Category Archive: 9a.) Real Investment Advice
Sector by Sector Wednesday | Three Minutes on Markets & Money [7/14/21]
(7/14/21) A review of the strong and weak sectors of the markets, which are generally elevated with positive money flows, suggesting limited upside and consolidation; watch the behavior of the MACD. Communications are stalled, Utilities haven't participated in market lift; Discretionary looks to have peaked. Staples haven't participated well in market rally, failing at the 50-DMA. Energy breaks its 50-DMA, with more downside risk. Financials are...
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#SustainableLiving & Market Bubbles [7/13/21]
Apparently, #SustainableLiving can be achieved by giving up all modern conveniences, including, but not limited to, air conditioning, driving, flying, etc. Seems so simple, a caveman could do it (and they DID)! Lance Roberts addresses the economic phenomena of bubbles, and how we really don't see them until we're looking in the rear-view mirror.
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Dow 35,000 Episode | The Real Investment Show (Full Show EDIT) 7/13/21
SEG-1: Dow 35,000?
SEG-2: Q2 Earnings Season: Pay Attention to Revenues
SEG-3: #SustainableLiving & Market Bubbles
SEG-4: YouTube Q&A: Consumer Confidence, Gov't Spending, Communism Myths
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- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
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Today's Three Minutes on Markets & Money:
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Articles mentioned in this report:...
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Dow 35,000–How Significant Is It, Really? | Three Minutes on Markets & Money [7/13/21]
(7/13/21) The Dow nearly notches a close abouve 35,000--so what? Markets haven't gone anywhere since May. Probably upside is limited. Earning Season now commences: What's supporting prices at current (record-high) levels? Why are expectations so elevated? This will be the peak; market breadth has not been compelling, driven mostly by FANNG stocks, with underlying deterioration underway. A correction back to 50-DMA by the end of July would not be...
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TikTok Ban Episode | The Real Investment Show (Full Show EDIT) 7/12/21
SEG-1: Why Q2 Year Over Year Comparisons will be Easy
SEG-2: TikTok Ban on Financial Services
SEG-3: Infrastructure Spending: Could Be Good, But It Won't Be
SEG-4: YouTube Q&A: What the Fed Can and Cannot Do
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Is Market Exuberance Justified? | Three Minutes on Markets & Money [7/12/21]
(7/21/21) Earnings Season commences with a lot of exuberance because of comparisons to Q2-2020, and associated explosions in growth rates. More important, the look-out for earnings going forward, as corporate earnings undergo pressure. Markets are looking for some justification for over-paying for assets. Market rally was decent, but limited; as we enter back half of July, we could see a correction. The current set-up is similar to the patterns...
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What Wells Fargo’s Credit Cancellation Means to You | The Real Investment Show (Full Show EDIT)
SEG-1: The Important Messages Bond Yields are Sending
SEG-2: What Wells Fargo's Credit Cancellation Means to You
SEG-3: Long Term Care & Destiny Demographics
SEG-4: How to Trigger Lance
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- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP
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Today's Three Minutes on Markets & Money:
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Articles mentioned in this report:...
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Yields Send Economic Warning | Three Minutes on Markets & Money [7/9/21]
(7/9/21) We've been watching Yields'sharp drop of late, with a very strong buy signal on bonds, suggesting still lower interest rates to come. What happens if 200-DMA is pierced? That makes more room for rates to fall--counter-intuitive to the narrative the economy is "booming." Resulting weakness is showing up in Small-Cap, Mid-Cap, and Emerging Markets, and there will be economic consequence from slower growth and lower corporate...
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What Wells Fargo’s Credit Cancellation Means | Financial Fitness Friday (7/9/21): Market Analysis…
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➢ Watch Live daily on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
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Proofreading FOMC Minutes | The Real Investment Show (7/8/21): Market Analysis & Commentary from …
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live daily on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
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https://realinvestmentadvice.com/newsletter/
➢ RIA Pro Free Trial: Analysis, Research, Portfolio Models, and More....
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Proofreading FOMC Minutes | The Real Investment Show (Full Show EDIT) 7/8/21
SEG-1: The Risk-off Thursday Move to Safety
SEG-2: What the Fed is Really Saying
SEG-3: Setting Up for an August Taper
SEG-4: YouTube Q&A: The Fed Debt Trap, Negative Multiplier of Gov't. Spending
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- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
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Today's Three Minutes on Markets & Money:
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What’s NOT Working in the Markets | Three Minutes on Markets & Money [7/8/21]
(7/8/21) Something's not quite right, as treasury yields continue to decline; the S&P rally has been weak, with narrow breadth; support has only come from FAANG stocks, and money is fleeing to safety into the bond market--not a good omen if the economy is supposedly doing so well. This all doesn't necessarily mean we're in for a long overdue 5% correction right away, but Interest rates are issuing warning signs that should not be ignored.
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Why Peter Thiel’s Roth IRA Matters | The Real Investment Show (7/7/21): Market Technical Analysis…
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live daily on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA Pro Free Trial: Analysis, Research, Portfolio Models, and More....
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Why Peter Thiel’s Roth IRA Matters | The Real Investment Show (Full Show EDIT) 7/7/21
SEG-1: What Treasury Yields are Telling Us
SEG-2: Why Peter Thiel's Roth IRA Matters to You
SEG-3: Changing the Rules on Tax-deferred Savings
SEG-4: The Essential Attack on Capitalism
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- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Director of Financial Planning, Richard Rosso, CFP
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Articles Mentioned in this show:
https://realinvestmentadvice.com/macroview-capitalism-does-not-equal-corporatism-pt-1/...
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What Treasury Yields are Foretelling | Three Minutes on Markets & Money [7/7/21]
(7/7/21) Muted market rally has been driven by FAANG stocks, as an underlying situation with Treasury Yields is causing concern: despite "surging" economic growth, Treasury Yields continue to fall, and yield spreads between 10-yr and 2-yr is starting to flatten. This suggests not only that we're seeing the peak of current economic growth, but also weaker earnings growth in the future. This would suggest that earnings estimates are way too...
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Technically Speaking Tuesday (7/6/21): Market Analysis & Commentary from RIA Advisors Chief Inves…
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live daily on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA Pro Free Trial: Analysis, Research, Portfolio Models, and More....
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The Tropical Storm, Claire Crawley, Stock Market Episode | The Real Investment Show (Full Show EDIT)
SEG-1: Kicking off Second Half of 2021
SEG-2: Where Do Investors Get Their Advice?
SEG-3: What's the Best Market Performance Comparison?
SEG-4: YouTube Q & A: Buybacks, Investor Psychology, Fed Hypocrisy
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- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
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Articles Mentioned in this show:
https://realinvestmentadvice.com/technically-speaking-is-the-retail-investor-rampage-over/
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