Advisors Chief Investment Strategist Lance Roberts _________ Articles mentioned in this show: ➢ Low Future Returns Requires A “Real” Bear Market:...

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What Are You Doing with All That Cash? | 3 Minutes on Markets & Money [4/26/21]

Money Flow Sell-signal keeps markets contained. Money flows remain very strong, as markets move sideways. 2/3rds through sell-signal process, with more slopiness to come this week; the weekly buy-signal is still intact, but may be shorter-lived. Price support likely to continued through thie earnings season. Weekly sell-signal could be triggered by late May or early June, creating market declines--and buying opportunities. When can sidelined cash...

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