10-9-24 Markets Rally: What Tuesday’s Tech Stock Surge Means for Investors

2024-10-07

Investing in mortgage companies like Annaly could be a smart move as interest rates decrease. Get a 13% yield while waiting for potential growth! 📈 #FinanceTips #Investing #Annaly

Watch the entire show here: https://cstu.io/6704b3

YouTube channel = @ TheRealInvestmentShow

2024-10-02

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first blush, one would think that a trader with a crystal ball a couple of days before the Fed action would buy bonds and lick their chops over the money they would soon make. In this case, the crystal ball was a curse.

Bond yields rose following the rate cut despite what many investment professionals perceive to be a bullish event. If you scour the media, you will find rationales for the sell-off. Such includes the Fed stoking inflation or China’s massive stimulus package. In our opinion, it’s much more straightforward; it all comes down to context.

We were inspired to write this by a message asking us in disbelief if we had ever seen such an adverse bond market reaction to a rate cut.

2024-09-24

Oil prices conitnue to weaken in the face of optimism from analysts now forecasting an 18% gain in earnings in 2025. One of them is wrong. Lance and Jonathan discuss market clarity, Fed rate cuts, and the impact on the markets. Markets trade on the effective Fed rates; what’s the sweet spot among market sectors when rates are coming down? Lance reviews Gold behaviors during rate cutting cycles; big surges in Gold lead to longer-term bases. Why the Math of Loss matters; corrections are really no big deal. The wisdom of managing portfolio risk along the way; don’t let the fear of taxes cost you money. Would Mrs. Roberts do a podcast? Unicorns, Sasquatch, Big Foot, & Flat-earther’s: Putting money in S&P funds for 40-years; time is on your side when you’re young. A discussion of Recession

2024-07-31

Many wealthy people choose to pass on wealth when they die, but that’s not the only way. Passing on assets during your lifetime can have big benefits, both psychological and practical, and beyond alleviating financial stress, early inheritance can provide a test run for future big gifts.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
Bullish Years Often Have Corrections
https://realinvestmentadvice.com/bullish-years-often-have-corrections/
"Pullback Doesn’t Deter Investor Bullishness"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Was the Rally For Real?" is here:

2024-07-24

Retirees must adjust their budgets and spending to compensate for inflationary forces. #FinancialPlanning #Budgeting
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

2024-07-21

Increasing inflation baseline from 2.5 to 3? Ready to adapt as the world changes. #EconomicInsights #Adaptability
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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