Category Archive: 9a.) Real Investment Advice

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The 3-3-3 Rule

2024-11-26

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2024-11-26

Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary. While the Treasury Secretary has many responsibilities, debt management is one of the most important. Therefore, given the recent scrutiny the bond market has been paying to high deficits and associated debt, Scott Bessent appears to be a timely appointment. Bessent …

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Credit Spreads: The Markets Early Warning Indicators

2024-11-26

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2024-11-26

Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns. A credit spread refers to the difference in yield between two bonds of similar maturity but different credit quality. This comparison often involves Treasury bonds (considered risk-free) and corporate bonds (which carry default risk). By observing these spreads, investors can gauge …

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The Detachment of Democrats from Working Class Issues

2024-11-25

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🗳️ Democrats lost support from the working class in the election. This article highlights their detachment from working class issues. Check it out! 💬 #ElectionAnalysis #WorkingClassIssues Watch the entire show here: https://cstu.io/5bb2b5 YouTube channel = @ TheRealInvestmentShow

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11-25-24 Markets Look for a Holiday Rally

2024-11-25

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Thanksgiving week is spread out before us like a serving table laden with food: Markets will trade in a holiday-shortened week with moods of expectation for high consumer spending. Lance reveals his strategy for Christina's Christmas present. Markets' goal is to generate 50-points, targeting S&P 6,000, despite limited downside. Bond Yields are dropping with Scott Bessent's nomination as Treasury Secretary. The Dollar and Bitcoin are...

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Bitcoin Is Entering Volatility Season

2024-11-25

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2024-11-25

Since the election, Bitcoin has risen nearly 50%. While Bitcoin investors are licking their chops, believing the magnificent rally will continue, they need to realize that Bitcoin is entering a period of pronounced seasonal volatility. The graph below from Sentimentrader shows that the recent performance has tracked the typical performance for the time of year. …

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The Real Impact of Trump’s Tariffs: What Investors Should Know

2024-11-24

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Uncertainty ahead! 🤔📉 Trump's tariffs may not cause the chaos some predict. Stay cautious with your investments and avoid hasty decisions. #FinanceTips Watch the entire show here: https://cstu.io/8bb550 YouTube channel = @ TheRealInvestmentShow

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Robert Kennedy Targets Big Pharma: Vaccine Makers Under Fire

2024-11-23

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🔍 New administration targeting specific areas like big pharmaceutical companies! 💊 Exciting times ahead in the healthcare sector! #InvestingInsights #HealthcareRevolution 🩺 Watch the entire show here: https://cstu.io/b7cd6b YouTube channel = @ TheRealInvestmentShow

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Market Forecasts Are Very Bullish

2024-11-23

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2024-11-23

Inside This Week's Bull Bear Report A Holiday Rally Is Likely Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the "Trump Trade" went into full swing, pushing the markets higher; however, as we noted, that the trading had gotten a …

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“Trumpflation” Risks Likely Overstated

2024-11-22

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2024-11-22

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of "Trumpflation." Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years. However, growing evidence shows inflationary pressures continue to ease significantly, paving the way …

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AI Is Steaming To Nvidia’s Benefit

2024-11-22

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2024-11-22

Wall Street's poster child for AI is Nvidia. With an overwhelming market share in AI chip design, Nvidia is up over 200% year to date and a whopping 2680% over the last five years. Driving the price surge are incredible earnings, revenue growth, massive profit margins, and promising outlooks. Since 2020, Nvidia's sales have increased …

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The Impact of AI on Employment and Demographics Explained

2024-11-21

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AI advancements are changing the job market. Demographics show a decline in birth rates. What will the future workforce look like? 🤖 #AI #FutureOfWork Watch the entire show here: https://cstu.io/9f7cb1 YouTube channel = @ TheRealInvestmentShow

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11-21-24 Will Trump Tariffs be Inflationary?

2024-11-21

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A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expectations for 2025. Bitcoin is tracking WITH the US Dollar, not against it as a de-dollarization asset. CNBC completely misses "first man in space" trivia question...

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Target And Walmart: Same Business But Different Trends

2024-11-21

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2024-11-21

Yesterday's Commentary shared Walmart's outstanding earnings report and reviewed its surging share price from a technical basis. Despite being a head-to-head competitor of Walmart, Target is heading down a completely different path. Walmart beat EPS and revenue expectations easily, while Target was short. Target reported EPS of $1.85, well below estimates of $2.30. Unlike Walmart, …

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11-20-24 Wall Street Lowers 2025 Expectations: Should You Be Concerned?

2024-11-20

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It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking for lowered expectations in 2025, as President Trump faces a waning economy. Meanwhile, markets have had a good test of support at the 20-DMA. Volatility anticipated in a holiday-shortened trading week next week. Lance and Danny plead for planning ahead at the end of the year, so as not to pile EOY...

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Market Stability at Risk: Predicting a Possible Decade of Turbulence Ahead

2024-11-20

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📉 Brace yourselves for the stock market rollercoaster! 🎢 Enjoy the ride while it lasts! #stockmarket #volatility #investmenttips Watch the entire show here: https://cstu.io/8333b3 YouTube channel = @ TheRealInvestmentShow

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Trump Tariffs Are Inflationary Claim The Experts

2024-11-20

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2024-11-20

The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct? Instead of taking the "experts" word, let's consider how tariffs may affect the prices of all goods and services, not just the items subject to tariffs. Furthermore, it's worth discussing how tariffs could impact the economy, as …

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Walmart Shares: Great Fundamentals But At A Frothy Price

2024-11-20

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2024-11-20

Walmart's (WMT) shares opened higher as its earnings report surpassed expectations. EPS and revenues beat expectations. Moreover, the company increased its sales guidance for next year by a full percent. As its latest earnings report reminded us, Walmart is doing very well financially. Furthermore, its share price has surged, reflecting the company's health.

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11-19-24 Yardeni And The Long History Of Prediction Problems

2024-11-19

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Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets.The rush by perma-bulls to make long-term predictions is remarkable. Economist Ed Yardeni believes this upward momentum will continue, and has revised his long-term forecast to project that the S&P 500 will reach 10,000 by 2029. This forecast reflects a mix of factors that Yardini...

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Fed Rate Cut Expected to Fuel Markets Bullish Momentum

2024-11-19

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Bullish market outlook! 📈💰 Short-term perspective shows optimism and potential for assets. Federal Reserve expected to cut rates on Dec 18. #StockMarket Watch the entire show here: https://cstu.io/b2a7ac YouTube channel = @ TheRealInvestmentShow

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Gold Miners Enter The Bears Den

2024-11-19

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2024-11-19

Many investors consider a decline of 20% or more to be a bear market. We can debate the merit of the random 20% figure, but according to that definition, gold miners, down 25% from its peak on October 22, are in a bear market. We have noted numerous times in the last month or so … Continue reading »

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