Category Archive: 9a.) Real Investment Advice

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The Tariff Rollercoaster

2025-01-23

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2025-01-23

With Donald Trump now officially President, we will learn which campaign promises were rhetoric and negotiating tactics and which he plans to enact. For many economists and nations, tariffs are at the top of the list of importance. China, in particular, closely followed by Canada and Mexico, appears to be at the most risk of … Continue...

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Essential Tips for Creating Cash Flow and Savings for Beginners

2025-01-22

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Investing tip: ? Want to start investing? It's about creating cash flow, savings, and building wealth, not just throwing a dollar into the S&P! ?? #InvestingTips Watch the entire show here: https://cstu.io/49f2e4 YouTube channel = @ TheRealInvestmentShow

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1-22-25 Are Return Expectations For 2025 Too High?

2025-01-22

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It isn’t just Wall Street analysts who are optimistic about 2025 returns. Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's...

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Meme Coins Transfer Wealth Not Create It

2025-01-22

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2025-01-22

A reader of Tuesday's Daily Commentary made a very astute comment. The title of the Commentary was "Trump Meme Coin Creates Billions Out Of Thin Air." It doesn’t create anything… It transfers He is 100% correct. Meme coins and other forms of cryptocurrency do not create dollars. They transfer dollars from one person or entity …

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Its The Dollar Stupid

2025-01-22

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2025-01-22

Our recent article, Why Are Bond Yields Rising, explains that the recent 1% increase in yields, as shown below, is almost entirely due to negative sentiment. As we wrote, the bond market calls sentiment the term premium. Of the 1% yield increase, only 10% is due to fundamental factors, leaving 90% a function of bond … Continue reading »

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Enhance Portfolio Stability with Growth to Value Rotation Strategy

2025-01-21

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? Understanding market rotations is key! Shifting from growth to value can lower portfolio volatility. Diversification is key! #InvestingTips ?✨ Watch the entire show here: https://cstu.io/29386c YouTube channel = @ TheRealInvestmentShow

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Are Return Expectations For 2025 Too High?

2025-01-21

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2025-01-21

In a recent post, I discussed Wall Street's return estimates for 2025 for the S&P 500 index. To wit: "We have some early indications of Wall Street targets for the S&P 500 index, and, as is always the case, they are optimistic for the coming year. The median estimate is for the market to rise … Continue reading »

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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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