Category Archive: 9a.) Real Investment Advice

The Significance of 4-5% Unemployment in Today’s Economy

? Did you know that historically, 4-5% unemployment is considered full employment? ? Keep watching to learn more about job trends with Jerome Powell! #economics #jobmarket ? Watch the entire show here: https://www.youtube.com/live/lQWDEg-aQnI?si=d5KopPzMKAhxZPkB YouTube channel = @ TheRealInvestmentShow

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GDP Report Continues To Defy Recession Forecasts

The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts, particularly those predicting an imminent recession. There are certainly many supportive data points that have historically predicted recessionary downturns. The reversal of the yield curve inversion, the 6-month rate of change in the leading economic index,...

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Gold Overbought: A Long Correction Expected After Fed Rate Cut

? Interesting insights on gold's overbought status! History shows a long correction may follow. Keep an eye on these dynamics! ? #InvestingTips #GoldMarket Watch the show here: https://cstu.io/fae4b0 YouTube channel = @ TheRealInvestmentShow

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10-10-24 Rising Volatility, China Stimulus, & Storms’ Economic Surge: What They Mean for Portfolios

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullish and bearish sign; CPI numbers will be today's trigger. Volatility in the markets, thanks to uncertainty over presidential election outcome, Israel-Iran war...

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mart Investing: Profiting from Unwanted Assets and Rebalancing Risks

? Wise investment tip: When everyone's buying, it's time to consider taking profits and diversifying. Rebalance your portfolio for long-term success! ? #InvestingTips Watch the entire show here: https://cstu.io/c90725 YouTube channel = @ TheRealInvestmentShow

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10-9-24 Markets Rally: What Tuesday’s Tech Stock Surge Means for Investors

The Trauma of Hurricanes revisited: Hurricane Alicia (1983) remembered as Hurricane Milton bears down on Florida today; Lance shares his bizzare dream about aliens refuting Flat-earthers; why high interest rates are unsustainable. Fed rate cuts don't mean rates will go straight down. Why 4% rates cannot last for long. Markets rally amid price compression; what is sustaining markets, historically high, without any Fed liquidity injection. Analysts...

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Are Agency REITs Right For Your Portfolio?

Numerous reader requests following our article, Agency REITs For A Bull Steepener, prompted us to write this follow-up with more detail about how to analyze agency REITs. This article doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. In doing so, this analysis and the prior article provide a solid foundation for further evaluating agency REITs. Before diving...

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Patience Is Key: How to Invest Wisely in Bonds

Don't rush into bonds! Patience is key for better entry points. Start small, stay cautious, and work your way in gradually. #InvestingTips ?? Watch the entire show here: https://cstu.io/10afd1 YouTube channel = @ TheRealInvestmentShow

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10-8-24 You Can’t Avoid Risk — But You Can Manage It

The key to successfully managing money is managing risk. Economnic news is absent; no 50bps rate cut in November, thanks to a strong jobs report, and markets are adjusting to that reality. One off shoot of Jobs report shows more workers seeking secondary, part time employment to make ends meet. Markets sold off on Monday, as price compresion continues. Markets may be stuck untikl earnings season provides direction. Managing risk: A function of...

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How Howard Marks Thinks About Risk…And You Should Too

When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility. The CFA Institute recently summarized the video stream,...

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10-7-24 Portfolio Gardening w Lance Roberts

Portfolio management is very similar to gardening. Lance Roberts describes the techniques our team uses to prepare, nurture, and cultivate portfolios as a good gardener would, including cash management, risk management, and the all important task of harvesting. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the full show video here:...

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10-7-24 Millennial Earnings Season Begins

This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report came in stronger than expected (leaving one to wonder what kind of revision to the numbers is to come). Within the report, 700k gubernment workers were added. The S&P on Friday rallied on the employment news, but that also pretty much killed any chance of a 50bps rate cut by the Fed. Markets are...

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Mortgage Companies Annaly Expected to Perform Well as Fed Cuts Rates

Investing in mortgage companies like Annaly could be a smart move as interest rates decrease. Get a 13% yield while waiting for potential growth! ? #FinanceTips #Investing #Annaly Watch the entire show here: https://cstu.io/6704b3 YouTube channel = @ TheRealInvestmentShow

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Employment Numbers Disappoint: A Reality Check on Post-2020 Job Rehiring

Reality check on #employment numbers! The recent revision shows 818,000 jobs lost post-2020 were rehires. Slow economic growth = slower wage increases. ? Watch the show here: https://cstu.io/5768c6 YouTube channel = @ TheRealInvestmentShow

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Dad’s Wisdom: Sometimes Difficult to Follow, Always Worth It

Listen to Dad 99% of the time! ?? Learned the hard way not to remodel the house. Who else can relate? #LifeLessons #DadKnowsBest Watch the entire show here: https://cstu.io/378165 YouTube channel = @ TheRealInvestmentShow

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10-4-24 The Importance of Trusts in Financial Planning

Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A prelude to more growth? The Longshoreman's strike is suspended with a proposed 65% pay increase; raises the question of value in the cost of a college degree. The marriage of blue collar jobss to AI will present new opportunities with rewarding pay. Jon & Matt discuss aspects of...

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How to Utilize Work Benefits for Financial Security and Growth

Exploring the benefits at work - Roth vs. pre-tax for 401ks, disability insurance, and more! Building a secure future goes beyond expectations. ? #FinancialTips #Insurance Watch the entire show here: https://cstu.io/6c03ff YouTube channel = @ TheRealInvestmentShow

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Election Outcome Presents Opportunity For Investors

As the November 2024 election draws near, the election outcome will profoundly affect the financial markets. Whether Donald Trump or Kamala Harris wins the presidency, each administration will bring distinct policies creating investment opportunities and potential risks for investors.

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10-3-24 When a Crystal Ball Clouds Investor Judgement

A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is...

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Strategies to Curb Excess Spending and Set Financial Boundaries

Financial advisor insights on tough money conversations and budgeting for gifts. Life happens quick, but it's important to stay on top of your finances! ?? #moneytalks #budgetingtips Watch the entire show here: https://cstu.io/5b9665 YouTube channel = @ TheRealInvestmentShow

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