Category Archive: 9a.) Real Investment Advice

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4-9-25 What is the Basis Trade?

2025-04-10

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There are cracks appearing in the treasury market from the basis trade; what will the Fed do? Lance explains the latest gyrations in markets and the sharp rise in bond yields. Basis trade explained; appears to be at 20X leverage: Is someone getting margin calls and liquidating? Tariffs are not the issue here; will the Fed step in? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer...

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4-10-25 Monster Rally or Market Bottom?

2025-04-10

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What really happened behind the scenes as President Trump seemingly performed an about-face on tariffs, sending markets zming on Wednesday: Markets enjoyed their 3rd best performance since WW-2, erasing all the losses since tariffs were first announced last week. Lance reviews the Basis Trade terror, not tariffs, that caused the turn about. The correction cycle is likely not over, however; markets are challenging resistance. Lance reviews what RIA...

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Understanding the 200-Day Moving Average and Its Impact on Stock Positions

2025-04-10

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📈 Remember the cardinal rule: break the 200-day moving average, exit your position! 🚨 Beware of stop losses being hunted by trading algorithms. 💻 #StockMarketTips #TradingPsychology Watch the entire show here: h https://cstu.io/81b558 YouTube channel = @ TheRealInvestmentShow

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Is The Bond Basis Trade Freaking Out The Bond Market?

2025-04-10

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2025-04-10

What is up with the bond market? Many rumors are floating around. For instance, some claim China is selling Treasury bonds in retaliation for increased tariffs. Another rumor claims the bond market is besieged by investors raising money for equity margin calls. While both are plausible, negative interest rate swap spreads point to liquidity problems. …

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How to Use Tax-Loss Harvesting to Reduce Your Tax Liability

2025-04-10

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2025-04-10

For investors looking to reduce tax liability while keeping their portfolios optimized for growth, a tax-loss harvesting strategy can be a valuable tool. By strategically selling underperforming investments to offset capital gains, investors can minimize their tax burden and improve their after-tax returns. Understanding how tax-loss harvesting works, when to apply it, and how it …

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4-9-25 Liquidity Cracks

2025-04-09

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China retaliates to Trump's retaliation to China's tit-for-tat response to tariffs; downward pressure continues as markets trying to recalibrate with a moving tariff target; there are cracks appearing in the treasury market from the basis trade; what will the Fed do? Lance explains the latest gyrations in markets and the sharp rise in bond yields. Basis trade explained; appears to be at 20X leverage: Is someone getting margin calls and liquidating?...

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One Important Takeaway From Manic Monday

2025-04-09

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2025-04-09

For those of you with bearish nightmares, we share one important takeaway from Monday's market roller coaster. While there is a good chance the market may explore new lows over the coming months, we must appreciate that there is plenty of fuel for a sizeable bounce. The one piece of important evidence supporting this thesis …

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Trumps Economic Revolution: Unraveling A Blessing And A Curse

2025-04-09

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2025-04-09

Deuteronomy 11:26 – “Behold, I set before you this day a blessing and a curse.” This biblical passage has been used countless times to describe the global economic structure in place since 1944. As World War II raged and Britain suffered significant financial stress, the allied forces signed the Bretton Woods Agreement. As part of …

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4-8-25 Markets Rally; What’s Next?

2025-04-08

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Markets jumped on a false report of a 90-day wait on tariffs, and took investors on a roller-coaster ride Monday.ance Roberts & Jonathan Penn explore the possibilities, plus why should shouldn't even LOOK at your portfolio right now...also, is a recession coming? That is the billion-dollar question investors now face. One gauge to help us answer the question is corporate bond yield spreads. When the yield differential between corporate bond...

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The Ultimate Guide to Planning for Early Retirement and Financial Independence

2025-04-08

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2025-04-08

Achieving financial independence and early retirement is a goal for many, but it requires strategic planning, disciplined saving, and careful investing. The idea of retiring early—whether in your 50s, 40s, or even 30s—means building a solid financial foundation that allows you to step away from traditional employment without worrying about running out of money. Early …

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Corporate Yield Spreads Start To Widen

2025-04-08

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2025-04-08

Is a recession coming? That is the billion-dollar question investors now face. One gauge to help us answer the question is corporate bond yield spreads. When the yield differential between corporate bond yields and risk-free Treasury bonds widens significantly, it signals that bond investors are taking a risk-averse stance. Simply, they are pricing higher odds …

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4-7-25 Dealing with the Unexpected

2025-04-07

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This is a special, excerpted report from Monday's broadcast: Lance Roberts discusses markets' hope and fear (charts); lessons investors can learn from the Coog's vs Duke. Wall Street will find a narrative to rally markets, and then sell. A look at our Fear/Greed indicator (and how it differs from others'); probabilities vs possibilities, the risk range report. We're looking for a reflex rally now, and Lance explains the next strategy. 0:49 -...

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4-7-25 The Market Crash – Hope In The Fear

2025-04-07

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Are markets close to a short-term bottom? The response to the unexpected magnitude of tariffs creates pain and anxiety, as markets reprice valuations and trade negotiations begin. Some markets suspend short-selling; US markets are over-sold; bonds are doing well; the Fed is expected to cut rates five times. Lance discusses markets' hope and fear (charts); lessons investors can learn from the Coog's vs Duke (Lance's wife is not amused). Wall Street...

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The Market Crash – Hope In The Fear

2025-04-07

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2025-04-07

Last week, we noted that "nothing good happens below the 200-DMA," and the tariff-induced market crash this past week confirmed that statement. However, we also noted that over the last 30 years, previous failures at the 200-DMA have also often been buying opportunities. That is unless some "event" of magnitude creates a massive shift in analysts' estimates. …

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Stagflation Or Just Stag?

2025-04-07

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2025-04-07

While stagflation fears grip the market and make headlines, the bond market appears more concerned about 'stag than ‘flation. Stagflation describes sluggish economic activity or a recession coupled with higher prices and rising unemployment. The 'stag' refers to a stagnant economy, while the 'flation' is inflation. Please read our article, Stagflation Panic: A Misdiagnosed Media Spin, …

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The “Liberation Day” Tariffs Crash The Market

2025-04-05

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2025-04-05

Inside This Week's Bull Bear Report The "Liberation Day" Crash Last week, we noted that it would not be uncommon for the market to retest recent lows. That is what happened on Monday morning before rallying sharply off that level. However, that rally was short-lived as President Trump's "Liberation Day" on Wednesday afternoon liberated the …

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The Stock Market Warning Of A Recession?

2025-04-04

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2025-04-04

A Wall Street axiom states that the stock markets lead the economy by about six months. While not a perfect predictor, the stock market reacts to investor expectations about future corporate earnings, economic activity, interest rates, and inflation. When sentiment shifts due to anticipated weakness in any of these areas, equity prices often decline, reflecting …

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Fair Trade Isn’t Equal Trade: Trump Breaks Key Economics Rule

2025-04-04

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2025-04-04

Heading into April 2nd, investors were under the impression that Trump's goal was to set tariff rates that allow for fair trade with other nations. Trade impediments like tariffs, taxes, VATs, currency manipulation, and other methods that don't allow for fair trade would be offset with tariffs. More simply, Trump would level the playing field. …

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4-3-25 Markets’ Tariff Tizzy

2025-04-03

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President Donald Trump's tariff terrors were revealed Wednesday afternoon, and markets were not enthused. At all. The worse than expected tariff rates are the highest ever. Trade policy is still uncertain, however, as the tariffs are seen as a negotiating tactic, and subject to revision. But this makes it difficult for companies to re-calculate forward looking estimates of earnings. And as the ripple effects of higher expenses are felt in the...

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The Definitive Guide to Estate Planning for Wealth Protection and Legacy

2025-04-03

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2025-04-03

Estate planning is one of the most important yet often overlooked aspects of financial management. Without a comprehensive plan in place, your wealth and assets may not be distributed as intended, leading to unnecessary tax burdens, family disputes, or legal complications. Proper estate planning ensures that your legacy is protected, your family is financially secure, …

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