Category Archive: 9a.) Real Investment Advice
Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
We have written many articles and commentaries forecasting interest rates. The analysis has used prior and current inflation and economic activity. Additionally, we have looked at market data on inflation expectations, Fed Funds futures, and other factors that influence interest rates. Today, we add an unorthodox factor to the list: cash cows.
This article introduces a unique way to imply where dividend investors think interest rates will be in...
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Economic Impact of Declining Birth Rates in the United States
High cost of living & economic challenges are impacting birth rates. Women are waiting longer to have kids, avg age of mothers now over 30. 🌎👶 #EconomicImpact #BirthRates
YouTube channel = @ TheRealInvestmentShow
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9-10-24 Five Actions You Can Take Today to Minimize Risk
Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions continue to ratchet downward; markets must reprice on expectations, impacting performance. Monday's market rally was a disappointment; MACD sell signal is still in place. There are still barriers and resistance in the way of markets moving higher. This is not a good time to buy bonds. Lance and...
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S&P 500 – A Bullish And Bearish Analysis
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause.
However, as...
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Increase Your Emergency Savings to Protect Against Macro Downturns
Prepare for market uncertainties by increasing emergency savings to 1-1.5 years' worth. Keep cash in a money market account for easy access during downturns. #FinancialAdvice #MarketStrategy 📈📉
YouTube channel = @ TheRealInvestmentShow
Entire show: https://cstu.io/325bab
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9-9-24 A Rough Start to September
Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube...
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Downside of Buy-and-Hold: Preparing for Market Corrections
Prepare for market corrections! Avoid overbought assets. Raise cash levels in your portfolio for buying opportunities. Stay cautious! #investingtips
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Hidden Dangers of Following the Crowd in Investment
Moderate your portfolio risk to avoid making impulsive decisions. Don't fall for FOMO. Stay true to your risk tolerance. 💼📉 #InvestingTips
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How Small Savings Can Grow Over Time
Start small and build over time. Saving a little bit consistently can go a long way. Flex your savings muscle and watch your account grow! 💪💰 #FinancialTips
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Watch the entire show here: https://cstu.io/08bf53
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9-6-24 How to Plan for Trump Tax Cut Expiration
Will last month's Jobs and JOLTS reports show "normalization" of employment numbers to pre-Covid counts? What will the Fed response be, and what will that imply about the economy? Richard & Danny further explore the "sunsetting" of tax rate cuts initiated by the Trump administration, and who might be affected: Most likely, everyone will see an average 3% increase, across the board. A real look at who pays their "fair...
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Technological Advances Make Things Better – Or Does It?
It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than driving to a local retailer or manufacturer, we order it online. Of course, we mustn’t dismiss the rise of social media, which connects us to everyone and everything more than ever.
Economists and experts have long argued that technological advances drive...
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How Inflation Compounds: Insights from Lance Roberts
Investing tip: Focus on wearing blinders to manage challenges. Inflation compounds, and the Fed aims for stable price growth. #Investing101 #economics #investing
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Watch the entire show here: https://cstu.io/ea1407
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Savvy Social Security for Couples
What's the best Social Security claiming strategy for couples?
RIA Advisors' Senior Financial Advisors, Jon Penn and Jonathan McCarty examine the in's and out's of the Social Security maze.
#SocialSecurityClaimingStrategies #SocialSecurityforCouples #Retirement #SpousalBenefits
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9-5-24 Limiting Losses With Yield Curve Analysis
Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to...
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Real-time Data Transforming Employment Surveys
Real-time data collection is key for accurate insights. Large companies providing real numbers, not estimates, is crucial for economic analysis. 📊 #DataCollection #Insights
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Entire show here: https://cstu.io/1ea4b0
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9-4-24 Big Down Day
The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led...
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Bull Steepening Is Bearish For Stocks – Part Two
Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types of yield curve shifts and what they suggest for the economy and Fed policy.
Persistent yield curve shifts tend to correlate with different stock performances. With the odds growing that a long bull steepening may be upon us, it’s incumbent upon us...
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Fundamentals vs Momentum: How Trading Strategies Have Changed
Trading on quick news and momentum vs. fundamentals - interesting insights on investing trends! 📈 #Investing #Trading #Finance
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Watch the entire show here: https://cstu.io/52ded6
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9-3-24 “Past Performance is No Guarantee…”
It's a holiday-shortened trading week to kick off the new month: September & October tend to be weaker trading months. Look for light volume and the impact of the corporate buy back window open and closing; markets tend to de-risk ahead of elections. Markets closed Friday at July's all-time high amid much bullish optimism. Markets today could retest 20- 50-DMA for support. despite a loss of momentum, take caution to not become overly negative....
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Risks Facing Bullish Investors As September Begins
Since the end of the “Yen Carry Trade” correction in August, bullish positioning has returned with a vengeance, yet two key risks face investors as September begins. While bullish positioning and optimism are ingredients for a rising market, there is more to this story.
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