Category Archive: 9a.) Real Investment Advice

8-6-24 Is the Selling Over?

Monday's Carry Trade-inspired blowout saw lots of selling , but a little bit of recovery before the dust settled. The ISM Services Report clocked-in a little stronger than expected, taking fears of imminent Recession off the table. The Fed might not have to cut rates as much. Markets are now over sold by three standard deviations off the moving average; a bounce is in the office, but this could be the beginning of a bigger correction. Lance and...

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Yen Carry Trade Blows Up Sparking Global Sell-Off

On Monday morning, investors woke up to plunging stock markets as the “Yen Carry Trade” blew up. While media headlines suggested the sell-off was due to fears of a recession, slowing employment growth, or fears over Israel and Iran, such is not the case.

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8-5-24 Understanding Yield Curves: Inversion Doesn’t Guarantee a Recession

August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why does it matter? Look for the largest spike in volatility since the pandemic. Be careful amid emotional headlines; Markets have already been over sold and now need to bounce. Anything that is a risk assett will be affected; bonds are over bought: Today is a day to do nothing. Lance's movie reviwe of...

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8-5-24 Emergency Alert Bulletin – The Carry Trade

What's going on with the unwinding of the carry trade, and should you be concerned? Lance Roberts & Michael Lebowitz provide perspective, explain the significance of the Carry Trade and what is happening in the Japanese economy, and why it is effecting global markets today (8/5/24)...plus their advice on what you can and should do today. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael...

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Toughest Hurdle for Investors: Entering the Market at the Right Time

Asset management is crucial, but timing the market is the real challenge. There's never a perfect time to invest, just take the leap! 💸 #InvestingTips #FinancialAdvice Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Why Market Comparisons Can Hinder Your Portfolio’s Performance

Don't fall for the trap of comparing your portfolio to the market. Focus on your own financial goals! #InvestingTips 💸📈 #FinancialAdvice #StocksBonds Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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How Credit Card and Auto Loan Delinquencies Impact Small Businesses

Small businesses heavily rely on credit card payments for cash flow. Recent trends show rising delinquencies in both credit cards and auto loans. #SmallBusiness #CreditCardPayments Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Longest Bond Bear Market Since 1790: Are Better Days Ahead?

📉 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

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8-2-24 Is Inflation Beating or Benefiting You?

Richard and Danny discuss the week's market moves, and how bad news is actually bad news now; Intel's poor performance should be no surprise to astute investors; sometimes "value" stocks are value traps. Understanding (and avoiding) the day-to-day media hype. How to use "Money Buckets" to balance risks and demands on retirement funds; 2024 looks to be a mirror of 2023, with weaker economics. How to balance two sides of the...

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The Sahm Rule, Employment, And Recession Indicators

Economist Claudia Sahm developed the “Sahm Rule,” which states that the economy is in recession when the unemployment rate’s three-month average is a half percentage point above its 12-month low. As shown, the latest employment report has triggered that indicator. So, does this mean a recession is imminent? Maybe. However, we can now add this indicator to the long list of other recessionary indicators, also flashing warning signs. As...

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Inflation Drops Below Fed’s 2% Goal, Signaling Weakening Economic Pressures

Inflation index drops to 1.5% below Fed's target. Wage growth declining, no real pressure seen. Stay tuned for more insights in tomorrow's article (8/2) on the SAHM rule. Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Using Home Equity to Maintain Financial Independence

Survival mode activated! My house may be a frozen asset, but it's also a lifeline for income. Not selfish, just smart. #financialfreedom Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-1-24 The Fed Stands Pat

Jerome Powell & Co. hold fast to the current doctrine...Lance and Michael discuss the ramifications for investors now. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Is There Value In Small Cap Value Versus Large Cap Growth?"...

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Aging in Place: How Reverse Mortgages Can Help You Stay Comfortable

Considering aging in place? Learn how a reverse mortgage line of credit can help maintain your lifestyle without worrying about lawn mowing. #FinancialTips #ReverseMortgage Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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7-31-24 Should You Share Your Wealth Sooner than Later?

Many wealthy people choose to pass on wealth when they die, but that's not the only way. Passing on assets during your lifetime can have big benefits, both psychological and practical, and beyond alleviating financial stress, early inheritance can provide a test run for future big gifts. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive...

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How Your Confidence Can Boost or Break the Economy

Confidence is key for a thriving economy! Feeling good about finances drives spending & market growth. Investor sentiment plays a vital role too! 📈💸 #EconomicImpact Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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7-30-24 Why Market Comparisons Can Hinder Your Portfolio’s Performance

Earnings season continues with 39% of S&P reporting this week; by week's end, 79% of companies will have shared results...and the buy back window opens anew. The Fed meeting begins today, with a slim chance for a surprise rate cut; a more dovish tone will encourage markets, however, and anticipate rate cut by September. Commentary on markets' 3% correction & Japanese Yen carry trade effects. Addressing the correct response to correction:...

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Economic and Financial Stress Signals Emerging in Market Trends

📈🔍 Economic and financial stress signals emerging in the bond market. Stay alert for potential surprises ahead! #marketinsights #Fed #economy Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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7-29-24 What Does the Fear and Greed Index Mean for Investors?

Markets prepare to wrap July; what will the Fed do this week? McDonald's Quarterly Report showing consumer pullback. Article tease on trying MMT and the Sam Altman experiment. Market correction last week followed by rally bounce; sell-signals are still in place, indicating the correction isn't over. Commentary on Olympic Sacrilege and electric karma; will there be a deeper correction? Lance explains the shifts in investor sentiment from fear to...

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Why Markets Thrive Regardless of Election Results

Market benefits from election outcomes as money flows into trades post-election. Markets adapt quickly to new policies, gravitating higher over time. #ElectionImpact Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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