Category Archive: 9a.) Real Investment Advice

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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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5-9-24 Finding The Next Apple Using Buffett’s Logic

2024-05-09

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Todd Combs, a member of the Berkshire Hathaway portfolio management team, is responsible for bringing Apple to Warren Buffett’s attention. However, not all credit goes to Combs. Buffett presented Combs with a challenge that ultimately highlighted Apple’s value proposition. With this same challenge, we will take a stab at finding the next Apple. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael...

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Hidden Costs of a Cashless Society: Rising Fees and Consumer Impact

2024-05-08

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Are additional fees becoming the norm? Businesses pushing for cashless transactions may result in more costs for consumers. #fees #cashless #businesses Description: Explore the realities of a cashless society in today's episode where we unpack the impact of rising fees on consumers. We bring to light the hidden costs and challenges associated with digital transactions. - Understanding the shift towards a cashless economy - The reasons...

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5-8-24 The Difference Between the Price You See vs the Price You Pay is Growing

2024-05-08

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The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrapping up with fair results; the only companies seeing margins grow are large caps. Markets eke out gains for 4th straight day; the benefits of a market pullback; CTA's have money to spend, plus resumption of stock buy backs. Old Shows & Actors; the great un-bundling of fee has created fees on fees;...

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Lance Roberts Discusses Why Unexpected Recessions Happen

2024-05-07

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From 100% expectations of a recession to now nobody expecting one. Will this mindset shift set the economy up for a recession? #economy #recession Lance Roberts delves into the current economic climate and the likelihood of facing a recession. Discover why the unexpected may be just around the corner despite widespread confidence in the economy. - Examining the economic predictions made back in 2022 - Understanding why no one anticipates a...

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5-7-24 Powell Sparks a Buying Frenzy

2024-05-07

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Economists' 'rush-to-judgement' vs the lag effect catching up w economic data. Consumer spending and loan demand are waning as excesses in money supply are normalizing. The data re beginning to refute the "no recession" theme. Market correction is now over, bullish trend to resume. The challenge of NOT expecting recession; what the data is starting to show; not a lot of risk in credit markets...yet. That's where trouble will show up...

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Understanding Economic Growth and Inflation Correlation with Lance Roberts

2024-05-06

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Strong economic growth in the 60s and 70s led to higher inflation rates. Current data doesn't show stagflation, but concerns persist. GDP fell to 1.6 on a real basis. #EconomicInsights #Inflation #GDP Description: Join Lance Roberts as he delves into the complex relationship between economic growth and inflation. Understand the current economic dynamics and dispel the myths surrounding stagflation. - Explanation of how inflation correlates with...

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5-6-24 What is Economic Stagflation – Myth Or Reality?

2024-05-06

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Over the last few weeks, the term “economic stagflation,” or just stagflation, has buzzed in the financial markets and media. economic “stagflation” is a complex economic phenomenon with significant implications for investors and the broader economy. As Taylor Sohns recently noted: “t’s a bit like having a skunk in your backyard – an unpleasant situation that’s hard to manage.” However, to understand economic stagflation, we need a precise...

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Fed Decisions Ignite Market Speculations, Nasdaq Futures Respond Strongly

2024-05-03

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Volatility in the market! Nasdaq futures up 7% overnight. Waiting on the Fed's next move. Stay tuned for more updates! #stockmarket #Fed #volatility Join us as we unpack a thrilling week in the markets with a specific focus on the Nasdaq futures. Dive into the details of market volatility, rate speculations, and investor sentiments. - Explore the significant surge in Nasdaq futures, with Apple stocks up by 7% overnight. - Understand the...

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5-3-24 Who’ll Win the Tax Cut Battle? (We’ll all lose…)

2024-05-03

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Apple's results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. t is surprising the market is now down more than 5%. This has been a government-driven economy. Janet Yellen is a Marxist. Who will win the tax cut battle? We'll all lose. t's apsneding problem, not a revenue problem. Why are taxing lines drawn at $400k? The life of a WalMart manager; tax dollars go to waste. New...

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Is the Fed Overreaching? The Quest for a Goldilocks Economy

2024-05-02

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The Fed is trying to navigate ahead of a potential recession by managing inflation. Will they succeed in creating a "Goldilocks economy”? #Fed #Inflation #Economy In this insightful video, Michael Lebowitz discusses the Federal Reserve's current challenge in balancing economic growth and inflation. Uncover the subtle maneuvers the Fed believes could maintain a 'Goldilocks economy' amidst various hidden economic signals. - Examining the...

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5-2-24 Powell Holds Pat (and the wealth gap becomes a chasm)

2024-05-02

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Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on consumers, wjho are becoming more price-conscious. Markets perform a pump & dump on Wedesnday, with stock retesting the 20-DMA...and failing. Pelaton earnings disappoint; the Fed holds rates steady; everything is fine, but they're not cutting rates. Discussion of what this means for markets,...

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Strategic Advantage of Holding Cash for Investment Opportunities

2024-05-01

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Having cash on hand allows for seizing great opportunities. Wise investing involves careful consideration, not reckless decisions. #financialwisdom In this video, Lance Roberts delves into the strategic value of maintaining a cash reserve. Discover why holding cash can be a critical element in savvy investing practices. - Understand the importance of having liquidity in your investment strategy. - Learn how cash reserves give you the...

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5-1-24 What Happens When Companies Miss?

2024-05-01

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Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers' elective surgeries are impacting insurors' actuarial tables; the rash of retirees. AMD disappoints...

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CEO Confidence Boosts Market: How Improved Earnings Influence Equity Buybacks

2024-04-30

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Market update: Corporations are returning to buy equities after a $367 billion drop in share buybacks led to a 5.5% market correction. CEO confidence is improving, leading to increased buybacks. Google recently announced a $70 billion buyback. #investing #marketupdate In this insightful piece, host Lance Roberts discusses the recent trends in the equity markets and the expected rebound. Dive into the dynamics of corporate buybacks and CEO...

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4-30-24 Bullish Sentiment Index Reverses With Buybacks Resuming

2024-04-30

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Over the last two weeks, the bullish sentiment index has reversed from extreme greed to fear. While the index can indeed fall further, what is notable is the sharp reversal of market “exuberance” in such a short span. It would be unsurprising if the market failed this initial resistance test and ultimately retested the 100-DMA soon. Such a pullback would solidify that support and complete the reversal of the bullish sentiment index. Hosted by RIA...

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