Category Archive: 9a.) Real Investment Advice

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Growth And Value Are Not Mutually Exclusive

2025-02-12

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2025-02-12

Might Nvidia and Tesla, with price-to-earnings ratios (P/E) nearly double and quadruple that of the S&P 500, respectively, be value stocks? Conversely, is it possible that Ford is not a value stock despite a P/E of 10, a price-to-sales ratio (P/S) of .20, and a 7.5% dividend yield? Based solely on that information, answering the …

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Mastering 401k Contributions and Traditional IRA Funding Techniques

2025-02-11

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🌟🔍 Super savers, here’s a key financial tip! 🤑💡 Always track where your contributions are coming from—whether it’s your paycheck, bonuses, or other sources. Smart saving starts with smart planning! #FinancialWisdom #SavingsGoals Watch the entire show here: https://cstu.io/6e70ab YouTube channel = @ TheRealInvestmentShow

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2-11-25 FOMO is Alive & Well

2025-02-11

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Markets are coming to grips with that Trump Tariffs really mean, and are adapting through sector rotations. Lance & Jonathan discuss the prices of eggs & milk and grocery dates. The market defies more negative news because retail investors continue to step in and “buy the dip.” Retail sentiment is quite remarkable. Since the pandemic, retail investors have never been this bullish on the stock market. Such is amazing, given that their...

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Ethereum Falters Due To Massive Short Positions

2025-02-11

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2025-02-11

If one weren't paying attention to the cryptocurrency market, one would think that all cryptocurrencies were doing well. For instance, meme coins are all the rage, and Bitcoin has been up about 50% since the election. Donald Trump and his pro-crypto rhetoric help explain the rally. Moreover, Trump has nominated pro-crypto people to serve important …

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Bull Bear Report – Technical Update

2025-02-11

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2025-02-11

I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael Campbell's Moneytalks Conference in Vancouver. However, I wanted to use today's technical update to review some of the statistical analysis we produce each week in that commentary. Such is mainly the case given last Monday's "tariff" shock and …

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Strategies to Maximize 401k and IRA Savings for Super Savers

2025-02-10

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Check out this important financial tip for super savers! 🤑💰 Make sure you're aware of where your contributions are coming from. #FinancialAdvice #SavingsTips Watch the entire show here: https://cstu.io/3fc979 YouTube channel = @ TheRealInvestmentShow

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2-8-25 Everything You Wanted to Know About Retirement Income

2025-02-10

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Want to create retirement paycheck? Richard Rosso & Danny Ratliff serve up their first Candid Coffee episode for 2025 with tips, tidbits, and Danny's new theme park adventure site, "Rattland." They'll also cover Retirement income strategies, how to generate income in retirement, and the best retirement investment options; plus Passive income for retirees and Retirement planning tips 2025. And they answer a LOT of questions. 1:05 -...

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2-10-25 The Super Bowl Indicator

2025-02-10

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Sunday's Super Bowl LIX delivered a lickin' to Kansas City at the hands of Philadelphia; what does the "Super Bowl Indicator" portend for markets (and does it really matter) Lance Roberts examines the veracity of the Super Bowl Indicator and other Stock market predictions, Financial market trends, Investment strategies, and Economic indicators. We also address the threatened Trump Tariffs next on Aluminum & Steel: more sticks &...

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The Benefits of Working with a Financial Advisor for Retirement Planning

2025-02-10

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2025-02-10

Planning for retirement is one of the most important financial goals in life, yet it’s also one of the most complex. While creating a retirement plan on your own may seem feasible, the expertise of a financial advisor can make a significant difference. Financial advisors offer personalized strategies, help navigate complex financial decisions, and provide …

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Bessent Follows Yellens Strategy

2025-02-10

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2025-02-10

Bond vigilantes had been questioning Janet Yellen's debt management tactics in her role as Treasury Secretary. Specifically, they accused her of shifting debt issuance away from longer-term maturities and toward shorter ones. We think her strategy made sense. Yellen was issuing more debt where demand was the greatest and trying to limit the amount of …

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Predicting Tech Stock Movements: A Cautionary Tale

2025-02-09

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📈 Don't underestimate the resilience of tech giants like Apple and Microsoft! 🚀 Long-term predictions can be tricky! #TechIndustry #StockMarket Watch the entire show here: https://cstu.io/41fdc2 YouTube channel = @ TheRealInvestmentShow

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Understanding Inflation: The Role of Supply and Demand in the Economy

2025-02-08

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Supply and demand drive inflation, but slowing economic growth is the solution. An interesting conundrum! #EconomyTalks #Inflation #SupplyDemand Watch the entire show here: https://cstu.io/dd3cf6 YouTube channel = @ TheRealInvestmentShow

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Quick Market Rotations: Favorable Shifts Happen Fast!

2025-02-07

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Ever wonder why certain markets suddenly surge? 📈 Rotations happen fast in the financial world! 💰 Stay on top of your portfolio and risk management! #FinanceTips #MarketInsights 🌐💼 Watch the entire show here: https://cstu.io/d9c943 YouTube channel = @ TheRealInvestmentShow

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2-7-25 Taking the No-buy Challenge

2025-02-07

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TIring of overconsumption and desirous of paying off debt, more and more Americans are participating in the "no buy 2025" trend to reduce spending. Rich and Jonathan discuss strategies for improving household budgets, Money Saving Tips and Frugal Living Hacks, with Financial Discipline Strategies and Spending Freeze Guidance, plus tax traps to avoid as a result of the Social Security Fairness Act, and the challenges from inherited IRA's....

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Small Cap Stocks Are Offering Outsized Returns

2025-02-07

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2025-02-07

The Wall Street Journal published an interesting article For Small Cap Stocks, Look Past The Trump Trade. It is worth sharing the article's premise and the potential pitfalls in the analysis as quite a few articles seem to be popping up recently touting small-cap stocks. Let's start with the scatter plot below, courtesy of Fuery …

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Forecasting Error Puts Fed On Wrong Side Again

2025-02-07

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2025-02-07

The Federal Reserve's record of forecasting has frequently led it to respond too late to changes in economic and financial conditions. In the most recent FOMC meeting, the Federal Reserve changed its statement to support a pause in the current interest rate-cutting cycle. As noted by Forbes: "The policy-setting Federal Open Market Committee agreed unanimously …

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Avoid Emotional Trading: Key to Better Long-Term Returns

2025-02-06

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Emotional trading leads to mistakes & selling bottoms. Turn off, let the market digest. Don't follow the herd. Timing is key. #StockMarketTips Watch the entire show here: https://cstu.io/9193b9 YouTube channel = @ TheRealInvestmentShow

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2-6-25 Where Money Comes From

2025-02-06

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Markets remain in a bullish trend for the moment, despite disappointing economic news in the Trade Deficit and the ISM Services Index. Improving relative strength is also providing lift for the market. Technically, everything is fine despite disappointing news from AMD, Google, and others. Money flows continue to creep upward with continued buying. Lance and Michael spend the remaining segments of the show discussing money, currencies, and concepts...

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The Role of Annuities in a Retirement Income Plan

2025-02-06

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2025-02-06

Planning for retirement involves building a diverse and stable income strategy that ensures financial security throughout your golden years. Among the tools available, annuities in retirement planning offer a unique advantage: the ability to create a reliable, guaranteed income stream. However, understanding their types, benefits, and potential drawbacks is essential to determining whether they fit …

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The Birth Death Adjustment: Trade With Caution

2025-02-06

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2025-02-06

When formulating its monthly employment data, the BLS includes an adjustment for the net number of new jobs coming from new businesses and those lost by companies that have shut down. This adjustment is logical, as neither new nor closing firms are included in their surveys. While the so-called birth death adjustment is rational, the …

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