Category Archive: 9a.) Real Investment Advice

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5-23-24 Who Will Profit Most from the Next Tech Boom?

2024-05-23

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Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The hawkishness seems to be continuing; Deflation seems to be a bigger risk to the economy than inflation. There's too little demand, resulting in price cuts to move inventory. Insight on why we reduced our stake in Nvidia before its report was released, which attests to the growth potential of AI...

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5-22-24 Why the Dot-com Crash Feels Like a Distant Memory to Investors

2024-05-23

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All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOMC Meeting Minutes also could trigger markets, based on what they reveal about the Fed's interest rate intentions. Markets are at all-time highs, trading in a tighter range. Markets have gone 315-days without a 2% correction; we think they're primed for a pullback. Lance's wife is home; hilarity ensues....

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Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors

2024-05-22

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Remember the.com crash? Many young investors today never experienced a financial crisis like 2008. It's important to learn from history to navigate market uncertainties. #financialcrisis #investing The dot-com crash was a pivotal moment in financial history, but its impact is often forgotten. Join Lance Roberts as he revisits this era and discusses its relevance to today's market. - The gradual decline of the dot-com crash - Opportunities for...

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Impact of Stock Failures on Your Portfolio and Index Funds

2024-05-21

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Diversification is key! Learn how indexes manage portfolio risks efficiently by swapping stocks without costs or challenges like taxes and fees. #InvestingTips #PortfolioManagement Dive into the intricacies of index rebalancing with Lance Roberts as he breaks down how indices manage stock changes seamlessly. Learn why private portfolios might face challenges replicating such moves. - The impact of a stock going to zero on an index versus a...

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5-21-24 Benchmarking Your Portfolio May be Riskier Than You Think

2024-05-21

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During ripping bull markets, investors often start benchmarking, comparing their portfolio’s performance against a major index; most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you? Why does Wall Street want you to compare your performance to a benchmark index? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced...

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Secrets to Financial Success: Striving for the Top 20%

2024-05-20

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Focus on being in the top 20% who invest in their wealth, not the bottom 80% just making ends meet. 💰 #wealthbuilding #financialfreedom In this video, Lance Roberts discusses the importance of striving to be in the top 20% of financial success. Tune in to understand the mindset and habits that set the top achievers apart. - Why being in the top 20% matters. - The mindset difference between the top 20% and the bottom 80%. - The importance of...

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5-20-24 Disinflation Remains The Bigger Risk

2024-05-20

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NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the...

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How to Set Rules for Smart Investments and Portfolio Management

2024-05-17

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Wrap rules around every investment - whether it's Kraft Heinz, Coca Cola, or Bitcoin. What's your buy rule? What's your sell rule? #InvestingWisdom We discuss the essential rules every investor should have when managing their portfolio. From establishing buy and sell rules to questioning the rationale behind your investments, you'll learn the critical dos and don'ts of smart investing. - The importance of having rules for every investment. -...

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5-17-24 How Long Have You Planned to Live?

2024-05-17

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When you have a high-earning husband and a wife who never worked, the husband should claim his benefit at FRA, not age 70. The rationale—assuming both spouses are the same age—is that if he waits until age 70 to claim his benefit, she must also wait until she is 70 to claim her spousal benefit. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Dany Ratliff, CFP Produced by Brent Clanton, Executive...

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Balancing Market Perspectives: Weighing Economic Data for Success

2024-05-16

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Let's weigh both sides for an even balance. Discussing negatives and positives, economic data, and market trends is crucial for understanding the full picture. #balancedviewpoints Lance Roberts dives into the essentials of balancing perspectives for market success. Gain insights on navigating both positive and negative market indicators effectively. - Importance of weighing both sides of market perspectives - Discussion on negative economic...

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5-16-24 It’s a Mistake to Be Entirely Out of Equities

2024-05-16

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Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners' Equivalent Rent. Markets are now anticipating two rate cuts this year. Consumers are showing signs of weakening; hardest hit are Gen-Z & Millennials. Stocks & Bonds rally on weaker CPI; markets are extremely over bought. Look for a re-test of the 50-DMA with market corrective action anticipated. WalMart has decent earnings; consumer spending is...

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Bitcoin Market Drivers: Beyond ETF Launches and Meme Stocks

2024-05-16

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📉 Bitcoin's market behavior is puzzling experts as rally stalls despite meme stocks resurgence and ETF launches. What will be the next driving force? 🤔 #Bitcoin #MarketTrends Lance Roberts discusses the recent trends in bitcoin and the reasons behind its fluctuating market behavior. Tune in to understand the forces at play in the world of cryptocurrency. - Meme stock resurgence and bitcoin's lack of rally - Impact of ETF launches on bitcoin...

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5-15-24 Will Bitcoin Rise to $420,000?

2024-05-15

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CPI Preview & PPI review; markets closed higher Tuesday thanks to downward revisions to previous PPI print & Jerome Powell comments. Markets remain overbought, which may limit upside. CPI will be The Market Driver. Signs of a slowing economy: Increased credit card usage. AI is now capable of creating original, royalty-free music for online streaming. What will be the impact? No need for musicians/performing artists? Now AI is experimenting...

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Analyzing the 2022 Sell Signal: Key Insights from Lance Roberts

2024-05-14

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In Jan 2022, a sell signal was issued in the risk range report advising caution. Shaded areas indicate sell signals, while no shading means stay in stocks for S&P 500. #StockMarket #Investing In this crucial update, Lance Roberts discusses the significance of the sell signal issued in January 2022, guiding viewers through the pivotal moments to sell or hold stocks. Using the S&P 500 as a reference, he breaks down how to navigate market...

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5-14-24 The Bull Is Back

2024-05-14

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Roaring Kitty is back with resurgence of GameStop stock; the insanity returns. Jerome Powell already knows the CPI numbers for tomorrow: What are markets expecting vs what he will say? Citi Surprise Index showing more signs of economic weakness; evidence the consumer is slowing down. Markets flopped around Monday but earned another green candle. We're expecting a pullback to test the 50-DMA; there is risk in economic data from the lag effect....

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Generative AI: Private Equity’s Golden Ticket to Billion-Dollar Deals

2024-05-13

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2022 brought a new theme: generative AI. Expectations are high for trillions of dollars in opportunities. Private equity is eager to fund AI deals, as the industry booms. #AI #Opportunity Description: Discover the burgeoning world of generative AI with Lance Roberts and explore the trillion-dollar opportunities it presents. In this video, Lance delves into why generative AI is the latest magnet for private equity investments. - Understand what...

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5-13-24 Bounce Back Ends April Correction

2024-05-13

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Markets' bullish trend continues; no reason to be sitting in cash now. Economic data is proving to be a mixed bag. Consumers' creativity for accessing funds they shouldn't be touching for continued spending. Markets are back to overbought; wait for a pullback to add exposure. What's moving markets: The Fed or AI? When the Fed supplies liquidity, fundamentals take second chair. Fundamentals, however, will save you in a market downturn. Will AI be a...

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Insights on Improving Financial Conditions and Future Benefits

2024-05-10

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Positive news on Social Security funds as the negative balance shrank. Benefits could be cut by 20-23%, but raising retirement age and removing the cap may help. #SocialSecurity #RetirementAge #positivenews In this important discussion, we dive into the current state of financial funds and the outlook for Social Security. They explore potential reforms and the realistic impacts of these changes on benefits. - Evaluation of the recent shrinkage...

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5-10-24 Will Social Security Last Past 2035?

2024-05-10

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Earnings preview & economic reports: The wisdom of writing a market journal. Will markets produce an 8th day of gains? Current trading strategioes; the animal spirits are shifting. Soupy Sales' 'Send a Dollar;' CEO Neutrality, getting back to the basics of business. Will Social Security last past 2035? There are some surprising, positive notes in the latest SS Trustees' report. Why we run financial plans without SS. Financial Dust-bunnies:...

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Unpacking True Earnings Growth: Excluding the Top Seven Influence

2024-05-09

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Did you know that all the earnings growth in the S&P 500 is mainly driven by just seven stocks? Check out the eye-opening chart shared on Twitter this morning. #StockMarket #EarningsGrowth Join Lance Roberts as he jumps into the intriguing world of earnings growth among top stocks. Discover how the performance of just a few companies is shaping the overall market landscape. - Explore the impact of the "magnificent seven" stocks on...

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