Category Archive: 9a.) Real Investment Advice

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Seeking Beta

2024-11-13

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2024-11-13

While the "Trump rally" appears to have just begun, one of its initial hallmarks is that investors want beta. Beta is a measure of the volatility of a stock versus the broader market, most often the S&P 500. For instance, a stock with a beta of 1.50 implies that based on prior trading, investors should … Continue reading...

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11-13-24 Annuities: Good, Bad, & Ugly

2024-11-13

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It's Inflation Day: Expectations are for a .3% print for October (the Bureau of Labor Statistics reported CPI rising.2%, and up 2.6% over the past 12-months). Remember, it's only a guess; why inflation is destined to rise. Stocks remain over-bought; watch for pre-Thanksgiving volatility; more than half in our Twitter poll sees the S&P at 6,200 by EOY. Why are investors expecting more rate cuts in 2025? Lance & Danny present an Annuity...

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How to Secure Profits and Avoid Margin Calls in Investments

2024-11-12

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Trade wisely, secure your profits. Avoid being wiped out by margin calls. Secure your family's legacy. #InvestingTips #FinancialAdvice Watch the entire show here: https://cstu.io/494659 YouTube channel = @ TheRealInvestmentShow

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Crypto Soars

2024-11-12

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2024-11-12

On the campaign trail, Donald Trump favored the crypto industry, including appointing "crypto-friendly" regulators. Moreover, one of the plans he mentioned several times was the creation of a federal strategic reserve of crypto assets. Trump's decisive victory, along with the Republican sweep of Congress, makes it even more likely the crypto industry and related cryptocurrencies …

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Exuberance – Investors Have Rarely Been So Optimistic

2024-11-12

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2024-11-12

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board's Sentiment Index. To wit: "Consumer confidence in higher stock prices in the next year remains at the highest since 2018, following the 2017 “Trump” tax cuts." (Note: this survey was …

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11-12-24 Irrational Exuberance…Again?

2024-11-12

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Earnings Season is winding up, and The Next Big Report to come will be from NVIDIA on 11/20. Markets are on fire for now; what will the Fed do next? We're expecting one more rate cut in December, and then a pause. This week's inflation print could be higher due to YOY comparisons. Mutual Fund Distributions are coming in December; do not be alarmed! The post-election market is on a tear: invesetors are more exuberant than ever. Everybody is betting...

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Exuberance – Investors Have Rarely Been So Optimistic

2024-11-12

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2024-11-12

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index. To wit: “Consumer confidence in higher stock prices in the next year remains at the highest since 2018, following the 2017 “Trump” tax cuts.“ (Note: this survey was completed before the Presidential Election.) We also discussed households’ allocations...

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Super Micro Is Not So Super Anymore

2024-11-11

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2024-11-11

Super Micro Computer Inc. (SMCI) was the market's darling only six months ago. Amazingly, Its stock, had risen 3x in just the first three months of 2024. Consequently, S&P Global announced its addition to the S&P 500 Index. The announcement is annotated below with a box in early March. Furthermore, the circle, which coincides with …

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Strategies to Pocket Gains and Reduce Investment Risk in Any Market

2024-11-11

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Wouldn't you rather put some money in your pocket after tax? 🤔💰 #TaxTips #FinancialPlanning #MoneyMatters Watch the entire show here: https://cstu.io/c19f49 YouTube channel = @ TheRealInvestmentShow

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Understanding Market Peaks: Why Broad Participation Could Be a Red Flag

2024-11-10

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📈 Wise words from Sam Stovall at S&P 🤔 When everyone's bought in, who's left to buy? Broad participation can be bullish but also a warning sign. #InvestingTips Watch the entire show here: https://cstu.io/993271 YouTube channel = @ TheRealInvestmentShow

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Assessing Debt Reduction Strategies in Today’s Economic Climate

2024-11-10

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Discussing the current economic environment and future predictions. Where are we headed? No other option? Demographics play a big role! 💬📈 #EconomyTalks Watch the entire show here: https://cstu.io/0dc8d7 YouTube channel = @ TheRealInvestmentShow

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Election Over. Now What For The Market.

2024-11-09

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2024-11-09

Inside This Week's Bull Bear Report S&P 6000...Already? Last week, we discussed the expected derisking heading into an uncertain election. "There is an important lesson in this week's action. Over the last several weeks, we have warned about the weakening of momentum and relative strength and the triggering of the MACD 'sell signal.' However, many …

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Effective Strategies for Managing Risk in Stock Trading

2024-11-09

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Focus on smart risk management when trading stocks. It's not about capturing every bit of upside, but creating wealth along the way. 💸 #StockMarket Watch the entire show here: https://cstu.io/d206e1 YouTube channel = @ TheRealInvestmentShow

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Trump Presidency – Quick Thoughts On Market Impact

2024-11-08

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2024-11-08

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets. While the market surged immediately following the election, many potential future headwinds may impact returns from economic …

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As Expected The Fed Cut Rates

2024-11-08

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2024-11-08

As expected yesterday, the Fed cut the Fed Funds rate. With the expected 25bps rate cut, the new range for Fed Funds is 4.50-4.75%. The redlined second paragraph below, regarding inflation, is the only meaningful change to the FOMC statement. We think the Fed made the change to present a more hawkish stance. Furthermore, it …

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11-8-24 Why COLA Doesn’t Get Any Respect

2024-11-08

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Why do COLA adjustments lack impact, and what are the Social Security COLA issues that affect you most? Richard Rosso & Danny Ratliff look at cost of living adjustment problems, the incredible Inflation and COLA disconnect, why understanding COLA and inflation is vital. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------...

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Analyzing Post-Election Economic Data: What It Means for Future Investments

2024-11-08

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Navigating through post-election economy! 📈💼 Stay informed on economic data and market trends. Changes take time to impact! Watch the entire show here: https://cstu.io/6a2976 YouTube channel = @ TheRealInvestmentShow

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Trump Presidency – Quick Thoughts On Market Impact

2024-11-08

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2024-11-08

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets. While the market surged immediately following the election, many potential future headwinds may impact returns from economic growth, monetary and fiscal policy, and geopolitical events. Here are some quick...

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How New Presidential Policies Boost Small Business Optimism and Investment

2024-11-08

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🌟 New president, new optimism! Small businesses are expected to thrive with a jump in confidence index post-election. 💼📈 #SmallBusiness #ElectionBoost Watch the entire show here: https://cstu.io/bbf4d1 YouTube channel = @ TheRealInvestmentShow

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The Reality of Political Promises: What Truly Happens in Office

2024-11-07

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Political promises vs. reality! Campaign talk vs. getting things done in the White House. 🏛️🤔 #Politics #CampaignTrail #RealityCheck Watch the entire show here: https://cstu.io/e50a20 YouTube channel = @ TheRealInvestmentShow

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