Category Archive: 9a.) Real Investment Advice

“Trump Trade” Sends Investors Into Overdrive

Inside This Week's Bull Bear Report A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; "As a result, the market surged higher, hitting our year-end target of 6000 on Friday. Furthermore, since election day, the …

Read More »

Understanding Market Patterns: Why Analog Trends Can Be Misleading

An important reminder about market analogs 📈 Things may seem similar to the past, but every situation is unique! #MarketTrends #FinanceTips Watch the entire show here: https://cstu.io/d6f878 YouTube channel = @ TheRealInvestmentShow

Read More »

Paul Tudor Jones: I Won’t Own Fixed Income

Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations. In short, his thesis is that interest …

Read More »

2% CPI Is Here

2% CPI is a headline you won't find in today's Wall Street Journal. The reason is that official inflation gauges, such as CPI, are in the mid to upper 2% range. Last Wednesday, for instance, the year-over-year CPI rate clocked in at 2.6%. We claim inflation is at 2% because we know that 40% of … Continue reading »

Read More »

Understanding Debt: The Good, the Bad, and the Misused

Debt can be a powerful tool if used wisely. Let's start making better financial decisions from the beginning! 💸 #financialadvice #moneymanagement Watch the entire show here: https://cstu.io/2f3b14 YouTube channel = @ TheRealInvestmentShow

Read More »

11-14-24 The Math Behind the MACD

Just ahead of the Christmas Retail Shopping Season, credit card debt is piling up; consumers are under stress. Survey: What to do when an item is too expensive? What will be the actual effect of tariffs? What economists think vs how consumers react. Meanwhile, markets sold off Wednesday, then rallied back for a positive close: Participants are unwilling to sell, expecting markets to continue to rise; Bitcoin is melting up, Gold is getting beaten...

Read More »

The True Essence of Wealth: It’s Not Just About Money

Money isn't the measure of wealth. Your health, purpose, and family matter most. True wealth goes beyond monetary value. 💰 #LifeLessons Watch the entire show here: https://cstu.io/8592a7 YouTube channel = @ TheRealInvestmentShow

Read More »

The MACD: A Guide To This Powerful Momentum Gauge

When we discuss technical analysis in our articles and podcasts, we often examine the moving average convergence divergence indicator, better known as the MACD, or colloquially the Mac D. The MACD is one of our favored technical indicators to help forecast prices and manage risk. Accordingly, let's learn more about the MACD to see how …

Read More »

Seeking Beta

While the "Trump rally" appears to have just begun, one of its initial hallmarks is that investors want beta. Beta is a measure of the volatility of a stock versus the broader market, most often the S&P 500. For instance, a stock with a beta of 1.50 implies that based on prior trading, investors should … Continue reading...

Read More »

11-13-24 Annuities: Good, Bad, & Ugly

It's Inflation Day: Expectations are for a .3% print for October (the Bureau of Labor Statistics reported CPI rising.2%, and up 2.6% over the past 12-months). Remember, it's only a guess; why inflation is destined to rise. Stocks remain over-bought; watch for pre-Thanksgiving volatility; more than half in our Twitter poll sees the S&P at 6,200 by EOY. Why are investors expecting more rate cuts in 2025? Lance & Danny present an Annuity...

Read More »

How to Secure Profits and Avoid Margin Calls in Investments

Trade wisely, secure your profits. Avoid being wiped out by margin calls. Secure your family's legacy. #InvestingTips #FinancialAdvice Watch the entire show here: https://cstu.io/494659 YouTube channel = @ TheRealInvestmentShow

Read More »

Crypto Soars

On the campaign trail, Donald Trump favored the crypto industry, including appointing "crypto-friendly" regulators. Moreover, one of the plans he mentioned several times was the creation of a federal strategic reserve of crypto assets. Trump's decisive victory, along with the Republican sweep of Congress, makes it even more likely the crypto industry and related cryptocurrencies …

Read More »

Exuberance – Investors Have Rarely Been So Optimistic

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board's Sentiment Index. To wit: "Consumer confidence in higher stock prices in the next year remains at the highest since 2018, following the 2017 “Trump” tax cuts." (Note: this survey was …

Read More »

11-12-24 Irrational Exuberance…Again?

Earnings Season is winding up, and The Next Big Report to come will be from NVIDIA on 11/20. Markets are on fire for now; what will the Fed do next? We're expecting one more rate cut in December, and then a pause. This week's inflation print could be higher due to YOY comparisons. Mutual Fund Distributions are coming in December; do not be alarmed! The post-election market is on a tear: invesetors are more exuberant than ever. Everybody is betting...

Read More »

Exuberance – Investors Have Rarely Been So Optimistic

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index. To wit: “Consumer confidence in higher stock prices in the next year remains at the highest since 2018, following the 2017 “Trump” tax cuts.“ (Note: this survey was completed before the Presidential Election.) We also discussed households’ allocations...

Read More »

Super Micro Is Not So Super Anymore

Super Micro Computer Inc. (SMCI) was the market's darling only six months ago. Amazingly, Its stock, had risen 3x in just the first three months of 2024. Consequently, S&P Global announced its addition to the S&P 500 Index. The announcement is annotated below with a box in early March. Furthermore, the circle, which coincides with …

Read More »

Strategies to Pocket Gains and Reduce Investment Risk in Any Market

Wouldn't you rather put some money in your pocket after tax? 🤔💰 #TaxTips #FinancialPlanning #MoneyMatters Watch the entire show here: https://cstu.io/c19f49 YouTube channel = @ TheRealInvestmentShow

Read More »

Understanding Market Peaks: Why Broad Participation Could Be a Red Flag

📈 Wise words from Sam Stovall at S&P 🤔 When everyone's bought in, who's left to buy? Broad participation can be bullish but also a warning sign. #InvestingTips Watch the entire show here: https://cstu.io/993271 YouTube channel = @ TheRealInvestmentShow

Read More »

Assessing Debt Reduction Strategies in Today’s Economic Climate

Discussing the current economic environment and future predictions. Where are we headed? No other option? Demographics play a big role! 💬📈 #EconomyTalks Watch the entire show here: https://cstu.io/0dc8d7 YouTube channel = @ TheRealInvestmentShow

Read More »

Election Over. Now What For The Market.

Inside This Week's Bull Bear Report S&P 6000...Already? Last week, we discussed the expected derisking heading into an uncertain election. "There is an important lesson in this week's action. Over the last several weeks, we have warned about the weakening of momentum and relative strength and the triggering of the MACD 'sell signal.' However, many …

Read More »