Category Archive: 9a.) Real Investment Advice

Will the Fed Be More Aggressive? | 3:00 on Markets & Money

(6/13/22) Market Futures are sharply lower, with the Dow set to open in negative territory--which could be the low-point of the day. The hotter-than-expected inflation print released Friday is worrying investors that the Fed might move more aggressively in hiking rates in the near-term. That announcement comes on Wednesday, so markets are trading off ahead of the news. We expect the FOMC to follow thru on a 50-bp rate hike; of more interest will be...

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Consumer Sentiment at Lower Levels Now than During Financial Crisis

(6/13/22) Inflation is hotter than expected--IRS increasing mileage allowance in mid-year; largest inflation gauge is Homeowners' Equivalent Rent--w a 3-mo lag; Bitcoin sustained a 25% bloodbath over the weekend; inflation is hitting everything: Lottery Tickets, gasoline, Beer, Costco Peanut butter; Biden polling at all time lows; consumer sentiment at lower levels than in Financial Crisis; McDonald's quest for profitability; job hopping at...

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The Coming Economic Devastation

(6/10/22) Markets took it on the chin, and stocks that flourished during the pandemic are not being punished; CPI and Inflation all point to stagflation in the economy and a need for economic cleansing with turbulence in every asset class;

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Markets Stuck Ahead of Friday’s CPI Report | 3:00 on Markets & Money

(6/9/22) Markets are essentially stuck ahead of Friday's CPI report. Wednesday's market party was spoiled by SEC Chairman Gensler pontificating on the end of Payment for Order Flow and creating more of a market auction type atmosphere--a move that would dramatically affect how Wall Street makes its money. The news pushed markets 1% lower by the close, which remained in a tight trading range, for a ninth straight day. The subsequent consolidation...

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Jellin’ with Yellen Episode (6/9/22): Market Analysis & Commentary from RIA Advisors Chief Invest…

➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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What to Do When Markets Are Stuck in a Trading Range| 3:00 on Markets & Money

(6/8/22) Markets have not gone much of anywhere over the past seven days; markets opened lower Tuesday, coming off support established last Monday, and closed up almost 1%, back towards the top of the trading range we've been in for the past week. The challenge is how to make some traction as the markets address three problems: Markets have rallied to the top of a trading range, which is at the same level as April & May bottoms; the current...

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The Tax Hike Solution (6/8/22): Market Analysis & Personal Finance commentary from RIA Advisors C…

➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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Is it Time to Take Profits in Energy Stocks? | 3:00 on Markets & Money

(6/7/22) Energy Prices have been on the rise for myriad reasons, including the Russia/Ukraine War, and an under-supply of domestic oil thanks to regulatory changes. The energy indexes have followed suit, up nearly 50% this year, while the S&P is down 14%--an amazing out-performance that historically does not last for long. So, it is time to take profits in energy stocks? Energy prices, as a proxy for energy stocks, are worth noting: Oil at...

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The Rise & Fall of Free Trades

(6/7/22) Investor fear vs Doing Anything About it: Why we're still not yet in a Bear Market--no one is really wiling to sell anything. Interesting dichotomy in latest NFIB report: Plenty of job openings, but no one is hiring. "Free" trading platforms promote more frequent trades, and lower stock holding times; ultimate result is a losing proposition from investors; enhances payment for order flow phenomenon. (This will never go away...

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Downtrend Remains Intact | 3:00 on Markets & Money

(6/6/22) Markets are set to rally this morning following Friday's sell off--the big question is whether the rally can be maintained? Markets are starting the week on a MACD Buy-signal, and are on the over-bought side, short-term, which could suppress any rally slightly. Markets are struggling with bottoms established in April, and also when Russia attached Ukraine. Additionally, the 50-DMA is rapidly dropping, following the downward trendline....

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Dimon Warning Against “Economic Hurricanes”

(6/6/22) ChaseBank CEO Jamie Dimon is warning against "economic hurricanes," which, as we on the Texas Gulf Coast all know, can be prepared for, and that hurricanes often do not hit their expected target. With market sentiment so heavily negative, every rally should be sold in to. ESG investing exposed for the great money heist that it is: S&P Energy Index performance vs. anti-energy ESG funds. The ugly truth about the green movement;...

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Beware Faux Financial Planners

(6/3/22) Elon Musk is so concerned about the economy he's considering cutting his workforce by 10%; how Lebron James became NBA's first billionaire while still playing; National Donut Day & Shipley's; Faux Financial Plans: When everyone is recommending the same thing; understanding what you own; Difference between A-, B-, and C-funds; Financial planning using a CPA: How much will you save over a lifetime? Going from successful to significant in...

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The Thing About Bonds

Here is an encore presentation of the June 2, 2022 "The Things About Bonds" Lunch & Learn episode with Richard Rosso, CFP, RIA Advisors' Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP, and RIA Chief Investment Strategist, Lance Roberts, CIO. Danny, Richard, and Lance explore everything you wanted to know about bonds, but hadn't asked: 0:55 - What is a Bond, and why would you use one? 3:33 - How to Buy a Bond...

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Markets Fail at Resistance | 3:00 on Markets & Money

(6/2/22) Markets sold off after Fed Governor Bostic walked-back his comments about a potential Fed pause later this Summer, which markets interpreted to mean a more aggressive Fed in hiking rates and reducing liquidity. The hope for a kinder, gentler Fed policy had been fueling markets. The good news is that markets are still on a "buy" signal, and the MACD is still positive. But markets still remain in an over-sold condition. Higher...

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The Coming Era of QT

(6/2/22) Markets took to heart a quasi-retraction from Fed Gov. Bostic on possible halt to Fed tightening later this Summer, pulling back to previous lows. Regardless, markets are still in a buying mood, and this will be the wash-rinse-repeat pattern for the next several weeks; too many investors are predicting a bear market for it to occur. Queen Elizabeth-II marks her 70th year on the throne; can the monarchy last? The Fed's method of...

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Could Markets Rally All the Way into Summer? | 3:00 on Markets & Money

(6/1/22) We're seeing signs of a much stronger rally as we head into Summer months: There has not been a negative June in the markets since 2015; July also tends to be a stronger month in the Summer. Things are more dicey in August and September, but with markets under so much pressure the past two months, it would not be a surprise to see markets take off in the next two months. Markets tend to do the opposite of what everyone expects: With over...

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The Great Resignation has shifted to The Great Re-hiring

(6/1/22) Summer Markets could provide opportunity for investors; 25% of Americans are delaying retirement because of inflation--meaning, they weren't ready to retire in the first place. How Biden/Powell are fighting inflation; the solution for high gasoline prices is more oil. California lifeguards earning 6-figure incomes; how The Great Resignation has shifted to The Great Re-hiring; how we're handling inflation & the Savings Paradox; Bearish...

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Student Loan Forgiveness is a Nightmare!

(5/31/22) Iran's "secret" tunnels; The new Delorean; Why Student Loan Forgiveness is a fundamentally flawed concept. [NOTE: The last segment of today's show (5/31/22) was dropped from the live feed to YouTube; it is preserved in this recording.] 0:00 - The Flawed Reasoning Behind Forgiving Student Loans Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money:...

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Can the Rally Last? | 3:00 on Markets & Money

(5/31/22) Markets are ending the month of May with a nice rally in the previous week--but can it last? There are still a lot of companies that are offsides in market allocations in terms of equities as well as in bonds--anyone with a 60/40 allocation is out of whack. Much of the remaining rebalancing will have to be accomplished in the final month of the quarter: June. Volatility, however, has not been suggesting the recent rally can stand. What...

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What Markets are Trying to Tell the Fed

(5/31/22) Markets prepare to wrap up May, and enter the final month of the Second Quarter, and how investors can take advantage; why inflationary pressures remain; how Washington's idiocy made inflation worse...and some Senators want to repeat the process. Oil Company margins are no better now, thanks to inflation of labor and materials, and higher costs of extraction. How trapped-longs can finally get out; why the Fed is behind the curve in...

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