Category Archive: 9a.) Real Investment Advice

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Understanding Growth and Valuation Techniques in Investment Analysis

2025-02-13

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? Growth is key! ? Don't just focus on past valuations, look ahead! Some companies, like the Magnificent Seven, show consistent growth rates. #InvestingTips #GrowthIsKey Watch the entire show here: https://cstu.io/bceba5 YouTube channel = @ TheRealInvestmentShow

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Understanding Bond Strength During Market Volatility

2025-02-13

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Bonds shining during market volatility! ?? #InvestingTips #Bonds #MarketInsights Watch the entire show here: https://cstu.io/0afee0 YouTube channel = @ TheRealInvestmentShow

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2-13-25 Inflation on the Rise: What Does it Mean?

2025-02-13

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Lance's Valentine's Day PSA (the short version) & Jerome Powell's annual Congressional testimony: Everything is volatile; headline generator. Cracks in the economy are emerging: Jobs numbers are full of "seasonal adjustments:" Indicators that employment and Labor Market are weakening. The impact of hot CPI: Markets hold support and price compression; in a wait-and-see mode. Trump reciprocal tariffs coming. Lance & Michael discuss...

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CPI Rose More Than Expected

2025-02-13

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2025-02-13

The January CPI report was troubling as it rose more than expected. The monthly rate rose by 0.5%, about 0.2% above expectations. The core monthly rate was a tenth of a percent above expectations, at 0.4%. The year-over-year CPI rate rose to 3% from 2.9%. The latest CPI data argues inflation is stuck in a … Continue reading »

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The Definitive Guide to Managing Risk in Your Investment Portfolio

2025-02-13

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2025-02-13

Managing risk is one of the most critical aspects of successful investing. While all investments carry some degree of risk, effective investment portfolio risk management can help you preserve wealth, achieve financial goals, and weather market fluctuations. Understanding and employing strategies such as diversification, asset allocation, and hedging can significantly reduce your exposure to potential …

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2-12-25 Lance’s Valentine’s Day Advice

2025-02-12

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Men, the clock is ticking, and Friday is Valentine's Day. Lance and Danny issue our annual public service announcement for the betterment of relationships (and pocketbooks). Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 -------...

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educing Stock Position: A Strategy for Managing Concentrated Holdings

2025-02-12

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? Planning is key! Just like we plan for retirement and finances, having a strategy for reducing your stock position is crucial. #FinancialTips ? Watch the entire show here: https://cstu.io/7ae172 YouTube channel = @ TheRealInvestmentShow

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2-12-25 CPI Day

2025-02-12

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Today's market activity will hing upon this morning's CPI Print (which showed consumer prices rising higher than expected). WEven more telling will be tomorrow's PPI numbers showing input costs. The question to be answered by investors is what the trend of inflation is, and what the Fed will do next. Will companies be able to pass along higher costs to consumers? What is driving inflation? Oil price increases are a short-term indicator, but have a...

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Truflation Data Points To A Coming Decline In CPI

2025-02-12

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2025-02-12

The graphs below, courtesy of Truflation, are very telling. The Truflation US Inflation Index uses over 30 million data points to assess price changes and, as a result, provide a robust forecast for the BLS CPI number. Moreover, their data have proven to be an incredibly accurate forecasting tool. As we share in the graph …

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Growth And Value Are Not Mutually Exclusive

2025-02-12

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2025-02-12

Might Nvidia and Tesla, with price-to-earnings ratios (P/E) nearly double and quadruple that of the S&P 500, respectively, be value stocks? Conversely, is it possible that Ford is not a value stock despite a P/E of 10, a price-to-sales ratio (P/S) of .20, and a 7.5% dividend yield? Based solely on that information, answering the …

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Mastering 401k Contributions and Traditional IRA Funding Techniques

2025-02-11

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?? Super savers, here’s a key financial tip! ?? Always track where your contributions are coming from—whether it’s your paycheck, bonuses, or other sources. Smart saving starts with smart planning! #FinancialWisdom #SavingsGoals Watch the entire show here: https://cstu.io/6e70ab YouTube channel = @ TheRealInvestmentShow

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2-11-25 FOMO is Alive & Well

2025-02-11

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Markets are coming to grips with that Trump Tariffs really mean, and are adapting through sector rotations. Lance & Jonathan discuss the prices of eggs & milk and grocery dates. The market defies more negative news because retail investors continue to step in and “buy the dip.” Retail sentiment is quite remarkable. Since the pandemic, retail investors have never been this bullish on the stock market. Such is amazing, given that their...

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Ethereum Falters Due To Massive Short Positions

2025-02-11

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2025-02-11

If one weren't paying attention to the cryptocurrency market, one would think that all cryptocurrencies were doing well. For instance, meme coins are all the rage, and Bitcoin has been up about 50% since the election. Donald Trump and his pro-crypto rhetoric help explain the rally. Moreover, Trump has nominated pro-crypto people to serve important …

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Bull Bear Report – Technical Update

2025-02-11

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2025-02-11

I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael Campbell's Moneytalks Conference in Vancouver. However, I wanted to use today's technical update to review some of the statistical analysis we produce each week in that commentary. Such is mainly the case given last Monday's "tariff" shock and …

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Strategies to Maximize 401k and IRA Savings for Super Savers

2025-02-10

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Check out this important financial tip for super savers! ?? Make sure you're aware of where your contributions are coming from. #FinancialAdvice #SavingsTips Watch the entire show here: https://cstu.io/3fc979 YouTube channel = @ TheRealInvestmentShow

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2-8-25 Everything You Wanted to Know About Retirement Income

2025-02-10

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Want to create retirement paycheck? Richard Rosso & Danny Ratliff serve up their first Candid Coffee episode for 2025 with tips, tidbits, and Danny's new theme park adventure site, "Rattland." They'll also cover Retirement income strategies, how to generate income in retirement, and the best retirement investment options; plus Passive income for retirees and Retirement planning tips 2025. And they answer a LOT of questions. 1:05 -...

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2-10-25 The Super Bowl Indicator

2025-02-10

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Sunday's Super Bowl LIX delivered a lickin' to Kansas City at the hands of Philadelphia; what does the "Super Bowl Indicator" portend for markets (and does it really matter) Lance Roberts examines the veracity of the Super Bowl Indicator and other Stock market predictions, Financial market trends, Investment strategies, and Economic indicators. We also address the threatened Trump Tariffs next on Aluminum & Steel: more sticks &...

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The Benefits of Working with a Financial Advisor for Retirement Planning

2025-02-10

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2025-02-10

Planning for retirement is one of the most important financial goals in life, yet it’s also one of the most complex. While creating a retirement plan on your own may seem feasible, the expertise of a financial advisor can make a significant difference. Financial advisors offer personalized strategies, help navigate complex financial decisions, and provide …

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Bessent Follows Yellens Strategy

2025-02-10

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2025-02-10

Bond vigilantes had been questioning Janet Yellen's debt management tactics in her role as Treasury Secretary. Specifically, they accused her of shifting debt issuance away from longer-term maturities and toward shorter ones. We think her strategy made sense. Yellen was issuing more debt where demand was the greatest and trying to limit the amount of …

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Predicting Tech Stock Movements: A Cautionary Tale

2025-02-09

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? Don't underestimate the resilience of tech giants like Apple and Microsoft! ? Long-term predictions can be tricky! #TechIndustry #StockMarket Watch the entire show here: https://cstu.io/41fdc2 YouTube channel = @ TheRealInvestmentShow

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