Category Archive: 9a.) Real Investment Advice

Investor Resolutions For 2025

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices. As with all resolutions made at the beginning of a new year, it is not uncommon … Continue reading...

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The Quantum Computing Bubble Is Leaking

The latest stock market bubble may be one of the shortest-lived bubbles in recent times. Quantum computing stocks rose in November and took off in December when Google touted the immense power of quantum computing. The following is from Google (LINK): Willow performed a standard benchmark computation in under five minutes that would take one …

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Debunking Tariff Myths: A Historical Perspective on Tariffs vs Taxes

Did you know? In the past, most taxes came from tariffs, not personal income tax. Learn how this historical perspective can change our views on tariffs! 📜💰 #TaxFacts #EconomicHistory Watch the entire show here: https://cstu.io/bff20e YouTube channel = @ TheRealInvestmentShow

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Understanding the Differences Between Traditional and Roth IRAs

When planning for retirement, choosing the right Individual Retirement Account (IRA) is a crucial decision. Traditional and Roth IRAs are two popular options, each with distinct advantages and limitations. Understanding the differences between traditional vs Roth IRA accounts will help you make an informed decision based on your financial situation and retirement goals. Contribution Limits …

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1-9-25 Why Are Bond Yields Rising?

Markets barely achieved a positive close on Wednesday, to create a string of positive action for the first five trading days in January. (Markets are closed today in honor of the late President Jimmy Carter.) There's a market consolidation underway, with the 20-DMA and 50-DMA about to cross. Lance & Michael discuss the Fed's sentiment shift about inflation, and the non-corellation between interest rates and inflation. The Fed may have cut...

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Inflation Concerns Scare The Bond Market

As we share below, bond market sentiment, known officially as the term premium, has been almost entirely responsible for the recent surge in bond yields. Specifically, behind the move is investor concern regarding another round of inflation stemming from the recent Fed's rate cuts. The poor sentiment is very apparent when comparing news to a …

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1-8-25 The Most Important Investing Lesson You’ll Ever Need

Lance discusses the importance of an investing process: Rules to offset emotional bias. Write them down, learn them, live them. Fundamentals matter over the long term. Understand how you got to the decision that you made to buy a stock. Lance also addresses the importance of balance, bonds vs stocks. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- This segment is...

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How to Buy Smart and Position Investments for Market Growth

📈 Want to be smart with your investments? Check out why buying when others aren't could be the key to success! 💸 #InvestingTips #StockMarket Watch the entire show here: https://cstu.io/ec6fbb YouTube channel = @ TheRealInvestmentShow

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1-8-25 Market Reversal: Implications Now

With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning whether we'll see continued growth from December. What does Q4 GDP at 2.7% really mean? Understanding the data and reading the January Barometer (so far). Lance shares his screen in commenting on sector rotations. Dan Niles' predciton of a 20% correction this year: Lance's reality check. Crash vs...

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Credit Spreads Send A Warning For Stock Investors

Bloomberg led its article "Credit Markets Signal Warning for a Relentless Equity Rally" with the following paragraph: Stocks are close to the most overvalued against corporate credit and Treasuries in about two decades. The earnings yield on S&P 500 shares, the inverse of the price-earnings ratio, is at its lowest level compared with Treasury yields …

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Why Are Bond Yields Rising?

The question asked of us most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put our answer in writing for everyone to see. The answer will help you understand what is causing bond yields to rise, and more importantly, it will help you better appreciate when … Continue reading...

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Fundamentals vs Speculation in Stock Picking Success

📈 Get ready for a shift in the stock market game! 🔄 Fundamentals will matter more than ever in the upcoming year. Stay tuned! 💼 #StockMarket #InvestingTips Watch the entire show here: https://cstu.io/5d392e YouTube channel = @ TheRealInvestmentShow

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1-7-25 Curb Your Enthusiasm in 2025

As we enter 2025, the financial markets are optimistic. That optimism is fueled by strong market performance over the last two years and analyst’s projections for continued growth. However, as “Curb Your Enthusiasm” often demonstrates, even the best-laid plans can unravel when overlooked details come to light. Lance Roberts & Jonathan Penn discuss five reasons why a more cautious approach to investing might be warranted in 2025, plus client...

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“Curb Your Enthusiasm” In 2025

"Curb Your Enthusiasm," which ran its series finale last year, starred Larry David as an over-the-top version of himself in a comedy series that showed how seemingly trivial details of day-to-day life can precipitate a catastrophic chain of events. The show never failed to deliver a laugh but also reminded me that unexpected events can …

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Outflows Of TLT Are Tremendous

Outflows from bond ETFs, such as TLT, have been tremendous over the last two months. ETFs, unlike mutual funds, allow dealers to redeem shares for the underlying securities and vice versa. The exchanges most often occur when the demand to buy or sell the ETF is high, thus creating a small arbitrage for the dealer. … Continue reading...

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Navigating Market Volatility: Tips for Investors

Market volatility is an inherent part of investing, and while it can be unsettling, it’s not necessarily a bad thing. For disciplined investors, periods of market fluctuation present opportunities for growth and long-term wealth building. To navigate these uncertain times, understanding the causes of volatility, managing your emotional responses, and employing sound investment strategies are …

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1-6-24 Santa Was a No-Show

We're baaack from our Winter Break, and it seemed as if Santa arrived on Christmas Eve, pushing the markets back above the important 50-DMA. However, by the end of the year, it seemed investors were naughty this year and received a “lump of coal,“ with markets selling off back toward recent lows. One important note was that momentum and relative strength remained weak, keeping selling pressure intact. There is no way to sugarcoat the market’s poor...

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Identifying a Good Financial Advisor: Key Tips and Red Flags

Don't settle for a financial advisor pushing products like annuities to solve all your problems. Look for someone who focuses on holistic financial management. #finance #advice Watch the entire show here: https://cstu.io/d2a0ff YouTube channel = @ TheRealInvestmentShow

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Corporate Executives Are Bullish And Bearish

Corporate executives are sending vastly different messages to their respective investors. Based on one indicator, they must be pretty bearish, yet another reeks of bullishness. Let's take a look at corporate executives' Jekyll and Hyde-like behavior and try to make some sense of their actions and what they might portend for their companies. As we …

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1-5-24 Pre-show Test Feed

New live shows return on Monday, January 6, 2025 with RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "2024 Review – Another 20% Year. What’s Next?" https://realinvestmentadvice.com/resources/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here:...

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