Category Archive: 9a.) Real Investment Advice

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Trump Meme Coin Creates Billions Out Of Thin Air

2025-01-21

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2025-01-21

With markets closed over the long holiday weekend and Donald Trump's inauguration and related politics taking center stage, no one thought the financial markets would make the headlines. They did. On Friday night, Donald Trump launched the largest meme coin in history. A meme coin is a cryptocurrency based on a meme. Like a baseball …

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Strategic Investing Guide: Buying Beaten Stocks for Long-Term Gains

2025-01-20

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Investing tip: When stocks are down, it could be a good time to buy! Have a solid reason for each investment in your portfolio. 💼💰 #InvestingTips #StockMarket Watch the entire show here: https://cstu.io/2e3374 YouTube channel = @ TheRealInvestmentShow

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Was CPI Better Than Good

2025-01-20

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2025-01-20

The latest CPI inflation news was OK. The 0.4% headline increase is higher than in prior months but aligns with expectations. Core CPI, excluding food and energy, is .1% lower than the consensus at .2%. The report relieved Wall Street as it did not show a resurgence in inflation. Stocks and bonds are trading much … Continue reading »

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Estate Planning Essentials: Protecting Your Legacy

2025-01-20

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2025-01-20

Creating an estate plan is a critical step in protecting your legacy and ensuring your assets are distributed according to your wishes. Estate planning essentials like wills, trusts, and beneficiary designations provide clarity for your loved ones while safeguarding your financial legacy. Whether you have a large estate or modest assets, an effective plan can …

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Optimize Your Portfolio for Consistent Investment Success: Key Strategies and Tips

2025-01-19

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Diversification is key! Make sure a significant chunk of your portfolio is active in the market to grow your assets while you wait. 💼📈 #InvestingTips #GrowYourWealth Watch the entire show here: https://cstu.io/b7f9ab YouTube channel = @ TheRealInvestmentShow

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Strategic Loss Management for Optimal Gains

2025-01-18

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Offsetting losses with gains, managing trends effectively! 💸 #financialtips #investing #moneymanagement Watch the entire show here: https://cstu.io/14d96c YouTube channel = @ TheRealInvestmentShow

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Should Social Security Be Tax-Free? Examining Fairness

2025-01-17

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Why should I pay taxes on Social Security when I've already paid in? That money should come back tax-free! Double taxation isn't fair. #taxes #SocialSecurity Watch the entire show here: https://cstu.io/705d46 YouTube channel = @ TheRealInvestmentShow

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1-17-25 What Fiduciary Advisors Can Learn from Jimmy Carter

2025-01-17

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The nation recently laid to rest former President Jimmy Carter who died at age 100. While his Presidency is still being measured by history, there is no dispute over the noble life he lived following his term as our 39th Commander-in-Chief. Richard and Matt glean important lessons from his sense of public fiduciary, as well as discuss the current state of stocks vs bonds in a new rate environment. Why the Fed doesn't need to cut rates, and a look...

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Gardening Guide To Better Portfolio Returns In 2025

2025-01-17

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2025-01-17

As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way. However, while most analysts and investors expect 2025 to be another bullish year, there is always a risk of a more disappointing …

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Technical Bounce On Inflation Data

2025-01-17

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2025-01-17

Inside This Week's Bull Bear Report Administrative Note I am publishing the report a day early as we are holding our Economic and Investment Summit tomorrow morning. As such, all the data in this report is either as of Thursday’s close or early Friday morning. Therefore, any erroneous conclusions will be corrected in Monday’s Daily …

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Bond Vigilantes Are Building Tremendous Short Positions

2025-01-17

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2025-01-17

Our Commentary from January 7, Outflows Of TLT Are Tremendous, discussed the 'tremendous' investor outflows of the bond ETF- TLT. While outflows are often associated with investors being bearish, that is not always true. Nonetheless, TLT is in a bearish trend, and indeed, some of the record outflows from TLT are due to the environment. …

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Fed’s Restrictive Policy: Perception vs. Economic Reality

2025-01-16

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Interesting discrepancy between Fed's view on policy and the real economy. Credit card usage as a key indicator. 🤔💳 #Economy #Fed #Policy Watch the entire show here: https://cstu.io/347dd5 YouTube channel = @ TheRealInvestmentShow

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1-16-25 CPI: What’s Next?

2025-01-16

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Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews...

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The Impact of Healthcare Costs on Retirement Planning

2025-01-16

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2025-01-16

Retirement planning often focuses on saving and investing for daily living expenses, but healthcare costs can significantly impact your financial security. With longer lifespans and rising medical expenses, preparing for healthcare costs in retirement is essential. This guide explores projected healthcare expenses, the role of Medicare and supplemental insurance, and strategies for managing retirement healthcare …

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The Trump Bump And Dump

2025-01-16

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2025-01-16

On Monday, the S&P 500 officially made a round trip back to the same levels as election eve. The equity rally that kicked off when Donald Trump won the election has been erased. The financial media blames the recent dump on prospects for wide-reaching tariffs and other policies. The reality is that higher bond yields … Continue reading...

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1-15-25 CPI Day: The Big Reveal

2025-01-15

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With inflation at the wheel, driving the current economic narrative, the Consumer Price Index release, out this morning at 7:30 a.m. CT, is the week's headline event — and its results could ripple throughout the markets. Lance Roberts and Danny Ratliff discuss the CPI Report for January 2025 with Consumer Price Index Analysis, a look at Inflation Trends for 2025, the Federal Reserve, and CPI Data. Economic Indicators January 2025December's data is...

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How Rising Interest Rates Affect Hedge Funds and Bond Markets

2025-01-15

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Rising interest rates lead to hedge funds shorting bonds, driving prices down and rates higher. The cycle continues. #Finance101 Watch the entire show here: https://cstu.io/b62b7d YouTube channel = @ TheRealInvestmentShow

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Technical Analysis Is Not Voodoo, Its Vital Context

2025-01-15

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2025-01-15

If you draw enough lines on a stock chart, one of them is bound to predict the future accurately! Given that technical analysis is perfect in hindsight and flawed in foresight, many investors mock it as arbitrary. Some, like Aaron Brown, link its practice with horoscopes, tarot cards, and crystal balls.  The difference between science …

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The Inflation Narrative Versus Reality

2025-01-15

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2025-01-15

Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing concern that inflation will surge again. While those narratives are concerning, and some may have merit, market and survey-based inflation expectations do not confirm them. The Fed and almost all economists use two types of gauges to measure inflation expectations: surveys and …

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Understanding Long-Term Drivers in the Bond and Stock Markets

2025-01-14

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Short-term fluctuations in bond yields and stock prices don't alter long-term trends. Focus on fundamental drivers for lasting impact. 📈💡 #Investing Watch the entire show here: https://cstu.io/bbdf3c YouTube channel = @ TheRealInvestmentShow

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