Category Archive: 9a.) Real Investment Advice
11-18-24 “Trump Trade” Sends Investors Into Overdrive
It's the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU's negative expectations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of...
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5X5 Inflation Expectations: A New Benchmark To Follow
At the last FOMC meeting, Jerome Powell was asked if they were concerned that inflation expectations are “de-anchoring, or put another way, are anchoring at a slightly higher level?” His answer specifically referenced the 5x5 forward inflation expected rate. He could have used many data points to answer the question. However, the fact that he …
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Key Considerations for Healthcare Costs Before Medicare in Early Retirement
Planning for retirement before Medicare age? 🤔 Main concern often is medical expenses in the gap. How do you plan to cover it? #retirementplanning"
Watch the entire show here: https://cstu.io/863a99
YouTube channel = @ TheRealInvestmentShow
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Understanding Volatility: The Fear and Greed Index Explained
📈 Exploring market volatility with Michael! 💡 Understand the fear greed index and implied volatility. Stay informed! #Finance101
Watch the entire show here: https://cstu.io/a3ab0e
YouTube channel = @ TheRealInvestmentShow
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“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 …
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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
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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 …
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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 »
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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
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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...
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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
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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 …
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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...
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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...
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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
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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 …
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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 …
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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...
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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...
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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 …
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