by Lance Roberts
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| It's a big news week: The Dock Workers' strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson) top the news. And Jimmy Carter turns 100. Meanwhile, Q3 Earnings Season commences after three very strong quarters of business in what has been one the of the best presidential years since the 1950's. A correction at this point would be healthy for markets. We think there will be a 3- to 5% correction before elections, creating room for markets to rally into year's end. Lance's rant on the Coffee Pod scam, and the SEC doesn't have far to look (Congress!) for insider trading. Lance and Jon look at market performance, global money flows, and observe the 'everything market.' Commentary on potential disruption by dock workers' strike. YouTube likes & paywalls; there are two more Fed meetings in 2024; how many rate cuts to come? For investors in search of dividend growth, the challenges are in an 'everything market:' there must be buyers AND sellers. No more T-bill & chill. Why "getting back to even" is a investor trap. 3:16 - Dock Workers' Strike & Earnings Season Begin 15:09 - Coffee Rant & Insider Trading 17:49 - How Long Can the Everything Market Last? 30:27 - How Big a Deal Will the Port Strike Be? 44:30 - Two More Fed Meetings to Go: How Many Cuts? RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Get Ready for Earnings Season Tomorrow" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=3s ------- Our previous show is here: "Is Micro-Retirement Right for You?" _rpI&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/ #EverythingMarket #DockWorkersStrike #ConsumerConfidence #InvestorConfidence #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #YieldCurveInversion #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing |
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9-12-24 Did Inflation Change the Fed’s Outlook?
2024-09-12
Inflation eased to new three-year lows, teeing up the Fed to begin gradually reducing interest rates at a meeting next week. But will they?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Register for our Retirement Blueprint presentation:
https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator
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Articles mentioned in this report:
"S&P 500 – A Bullish And Bearish Analysis"
https://realinvestmentadvice.com/sp-500-a-bullish-and-bearish-analysis/
"Risks Facing Bullish Investors As September Begins"
https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/
"Long-Term Signals Suggest Lower Forward Returns"
9-10-24 Five Actions You Can Take Today to Minimize Risk
2024-09-10
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 Jon look at what happens to stocks when a company is added to the S&P 500; why you should never track to an index: They’re not reality. Wall Street wants you perpetually upset because money movement and emotions create fees. Indexes do not pay fees or taxes. Five steps you can take to mitigate portfolio risk. Lance and Jon answer e-mail query
7-16-24 Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?
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With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected, the odds of Fed rate cuts by September rose sharply. According to the CME, the odds of a 0.25% cut to the Fed rate are now 90%. Since January 2022, the market has repeatedly rallied on hopes of Fed cuts and a return to increased monetary accommodation. Yet, so far, each rally eventually failed as economic data kept the Federal Reserve on hold. However, as noted, the latest economic and inflation data show clear signs of weakness, which has bolstered Jerome Powell’s comments that we are nearing the point where Fed rate cuts are warranted. Given recent history, why should investors not expect a
Strategies to Sell Investments for Maximum Profit
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Want to make money selling? Sit above all arguments and debates. Stay realistic, avoid extreme optimism or pessimism. #InvestingTips 💰📈
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow
Markets can stay illogical longer than you can stay solvent!
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Markets can stay illogical longer than you can stay solvent! 💸 Stay strong and remain solvent in the tough fight of trading. 📈 #financialadvice
Want to learn more? Subscribe to our YouTube channel via our profile link or:
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2024 July Vacation
2024-07-03
Yes, we’re on a break!
Lance and Brent & the Gang will return, live, on Monday, July 15, 2024.
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