Category Archive: 9a.) Real Investment Advice

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Understanding Fluctuations and Trends in Economic Data Interpretation

2024-09-12

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📊 Economic data can fluctuate monthly. Focus on trends for a clearer picture! đŸ’ŒđŸ’Ą #EconomicTrends #InflationInsights #StayInformed Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/24d87e

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9-11-24 What’s Really Behind Stock Market Volatility (and how you should strategize)

2024-09-11

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Today marks the 23rd anniversary of the World Trade Center attacks; it's Inflation Day and post-Debate day. Market volatility tends to increase prior to Presidential elections; why policy matters. CPI is expected to show a .2% increase (it's ALWAYS expected at .2%!) Oil prices are a function of supply & demand. CPI will most impact markets today, and factor into the Fed's rate decision next week. Volatility is the big market driver.

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Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?

2024-09-11

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2024-09-11

We have written many articles and commentaries forecasting interest rates. The analysis has used prior and current inflation and economic activity. Additionally, we have looked at market data on inflation expectations, Fed Funds futures, and other factors that influence interest rates. Today, we add an unorthodox factor to the list: cash cows. This article introduces a unique way to imply where dividend investors think interest rates will be in...

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Economic Impact of Declining Birth Rates in the United States

2024-09-11

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High cost of living & economic challenges are impacting birth rates. Women are waiting longer to have kids, avg age of mothers now over 30. đŸŒŽđŸ‘¶ #EconomicImpact #BirthRates YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/25b14c

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9-10-24 Five Actions You Can Take Today to Minimize Risk

2024-09-10

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Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions continue to ratchet downward; markets must reprice on expectations, impacting performance. Monday's market rally was a disappointment; MACD sell signal is still in place. There are still barriers and resistance in the way of markets moving higher. This is not a good time to buy bonds. Lance and...

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S&P 500 – A Bullish And Bearish Analysis

2024-09-10

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2024-09-10

The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause. However, as...

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Increase Your Emergency Savings to Protect Against Macro Downturns

2024-09-10

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Prepare for market uncertainties by increasing emergency savings to 1-1.5 years' worth. Keep cash in a money market account for easy access during downturns. #FinancialAdvice #MarketStrategy 📈📉 YouTube channel = @ TheRealInvestmentShow Entire show: https://cstu.io/325bab

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9-9-24 A Rough Start to September

2024-09-09

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Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube...

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Downside of Buy-and-Hold: Preparing for Market Corrections

2024-09-08

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Prepare for market corrections! Avoid overbought assets. Raise cash levels in your portfolio for buying opportunities. Stay cautious! #investingtips Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/7010d6

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Hidden Dangers of Following the Crowd in Investment

2024-09-07

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Moderate your portfolio risk to avoid making impulsive decisions. Don't fall for FOMO. Stay true to your risk tolerance. đŸ’ŒđŸ“‰ #InvestingTips Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/71e599

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How Small Savings Can Grow Over Time

2024-09-06

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Start small and build over time. Saving a little bit consistently can go a long way. Flex your savings muscle and watch your account grow! đŸ’Ș💰 #FinancialTips Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/08bf53

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9-6-24 How to Plan for Trump Tax Cut Expiration

2024-09-06

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Will last month's Jobs and JOLTS reports show "normalization" of employment numbers to pre-Covid counts? What will the Fed response be, and what will that imply about the economy? Richard & Danny further explore the "sunsetting" of tax rate cuts initiated by the Trump administration, and who might be affected: Most likely, everyone will see an average 3% increase, across the board. A real look at who pays their "fair...

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Technological Advances Make Things Better – Or Does It?

2024-09-06

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2024-09-06

It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than driving to a local retailer or manufacturer, we order it online. Of course, we mustn’t dismiss the rise of social media, which connects us to everyone and everything more than ever. Economists and experts have long argued that technological advances drive...

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How Inflation Compounds: Insights from Lance Roberts

2024-09-05

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Investing tip: Focus on wearing blinders to manage challenges. Inflation compounds, and the Fed aims for stable price growth. #Investing101 #economics #investing Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/ea1407

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Savvy Social Security for Couples

2024-09-05

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What's the best Social Security claiming strategy for couples? RIA Advisors' Senior Financial Advisors, Jon Penn and Jonathan McCarty examine the in's and out's of the Social Security maze. #SocialSecurityClaimingStrategies #SocialSecurityforCouples #Retirement #SpousalBenefits

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9-5-24 Limiting Losses With Yield Curve Analysis

2024-09-05

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Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to...

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Real-time Data Transforming Employment Surveys

2024-09-04

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Real-time data collection is key for accurate insights. Large companies providing real numbers, not estimates, is crucial for economic analysis. 📊 #DataCollection #Insights Subscribe to our YouTube channel = @ TheRealInvestmentShow Entire show here: https://cstu.io/1ea4b0

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9-4-24 Big Down Day

2024-09-04

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The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led...

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Bull Steepening Is Bearish For Stocks – Part Two

2024-09-04

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2024-09-04

Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types of yield curve shifts and what they suggest for the economy and Fed policy. Persistent yield curve shifts tend to correlate with different stock performances. With the odds growing that a long bull steepening may be upon us, it’s incumbent upon us...

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Fundamentals vs Momentum: How Trading Strategies Have Changed

2024-09-03

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Trading on quick news and momentum vs. fundamentals - interesting insights on investing trends! 📈 #Investing #Trading #Finance Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/52ded6

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