1-23-25 It’s the Dollar, Stupid!

2025-01-15

With inflation at the wheel, driving the current economic narrative, the Consumer Price Index release, out this morning at 7:30 a.m. CT, is the week’s headline event — and its results could ripple throughout the markets. Lance Roberts and Danny Ratliff discuss the CPI Report for January 2025 with Consumer Price Index Analysis, a look at Inflation Trends for 2025, the
Federal Reserve, and CPI Data. Economic Indicators January 2025December’s data is expected to show core CPI prices rising 0.2% in that month, which would mark 3.3% price growth from 12 months ago. Adding in energy and food would show 2.9% 12-month growth.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

2025-01-13

The Cleveland Fed’s expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research publishes an extensive study that repeatedly shows three primary reasons for investor failure. The key issues are a lack of capital to invest and psychology. Lance Roberts examines nine irrational

2025-01-09

As we share below, bond market sentiment, known officially as the term premium, has been almost entirely responsible for the recent surge in bond yields. Specifically, behind the move is investor concern regarding another round of inflation stemming from the recent Fed’s rate cuts. The poor sentiment is very apparent when comparing news to a …

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2025-01-08

📈 Want to be smart with your investments? Check out why buying when others aren’t could be the key to success! 💸 #InvestingTips #StockMarket

Watch the entire show here: https://cstu.io/ec6fbb

YouTube channel = @ TheRealInvestmentShow

2024-11-05

Will the 2025 Election be The Most Important Election Ever? Yes…until 2028. Vote for the policy, not the personality: Child Care Credits case study. Markest are hangin’ on ahead of the election, setting up for a post-election rally.Bond yields are the result of pre-election positioning; bond auction is next week. It’s hard to buy when it’s unpopular. Why are Small Caps having a hard time: They’re not growing earnings. Most sensitive to difficult economy. Understand what gives stocks long term growth; will economic growth slow to "normal" next year? Don’t expect 20% grwoth in 2025. Markets’ historical post-election performance & government stimulus; why you have about six years remaining to make as much money as your can before the end of the current, bullish market cycle. Ignore

2024-11-05

With Election Day finally here, markets are bracing for potential volatility. History shows that the stock market can react unpredictably to election outcomes, especially when the results are unclear or contested. In past elections, sudden policy shifts, political uncertainty, or contentious outcomes caused heightened volatility—making it essential to prepare your portfolio now to weather whatever the day brings.

The S&P 500 has averaged a 7% gain during U.S. presidential election years since 1952. While a 7% gain is far from disastrous, it is also well short of the 22% gain this year. Of course, investors need to remember that past performance does not guarantee future returns, and there have only been 18 presidential elections since 1952.

Notably, this is the best election-year

2024-09-09

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 chat," Who receives the difference in profits/losses when a company sells stock? Why stock buybacks are a scam; a dividend is a return of value to stock holder, while a buyback is a share redemption. The next, great undoing of the markets has not yet been thought of. The Friday Jobs Report: Not to hot, not too cold, but definitely not just right.