Category Archive: 9a.) Real Investment Advice

Filter archive by: Show All Show only Articles Show only Videos

Leverage And Speculation: Signs Of A Raging Bull Market

2024-11-27

by

2024-11-27

In a recent Commentary- MicroStrategy Is A Leveraged ETF In Disguise - we discussed the company's business model, which revolves almost entirely around highly speculative bitcoin and leverage. To wit: So, what is MicroStrategy? It’s a leveraged Bitcoin fund disguised as a non-profit technology company. Regarding leverage and speculation, we also recently discussed the surging …

Read More »

Understanding Deficits: How Debt Service Supersedes Economic Growth

2024-11-26

by

Growing deficits, slowing inflation. More debt diverts productive dollars into debt service. Interest on debt surpassing military budget! ? Watch the entire show here: https://cstu.io/56307d YouTube channel = @ TheRealInvestmentShow

Read More »

2025 Thanksgiving Break

2024-11-26

by

Yep, we're out of the studio for the Thanksgiving break, returning on Monday, December 2, 2024 for more of your favorite live financial talk programming. From our gang to yours, have a safe and happy Thanksgiving! ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming...

Read More »

11-26-24 Why Credit Spreads Matter

2024-11-26

by

Credit spreads can greatly assist in determining the risk of a correction or bear market by reflecting the perceived risk of corporate bonds compared to government bonds. The spread between risky corporate bonds and safer Treasury bonds remains narrow when the economy performs well. This is because investors are confident in corporate profitability and are willing to accept lower yields for higher risks. Conversely, during economic uncertainty or...

Read More »

The 3-3-3 Rule

2024-11-26

by

2024-11-26

Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary. While the Treasury Secretary has many responsibilities, debt management is one of the most important. Therefore, given the recent scrutiny the bond market has been paying to high deficits and associated debt, Scott Bessent appears to be a timely appointment. Bessent …

Read More »

Credit Spreads: The Markets Early Warning Indicators

2024-11-26

by

2024-11-26

Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns. A credit spread refers to the difference in yield between two bonds of similar maturity but different credit quality. This comparison often involves Treasury bonds (considered risk-free) and corporate bonds (which carry default risk). By observing these spreads, investors can gauge …

Read More »

The Detachment of Democrats from Working Class Issues

2024-11-25

by

?️ Democrats lost support from the working class in the election. This article highlights their detachment from working class issues. Check it out! ? #ElectionAnalysis #WorkingClassIssues Watch the entire show here: https://cstu.io/5bb2b5 YouTube channel = @ TheRealInvestmentShow

Read More »

11-25-24 Markets Look for a Holiday Rally

2024-11-25

by

Thanksgiving week is spread out before us like a serving table laden with food: Markets will trade in a holiday-shortened week with moods of expectation for high consumer spending. Lance reveals his strategy for Christina's Christmas present. Markets' goal is to generate 50-points, targeting S&P 6,000, despite limited downside. Bond Yields are dropping with Scott Bessent's nomination as Treasury Secretary. The Dollar and Bitcoin are...

Read More »

Bitcoin Is Entering Volatility Season

2024-11-25

by

2024-11-25

Since the election, Bitcoin has risen nearly 50%. While Bitcoin investors are licking their chops, believing the magnificent rally will continue, they need to realize that Bitcoin is entering a period of pronounced seasonal volatility. The graph below from Sentimentrader shows that the recent performance has tracked the typical performance for the time of year. …

Read More »

The Real Impact of Trump’s Tariffs: What Investors Should Know

2024-11-24

by

Uncertainty ahead! ?? Trump's tariffs may not cause the chaos some predict. Stay cautious with your investments and avoid hasty decisions. #FinanceTips Watch the entire show here: https://cstu.io/8bb550 YouTube channel = @ TheRealInvestmentShow

Read More »

Robert Kennedy Targets Big Pharma: Vaccine Makers Under Fire

2024-11-23

by

? New administration targeting specific areas like big pharmaceutical companies! ? Exciting times ahead in the healthcare sector! #InvestingInsights #HealthcareRevolution ? Watch the entire show here: https://cstu.io/b7cd6b YouTube channel = @ TheRealInvestmentShow

Read More »

Market Forecasts Are Very Bullish

2024-11-23

by

2024-11-23

Inside This Week's Bull Bear Report A Holiday Rally Is Likely Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the "Trump Trade" went into full swing, pushing the markets higher; however, as we noted, that the trading had gotten a …

Read More »

“Trumpflation” Risks Likely Overstated

2024-11-22

by

2024-11-22

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of "Trumpflation." Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years. However, growing evidence shows inflationary pressures continue to ease significantly, paving the way …

Read More »

AI Is Steaming To Nvidia’s Benefit

2024-11-22

by

2024-11-22

Wall Street's poster child for AI is Nvidia. With an overwhelming market share in AI chip design, Nvidia is up over 200% year to date and a whopping 2680% over the last five years. Driving the price surge are incredible earnings, revenue growth, massive profit margins, and promising outlooks. Since 2020, Nvidia's sales have increased …

Read More »

The Impact of AI on Employment and Demographics Explained

2024-11-21

by

AI advancements are changing the job market. Demographics show a decline in birth rates. What will the future workforce look like? ? #AI #FutureOfWork Watch the entire show here: https://cstu.io/9f7cb1 YouTube channel = @ TheRealInvestmentShow

Read More »

11-21-24 Will Trump Tariffs be Inflationary?

2024-11-21

by

A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expectations for 2025. Bitcoin is tracking WITH the US Dollar, not against it as a de-dollarization asset. CNBC completely misses "first man in space" trivia question...

Read More »

Target And Walmart: Same Business But Different Trends

2024-11-21

by

2024-11-21

Yesterday's Commentary shared Walmart's outstanding earnings report and reviewed its surging share price from a technical basis. Despite being a head-to-head competitor of Walmart, Target is heading down a completely different path. Walmart beat EPS and revenue expectations easily, while Target was short. Target reported EPS of $1.85, well below estimates of $2.30. Unlike Walmart, …

Read More »

11-20-24 Wall Street Lowers 2025 Expectations: Should You Be Concerned?

2024-11-20

by

It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking for lowered expectations in 2025, as President Trump faces a waning economy. Meanwhile, markets have had a good test of support at the 20-DMA. Volatility anticipated in a holiday-shortened trading week next week. Lance and Danny plead for planning ahead at the end of the year, so as not to pile EOY...

Read More »

Market Stability at Risk: Predicting a Possible Decade of Turbulence Ahead

2024-11-20

by

? Brace yourselves for the stock market rollercoaster! ? Enjoy the ride while it lasts! #stockmarket #volatility #investmenttips Watch the entire show here: https://cstu.io/8333b3 YouTube channel = @ TheRealInvestmentShow

Read More »

Trump Tariffs Are Inflationary Claim The Experts

2024-11-20

by

2024-11-20

The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct? Instead of taking the "experts" word, let's consider how tariffs may affect the prices of all goods and services, not just the items subject to tariffs. Furthermore, it's worth discussing how tariffs could impact the economy, as …

Read More »