7-1-24 The Confidence Dichotomy

2024-05-31

We answer emails like this one: " Idon’t like the limited options inside my 401k but I am told I can’t get the money out until I leave the company. Are there any tricks to getting my money out and into my roth ira without quitting my job?" Also–is it "safer" to move money out of 401ks into gold?
Stay tuned…

Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, and introducing our Senior Relationship Manager, Matt Doyle, CFP.
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"The Power Grid Expansion – Part Two"
https://realinvestmentadvice.com/the-power-grid-expansion-part-two/
"No, Corporate Greed Is Not The Cause Of Inflation."
https://realinvestmentadvice.com/no-corporate-greed-is-not-the-cause-of-inflation/
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The latest

2024-05-24

Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed’s impact on Markets: Could rates actually go back up? How spending habits are shifting; the need for a Sell Discipline when bad news is good news. Caution against investing emotionally because of politics. What happens when you’re the executor: Business decisions vs family/emotional issues. The Graceland financial fiasco: An executor’s nightmare. How many generations does wealth last? How Elvis got Graceland.

3:09 – What Nvidia & Cracker Barrel Have in Common
14:25 – The Need for a Sell Discipline When Bad News is Good
30:17 – What Happens When You’re the Executor?
44:26 – The Presley Mansion Financial Fiasco – An Executor’s Nightmare

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w

2024-05-23

Exploring the potential winners in the tech industry beyond AI giants like Nvidia. Could the next big profiters be more unexpected, like Levi Strauss back in the gold rush era? 🤔 #techindustry #potentialwinners

Join us as Michael Lebowitz delves into the parallels between historical economic booms and today’s tech landscape. Could someone other than tech giants be the biggest winners?
– Comparison between the California gold rush and the current tech boom
– Analysis on who made the most money during the gold rush
– The potential for non-obvious winners in the tech industry
– Nvidia’s recent financial performance and future prospects
– Possible modern-day equivalents to Levi Strauss in the tech world

➢ Listen daily on Apple Podcasts:

2024-05-20

NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the majority of earnings growth is coming from ten stocks; the impact of retail sales, debt ratios, and falling consumer spending. The connection between retail sales, CPI, PCE, & GDP; NFIB Inflation stats. Stocks are rallying in anticipation of Fed announcement, not stock buyback action. Power outages & Kolaches; Zoom and Palo Alto to report this week. Note

2024-05-14

Roaring Kitty is back with resurgence of GameStop stock; the insanity returns. Jerome Powell already knows the CPI numbers for tomorrow: What are markets expecting vs what he will say? Citi Surprise Index showing more signs of economic weakness; evidence the consumer is slowing down. Markets flopped around Monday but earned another green candle. We’re expecting a pullback to test the 50-DMA; there is risk in economic data from the lag effect. Markets typically lead the economy by 6 to 9-months. More Coffee talk, living in Europe, and why we don’t invest internationally (where can you make the most money?) NFIB Report preview: Shop local small businesses. The folly of tapping 401-k funds. The backlash against "wealthy" Boomers; living on cash.

3:12 – Roaring Kitty & Market Expectations

2024-05-06

Over the last few weeks, the term “economic stagflation,” or just stagflation, has buzzed in the financial markets and media. economic “stagflation” is a complex economic phenomenon with significant implications for investors and the broader economy. As Taylor Sohns recently noted: “t’s a bit like having a skunk in your backyard – an unpleasant situation that’s hard to manage.” However, to understand economic stagflation, we need a precise definition. “Stagflation is an economic cycle characterized by slow [economic] growth and a high unemployment rate accompanied by inflation.” – nvestopedia.
Economic stagflation is a rare economic phenomenon that is difficult for policymakers to handle as attempting to correct one issue tends to exacerbate the others.

Hosted by RA Advisors Chief

2024-05-03

Volatility in the market! Nasdaq futures up 7% overnight. Waiting on the Fed’s next move. Stay tuned for more updates! #stockmarket #Fed #volatility

Join us as we unpack a thrilling week in the markets with a specific focus on the Nasdaq futures. Dive into the details of market volatility, rate speculations, and investor sentiments.

– Explore the significant surge in Nasdaq futures, with Apple stocks up by 7% overnight.
– Understand the market’s reaction to Federal Reserve’s recent announcements regarding interest rates.
– Discuss the decreased likelihood of a rate cut and what it means for investors.
– Analyze the importance of upcoming Federal Reserve meeting minutes and their potential impact.
– Examine the current market sentiment and future expectations concerning rate cuts

2024-03-07

Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why