Category Archive: 9a.) Real Investment Advice

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6-25-24 Is S&P 6,300 Outside the Realm of Possibility?

2024-06-25

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Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia's bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We...

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Avoid These Common Trading Mistakes

2024-06-24

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🚨 Trading Tip Alert 🚨 Don't act too early or overreact! Pay attention to negative breadth in the market. Interesting insights on RSPY vs. RSP! 📉💡 #TradingTips #MarketInsights Lance Roberts addresses common mistakes made in trading and offers tips to avoid them. He emphasizes the importance of paying attention to market signals without overreacting. - Recognizing the dangers of acting too early in trading - Understanding the pitfalls of...

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6-24-24 Avoid These Common Trading Mistakes

2024-06-24

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Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain extremely over bought. The Conference Board's Leading Indicator Index has been negatice for 27-mos in a row; always a precessor of Recession. Lance discusses investors' two common mistakes when markets negatively diverge (w charts). A look at Market Cap Weighting vs Equal Weighting in...

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Market Cycles Explained: Preparing for the Impact of Rate Cuts

2024-06-21

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Markets move in cycles. Remember how happy you were this date last year? Anticipate the Fed cutting rates, it impacts the markets. Stay informed. 📈💡 #Finance #MarketTrends #FinancialDistress We break down the realities of market cycles and offers a cautious outlook for the year ahead. Get ready for some insightful truths about what really happens when the Fed starts adjusting rates. - Explanation of market cycles - The role of the Federal...

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6-21-24 Could Tax Policy Shrink the Economy?

2024-06-21

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Raising business taxes or trade tariffs will hurt Americans, according to the nonprofit Tax Foundation. * Biden’s tax policy is characterized by higher taxes on U.S. businesses and high-income households, and more tax preferences and credits for narrow groups of households and activities. *Trump’s tax policy is characterized by lower taxes for U.S. businesses and households, but higher taxes on imports through new tariffs, which would fall hardest...

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Debunking Dollarization: Why the Dollar Is Stronger Than Ever

2024-06-20

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Are global fears of the dollar's decline justified? Let's reveal the truth about dollarization misconceptions. - Debunking the myth of a weakening dollar - Analyzing the dollar's strength in currency markets

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6-20-24 Debunking Dollarization: Why the Dollar Is Stronger Than Ever

2024-06-20

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Will markets exhibit the typical summer weakness? Prepping for the election outcomes; correction coming now and later. Preview of housing numbers and initial jobless claims; market breadth is on the decline. The increasing gap between the S&P 500 and equal-weighted indexes. Lance discusses the relative strength of the Dollar vs other currencies. Petro-dollar fears and how you're being sold by Wall Street. Our narrative should be how to make...

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Why Investors Feel Compelled to Buy Nvidia Stocks

2024-06-19

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Investors aren't buying Nvidia because they want to, but because they have to. Positioning is key for indexed portfolio managers benchmarked to the S&P 500. #Nvidia #investing Lance Roberts discusses why investors are buying Nvidia out of necessity. This isn't just a choice—it's a strategic requirement. - Explanation of Nvidia's indispensable role for index portfolio managers. - Discussion on the obligation faced by those running S&P...

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6-19-24 Retail Sales Disappoint

2024-06-19

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The latest Retail Sales data shows cutbacks by consumers; how might this cause the Fed to shift its rate cut timing? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Consumer Survey Shows Rising Bullishness" https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/ "Inflation Print Keeps Fed On Track To...

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Overcoming Investment Fear: Managing Risks and Market Behaviors

2024-06-18

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Lance Roberts dives into the complexities of investing in markets and managing risk. Learn essential strategies to improve your investing outcomes. - Balancing debts, deficits, and investment fears - The challenge and necessity of investing despite risks - Importance of proper allocation and risk management - Taking profits and reducing risk when markets are overbought - Psychological behaviors that lead to bad investment outcomes

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6-18-24 Is Bullishness on the Rise?

2024-06-18

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Markets are trading in a holiday-shortened week, thanks to the Juneteenth Holiday Wednesday. 50% of companies are now in stock buy back blackout period. Retail Sales report preview; a function of Consumer sentiment. Five Fed speakers out and about today; markets started weakly, then rallied 1%. Volume and breadth are weakening; markets are very over-bought and extremely deviated from DMA's; when correction comes... Is consumer sentiment on the...

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Interest Rates: Is a Multi-Decade Increase on the Horizon?

2024-06-17

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📈 James Grant predicts a cyclical rise in interest rates for the next few decades. Lance Roberts explains why he sees things differently. 🏠💰 #InterestRates #Economy #Finance Lance Roberts discusses the impact of higher interest rates on the economy and shares insights from an interview with James Grant. Discover how cyclical patterns and rising rates can shape the future. - Impact of higher interest rates on homeowners - Borrowing costs and...

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6-17-24 Inflation Keeps the Fed On Track To Cut Rates

2024-06-17

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On Wednesday, the May inflation print came in cooler than expected, sending stock and bond prices higher. Such is interesting, considering the still numerous “perpetually bearish” commentators suggest that inflation will surge due to increasing debts and deficits. However, the inflation trend remains lower as economic growth continues to slow. The correlation between smoothed PCE prices, economic growth, and inflation remains high. Therefore, as...

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Plan Your Retirement Early: Benefits of Consulting an Advisor Before Retirement

2024-06-14

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Utilize an advisor before retirement to maximize benefits while working. Additional value can be added by exploring all options early on. #financialplanning Planning for retirement? Get ahead by speaking with an advisor early. - Importance of contacting an advisor well before retirement - Leveraging employer benefits while working - Valuable opportunities that may be overlooked - Steps to maximize retirement planning - Additional value an...

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6-14-24 Dealing With the “Squishy” Side of Retirement

2024-06-14

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When it comes to investing, you can't control the markets, but you can control how much you spend, how much you save, and the amount of risk you take with your portfolio. Parsing the economic data; Bonds vs ETF's; how bond pries and interest rates move; couting on the income. Danny & Jonathan address YouTube chatroom questions on Bond Yields and Buy/Sell dynamics; Dialing for Petro Dollars: A discussion of the US Dollar's strength, and whether...

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Federal Reserve and BLS Labor Data Discrepancies Explored

2024-06-13

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The labor market is back to normal based on the data. It's interesting that the numbers may be overstated. The Federal Reserve usually says employment is understated, not overstated. Interesting insights going into the election cycle. #LaborMarket #FederalReserve #ElectionCycle In this episode of My Space, Lance Roberts and Michael Lebowitz dive into the discrepancies within labor market data reported by the BLS. They also explore why these...

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6-13-24 Federal Reserve and BLS Labor Data Discrepancies Explored

2024-06-13

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June is half-over, and the stock buy back blackout begins today, removing that source of activity from the market. Economic data points continue to weaken, but Fed Chairman Jerome Powell wants to see "more good data." There is an alternative universe of debt; the Fed wants weaker economy so they can lower rates. The S&P 500 sets another new, all-time high; Apple, Miscrosoft, & Nvidia are driving the market. There is an...

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Managing Risk and Return with Individual Treasury Bonds

2024-06-12

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Looking to secure a yield? Individual bonds might be the way to go. Managing your portfolio is key - consider risk, return, and hurdle rates. Treasury bonds can be a solid risk hedge. #investing #portfoliomanagement Maximize your investment returns by understanding how to manage your portfolio effectively. In this video, Lance Roberts explains the importance of treasury bonds as a risk hedge. - Managing your own portfolio - Calculating risk and...

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6-12-24 Managing Risk and Return with Individual Treasury Bonds

2024-06-12

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It's Fed Day and Inflation Day: The FOMC meeting commences, and inflation in May cooled a bit. What will the Fed's Dot Plot show? Rate cut expectations are down to just two for this year, and likely not occuring until after the election. How will the Fed loosen QT? Markets set another all time high, marginally. The rally-restest-rally pattern continues. Apple was the big driver on Tuesday with the heralding of "Apple Intelligence." We...

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How the 60/40 Investment Strategy Works for You

2024-06-11

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Timing is key in investing! When people doubt a 60/40 allocation, it's the perfect time to buy. Economic slowdown = lower rates = higher bond prices! 📈💰 #InvestingTips #EconomicStrategy Is the classic 60/40 asset allocation strategy dead? Lance Roberts breaks down why now might be the perfect time to consider this investment mix. - Debunking the myth about the death of 60/40 allocation - Key economic factors influencing interest rates - How a...

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