Category Archive: 9a.) Real Investment Advice

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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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Predicting Market Reversals: Why Unexpected Events Make the Biggest Impact

2024-12-07

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Market sentiment is high, but beware - a sudden reversal could be around the corner. Stay alert for unexpected triggers! 📈 #StockMarket #Investing Watch the entire show here: https://cstu.io/caac4d YouTube channel = @ TheRealInvestmentShow

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2025 – Do Economic Indicators Support Bullish Outlooks?

2024-12-07

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2024-12-07

Inside This Week's Bull Bear Report Everybody Is Very Bullish Last week, we discussed how speculation and leverage have returned in earnest to the market as investors rush to take on increasing levels of risk. With markets rising steadily all year, it is unsurprising to witness investors lulled into an elevated sense of complacency. Stocks, …

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How to Assess Your Risk Tolerance Before Investing

2024-12-06

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2024-12-06

Investing is an essential part of building wealth, but the key to success lies in aligning your investments with your personal comfort level. Assessing risk tolerance is the foundation of a successful investment strategy. By understanding how much risk you’re willing and able to take, you can make informed decisions about your portfolio and achieve …

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Anticipating Corporate Profitability Reversal: Market Risks Ahead

2024-12-06

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📈 Market surprise alert! 🚨 Keep an eye on potential corporate profitability reversal due to aggressive government cuts. Risk factor to watch! #finance #marketinsights Watch the entire show here: https://cstu.io/914ac1 YouTube channel = @ TheRealInvestmentShow

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100k Bitcoin

2024-12-06

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2024-12-06

Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner with the ever-changing price of Bitcoin. Bitcoin is all the rage as market speculation across crypto and other assets is robust. Moreover, with Donald Trump putting Bitcoin-friendly appointees in key financial regulatory jobs, the price surge has …

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The Kalecki Profit Equation And The Coming Reversion

2024-12-06

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2024-12-06

Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly earnings reports. At its core, the Kalecki Profit Equation provides a valuable framework, especially when exploring the reasons behind today’s elevated profit margins and what could disrupt them. James …

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12-5-24 Is Another Liquidity Crisis Near

2024-12-05

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Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirrow such performance. A lack of stimulus money showing up...

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How to Get the Most Out of Your Health Savings Account

2024-12-05

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Max out your Health Savings Account for triple tax benefits! Don't miss out on saving money for medical expenses. 💸💪 #finance #healthcare Watch the entire show here: https://cstu.io/3ca9ef YouTube channel = @ TheRealInvestmentShow

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Lilly Tops Nordisk In Weightloss Battle

2024-12-05

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2024-12-05

The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly) and Wegovy (Novo Nordisk), just completed a clinical side-by-side trial. After 72 weeks of testing on 750 obese or overweight adults with at least one medical problem, Eli Lilly came out ahead by a substantial margin. Per Eli Lilly: Zepabound provided a 47% greater relative …

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12-4-24 Time for a Portfolio Reality Check

2024-12-04

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Russia just learned of a near-miss from a passing meteor...TONIGHT! Lance discusses GDP estimates and other economic reports; Retail Sales are "okay," with no tell tale signs of Recession...for the moment. What will revisions to these reports show next year? What will be the impact of cutting government spending? Meanwhile, investors are very, very exuberant. What should investors expect for the rest of the year? Lance and Danny discuss...

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The Dangers of Margin Investing: What You Need to Know

2024-12-04

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🔥 Watch out for leverage! It can be fantastic on the way up but explosive on the way down. Stay informed and avoid the margin trap! 💡 #InvestingTips Watch the entire show here: https://cstu.io/ea52f8 YouTube channel = @ TheRealInvestmentShow

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