Category Archive: 9a.) Real Investment Advice

2-3-25 SPECIAL REPORT: Tariff Talk

President Trump's 25% tariffs on Canada and Mexico may be short-lived (indeed, following this morning's show, Mexico blinked, promising to send troops to the border, and Trump's tariff was suspended for 30-days). The difference between the 2017 Tariffs and now: No tax cuts in place this time around. Watch for more market volatility in the wake of tariff talks. Lance reviews the ins, outs, and possibilities of the Trump Tariffs: What is the...

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2-3-25 Tariff Trouble

Tariffs and Trade Wars top the news, and are rattling markets. Lance looks at President Donald Trump's proposed US-China Tariffs 2025 and the economic impact of tariffs, the dynamic between the Stock Market and Tariffs, and how to address Global Trade Policy. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE:...

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Beware Media Hype: Making the Right Social Security Decision

Deciding when to take Social Security can be emotional. Don't fall for clickbait headlines scaring you. Be careful and informed! #RetirementTips Watch the entire show here: https://cstu.io/9f84cd YouTube channel = @ TheRealInvestmentShow

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The Comprehensive Approach to Crafting a Future Financial Plan

Securing your financial future begins with a comprehensive plan. This guide explores the fundamentals of financial planning, building a holistic strategy, and effective retirement techniques. Readers will learn how to navigate financial statements, manage tax planning, and engage with a financial advisor for wealth planning. Whether dealing with a single audit or seeking to enhance …

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Can Musk Be The Bond Whisperer

The media holds bond vigilantes out as do-gooders looking to force the government to be fiscally responsible. In reality, these vigilantes are traders who are short bonds, and use the fear of deficits and inflation to drive yields higher. While the term has been around for 25+ years, their recent success is unlike any past. … Continue reading...

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Planning Retirement: Insights on Maximizing Benefits for Hard Workers

Check out how Richard Rosso’s clients are making bank and planning for the future! ? #financialplanning #clients #moneygoals Watch the entire show here: https://cstu.io/133399 YouTube channel = @ TheRealInvestmentShow

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Understanding Yield Spread and Market Sentiment

Understanding term premium: the difference between where yields should be and where they are. It's all about market sentiment driving short-term fluctuations. ? #FinanceTips Watch the entire show here: https://cstu.io/a0e20d YouTube channel = @ TheRealInvestmentShow

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The Clock Has No Hands

Inside This Week's Bull Bear Report Administrative Note - No Newsletter Next Week Next weekend, I am flying to Vancouver to deliver the keynote address at Mike Campbell's annual Moneytalks Conference. As such, I won't be able to produce a newsletter next week. I appreciate your patience, and the full newsletter will return the following … Continue...

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1-31-25 Tips and Traps You Need to Know for Tax Season

Apple's outlook will set the tone for today's market action; the January effect will be set by the end of the day. Rich & Matt discuss tariffs & volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd's target is still 2%, and there's no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good thing. The US Tax Code can make you cry like Selena Gomez:...

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How Global Economies Influence U.S. Inflation and Deflation

Interest rates fluctuate due to global economic conditions. Importing deflation from Europe impacts our economy. #EconomicInsights Watch the entire show here: https://cstu.io/1df13f YouTube channel = @ TheRealInvestmentShow

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Bullish Exuberance Returns As Trump Takes Office

Bullish exuberance is returning to the markets and the economy in a big way following the Presidential election. Such is particularly the case with recent executive orders signed by Trump, which fulfill Trump's promises to "Make America Great Again." Given that short-term market dynamics are driven primarily by sentiment, as investors, we can not dismiss …

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MSFT And TSLA: Earnings Create Quite The Conundrum

An investor reading Microsoft's (MSFT) and Tesla's (TSLA) earnings summaries on Wednesday night would likely anticipate that MSFT shares would trade higher and Tesla shares lower. At the opening of the market the following day, the opposite held. MSFT opened up 4% lower, while TSLA was 4% higher. Let's summarize their respective earnings to see …

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1-30-25 The Fed Holds Firm

Federal Reserve Chairman Jerome Powell held interest rates at the current rate...and held is ground afterwards. Lance Roberts & Michael Lebowitz parse the latest announcement on Federal Reserve interest rates. How will the Fed rate decisions in 2025 affect the US interest rate outlook; what is between the lines of the Fed policy update, and what will be the economic impact of Fed rates? We'll also take another look at meme coins, which destroy...

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Understanding Deep Seek’s Uncertain Impact on Market Dynamics

Deep Seek's impact on markets still unknown, but it's interesting to see competition like Meta's llama. ? #DeepSeek #MarketImpact Watch the entire show here: https://cstu.io/d06469 YouTube channel = @ TheRealInvestmentShow

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Rate Cuts Put On Hold

As expected, the Federal Reserve put further rate cuts on hold. After cutting rates three times in the latter half of 2024 for a total of 1%, the Fed is taking a break. While the Fed is still forecasting that inflation will trend lower by year-end, it is concerned that the trend has been stalling … Continue reading »

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High Market Valuations: Too Much Money, Too Few Assets

Stocks soaring to astronomical valuations! Market trends explained - too much money, too few assets. Understanding the current market is key! ? #Investing101 Watch the entire show here: https://cstu.io/b45fff YouTube channel = @ TheRealInvestmentShow

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1-29-25 Watching the Mega-Cap Earnings Parade

Today is Mega-cap earnings Day, and there's also a lot of economic data to be revealed. Plus, this afternoon will see the latest announcement from the Federal Reserve. Expectations are for the Fed to hold firm on rates this time. Interestingly, despite Monday's selloff, money flows have continued to come into the markets. In fact, on Tuesday (1/28) the QQQ had its biggest inflow since 2021. Monday's market action was NOT the watershed event the...

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Meme Coins Do Not Create Wealth: They Destroy It

The latest craze in cryptocurrency is the release of the $TRUMP and $MELANIA meme coins. Immediately upon issuance, the cryptocurrency coins surged in value, turning worthless 0s and 1s of computer code into tens of billions of dollars. Many in the financial media, alongside crypto devotees, claim these meme coins, and others like Fart Coin, …

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The Chart That Should Worry The Fed

Personal consumption represents over two-thirds of economic activity. Therefore, consumers' ability to spend, i.e., income, is vital to the economy. Taking it one more step, confidence in the security of our jobs and wages drives the marginal consumption behaviors of most citizens. With that, we share a chart that should worry the Fed. The chart …

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1-28-25 The DeepSeek Knee Jerk

The race is on for dominance in the artificial intelligence arena with China's release of DeepSeek. Markets initially nose-dived Monday, but ended up slightly higher (with the exception of Nvidia). This volatility underlines the necessity for portfolio diversification. The pullback in an oversold market was not unexpected. The news resulted in the biggest single-day market cap loss for Nvidia, due in part to its massive market cap. Lance discusses...

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