Category Archive: 9a.) Real Investment Advice

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5-2-24 Powell Holds Pat (and the wealth gap becomes a chasm)

2024-05-02

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Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on consumers, wjho are becoming more price-conscious. Markets perform a pump & dump on Wedesnday, with stock retesting the 20-DMA...and failing. Pelaton earnings disappoint; the Fed holds rates steady; everything is fine, but they're not cutting rates. Discussion of what this means for markets,...

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Strategic Advantage of Holding Cash for Investment Opportunities

2024-05-01

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Having cash on hand allows for seizing great opportunities. Wise investing involves careful consideration, not reckless decisions. #financialwisdom In this video, Lance Roberts delves into the strategic value of maintaining a cash reserve. Discover why holding cash can be a critical element in savvy investing practices. - Understand the importance of having liquidity in your investment strategy. - Learn how cash reserves give you the...

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5-1-24 What Happens When Companies Miss?

2024-05-01

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Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers' elective surgeries are impacting insurors' actuarial tables; the rash of retirees. AMD disappoints...

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CEO Confidence Boosts Market: How Improved Earnings Influence Equity Buybacks

2024-04-30

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Market update: Corporations are returning to buy equities after a $367 billion drop in share buybacks led to a 5.5% market correction. CEO confidence is improving, leading to increased buybacks. Google recently announced a $70 billion buyback. #investing #marketupdate In this insightful piece, host Lance Roberts discusses the recent trends in the equity markets and the expected rebound. Dive into the dynamics of corporate buybacks and CEO...

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4-30-24 Bullish Sentiment Index Reverses With Buybacks Resuming

2024-04-30

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Over the last two weeks, the bullish sentiment index has reversed from extreme greed to fear. While the index can indeed fall further, what is notable is the sharp reversal of market “exuberance” in such a short span. It would be unsurprising if the market failed this initial resistance test and ultimately retested the 100-DMA soon. Such a pullback would solidify that support and complete the reversal of the bullish sentiment index. Hosted by RIA...

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How Buybacks and TGA Liquidity Could Stabilize the Stock Market

2024-04-29

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CEO confidence and earnings drive buybacks, supporting stocks. Rebalancing risk advised to weather correction. Shorting market risky due to quick turns." #StockMarket #Investing #RiskManagement 📈📉 In today's financial insight, Lance Roberts dives deep into the factors currently supporting the stock market. Discover key strategies to navigate potential market fluctuations and optimize your investment portfolio. - Understand the critical...

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4-29-24 Sucker Rally Or The Return Of The Bulls?

2024-04-29

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Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week: will the Fed halt plans for cuts, and possibily even hike rates? Expectations for strong employment numbers. Markets rally on PCE report, beginning to build a new, bullish trend. This will be a busy earnings week. When the correction comes, how you will play? The liquidity boost from tax receipts in...

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Upcoming Tax Changes: What Happens When the Current Code Expires?

2024-04-26

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Potential tax changes looming! 📉 What could this mean for you? Find out more in this video. #taxes #financialplanning #changesahead Join us as we delve into the imminent changes coming to the tax code. Understand what these adjustments mean for you and how they might impact your finances. - Overview of the current tax code and its expiration. - What happens if no changes are made to the tax code. - Implications for personal tax brackets. -...

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4-26-24 Are You Prepared for Higher Taxes?

2024-04-26

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Markets & Earnings Recap, PCE Preview: What is the Fed going to do? Tesla takes it on the chin; Mortgage rates and home prices are on the rise; are homeowners feeling trapped? How far will your money go in retiremetn? Higher taxes are coming; who'll pay the most? Training for Retirement: How to flip the switch from accumulation to de-cumulation; living without that paycheck. Budgeting and spending planning: Where does the money go? Compounding...

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Retail Sales Data Suggests A Strong Consumer Or Does It

2024-04-26

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2024-04-26

The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year.

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Understanding Real GDP: The Critical Role of Inflation and PCE

2024-04-25

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Understanding the impact of inflation on GDP and data calculations is crucial. The right inflation number remains uncertain, affecting various economic indicators. #inflation #gdp Explore the intricate relationship between real GDP and inflation in our latest video with guest expert Michael Lebowitz. Dive deep into the economic indicators that affect your daily life and understand their real impact. - The significant role of Personal...

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4-25-24 Lessons for Investors from the NFL Draft

2024-04-25

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Lance Roberts is back, and he's brought Michael Lebowitz with him for today's show: Most NFL general managers (GMs) are optimistic and displaying overconfidence ahead of today's NFL draft. Like investors, GMs often think they are smarter than their competitors, aka the market. Yet, they frequently have similar mindsets and follow the same narratives that drive their competition. Lance is Back! What is really happening in Commercial Real Estate:...

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4-20-24 Candid Coffee – Open Season Episode

2024-04-24

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Is the Tech Stock pullback healthy? What's the difference in Bond ratings? Who is really being affected by a tripling of interest rates? These and other pressing financial and investing questions were fielded on our most recent Candid Coffee. This was an "open-mic" edition of Candid Coffee, with all questions coming from registered participants; the questions' time codes are noted below. Hosted by RIA Advisors Director of Financial...

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The DNA of Success: Habits of Millionaires Unveiled

2024-04-24

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Got a million dollars, now what? Creating a strategy tailored to your goals is key. Check out our latest vuidei for tips on super savers' habits! 💰 #FinancialPlanning #millionairenextdoor Discover the secrets behind the financial success of millionaires in our latest video! Learn the habits that could make or break your journey to reaching your saving goals. - Unveiling the habits that drive millionaires to their wealth. - Understand why...

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4-24-24 What Does Realistic Retirement Look Like?

2024-04-24

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How Tesla fell out of the Magnificent Seven; Tesla's storage technology vs cheaper Chinese EV's & the future of EV's. The true environmental impact of building EV's. The RIA 8-Ball predictions for PCE. What does realistic retirement look like? The impact of inflation, the Retirement Clock, & you. A discussion on the need for guaranteed income; how Gen-z will retire & the DNA of Super-savers. Educational goals and vocational training....

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Financial Mistakes to Avoid If You’re Retiring within Five Years

2024-04-23

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Don't miss out on potential benefits by taking Social Security early. Consider the long-term financial impact for you and your spouse. #financialplanning #retirementplanning ➢ 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:...

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4-23-24 Five Financial Mistakes to Avoid If You’re Retiring within Five Years

2024-04-23

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Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes...

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Inflation Adjustment Reveals Weak Sales Despite Reports

2024-04-22

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Despite reports of strong sales, when adjusted for inflation, the numbers reveal a different story - highlighting potential concerns for employment and small businesses. #RetailSales #EconomicIndicators Take a closer look at what the sales figures really mean with Lance Roberts. Discover why, despite appearances, inflation-adjusted sales are not as robust as you might think. - Exploring the discrepancy between reported sales figures and their...

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4-22-24 Powell Suggests “Higher For Longer”

2024-04-22

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After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened...

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Boost Your Savings: Strategies for the Accumulation and Distribution Phases

2024-04-19

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Financial planning goes beyond just saving money. It's about considering all aspects like taxes to help you keep more money in the end. #moneymanagement #financialplanning Maximize your savings and navigate the complexities of financial planning with expert guidance from Michael Lebowitz. Dive into strategies and critical insights to secure your financial future in our latest episode. - Exploring the various methods of accumulating wealth for...

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