Category Archive: 9a.) Real Investment Advice

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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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Master Discipline: Respecting Stop Loss Levels in Trading

2025-02-05

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Stay disciplined with your stop loss levels! Don't fall into the trap of constantly waiting for the price to go back up before selling. Approach trading with a different mindset. ? #TradingTips #Discipline Watch the entire show here: https://cstu.io/354a00 YouTube channel = @ TheRealInvestmentShow

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2-5-25 What the Bond Market is Telling Us About Trump 2.0

2025-02-05

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Markets are recovering from tariff troubles on Monday; a brief history of Trump's past trade wars & results; Google's earnings miss & correction; earnings have been okay, but epectations are slipping. The China Trade War retaliation begins; it's all about posturing. Markets rally from Monday; if you're worried about the volatility, there's too much risk in your portfolio. Lance razzes Danny "Bulldog" Ratliff about his absenteeism...

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DOGE Deficit Reductions

2025-02-05

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2025-02-05

The newly formed Department of Government Efficiency (DOGE), headed up by Elon Musk, is tasked with reducing government waste and increasing efficiency and productivity. The big question bond investors are keying on is how effectively DOGE can reduce the deficit. Tracking DOGE savings is now easy. As we share below, the US Debt Clock shows …

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Where Does Money Come From?

2025-02-05

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2025-02-05

All money is lent into existence. The Federal Reserve or the government does not print money. Those two facts are vital to understanding our lead question: where does money come from? Furthermore, knowing who does and doesn't print money and the incentives and disincentives that change the money supply are critical to inflation forecasting.   …

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Stay Balanced and Monitor Market Trends for Optimal Investment Performance

2025-02-04

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Don't let fear of a bear market hold you back! Stay informed with Simple Visor's tools to analyze the market trends. ? #InvestingTips #MarketAnalysis Watch the entire show here: https://cstu.io/d4f84b YouTube channel = @ TheRealInvestmentShow

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2-4-25 Trade War Over!

2025-02-04

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Well that was fast. Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China. The announcement of tariffs set the market on its heels Monday morning as media writers quickly pushed narratives about the potential impacts. However, as suggested on the “Real Investment Show” before the market opened on Monday, the best thing to do would be “nothing.” We stated the market’s opening would...

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