Category Archive: 9a.) Real Investment Advice

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Understanding Portfolio Sizing for Risk Management in Investments

2025-02-22

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Regular portfolio check-ins are crucial! Evaluate sizing and impact of each position to avoid trouble. #investingtips #financialplanning Watch the entire show here: https://cstu.io/1f237a YouTube channel = @ TheRealInvestmentShow

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Margin Balances Suggests Risks Are Building

2025-02-22

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2025-02-22

Inside This Week's Bull Bear Report New Coronavirus Discovery Shakes Markets Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. As we noted then, introducing an unexpected, exogenous event can soon lead to a price decline if investors begin to reprice forward expectations. On Friday, that …

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2-21-25 When Bears Come Out Of Hibernation – Hour-2

2025-02-22

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Richard & Jonathan are covering the 7am CST hour for the host of our terrestrial Radio partner; think of it as a bonus show: arkets aren't Red or Blue, per elections, but Green; learning from mistakes we made curing COVID; deflation and price consciousness; why tariffs will not be inflationary;; consumers will make product substitutions. Why Social Security has become the defactor pension; notes from William Shatner's "Wrath of Khan"...

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2-21-25 When Bears Come Out Of Hibernation

2025-02-21

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Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a-Bear, leanring to give up some stocks, and...

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The Impact of Ignoring PE Ratios and Valuations in Today’s Market

2025-02-21

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Understanding PE ratios made simple! It's the price you pay vs. earnings per share. For example, a PE ratio of 10 means paying $10 for $1 in earnings! 💰 #Investing101 Watch the entire show here: https://cstu.io/ab7a6b YouTube channel = @ TheRealInvestmentShow

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Alien Technology: Are ETFs Getting Too Creative?

2025-02-21

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2025-02-21

The ETF industry has undoubtedly gotten creative over the last few years. However, nothing tops the latest ETF proposed by Tuttle Capital. Per its SEC registration, the Tuttle Capital UFO Disclosure AI Powered ETF (UFOD) will purportedly invest over 80% of the fund's assets in companies that they believe "have potential exposure to advanced or …

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The Tariff Risk Isn’t In Inflation (Part II)

2025-02-21

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2025-02-21

For Part 1 on "Tariff Risk" read: Tariff Impact Not As Bearish As Predicted. In "Trumpflation" we discussed why the tariff risk was not inflation. To wit: "Today, globalization and technology give consumers vast choices in the products they buy. While instituting a tariff on a set of products from China may indeed raise the …

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2-20-25 Why Bitcoin Will Not Replace The Dollar

2025-02-20

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The latest Fed Meeting Minutes are out with a bit of insight; Trump's economic policies appear to be deflationary, as consumer strength is weakening; WalMart and Costco are tempering their forward guidance in anticipation. Palantir CEO is selling LOTS of shares as the Defense Dept. is being pushed by DOGE to cut spending. Market pullbacks may offer investors' opportunity; markets continue to do well, but there's a dichotomy between weighted indexes...

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How Consumer Choice Drives Business Pricing Strategies and Inflation Impacts

2025-02-20

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Can I pass on the cost of goods/services to customers by raising prices? Consumer choice is key. 🛒💡 #BusinessTips #ConsumerChoice #Marketplace Watch the entire show here: https://cstu.io/99054e YouTube channel = @ TheRealInvestmentShow

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Wages And Rents Portend Easing Inflation Tailwinds

2025-02-20

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2025-02-20

Wages and rents were two of the most impactful factors driving higher inflation and, of recent importance, keeping it stubbornly above the Fed's 2% target. As we will share, the good news is that wage growth and rents should be easing. The graph on the right shows that the Atlanta Fed wage growth tracker is …

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How to Maximize Social Security Benefits in Retirement

2025-02-20

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2025-02-20

Social Security benefits are a cornerstone of retirement income for many Americans, but the amount you receive can vary significantly based on when and how you claim. Understanding the factors that affect your benefits and implementing strategies to maximize them is essential for optimizing retirement income and securing financial stability during your golden years. 1. …

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2-19-25 SPECIAL REPORT: Severance Package Strategies

2025-02-19

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As thousands of government workers are being invited to leave, and Chevron offers severance packages to a swath of its employees, what's the best strategy if you're offered an opportunity to retire? Take a lump-sum or annuitize the dollars? Lance Roberts and Danny Ratliff offer helpful suggestions if you're facing "permanent furlough" with severance package advice and suggestions on how to invest severance pay; how to manage a severance...

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2-19-25 What You Should Do with a Severance Package

2025-02-19

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As thousands of government workers are being invited to leave, and Chevron offers severance packages to a swath of its employees, what's the best strategy if you're offered an opportunity to retire? Take a lump-sum or annuitize the dollars? Lance Roberts and Danny Ratliff offer helpful suggestions if you're facing "permanent furlough" with severance package advice and suggestions on how to invest severance pay; how to manage a severance...

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Rethinking Consumption Patterns: Is ‘No Buy 2025’ the Smart Way Forward?

2025-02-19

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Reconsidering our consumption habits is crucial, especially for financial planning. Would you pay double the price for it? 🤔 #financialtips Watch the entire show here: https://cstu.io/1e0cc8 YouTube channel = @ TheRealInvestmentShow

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Gold Is Getting Ahead Of Itself

2025-02-19

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2025-02-19

To appreciate the recent gold price surge, we discuss three critical factors. Money Supply—The chart below shows that the ratio of gold to the money supply (M2) and the money supply tend to follow each other, albeit gold prices are more volatile. The ratio is well extended as it was in 2011. In September 2011, … Continue reading »

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Why Bitcoin Will Not Replace The Dollar

2025-02-19

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2025-02-19

Some will rightfully say we are a glutton for punishment. Our previous articles on Bitcoin and cryptocurrencies have been met with boos and hisses (to be kind) from laser-eyed crypto crusaders. Despite what many of our critics think, we are agnostic about cryptocurrency, but we are willing to expose details that most crypto supporters refuse …

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Discover What Income Is Taxed in Investments Beyond Your IRA Distributions

2025-02-18

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Unpacking the evil formula of taxation and what's not included. 💸 #taxes #finance #moneytips Watch the entire show here: https://cstu.io/9ccb65 YouTube channel = @ TheRealInvestmentShow

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2-18-25 Retail Exuberance Sets Up Market For Correction

2025-02-18

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It is the 90th anniversary of the establishment of Social Security; amazingly, some recipients over the age of 150 are apparently still receiving benefits (!). Could there be a clue here on how to help shore up the fund? Just sayin... Nvidia earnings are on the way; Meta has and a 20-day winning streak, not one down day for the pat6 20-trading days. Its performance as one of the Mag-7 stocks is what has helped, in part, keep markets elevated. The...

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Eggflation Fears

2025-02-18

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2025-02-18

Egg prices were up nearly 19.5% in last Wednesday's CPI report as the Avian flu wreaks havoc on the nation's egg supply. Despite its inconsequential role in determining inflation, Eggflation is getting much publicity. Given the Eggflation fearmongering on social media, it's worth putting some context on egg prices and their impact on CPI. Eggs …

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Retail Exuberance Sets Market Up For A Correction

2025-02-18

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2025-02-18

Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. "The market defies more negative news because retail investors continue to step in and "buy the dip." In our recent Bull Bear reports, we discussed the push by retail investors, but looking at retail sentiment is quite …

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