Category Archive: 9a.) Real Investment Advice

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7-1-24 The Confidence Dichotomy

2024-07-01

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The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest decision since their relegation of abortion policy back to the states in striking down Roe v Wade. Meanwhile, markets end the 2nd quarter somewhat sloppily, but still positive for the year, possibly portending a positive finish for the year. This does not, however, exclude the possibility of correction...

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Impact of Claiming Social Security Early on Your Spouse

2024-06-28

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Delaying Social Security can make a huge difference, especially for spouses with unequal contributions. Consider your partner when making claiming decisions. #SocialSecurity #Retirement Richard Rosso discusses the implications of delaying Social Security benefits with a focus on considering the financial needs of your spouse. Learn key insights into why this decision needs careful thought, especially when there's a significant income gap between...

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6-28-24 Ten Steps, Ten Years to Retirement

2024-06-28

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Why re Mrkets nd the rel economy ml-ligned? A tle of two prties in how Americns re fring finncilly. Re-thinking frivolous spending: How we blew through our svings. If you're in the mrket, you're loving it: 31-dys of ll-time highs (so fr) in 2024. Rich nd Mtt discuss decision-mking when pproching retirement: The myths bout tking Socil Security erly. Rich & Mtt ponder who'll be the next Jmes Bond; timing your retirement, nd considertion of...

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Market Downtrend: Understanding Snowball Effects and the Role of the Fed

2024-06-27

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Market volatility on the rise, Fed's move crucial. Paying close attention is key to prevent potential snowball effect. #Fed #MarketVolatility #StockMarket #FedInsights Michael Lebowitz discusses the market's current downtrend and its potential to escalate into a larger financial concern. He highlights the importance of monitoring market signals and the role of the Federal Reserve. - Impact of market deterioration and rising volatility -...

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6-27-24 Why Economists Have Different Inflation Realities Than the Rest of Us

2024-06-27

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The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022. Despite the Fed’s “significant progress” in lowering inflation, most citizens are outraged and confused by economists’ relatively rosy inflation observations. Most citizens believe inflation is still rampant. The Fed and economists are correct in that inflation is now tame. At the same time, citizens dissatisfied with high prices have solid grounds...

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Market Saturation: How Household Investments Could Signal a Peak

2024-06-26

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Households fully invested in the market despite negative economic views. Who's left to buy? 🤔💸 #InvestingInsights #MarketTrends Join Lance Roberts as he jumps into market dynamics, examining the crucial factors driving investments. This video taps into key investment behaviors and strategies. - Insights from Sam Stovall at S&P - The current state of household investments - The role of corporations in the market - Analysis of who's left to...

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6-26-24 The Irony in Consumer Confidence

2024-06-26

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Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were...

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Elusive Search for Perfect Low-Risk Investments

2024-06-25

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💰 Seeking the perfect investment? 🚀 Wall Street is on it! Learn about the $120 billion ETF trend in my latest video. #Investing #ETFs #WallStreet We address the common investor's desire for a perfect low-risk, high-reward investment. He discusses the unrealistic expectations and the growing demand for such ideal investments in today's market and economy. - The search for a magic pill investment. - Expectations versus reality in market...

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6-25-24 Is S&P 6,300 Outside the Realm of Possibility?

2024-06-25

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Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia's bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We...

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Avoid These Common Trading Mistakes

2024-06-24

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🚨 Trading Tip Alert 🚨 Don't act too early or overreact! Pay attention to negative breadth in the market. Interesting insights on RSPY vs. RSP! 📉💡 #TradingTips #MarketInsights Lance Roberts addresses common mistakes made in trading and offers tips to avoid them. He emphasizes the importance of paying attention to market signals without overreacting. - Recognizing the dangers of acting too early in trading - Understanding the pitfalls of...

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6-24-24 Avoid These Common Trading Mistakes

2024-06-24

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Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain extremely over bought. The Conference Board's Leading Indicator Index has been negatice for 27-mos in a row; always a precessor of Recession. Lance discusses investors' two common mistakes when markets negatively diverge (w charts). A look at Market Cap Weighting vs Equal Weighting in...

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Market Cycles Explained: Preparing for the Impact of Rate Cuts

2024-06-21

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Markets move in cycles. Remember how happy you were this date last year? Anticipate the Fed cutting rates, it impacts the markets. Stay informed. 📈💡 #Finance #MarketTrends #FinancialDistress We break down the realities of market cycles and offers a cautious outlook for the year ahead. Get ready for some insightful truths about what really happens when the Fed starts adjusting rates. - Explanation of market cycles - The role of the Federal...

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6-21-24 Could Tax Policy Shrink the Economy?

2024-06-21

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Raising business taxes or trade tariffs will hurt Americans, according to the nonprofit Tax Foundation. * Biden’s tax policy is characterized by higher taxes on U.S. businesses and high-income households, and more tax preferences and credits for narrow groups of households and activities. *Trump’s tax policy is characterized by lower taxes for U.S. businesses and households, but higher taxes on imports through new tariffs, which would fall hardest...

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Debunking Dollarization: Why the Dollar Is Stronger Than Ever

2024-06-20

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Are global fears of the dollar's decline justified? Let's reveal the truth about dollarization misconceptions. - Debunking the myth of a weakening dollar - Analyzing the dollar's strength in currency markets

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6-20-24 Debunking Dollarization: Why the Dollar Is Stronger Than Ever

2024-06-20

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Will markets exhibit the typical summer weakness? Prepping for the election outcomes; correction coming now and later. Preview of housing numbers and initial jobless claims; market breadth is on the decline. The increasing gap between the S&P 500 and equal-weighted indexes. Lance discusses the relative strength of the Dollar vs other currencies. Petro-dollar fears and how you're being sold by Wall Street. Our narrative should be how to make...

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Why Investors Feel Compelled to Buy Nvidia Stocks

2024-06-19

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Investors aren't buying Nvidia because they want to, but because they have to. Positioning is key for indexed portfolio managers benchmarked to the S&P 500. #Nvidia #investing Lance Roberts discusses why investors are buying Nvidia out of necessity. This isn't just a choice—it's a strategic requirement. - Explanation of Nvidia's indispensable role for index portfolio managers. - Discussion on the obligation faced by those running S&P...

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6-19-24 Retail Sales Disappoint

2024-06-19

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The latest Retail Sales data shows cutbacks by consumers; how might this cause the Fed to shift its rate cut timing? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Consumer Survey Shows Rising Bullishness" https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/ "Inflation Print Keeps Fed On Track To...

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Overcoming Investment Fear: Managing Risks and Market Behaviors

2024-06-18

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Lance Roberts dives into the complexities of investing in markets and managing risk. Learn essential strategies to improve your investing outcomes. - Balancing debts, deficits, and investment fears - The challenge and necessity of investing despite risks - Importance of proper allocation and risk management - Taking profits and reducing risk when markets are overbought - Psychological behaviors that lead to bad investment outcomes

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6-18-24 Is Bullishness on the Rise?

2024-06-18

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Markets are trading in a holiday-shortened week, thanks to the Juneteenth Holiday Wednesday. 50% of companies are now in stock buy back blackout period. Retail Sales report preview; a function of Consumer sentiment. Five Fed speakers out and about today; markets started weakly, then rallied 1%. Volume and breadth are weakening; markets are very over-bought and extremely deviated from DMA's; when correction comes... Is consumer sentiment on the...

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Interest Rates: Is a Multi-Decade Increase on the Horizon?

2024-06-17

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📈 James Grant predicts a cyclical rise in interest rates for the next few decades. Lance Roberts explains why he sees things differently. 🏠💰 #InterestRates #Economy #Finance Lance Roberts discusses the impact of higher interest rates on the economy and shares insights from an interview with James Grant. Discover how cyclical patterns and rising rates can shape the future. - Impact of higher interest rates on homeowners - Borrowing costs and...

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