Category Archive: 9a.) Real Investment Advice

The Real Impact of Trump’s Tariffs: What Investors Should Know

Uncertainty ahead! 🤔📉 Trump's tariffs may not cause the chaos some predict. Stay cautious with your investments and avoid hasty decisions. #FinanceTips Watch the entire show here: https://cstu.io/8bb550 YouTube channel = @ TheRealInvestmentShow

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Robert Kennedy Targets Big Pharma: Vaccine Makers Under Fire

🔍 New administration targeting specific areas like big pharmaceutical companies! 💊 Exciting times ahead in the healthcare sector! #InvestingInsights #HealthcareRevolution 🩺 Watch the entire show here: https://cstu.io/b7cd6b YouTube channel = @ TheRealInvestmentShow

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Market Forecasts Are Very Bullish

Inside This Week's Bull Bear Report A Holiday Rally Is Likely Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the "Trump Trade" went into full swing, pushing the markets higher; however, as we noted, that the trading had gotten a …

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“Trumpflation” Risks Likely Overstated

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of "Trumpflation." Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years. However, growing evidence shows inflationary pressures continue to ease significantly, paving the way …

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AI Is Steaming To Nvidia’s Benefit

Wall Street's poster child for AI is Nvidia. With an overwhelming market share in AI chip design, Nvidia is up over 200% year to date and a whopping 2680% over the last five years. Driving the price surge are incredible earnings, revenue growth, massive profit margins, and promising outlooks. Since 2020, Nvidia's sales have increased …

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The Impact of AI on Employment and Demographics Explained

AI advancements are changing the job market. Demographics show a decline in birth rates. What will the future workforce look like? 🤖 #AI #FutureOfWork Watch the entire show here: https://cstu.io/9f7cb1 YouTube channel = @ TheRealInvestmentShow

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11-21-24 Will Trump Tariffs be Inflationary?

A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expectations for 2025. Bitcoin is tracking WITH the US Dollar, not against it as a de-dollarization asset. CNBC completely misses "first man in space" trivia question...

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Target And Walmart: Same Business But Different Trends

Yesterday's Commentary shared Walmart's outstanding earnings report and reviewed its surging share price from a technical basis. Despite being a head-to-head competitor of Walmart, Target is heading down a completely different path. Walmart beat EPS and revenue expectations easily, while Target was short. Target reported EPS of $1.85, well below estimates of $2.30. Unlike Walmart, …

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11-20-24 Wall Street Lowers 2025 Expectations: Should You Be Concerned?

It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking for lowered expectations in 2025, as President Trump faces a waning economy. Meanwhile, markets have had a good test of support at the 20-DMA. Volatility anticipated in a holiday-shortened trading week next week. Lance and Danny plead for planning ahead at the end of the year, so as not to pile EOY...

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Market Stability at Risk: Predicting a Possible Decade of Turbulence Ahead

📉 Brace yourselves for the stock market rollercoaster! 🎢 Enjoy the ride while it lasts! #stockmarket #volatility #investmenttips Watch the entire show here: https://cstu.io/8333b3 YouTube channel = @ TheRealInvestmentShow

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Trump Tariffs Are Inflationary Claim The Experts

The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct? Instead of taking the "experts" word, let's consider how tariffs may affect the prices of all goods and services, not just the items subject to tariffs. Furthermore, it's worth discussing how tariffs could impact the economy, as …

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Walmart Shares: Great Fundamentals But At A Frothy Price

Walmart's (WMT) shares opened higher as its earnings report surpassed expectations. EPS and revenues beat expectations. Moreover, the company increased its sales guidance for next year by a full percent. As its latest earnings report reminded us, Walmart is doing very well financially. Furthermore, its share price has surged, reflecting the company's health.

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11-19-24 Yardeni And The Long History Of Prediction Problems

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets.The rush by perma-bulls to make long-term predictions is remarkable. Economist Ed Yardeni believes this upward momentum will continue, and has revised his long-term forecast to project that the S&P 500 will reach 10,000 by 2029. This forecast reflects a mix of factors that Yardini...

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Fed Rate Cut Expected to Fuel Markets Bullish Momentum

Bullish market outlook! 📈💰 Short-term perspective shows optimism and potential for assets. Federal Reserve expected to cut rates on Dec 18. #StockMarket Watch the entire show here: https://cstu.io/b2a7ac YouTube channel = @ TheRealInvestmentShow

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Gold Miners Enter The Bears Den

Many investors consider a decline of 20% or more to be a bear market. We can debate the merit of the random 20% figure, but according to that definition, gold miners, down 25% from its peak on October 22, are in a bear market. We have noted numerous times in the last month or so … Continue reading »

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Yardeni And The Long History Of Prediction Problems

Following President Trump's re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.

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Why Emerging Markets Are Not as Cheap as They Seem

Emerging markets may seem cheap compared to the US, but are actually expensive relative to their own country's growth. 📈 #Investing" Watch the entire show here: https://cstu.io/e53b03 YouTube channel = @ TheRealInvestmentShow

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Understanding the Reality of Guaranteed 6-8% Annual Income Expectations

Looking for a bond portfolio with 6-8% reliable income, no risk, full access to principal, and liquidity? Realistic or unrealistic? #investmentgoals #bonds #finance Watch the entire show here: https://cstu.io/c58ebf YouTube channel = @ TheRealInvestmentShow

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11-18-24 “Trump Trade” Sends Investors Into Overdrive

It's the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU's negative expectations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of...

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5X5 Inflation Expectations: A New Benchmark To Follow

At the last FOMC meeting, Jerome Powell was asked if they were concerned that inflation expectations are “de-anchoring, or put another way, are anchoring at a slightly higher level?” His answer specifically referenced the 5x5 forward inflation expected rate. He could have used many data points to answer the question. However, the fact that he …

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