Category Archive: 9a.) Real Investment Advice

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Japanese Style Policies And The Future Of America

2024-08-30

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2024-08-30

In a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the similarities between the U.S. and Japanese monetary policies around the 11-minute mark. However, that discussion warrants a deeper dive. As we will review, Japan has much to tell us about the future of the U.S. economically. Let’s start with the deficit. Much angst exists over the rise in interest rates. The concern is whether the government can continue to...

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Understanding the Correlation Between PPI and CPI in Inflation Trends

2024-08-29

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Price gouging claims debunked! Implementing price controls can lead to shortages. Let's talk inflation. 📉💸 #EconomicInsights Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/897c1b

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8-29-24 Is Nvidia Priced for Perfection?

2024-08-29

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Nvidia beat average analyst expectations to deliver on high expectations. But for investors accustomed to excessively large beats, a just "above-expectations" delivery tastes a little flat. Lance Roberts & Michael Lebowitz also explain how the level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide investors with critical feedback regarding the market’s expectations for economic growth, inflation, and...

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Market Conditions Limit Stock Choices for Investors

2024-08-29

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Struggling to find stocks for your portfolio? Check out our weekly newsletter with stock screens! 📈💼 #StockMarket #InvestingTips Watch the entire show here: https://cstu.io/0f0798 YouTube channel = @ TheRealInvestmentShow

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8-28-24 Stop Worrying About Taxes

2024-08-28

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Markets and Investors await today's earnings report from Nvidia, which has been tagged, 'The Most Important Stock in the World.' Expectations are VERY high, so there is little room for marginal results: There is more risk of disappointment than odds of exceeding expectations. Markets continue to hang on following the mini-correction last week, followed by sharp market recovery. For now, correction is over if Nvidia delivers. Dollar pressure...

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Yield Curve Shifts Offer Signals For Stockholders

2024-08-28

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2024-08-28

The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide investors with critical feedback regarding the market’s expectations for economic growth, inflation, and monetary policy. Short- and long-term yields have recently fallen, with short-term maturities leading the charge. The changes result in what bond traders call a bull steepening yield curve shift. The shift is due to weakening economic conditions,...

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How Inflation Data Influences the Economy and Markets

2024-08-27

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📈 Understanding data trends is crucial! 📊 Inflation drives the economy. Stay informed for smart investments. 💡 #EconomicInsights #DataTrends Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/0e1c66

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8-27-24 Overbought Conditions Set Up Short-Term Correction

2024-08-27

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Today's show is all over the place: Durable Goods take a big jump...unless you remove Aircraft. Astronauts stuck in space: Elon Musk to the rescue. Markets are overbought; risk remains in Carry Trade. Market correction will likely be short and shallow. What if: Nvidia's report tomorrow. Stocks are setting up for correction: Stocks on sale? Fallacies about the Dollar and where best to store currency. Viagra, Blue Chews, Him's/Her's: Demographics and...

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Overbought Conditions Set Up Short-Term Correction

2024-08-27

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2024-08-27

As noted in this past weekend’s newsletter, following the “Yen Carry Trade” blowup just three weeks ago, the market has quickly reverted to more extreme short-term overbought conditions. Note: We wrote this article on Saturday, so all data and analysis is as of Friday’s market close. For example, three weeks ago, the growth sectors of the market were highly oversold, while the previous lagging defensive sectors were overbought. That was not...

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Navigating 401K Challenges

2024-08-26

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Are you maximizing your 401K contributions? 💰 Let's make sure we're funding as much as we can for a secure retirement future! 🌟 #RetirementPlanning Want to learn more? YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/74ac84

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8-26-24 Risk Management Still Matters

2024-08-26

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Over the next few weeks to two months, the various signals of improving breadth and liquidity support higher prices. However, this does not mean investors should ignore the potential risks. An unexpected and exogenous event, as we saw with the “Yen Carry Trade” three weeks ago, is a good example. The things that tend to disrupt the markets are not what we know about; they are the things we don’t that send sellers rushing for the exit. Therefore,...

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Understanding the Hidden Costs That Can Eat Away Your Returns

2024-08-25

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Understand your investment fees! Check your expense ratios, opt for low-cost options like ETFs/index funds. Watch those fees add up. 📈💸 #FinancialTips Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/1cb2fe

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Managing Capital Gains Tax for Increased Profits and Wealth

2024-08-24

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Managing long term gains is key. Take profits along the way for a more manageable position. Looking ahead for better chances! 📈 #investingtips Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/47695e

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Stocks vs Bonds: Understanding the Key Differences for Investment Success

2024-08-23

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Stocks vs. Bonds: Understanding the difference. Stocks offer potential for higher yield, but bonds provide security with maturity value. 💰📈 #Investing101 Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch entire show: https://cstu.io/deb5b1

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8-23-24 How to Prepare for Recession (even when there isn’t one)

2024-08-23

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Joy, Gratitude, and the difficulty of knowing what narrative to believe. Still to come: Jerome Powell's speech at Jackson Hole, and reaction to negative revision to Jobs numbers. Four rate cuts by the Fed before the end of the year? How to make volatility work for you. Taxation of unrealized gains: It's a dumb idea. What about credits for losses?? (You absorb the losses, the Gov't takes the gains.) Thank goodness for Congressional gridlock. Schwab...

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Red Flags In The Latest Retail Sales Report

2024-08-23

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2024-08-23

The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock market. However, as is often the case, the devil is in the details. We uncover a more troubling picture when we peel back the layers of this seemingly positive data. Seasonal adjustments, downward revisions, and rising delinquency rates on credit cards and...

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Forecasting Market Risks: Events That Might Trigger a Downturn

2024-08-22

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Market outlooks are uncertain, but economics suggest challenges ahead. Setting a specific return target will be hard to do. #financialplanning #economics Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-22-24 Jackson Hole Preview

2024-08-22

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Markets are again approaching all-time highs, with the NASDAQ exhibiting a most v-like recovery, up 11% in ten days. Markets' response to the largest (818-k) negative Jobs revision since 2009: Shrugs. FOMC meeting minutes indicate the time is "appropriate" for the Fed to lower rates. French women apparently have the longest life expectancy; Lance & Michael review FOMC meeting minutes and mentions of "appropriate time" to...

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Be Careful of Market Predictions

2024-08-21

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Markets are unpredictable. Always be cautious of what you think you know. Stay informed and be prepared for the unexpected. 📈 #marketinsights Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-21-24 Why Your Portfolio Performance Sucks

2024-08-21

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Why have portfolio performances been dragging? Lance Roberts examines the cause and effect phenomenon of public policy and outcomes, rhetoric and promises; who'll control the House & Senate have more bearing on future legislation promised vs passed. Market breadth is expanding, which bodes well for bullish trends. Most of markets' lift is coming from stock buy back activity. Interesting observation about the category launches of ETF's: Most are...

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