Category Archive: 9a.) Real Investment Advice

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6-11-24 It’s Not 2000. But There Are Similarities.

2024-06-11

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More than a few individuals were active in the markets in 1999-2000, but many participants today were not. Back then, the S&P 500, particularly the Nasdaq, rallied harder each day than the last. Market breadth looked pretty weak, as the big names were soaring, forcing indexers and ETFs to buy them to keep their weightings. The reinforcing positive feedback cycle fueled markets higher day after day. We are now witnessing investors chase anything...

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Rising Unemployment Rate: A Possible Recession Indicator?

2024-06-10

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Unemployment rate hits 4%, trend above 12-month average since start of year. Could this signal a recession? 📈 #economy #unemployment #recession Lance Roberts discusses the significance of the recent unemployment rate trends. Tune in to understand why this could be a crucial economic indicator. - Explanation of the current unemployment rate trends - Comparison with the twelve-month average - Historical context of above-average unemployment...

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6-10-24 Rising Unemployment Rate: A Possible Recession Indicator?

2024-06-10

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Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been quiet; complacency can lead to unexpected things. Markets tested 20-DMA and rallied; will re-test that level today...again. FOMC Meeting this week + CPI Inflation data could trigger a change: Markets' performance has been predicated on Fed rate cuts. How we get the employment numbers: Data vs surveys....

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Maximize Your HSA Contributions Before Leaving Your Job

2024-06-07

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Maximize your company's health savings account before your severance date to enjoy the benefits of an HSA! Pre-tax withdrawals for qualified expenses. #HealthSavingsAccount #FinanceTips 🏥💰 We discuss the benefits of maximizing your Health Savings Account (HSA) before your severance date. We cover essential points to help you make the most of your HSA while transitioning out of your job. - Importance of maximizing contributions to your HSA. -...

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6-7-24 How to Maximize Your Severance Package

2024-06-07

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Company mergers and layoffs often generate severance packages for exiting employees; did you receive one? Richard Rosso & Danny Ratliff discuss strategies for taking and making the most of your severance package on today's show. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: -------...

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Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown

2024-06-06

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Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when excess stimulus has been absorbed. #investing #economy Are small caps the future of investment opportunities? Join host Lance Roberts as he breaks down the crucial moments to consider for small and mid-cap stocks. - Current state of mid caps and small caps - Earnings performance of small caps - Economic...

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6-6-24 Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown

2024-06-06

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D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of...

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Roaring Kitty’s Rise: From $53K to $300M and Possibly $1 Billion

2024-06-05

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Roaring Kitty's wealth skyrocketed from $53,000 to nearly $300 million, possibly reaching $1 billion one day. Not the SEC's favorite, but definitely notorious! #RoaringKitty #Stocks Curious about Roaring Kitty's extraordinary journey in the stock market? Discover how his wealth skyrocketed from $53,000 to nearly $300 million in our latest video. - Roaring Kitty's rise to fame in the financial world. - The ups and downs of his public...

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6-5-24 Could Roaring Kitty’s Wealth Top $1-Billion?

2024-06-05

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Ore weak economic data from the Atlanta Fed; semiconductors are outperforming software stocks, 3:1; look for consolidation in that sector. Domestic stocks are outperforming all other markets. A fairly big correction in Oil Prices over the past few days is now setting up an opportunity for investors to take profits and rebalance energy portfolios, which are by necessity tied to the price of their underlying commodity. Curious about Roaring Kitty's...

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Dangers of Market Timing: Why You Might Lose Out

2024-06-04

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Don't get caught in the trap of trying to predict the market long-term. Focus on what the market is doing today to make money. #InvestingTips #MarketTrends #election2024 📈💰 Are you considering market timing as a strategy? Lance Roberts breaks down the pitfalls and risks of trying to predict the market. - Challenges of predicting market trends months in advance - Consequences of sitting out of the market until a specific event - The trap of...

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6-4-24 Dangers of Market Timing: Why You Might Lose Out

2024-06-04

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Should you wait until after the Presidential Election to invest? Are you considering market timing as a strategy? Lance Roberts breaks down the pitfalls and risks of trying to predict the market: Challenges of predicting market trends months in advance; Consequences of sitting out of the market until a specific event; the trap of waiting for the perfect moment to invest; How market run-ups can leave you behind; The psychological cycle that keeps...

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Deviations From Long-Term Growth Trends Back To Extremes

2024-06-04

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2024-06-04

In 2022, we discussed the market’s deviations from long-term growth trends. That discussion centered on Jeremy Grantham’s commentary about market bubbles.

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Timing in Investing: Choosing Between Momentum and Value Strategies

2024-06-03

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📈 Momentum vs. value investing. 💰 Know when to ride the wave and when to play the long game. 🕒 #InvestingTips #Finance101 #StockMarket Lance Roberts dives into the nuances of momentum and value investing, highlighting when each strategy is most effective. Gain insights on how to effectively apply these investment styles to maximize returns. - The importance of timing in investing - Differences between momentum and value investing -...

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6-3-24 The Momentum Chase Is On. What Happens Next?

2024-06-03

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Will the Fed begin cutting rates and restarting monetary accommodation? Such is all that seems to matter. At the same time, investors continue to chase stocks higher based on the current theme. In 2020, it was disrupter stocks. Today, it is artificial intelligence and semiconductor providers. The markets have evolved into a “get rich quick” industry, where Wall Street creates products to fill hungry investors’ demand for the next “hot opportunity.”...

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Risks of Investing All Your Money in Physical Gold

2024-05-31

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Protect your future! Diversify your investments, don't put all your eggs in one basket (like physical #gold). Stay informed and make wise financial decisions. 💰 #investmenttips #financialplanning In this episode, we discuss the pros and cons of investing heavily in physical gold. We also explore alternative investment strategies. - The risks of putting all your funds into physical gold. - The popularity of self-directed IRAs for purchasing...

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5-31-24 What To Do With Your 401k When There Are No Good Choices

2024-05-31

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We answer emails like this one: " Idon't like the limited options inside my 401k but I am told I can't get the money out until I leave the company. Are there any tricks to getting my money out and into my roth ira without quitting my job?" Also--is it "safer" to move money out of 401ks into gold? Stay tuned... Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, and introducing our Senior Relationship Manager,...

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Is Bitcoin Mining Wasting Energy? The Debate on Economic Benefits and Power Consumption

2024-05-30

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Bitcoin mining accounts for almost 2% of electricity generation, not significant for grid expansion, but still considerable. AI data centers offer more economic benefits. #Bitcoin #AI #EnergyConsumption Join Michael Lebowitz as he digs into the nuances of bitcoin mining and its energy consumption. This short segment critiques the productivity and economic benefits of bitcoin mining. - Bitcoin mining's energy consumption and its impact on the...

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5-30-24 How to Benefit from the Coming Power Grid Expansion

2024-05-30

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Houston is finally #1 in something: Home Foreclosures; Q1 economic data suggests conflict with narrative the economy is doing fine vs anecdotal evidence. The Fed's Beige Book summary shows not as much concern for inflation as for weakening consumer demand. Weaker stock pricing is also emerging; Can markets hold the 20-DMA? Risk assets are momentum-based trade (Bitcoin); also beginning to weaken. Hedge funds are long semiconductors and AI-related...

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Debunking Inflation Myths: The Truth About Money Printing and Demand

2024-05-29

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Understanding inflation: it's all about supply and demand. Government's not just printing money but issuing debt. #economics101 #inflation In this video, Lance Roberts breaks down the basics of inflation and how supply and demand influence its rise and fall. Understand the common misconceptions about inflation and the truth behind money circulation. - Explanation of inflation using supply and demand principles. - Impact of a slowing economy...

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5-29-24 Corporate Greed is Not the Cause of Inflation

2024-05-29

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Economic Numbers: It's all about the Fed, never mind the fundamentals. markets have gone essentially nowhere, driven almost entirely by Nvidia. Markets are close to a short-term sell signal. It's time to rebalance portfolios. Corporate Greed does not cause inflation: The simple truth. 401k rollowver problems; why few receiving required 402(f) notifications; the tax implications of rollovers. If you've lost a 401k, Beagle.com may be able to help you...

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