Category Archive: 9a.) Real Investment Advice

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Was George Soros Right About Bubbles?

2024-01-30

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(1/30/24) Mega-cap Earnings reporting continues with Microsoft reporting today; companies are meeting (lowered0 expectations, but not blowing the doors off. Valuations & Reflexivity Theory teaser, FOMC Meeting preview: Will the Fed begin to cut rates sooner? Markets set another all-time high. Housing dynamics: Pricing & Size and living on $30k/year. Why the cost of Housing has risen as a result of Fed policy & mortgage rule changes. Why...

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Money Market Myths that Won’t Die

2024-01-29

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(1/29/24) Markets look to wrap up January on an upward trend, but this week's FOMC meeting could affect that slope. the problem w economic data on the surface: Increasing GDP growth by adding debt. Who will provide the best policy mix to create stronger growth? Markets continue to rally as lowered earnings estimates and bigger beats provide support. Deviations from averages are difficult to maintain; look for market correction in the weaker month...

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Tax Changes for 2024 You Need to Know

2024-01-26

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(1/26/24) Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Time to...

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Will the Fed Rain on the Stock Markets’ Parade?

2024-01-25

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(1/25/24) The first estimate of Fourth Quarter GDP is released today: It's only a guess, but expected to be slightly above 2%, which would be the slowest rate of growth since 2023, and coming off Q3 growth of 4.9% (NOTE: The actual number, released after this show aired, is 3.3%, still a significant slowdown from the previous quarter). The connection between GDP growth and earnings; valuations matter. The markets' rally continues; is correction...

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Netflix & the Phenomenal NASDAQ Decade

2024-01-24

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(1/24/24) Netflix dominates the streaming space, once again; coming up: more rate increases. At what point do subscribers say, 'enough,' and revert to bundling? For Netflix, what is the customer acquisition cost? The Richmond Fed Index disappoints; Commentary on Bonds' day-to-day moves: It's just noise. Yields are not over bought. Danny Ratliff relates his home rehab hell and dealing with insurance adjusters (it's a racket). The "joys" of...

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Why Majority of Americans Are Bummed-out By the Economy

2024-01-23

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(1/23/24) Expectations for volatility to pick up, as the risk of earnings warnings rise. Leading economic indicators have been negative for 21-months, yet where's the Recession? What is the risk to outlook in earnings? The most stupid chart on the planet: All-time highs come in clusters (y'think?) Yep, and we'll likely get another one today. How can markets be hitting all-time highs, and the majority of the public is quite pessimistic? Axios' poll:...

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Why the Next Election Will Be About Economics

2024-01-22

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(1/22/24) Earnings season continues with the bulk of S&P companies reporting this week: This should provide a clearer picture of how businesses are really doing. Why the Fed did QE according to Ben Bernanke: So Americans would feel better about the economy (never mind the fundamentals). Optimistic consumer confidence is now based on the guess that the Fed will cut rates this year. Markets achieve all-time high on Friday...but are now just .9%...

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Debunking Davos’ Bucketnomics

2024-01-19

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(1/19/24) Richard and Danny debunk the just-concluded Davos World Economic Forum and the foolishness spewed therefrom, including "bucket-nomics." Davos, Schmavos. Markets have been wishy-washy to date. United Van Lines' recent survey of moving to- and from- trends is an interesting trend to note. The benefits of guaranteed income in retirement; Why Ken Fisher hates annuities: "stocks solve every problem?" The right way/wrong way...

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Is the End of Quantitative Easing Near?

2024-01-18

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(1/18/24) Texas Weather's extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it about to un-invert? The Fed has a liquidity problem that is rising to the top: There's not enough collateral in the market, and the Fed's is about to take away liquidity:...

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The Real Investment Show (1/17/24)

2024-01-17

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(1/17/24) The Big Thaw episode: Back from the deep freeze! Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Markets...

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How to Avoid the Retirement Income Death Spiral (1/12/24)

2024-01-12

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(1/12/24) Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Markets...

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How Government Spending Really Works

2024-01-11

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(1/16/24) [NOTE: If you're watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day...when ever things thaw.] Congress' is enmeshed with another continuing resolution battle instead of mandated budgeting; that's how D.C. does business now. -------- Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer...

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Wall St. Doubles Down on Bonds

2024-01-11

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(1/15/24) [NOTE: If you're watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day...when ever things thaw.] Lance reviews the conundrum of capital allocations in 2024: Wall St. doubles-down on bonds; will the Magnificent-7 lead again, or will last year's underperformers? What if interest rates come down but inflation stabilizes at 3%? no push for the Fed to act (not...

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Spot ETF’s for Bitcoin Launch Today

2024-01-11

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(1/11/24) It's Inflation Day (CPI clocked-in at +.03% month-over-month: How will the Fed React, and how might markets respond? Will the Fed end QT in May, and restart QE by Q3? Bond allocations & Media Trust. Q4 earnings season commences with a steep decline in earnings estimates. Spot ETF's for Bitcoin launch today, thanks to SEC clearance. How much Bitcoin will actually be owned by ETF's, and what will this do to the supply-demand dynamic?...

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Lance’s Rant: Don’t Be Phooled by Phishers

2024-01-10

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So someone told you they were "Lance" from RIA Advisors, and asked you to move some money? Don't be fooled... Sage words of advice from RIA Advisors' Chief Investment Strategist, Lance Roberts. ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal...

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What’s It Like to Live Solely on Social Security? (1/10/24)

2024-01-10

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(1/10/24) Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Senior Finanical Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Markets...

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Can Markets Defy Bearish Expectations?

2024-01-09

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(1/9/24) Wall Street begins a new round of quarterly earnings, looking at the results of Q4; estimates for 2024 are allready falling. What are you really paying for earnings? Why we have to be in ETF's, even though we don't like them. There is evidence of an uptick in inflation this year. Markets miss achieving January Trifecta by .13%, despite tax gain selling pressure. Will January be similarly weak? We polled our viewers/listeners for their...

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Keep An Eye on Bankruptcies

2024-01-08

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(1/8/24) What is up with airplane parts falling off in flight? Meanwhile, the first private sector lunar lander is launched in decades: The beauty behind "Hidden Figures" movie; looks like the January Trifecta could be short-lived; working off December's excesses. How deep will the pullback be? Congress' is enmeshed with another continuing resolution battle instead of mandated budgeting; that's how D.C. does business now. The conundrum of...

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Be Resolute in 2024

2024-01-05

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(1/5/24) Richard and Danny are reunited for the new year: Lessons from last year: You cannot get enough out of stocks; if "Goldilocks" is already baked-in (with 6-rate cuts), what happens when cocaine bear appears? Greg Valliere background; Resolving to Be Resolute in 2024: Marking realistic milestones; why you don't have to save everything for retirement later. Classic Cars & phone chargers; improving your human capital; why stocks...

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What the Latest Fed Minutes Mean

2024-01-04

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(1/4/24) Santa fails to deliver at Broad & Wall Street; Economic data is coming: Is employment softening? January declines decimate December's gains: This is the correction we needed, but stocks are still trading above their 50-DMA. Fed Meeting minutes: What about QT or a taper? The Fed seems to be looking for moderation to keep things from getting out of control. The Fed is alluding to seeing something no one else does, but not saying what....

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