Category Archive: 9a.) Real Investment Advice
Inflection Point Episode (4/12/21): Market Analysis & Commentary from RIA Advisors Chief Investme…
Inflection Point Episode (4/12/21): Market Analysis & Commentary from RIA Advisors Chief Investme...
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The Inflection Point Episode | The Real Investment Show [Full Show: 4/12/21]
00:00 Stimmie Checks--then, what??
9:53 Jerome Powell & The Missing Jobs
22:55 Expectations for Economic Growth vs Reality
35:28 There's No Benefit to 'Beating the Index'
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Markets Weaken w Extreme Exuberance | Three Minutes on Markets & Money [4/12/21]
(4/12/21) Markets weaker following Jerome Powell's comments on the Sunday talk shows; now are extremely over-bought. Investors now have the highest asset allocation to equities since the Dot Com Crisis. Money flow indicators have been extremely positive following portfolio rebalancing at the end of March, leading to "re-investment" process for the past two weeks, which is now showing weakness. Money Flow indicators are back up to previous highs,...
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Lacy Hunt & Expectations For Decelerating Inflation
Lacy Hunt at Hoisington Management has some interesting thoughts regarding the inflation debate and the potential for decelerating inflation. Case For Decelerating Inflation In its Quarterly Review and Outlook for the First Quarter of 2021 Lacy Hunt makes a case for decelerating inflation.
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Financial Fitness Friday (4/9/21): Market Analysis & Personal Finance commentary from RIA Advisor…
Financial Fitness Friday (4/9/21): Market Analysis & Personal Finance commentary from RIA Advisor...
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Retirement, 401k vs Pension, & Working Post-Pandemic | Financial Fitness Friday [Full: 4/9/21]
00:00 Coffee Infrastructure, Chucky-Cheese Birthdays, & Post-Pandemic
9:59 Looking at Retirement Through a Different Lens
23:00 Working at Buc-cee's: Why Dave Ramsey is Wrong About a 401k vs. Pension in Retirement
35:30 Working Post-Pandemic
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Inflation in 2021: Making the Complex, Simple
This is a companion segment to the article written by Michael Lebowitz (linked below); despite what the government wonks tell us about "no inflation," a quick visit to the grocery store or the gas station refutes that narrative. The real source of inflation is the devaluation of the Dollar, which requires more money to purchase goods. What what happens when money takes on an "expiration date," as the Chinese are considering imposing on their...
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The Inflation Episode (4/8/21): Market Analysis & Commentary from RIA Advisors Chief Investment S…
The Inflation Episode (4/8/21): Market Analysis & Commentary from RIA Advisors Chief Investment S...
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The Inflation Episode | The Real Investment Show with Lance Roberts [Full Show: 4/8/21]
00:00 Raising Taxes to Pay for Spending... Riiight
10:00 The Indirect Bailout of Banks
23:00 Inflation: Making the Complex Simple
35:27 Earnings Growth Estimates vs Reality
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Consolidation Before Correction | 3 Minutes on Markets & Money [4/8/21]
Money Flow buy-signals occurring at the 50-yard line with a 30-yard pass, as markets get back into an over-bought condition. MACD Signals are also turning positive; the upside is becoming limited. No surprise to us to see a correction process beginning soon. Consolidation is likely, and Summer will likely bring deeper, 5% corrections.
3 Minutes on Markets & Money hosted by Lance Roberts, RIA Advisors Chief Investment Strategist.
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The Real Investment Show (4/7/21): Market Analysis & Personal Finance commentary from RIA Advisor…
[DESCRIPTION]
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Articles mentioned in this episode:
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https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Corporate Tax Myths and the Effect on Economic Growth [4/7/21]
Corporations are being excoriated for their use/abuse of tax law to avoid paying taxes, even as the Biden Administration is making overt plans to raise the corporate income tax to 38%. The problem is not with taxes or rates, but with the tax code itself, which enables the largest companies to pay little or nothing. The reality of taxes--and higher taxes--is that they impede economic growth, and accelerate inflation--which will be the death-knell of...
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The Corporate Tax Hike Episode | The Real Investment Show with Lance Roberts [Full Show: 4/7/21]
00:00 The 2 Ways to Remedy Over-Valuation
10:00 Corporate Tax Myths & MMT (Modern Monetary Theory)
22:26 Higher Market Valuations Lead to Lower Earnings
34:57 Debt is a Cancer on Economic Growth
The Real Investment Show hosted by Lance Roberts, RIA Advisors Chief Investment Strategist.
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➢ Blog:
Inflation: Making the Complex, Simple – Part 1:
https://realinvestmentadvice.com/inflation-making-the-complex-simple-part-1/
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Long Term Stock Market Outlook 2021 | 3 Minutes on Markets & Money with Lance Roberts
From a weekly perspective, markets have remained on a bullish uptrend since the lows of March; money flow indicators are positive on a weekly basis, suggesting more upward bias in the short term. However, what's concerning is the extension between the 50- and 200-week moving average, what are really extended now. Big deviations tend to lead to short-term corrections in the market. We're looking for more of a correction in the Summer; over-bought...
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Technically Speaking Tuesday (4/6/21): Market Analysis & Commentary from RIA Advisors Chief Inves…
[DESCRIPTION]
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Articles mentioned in this episode:
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➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ Listen on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial:
https://riapro.net/home
➢ Subscribe to our Youtube Channel:...
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TikTok Investors + BAD Financial Advice: What Happens When the Stock Market Changes?
What is the likely, long-term outcome for those whose source of information is limited to TikTok investors, YouTube videos, and Twitter chatter? How do you construct a reasonable investing thesis when you've never experienced a true Bear Market? Have markets become the equivalent of multi-level marketing (think, Amway) schemes? Expectations for markets, 11-years into the Bull Market, are still incredibly high. Investors are chasing companies that...
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Technically Speaking Tuesday | The Real Investment Show with Lance Roberts [Full: 4/6/21]
00:00 The Thing About All-time Record Highs in the Markets
9:51 Two Ways to Make Employment Numbers Look Better, March Jobs Review
22:53 The Know-Nothing Market: TikTok Investors + Bad Advice
35:21 Investing in a Period of High Valuations
Technically Speaking Episode Hosted by Lance Roberts, RIA Advisors Chief Investment Strategist
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Articles mentioned in this show:
➢ Technically Speaking: Despite Correction, Investors Are Exuberant:...
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The Best Surprise is No Surprise | 3 Minutes on Markets & Money [4/6/21]
It's all playing out, according to plan: Money Flows have turned very positive, which is not surprising. The rally of the past few days was expected, but don't be surprised if we get a bit of a correction in the aftermath; nothing indicating much risk to the downside. Despite reflationary trade, a resurgence in tech names and small caps creating a migration to underperforming stocks. Watch dollar uptrend continuing, and what bonds are saying,...
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March Jobs Report, Increased Risk & Blind Investing | The Real Investment Show [Full Show: 4/5/21]
00:00 Life in Semi-Rural Suburbia; Market Commentary
10:00 March Employment Report Review
23:00 Why We're Increasing Equity Exposure Risk
35:30 The Blind Leading the Blind & FinTok
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The Real Investment Show (4/5/21): Market Analysis & Commentary from RIA Advisors Chief Investmen…
The Real Investment Show (4/5/21): Market Analysis & Commentary from RIA Advisors Chief Investmen...
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