Category Archive: 9a.) Real Investment Advice

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The VIX And Market Climb: Should We Care?

2024-10-16

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2024-10-16

The financial media frequently opines on what the daily gyrations of the VIX (implied volatility index) signal regarding investor sentiment. Despite how often it is quoted and discussed, many investors do not truly appreciate what implied volatility measures. We take this opportunity to help you better understand implied volatility. Furthermore, we discuss other lesser-followed measures of implied volatility that help better assess whether...

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Examining the Evidence Against Imminent Recession Predictions

2024-10-15

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📈 Debunking recession fears! 📉 Despite viral videos predicting doom, the data doesn't lie. Get the facts in this weekend's newsletter! #EconomicTrends #DataDriven Watch the entire show here: https://cstu.io/75df3c YouTube channel = @ TheRealInvestmentShow

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10-15-24 Greed And How To Lose 100% Of Your Money

2024-10-15

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Retail Sales figures should be interesting, as retailers were stocking up ahead of the short-lived dockworkers' strike. Lance previews Thanksgiving at the Roberts' house, featuring brisket! Earnings week continues with a string of the most negative earnings revisions in a long while. Markets operating under a seasonal buy signal and an ever-upward trend: What could possibly go wrong? Lance discusses the importance of risk management in a bull...

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Greed And How To Lose 100% Of Your Money

2024-10-15

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2024-10-15

In the movies, greed is a trait often exhibited by the rich and powerful as a means to an end. Of particular note is the famous quote from Michael Douglas in the 1987 movie classic “Wall Street:” “The point is, ladies and gentlemen, that greed, for lack of a better word, is good.

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10-14-24 Wall Street vs. Main Street—Who’s Right?

2024-10-14

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It's Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepared to re-open, providing nearlt $1-T in funds to flood the markets. The median value of stock portfolios is $250k, up from $190k. Demand for AI chips is not going away. Markets entering the seasonallt-strong period of the year after hitting new, all-time highs on Friday, triggering a buy...

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Economy Growing at 3 Percent with Low Unemployment and Job Creation

2024-10-14

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Economy is cooking at 3%! Unemployment slightly up but historically low. Inflation down. Recent data not recessionary. Keep creating jobs! 💼📈 #EconomicUpdate Watch the entire show here: https://cstu.io/c219a4 YouTube channel = @ TheRealInvestmentShow

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Economic Growth and High Fed Rates: Is a Huge Rate Cut Necessary?

2024-10-13

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145,000 new jobs created! With job growth and low inflation, an aggressive rate cut seems unnecessary. Fed rates aligning with economic growth is key. 📈💼 #Economy #JobGrowth Watch the entire show here: https://cstu.io/a80f84 YouTube channel = @ TheRealInvestmentShow

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Investing Challenges: Quick Corrections and Consistent Market Rises

2024-10-12

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Managing capital in a market with quick corrections is challenging. Stay alert as the market consistently rises with minimal #investment opportunities. 💸 #FinancialTips Watch the entire show here: hhttps://https://cstu.io/11e1f0 YouTube channel = @ TheRealInvestmentShow

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The Significance of 4-5% Unemployment in Today’s Economy

2024-10-11

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🌟 Did you know that historically, 4-5% unemployment is considered full employment? 📊 Keep watching to learn more about job trends with Jerome Powell! #economics #jobmarket 📈 Watch the entire show here: https://www.youtube.com/live/lQWDEg-aQnI?si=d5KopPzMKAhxZPkB YouTube channel = @ TheRealInvestmentShow

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GDP Report Continues To Defy Recession Forecasts

2024-10-11

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2024-10-11

The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts, particularly those predicting an imminent recession. There are certainly many supportive data points that have historically predicted recessionary downturns. The reversal of the yield curve inversion, the 6-month rate of change in the leading economic index,...

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Gold Overbought: A Long Correction Expected After Fed Rate Cut

2024-10-10

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📈 Interesting insights on gold's overbought status! History shows a long correction may follow. Keep an eye on these dynamics! 💰 #InvestingTips #GoldMarket Watch the show here: https://cstu.io/fae4b0 YouTube channel = @ TheRealInvestmentShow

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10-10-24 Rising Volatility, China Stimulus, & Storms’ Economic Surge: What They Mean for Portfolios

2024-10-10

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All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullish and bearish sign; CPI numbers will be today's trigger. Volatility in the markets, thanks to uncertainty over presidential election outcome, Israel-Iran war...

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mart Investing: Profiting from Unwanted Assets and Rebalancing Risks

2024-10-09

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📈 Wise investment tip: When everyone's buying, it's time to consider taking profits and diversifying. Rebalance your portfolio for long-term success! 💰 #InvestingTips Watch the entire show here: https://cstu.io/c90725 YouTube channel = @ TheRealInvestmentShow

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10-9-24 Markets Rally: What Tuesday’s Tech Stock Surge Means for Investors

2024-10-09

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The Trauma of Hurricanes revisited: Hurricane Alicia (1983) remembered as Hurricane Milton bears down on Florida today; Lance shares his bizzare dream about aliens refuting Flat-earthers; why high interest rates are unsustainable. Fed rate cuts don't mean rates will go straight down. Why 4% rates cannot last for long. Markets rally amid price compression; what is sustaining markets, historically high, without any Fed liquidity injection. Analysts...

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Are Agency REITs Right For Your Portfolio?

2024-10-09

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2024-10-09

Numerous reader requests following our article, Agency REITs For A Bull Steepener, prompted us to write this follow-up with more detail about how to analyze agency REITs. This article doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. In doing so, this analysis and the prior article provide a solid foundation for further evaluating agency REITs. Before diving...

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Patience Is Key: How to Invest Wisely in Bonds

2024-10-08

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Don't rush into bonds! Patience is key for better entry points. Start small, stay cautious, and work your way in gradually. #InvestingTips 📉💰 Watch the entire show here: https://cstu.io/10afd1 YouTube channel = @ TheRealInvestmentShow

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10-8-24 You Can’t Avoid Risk — But You Can Manage It

2024-10-08

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The key to successfully managing money is managing risk. Economnic news is absent; no 50bps rate cut in November, thanks to a strong jobs report, and markets are adjusting to that reality. One off shoot of Jobs report shows more workers seeking secondary, part time employment to make ends meet. Markets sold off on Monday, as price compresion continues. Markets may be stuck untikl earnings season provides direction. Managing risk: A function of...

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How Howard Marks Thinks About Risk…And You Should Too

2024-10-08

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2024-10-08

When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility. The CFA Institute recently summarized the video stream,...

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10-7-24 Portfolio Gardening w Lance Roberts

2024-10-07

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Portfolio management is very similar to gardening. Lance Roberts describes the techniques our team uses to prepare, nurture, and cultivate portfolios as a good gardener would, including cash management, risk management, and the all important task of harvesting. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the full show video here:...

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10-7-24 Millennial Earnings Season Begins

2024-10-07

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This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report came in stronger than expected (leaving one to wonder what kind of revision to the numbers is to come). Within the report, 700k gubernment workers were added. The S&P on Friday rallied on the employment news, but that also pretty much killed any chance of a 50bps rate cut by the Fed. Markets are...

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