by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| 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 (Yuri Gagarin, not Alan Shepherd); Lance & Michael discuss Nvidia's quarterly earnings and obscene, 55% profit margin: Does the company risk losing market share to an competitor willing to work for a piece of that pie? A discussion of the anticipated Trump Tariffs, and their impact on corporate profitability; what potential offsets will exist? What choices will consumers make (potentially refusing to buy), and what is the real impact on inflation in the aggregate: The seen and unseen effects and potential retaliatory tariffs. NOTE: Hoover's tariffs are suspect in making the 1930's Depression worse. Why the US' poorest state, Mississippi, has a higher GDP than the country of France: The cost of government intervention. MicroStrategy, BitCoin, and stupid investor investments. 3:09 - Looking at the Risk-on Horizon 14:45 - Why Nvidia is Still "Cheap" 28:53 - Will Trump Tariffs Really Be Inflationary? 45:54 - Stupid Investor Investments Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Trump Tariffs Are Inflationary Claim The Experts" https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/ "Yardeni And The Long History Of Prediction Problems" https://realinvestmentadvice.com/resources/blog/yardeni-and-the-long-history-of-prediction-problems/ "Trump Trade” Sends Investors Into Overdrive" https://realinvestmentadvice.com/resources/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Nvidia Doesn't Disappoint" is here: _VH06M&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Wall Street Lowers 2025 Expectations: Should You Be Concerned?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Nvidia #MicroStrategy #BitCoin #TrumpTariffs #TradeWarImpact #EconomicOutlook #InflationRisks #GlobalTradeTrends #WallStreetForecast #MarketOutlook2025 #InvestingTrends #EconomicUpdates #FinancialPlanning2025 #EdYardeni #MarketPredictions #InvestmentForecasts #FinancialTalks #TrumpTrade #InvestorSentiment #MarketImpact #EconomicPolicy #StockMarketNews #StockMarketTrends #EconomicOutlook #InvestmentStrategy #PolicyImpact #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #InvestmentStrategy #ElectionImpact #InterestRates #InvestingAdvice #Money #Investing |
You Might Also Like
The Hidden Dangers of Comparing Investments to Indexes
2024-09-27
Avoid tracking indexes over time! Brokerage firms benefit from your trades, not you. Money in motion creates fees.
Watch the entire show here: https://cstu.io/e9bf37
YouTube channel = @ TheRealInvestmentShow
Differences Between Dividends and Buybacks: What Every Investor Should Know
2024-09-26
📈 Understanding dividends vs buybacks! 💰💸 Dividends = return of capital 🤝 Buybacks = no return to you 🤔 #Investing101 #FinancialLiteracy
Watch the entire show here: https://cstu.io/27237a
YouTube channel = @ TheRealInvestmentShow
Master Basic Technical Analysis to Understand Market Movements
2024-09-25
Want to understand technical analysis? Learn the basics like moving averages, RSI, and MACD. It’s like a window into the market activity! 📊💰 #StockMarket
Watch the entire show here: https://cstu.io/5314f7
YouTube channel = @ TheRealInvestmentShow
Allocating Tax Dollars: Ensuring Funding Truly Helps American Citizens
2024-09-23
Fair share of taxes spurs debate on where it goes. Investing in infrastructure or supporting veterans? What’s your take? #Taxation #Debate
Watch the entire show here: https://cstu.io/4aa4be
YouTube channel = @ TheRealInvestmentShow
Invest Smart: Understanding Yield Curve Normalization and Current Market Trends
2024-09-22
Economic update: Yield curves are normalizing, with only one curve still inverted. Stay informed with our upcoming newsletter! 📈 #EconomicUpdate
Watch the entire show here: https://cstu.io/aff84f
YouTube channel = @ TheRealInvestmentShow
7-23-24 Is the Bull Market Just Getting Started?
2024-07-23
Since the beginning of this year, the “bad breadth” issue has been a concern for the current bull market rally. Historically speaking, periods of narrow market advances typically precede short-term corrections and bear markets. However, as the Federal Reserve prepares to cut rates for the first time since 2020, there seems to be a change afoot.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisot, Jonathan Penn, CFA
Produced by Brent Clanton, Executive Producer
——-
Articles mentioned in this report:
"The Bull Market – Could It Just Be Getting Started?"
https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/
"Can Mega-Capitalization Stocks Continue Their Dominance?"
The Bull Market – Could It Just Be Getting Started?
2024-07-23
We noted last Friday that over the previous few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns and driven the bull market. In that article, we questioned whether the dominance of just a handful of stocks can continue to drive the bull market. Furthermore, the breadth of the bull market rally has remained a vital concern of the bulls.
Relationship Between Fed Rate Cuts and Treasury Yields Explained
2024-07-18
During a rate cutting environment, treasury bonds tend to do well. Fed funds cuts lead to falling ten year treasury yields due to Fed control over the short end of the curve. #investing #economy
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow
Tags: Featured,newsletter
10 pings
Skip to comment form ↓