Category Archive: 9a.) Real Investment Advice

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Are Agency REITs Right For Your Portfolio?

2024-10-09

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2024-10-09

Numerous reader requests following our article, Agency REITs For A Bull Steepener, prompted us to write this follow-up with more detail about how to analyze agency REITs. This article doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. In doing so, this analysis and the prior article provide a solid foundation for further evaluating agency REITs. Before diving...

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Patience Is Key: How to Invest Wisely in Bonds

2024-10-08

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Don't rush into bonds! Patience is key for better entry points. Start small, stay cautious, and work your way in gradually. #InvestingTips 📉💰 Watch the entire show here: https://cstu.io/10afd1 YouTube channel = @ TheRealInvestmentShow

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10-8-24 You Can’t Avoid Risk — But You Can Manage It

2024-10-08

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The key to successfully managing money is managing risk. Economnic news is absent; no 50bps rate cut in November, thanks to a strong jobs report, and markets are adjusting to that reality. One off shoot of Jobs report shows more workers seeking secondary, part time employment to make ends meet. Markets sold off on Monday, as price compresion continues. Markets may be stuck untikl earnings season provides direction. Managing risk: A function of...

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How Howard Marks Thinks About Risk…And You Should Too

2024-10-08

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2024-10-08

When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility. The CFA Institute recently summarized the video stream,...

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10-7-24 Portfolio Gardening w Lance Roberts

2024-10-07

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Portfolio management is very similar to gardening. Lance Roberts describes the techniques our team uses to prepare, nurture, and cultivate portfolios as a good gardener would, including cash management, risk management, and the all important task of harvesting. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the full show video here:...

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10-7-24 Millennial Earnings Season Begins

2024-10-07

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This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report came in stronger than expected (leaving one to wonder what kind of revision to the numbers is to come). Within the report, 700k gubernment workers were added. The S&P on Friday rallied on the employment news, but that also pretty much killed any chance of a 50bps rate cut by the Fed. Markets are...

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Mortgage Companies Annaly Expected to Perform Well as Fed Cuts Rates

2024-10-07

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Investing in mortgage companies like Annaly could be a smart move as interest rates decrease. Get a 13% yield while waiting for potential growth! 📈 #FinanceTips #Investing #Annaly Watch the entire show here: https://cstu.io/6704b3 YouTube channel = @ TheRealInvestmentShow

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Employment Numbers Disappoint: A Reality Check on Post-2020 Job Rehiring

2024-10-06

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Reality check on #employment numbers! The recent revision shows 818,000 jobs lost post-2020 were rehires. Slow economic growth = slower wage increases. 📉 Watch the show here: https://cstu.io/5768c6 YouTube channel = @ TheRealInvestmentShow

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Dad’s Wisdom: Sometimes Difficult to Follow, Always Worth It

2024-10-05

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Listen to Dad 99% of the time! 🔌😅 Learned the hard way not to remodel the house. Who else can relate? #LifeLessons #DadKnowsBest Watch the entire show here: https://cstu.io/378165 YouTube channel = @ TheRealInvestmentShow

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10-4-24 The Importance of Trusts in Financial Planning

2024-10-04

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Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A prelude to more growth? The Longshoreman's strike is suspended with a proposed 65% pay increase; raises the question of value in the cost of a college degree. The marriage of blue collar jobss to AI will present new opportunities with rewarding pay. Jon & Matt discuss aspects of...

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How to Utilize Work Benefits for Financial Security and Growth

2024-10-04

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Exploring the benefits at work - Roth vs. pre-tax for 401ks, disability insurance, and more! Building a secure future goes beyond expectations. 🌟 #FinancialTips #Insurance Watch the entire show here: https://cstu.io/6c03ff YouTube channel = @ TheRealInvestmentShow

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Election Outcome Presents Opportunity For Investors

2024-10-04

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2024-10-04

As the November 2024 election draws near, the election outcome will profoundly affect the financial markets. Whether Donald Trump or Kamala Harris wins the presidency, each administration will bring distinct policies creating investment opportunities and potential risks for investors.

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10-3-24 When a Crystal Ball Clouds Investor Judgement

2024-10-03

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A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is...

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Strategies to Curb Excess Spending and Set Financial Boundaries

2024-10-03

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Financial advisor insights on tough money conversations and budgeting for gifts. Life happens quick, but it's important to stay on top of your finances! 💸💬 #moneytalks #budgetingtips Watch the entire show here: https://cstu.io/5b9665 YouTube channel = @ TheRealInvestmentShow

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10-2-24 Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now

2024-10-02

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A brief recap of the VP-debate; market futures are lower in search of a catalyst, and dislike the uncertainty preceeding an election. Markets have pulled backk thanks to investor exhaustion; Oil prices are on the rise amid escalation of hostilities in the Middle East, creating short-term risks until resolved. The Port Strike isn't 'the thing' that will trigger markets. Look for alternative shipping as opportunities to invest (Daggett makes Jimmy...

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Is Inflation Really High? The Role of Housing and Healthcare

2024-10-02

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Did you know that inflation is only 1.2% without healthcare and housing costs factored in? 📉 Interesting insights on insurance and rent stability! #economy #inflation Watch the entire show here: https://cstu.io/76c014 YouTube channel = @ TheRealInvestmentShow

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A Crystal Ball Isnt Enough: The Importance Of Context

2024-10-02

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2024-10-02

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first blush, one would think that a trader with a crystal ball a couple of days before the Fed action would buy bonds and lick their chops over the money they would soon make. In this case, the crystal ball was a curse. Bond yields rose following the rate cut despite what many investment professionals perceive to be a bullish event. If you scour the...

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10-1-24 How Long Can the ‘Everything Market’ Last?

2024-10-01

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It's a big news week: The Dock Workers' strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson) top the news. And Jimmy Carter turns 100. Meanwhile, Q3 Earnings Season commences after three very strong quarters of business in what has been one the of the best presidential years since the 1950's. A correction at this point would be healthy for markets. We think there will be a 3- to 5%...

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How to Effectively Time an ETF for a Volatility Spike

2024-10-01

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Timing is key when trading ETFs for volatility. Just like options, trade strategically to avoid erosion of returns. 📈💰 #TradingTips #ETFs Watch the entire show here: https://cstu.io/efe548 YouTube channel = @ TheRealInvestmentShow

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The “Everything Market” Could Last A While Longer

2024-10-01

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2024-10-01

We are currently in the “everything market.” It doesn’t matter what you have probably invested in; it is currently increasing in value. However, it isn’t likely for the reasons you think. A recent Marketwatch interview with the always bullish Jim Paulson got his reasoning for the rally. “It is this cocktail of ‘full support’ at the front end of a bull market which commonly has created an ‘Everything Market’ during the early part of a new bull....

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