Category Archive: 9a.) Real Investment Advice

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Could “Revised” Economic Data Drive Rates Higher?

2023-06-27

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(6/27/23) The Quarter's end nears and markets face increased selling pressure as portfolio managers rebalance holdings. There is still room for a 5- to 10% correction this summer. MACD Sell signal is now in place, with $26-B worth of potential selling on the line. There is now a bigger risk from inflation data revisions; is there too much market exuberance? Whoa--Larry Fink has a change of heart about ESG? The scam that is ESG. For real change,...

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Is FOMO Back as Markets Correct?

2023-06-26

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(6/26/23) Weekend recap: The coup that was over before it started; everyone is now a deep-sea exploration expert. Thanks, Internet. End of Quarter dynamics are toying with markets: What will be seen in Q-2 results? Portfolio rebalancing by fund managers create sector rotation & selling pressure. Markets will re-test 20-DMA. Buy signals drive markets; when sell signals are triggered two things may happen: a.) market consolidation sideways, or...

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How You, too, Can Retire at 55

2023-06-23

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(6/23/23) HOUR ONE: Stories from Texas families; Market commentary: The Fed's Kabosh on Inflation: Muckflation; slow-grinding stagflation as liquidity is drained from the system. Why Roths are the J. G. Wentworth for the Gov't.; Tax benefits of a Roth; dodging the tax torpedo. Scarlet & Flo: Bring back 'Kiss my Grits;' the most-popular US migration destination cities; Why did Darden purchase Ruth's Chris' as affluent shoppers flock to Dollar...

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How to Retire at 55 (6/23/23): A special, two-hour edition with Market Analysis & Personal Financ…

2023-06-23

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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The Fed’s Nirvana Moment

2023-06-22

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(6/22/23) HOUR ONE: Investor sentiment vs Consumer sentiment: This is problematic for the Fed; a re-acceleration of Inflation? Housing is beginning to stabilize, with shallow inventory keeping prices high. What is moving Markets: Swiss & UK interest rate increases; Inflation is NOT coming down. the Fed's not done, despite falling headline inflation. YOY inflation may be at zero, but prices remain high. Core inflation remains high; when will the...

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Forecast: More Rate Hikes (6/22/23): A special two-hour edition with Market Analysis & Commentary…

2023-06-22

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Will Student Loan Repayments Choke the Economy?

2023-06-22

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(6/21/23) HOUR ONE: Two days of Fed speak commence today: Will markets even notice? Liquidity is still rising, easing economic conditions the Fed is trying to tighten. Update on the Titanic Sub Search; The ESG Scam: Does nothing for the environment. Is ESG behind us? Are we targeting the wrong companies with boycotts? Don't buy Black Rock stocks; why enrich Larry Fink? Rolling recession and market resiliency: What could alter this dynamic? Student...

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Has the Correction Started? (6/21/23): A special two-hour edition with Market Analysis & Commenta…

2023-06-21

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Why #AI Is Little More Than BS

2023-06-20

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6/20/23) HOUR ONE: It's the start of a holiday-shortened trading week, and the end of the Quarter is near. Sentiment reports from Consumers and Home Builders, plus leading economic indicators, which have been negative for the past 13-months. A turn in these signals could prove that we've seen (and passed) a trough in economic numbers. Roberts Travel plans will NOT include deep sea dives to shipwrecks; What's driving the AI chase? What is the thesis...

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Headwinds for #AI (6/20/23): A special two-hour edition with Technical Market Analysis & Commenta…

2023-06-20

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Fed’s Plans Thwarted as Consumer Confidence Improves

2023-06-19

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(6/19/23) [HOUR-1] Consumer Confidence improves based on recent sales numbers; this would appear to be thwarting the Fed's plans to reign-in spending. End of the Quarter Rebalancing underway w AI effects preeminent. A note about Texas Heat; Boomers are stuck on Stocks; is this the prelude to a bust? How the Internet changed the world; what happens when expectations for exponential growth never occurs. Similar potential for same disruption from AI....

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Strategies for Managing High-balance Credit Cards

2023-06-16

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(6/16/23) Fathers Day weekend & Dad jokes abound; everything AI; Jerome Powell says there's still work to be done on taming inflation. Why is Gen-Z reverting more to cash? Cash is King! A discussion on the importance of building credit; NerdWallet.com list of best credit cards for 2023. Why even carry a credit card balance? Strategies for managing high-balance credit cards. Why we (not us, you) don't like financial plans; a little bit of worry...

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Is the Fed Done?

2023-06-15

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(6/15/23) How long can the markets' buying stampede continue? The markets' reaction to Fed rate pause announcement: Meh. The next logical point for correction is to 4,000. Markets didn't blink on less-than-dovish comments by Jerome Powell: Two more rate hikes are possible this year, but no commitment to do so in July. And why would the Fed cut rates, unless there's a problem? (Has the market mis-read the Fed?) The Fed calculates inflation in myriad...

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Are Higher Rates Here to Stay?

2023-06-14

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(6/14/23) Inside the CPI Report: What will the Fed do & say? The only reason to cut rates would be because the economy's gone sour; Higher Rates are here to stay; higher for longer could trip up markets. Why does Congress need fancy, expensive uniforms for one game of softball a year (and who's paying for all that)? Using debt and leverage to build wealth. How much does it take to BE wealthy vs FEEL wealthy? Why it's a mistake to shield kids...

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Breaking Your Money Malaise this Summer

2023-06-13

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Have the summer doldrums already set in at your house? Here are some sure-fire ways to clear away the money malaise from the minds of Richard Rosso & Danny Ratliff, and probably save you beaucoup bucks in the long run: 0:00 - INTRO/Disclaimer 1:12 - Summertime Hits 2:46 - Market Commentary 6:42 - Breaking the Summer Malaise 16:52 - Maximizing Cash While You Can 27:48 - Do Your Homework, But Wait... 33:03 - Examining Insurance Coverages 42:45...

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The Herd is Generally Wrong at Market Tops & Bottoms

2023-06-13

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(6/13/23) It's CPI Day, and important factors will be the lag effect of Fed rate hikes and Home Owners' Equivalent Rent figures. Markets are hoping for a weaker print because it will mean a further pause in rate hikes, and one step closer to rate cuts. Markets could pull back to the moving averages; investors' panic moves happen at the worst possible moment. Why market technicals are more bullish: We're wired to forget pain. Example: Meme Stocks...

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How Can Markets Be Bullish as Economy Slows?

2023-06-12

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(6/12/23) Texas Summer & FOMC Preview, plus Quadruple Witching on Friday; Retail buyers return to the market: Will it continue? We're back into a "new" bull markets, up 20%; the NASDAQ is up 20% above 200-DMA; with extreme deviation, correction is imminent. How can markets be bullish with a slowing economy? Beware bullish commentary: much evidence to suggest the decline is over, but markets' advance will soon slow. (Sidebar: Despite...

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The Fastest Shrinking Jobs in America

2023-06-09

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(6/9/23) Carvana's crash: Who wants to buy a car from a vending machine? Personal Financial Strategies and habits; from everything-Bitcoin to everything-AI. The fastest Shrinking Jobs in America: McDonald's kiosk revolution; "Soylent Green" and "The Purge" in real life? Financial losses in elder fraud are on the rise; cryptocurrency scams. Subscription purchase scams. The explosion of AI. Moderation in Technology use: Gen-x...

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Will They or Won’t They?? (6/8/23): Market Analysis & Commentary from RIA Advisors Chief Investme…

2023-06-08

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Is Recession the Elephant (already) in the Room? (6/7/23): Market Analysis & Personal Finance com…

2023-06-07

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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