Category Archive: 9a.) Real Investment Advice

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Understanding Market Corrections and Bear Markets with Lance Roberts

2024-12-13

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Market correction vs crash explained! A 50% decline doesn't mean a bear market. Stay informed to navigate the stock market like a pro! ?? #investingtips Watch the entire show here: https://cstu.io/0621ba YouTube channel = @ TheRealInvestmentShow

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12-13-24 Looking Ahead to 2025: Realize Gains or Change Exposure?

2024-12-13

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Everyone has a forecast for 2025. What does that really mean for you and your money? Should you realize gains or change exposure? Danny and Matt also explore what happens at age 73, proper RMD strategies and Inherited IRA uncertainties, and whether you should work with a Donor Advised Fund or private charitable foundation? Danny and Matt will share some investment strategies for 2025 and the implications of realizing capital gains, plus Portfolio...

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Is Canada A Canary In The Economic Coalmine?

2024-12-13

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2024-12-13

On Wednesday, the Bank of Canada cut its key benchmark rate by 50bps. They have now cut by 150 bps in 2024, compared to what will likely be 100 bps for the Fed after next week's meeting. Unlike the Fed, Canada’s central bank is fighting off a recession. Canadian real GDP for the last four … Continue reading »

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Economic Indicators And The Trajectory Of Earnings

2024-12-13

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2024-12-13

Understanding the trajectory of corporate earnings is crucial for investors, as these earnings significantly influence stock valuations and market performance. Economic indicators such as Gross Domestic Product (GDP), the Institute for Supply Management (ISM) Manufacturing Index, and the Chicago Fed National Activity Index (CFNAI) provide valuable insights into the economic environment that shapes company profitability. …

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The Benefits of Starting Retirement Planning Early in Your Career

2024-12-12

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2024-12-12

Retirement may seem like a distant milestone when you’re in the early stages of your career, with other financial priorities like paying off student loans, building an emergency fund, or saving for a home often taking center stage. However, starting your retirement planning early offers significant advantages that can make a profound difference in your …

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12-12-24 CPI Gives The Fed a Green Light for Rate Cut

2024-12-12

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Yesterday’s CPI report was seemingly the last hurdle for the Fed to cut interest rates. With the CPI index matching Wall Street forecasts, the Fed Funds futures market now implies a 97% chance the Fed will cut rates next Wednesday. The data was OK but elicits fears that the downward price progress has stalled. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton,...

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Predicting Market Crashes Without Timing Hurts Investors More Than It Helps

2024-12-12

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Ever feel frustrated with vague forecasts? ? Don't worry, you're not alone! Timing is key when it comes to predicting the stock market crash! ⏰? #StockMarket #TimingIsEverything Watch the entire show here: https://cstu.io/386b3e YouTube channel = @ TheRealInvestmentShow

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Rosso’s Top 2025 Reads and Holiday Gift Idea.

2024-12-12

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2024-12-12

As most know, books are my passion. For me, it's all about gifting knowledge for the holiday season. There's nothing more exciting to me than to peruse used book outlets and antique stores that sell ancient reads for pennies on the dollar. Also, new book releases excite me. My reading topic interests vary. However, most …

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CPI Was On The Screws: The Fed Has The Green Light

2024-12-12

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2024-12-12

Yesterday's CPI report was seemingly the last hurdle for the Fed to cut interest rates. With the CPI index matching Wall Street forecasts, the Fed Funds futures market now implies a 97% chance the Fed will cut rates next Wednesday. The data was OK but elicits fears that the downward price progress has stalled. The … Continue...

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Market Uncertainty: Will Earnings Meet Expectations Amid Policy Hurdles?

2024-12-11

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Feeling uncertain about future policies & earnings? ? Experts warn of potential surprises next year. Stay tuned! ? #EconomicOutlook #StayInformed Watch the entire show here: https://cstu.io/7c9238 YouTube channel = @ TheRealInvestmentShow

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China Is No Longer The Marginal Buyer Of Oil

2024-12-11

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2024-12-11

From 2010 through 2022, the US Energy Information Administration (EIA) calculates that global oil demand grew by 10 million barrels per day (Mb/d). Over 60% of the demand growth was due to China's phenomenal economic growth. For context, American demand increased by less than 10%. The graph below shows that China once drove global oil …

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MicroStrategy And Its Convertible Debt Scheme

2024-12-11

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2024-12-11

MicroStrategy (MSTR) stock is soaring alongside Bitcoin. In the wake of extreme confidence, we fear many MicroStrategy investors fail to grasp the inherent risks with its unique convertible bond funding and leverage scheme. A recent podcast featuring Tom Lee presented some positive facts about MicroStrategy's recent convertible bond offering but failed to tell the whole …

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12-10-24 Portfolio Rebalancing & High Valuation Risks

2024-12-10

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Post-election consumer confidence is rocketing higher. Inflation Data is coming: CPI & PPI which will be digested in time for next week's Fed meeting. Inflation numbers are likely to tick up from YOY comparisons.

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Navigating Market Volatility: Tips for Managing Risk and Reward

2024-12-10

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Keeping our bearish radars on, we're staying cautious and managing risk vs. reward in the market. #riskmanagement #tradingtips #marketanalysis

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Portfolio Rebalancing And Valuations. Two Risks We Are Watching.

2024-12-10

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2024-12-10

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. This is particularly the case given the current high degree of speculation and leverage in the market.

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Navigating News: Don’t Let Media Control Your Financial Decisions

2024-12-09

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Don't let current events solely guide your financial decisions! Take a step back, separate yourself, and make informed choices for your wealth #financialwisdom #stayinformed

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12-9-24 Why Earnings Can’t Outgrow The Economy

2024-12-09

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Lance's Husbands' Christmas shopping warning service; markets are now in second week of sloppy trading. Portfolios out-of-balance will trigger volatility as managers adjust weighting.

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How to Build a Diversified Investment Portfolio for Long-Term Growth

2024-12-09

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2024-12-09

Investing for the long term is a journey that requires careful planning, patience, and, most importantly, diversification. Building a diversified investment portfolio is essential for mitigating risk and ensuring steady growth over time. By spreading your investments across different asset classes, you can weather market fluctuations and achieve your financial goals more effectively. In this …

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Housing Affordability Brings Market To A Standstill

2024-12-09

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2024-12-09

Housing affordability helps explain why residential real estate transactions have reached a standstill. Over the last five years, housing prices have surged. Per the Case-Shiller 20 City Home Price Index, home prices from 20 of the largest cities have risen between 33% and 80%. Over the same five-year period, mortgage rates jumped from 3.68% to …

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Understanding the Impact of Interest Rates on Inflation and the Economy

2024-12-08

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Inflation concerns are rising, impacting interest rates and the economy. Debt levels are crucial. Keep an eye on the housing market trends! ? #economy #inflation #debtlevels Watch the entire show here: https://cstu.io/a9c64c YouTube channel = @ TheRealInvestmentShow

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