The Stock Market Warning Of A Recession?
2025-04-04
A Wall Street axiom states that the stock markets lead the economy by about six months. While not a perfect predictor, the stock market reacts to investor expectations about future corporate earnings, economic activity, interest rates, and inflation. When sentiment shifts due to anticipated weakness in any of these areas, equity prices often decline, reflecting …
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3-29-25 Savvy Social Security Planning
2025-03-31
Much has been reported and speculated about the recently passed Social Security Fairness Act. In this episode of Candid Coffee, Richard Rosso and Danny Ratliff discuss what the repeal of WEP and GPO mean for you; understanding Social Security Spousal Benefits and survivor benefits; and rethinking retirement planning with an income boost from Social Security. They take a clear-eyed look at the Social Security Fairness Act, Windfall Elimination Provision (WEP) explained, as well as the Government Pension Offset (GPO) vs. Social Security, and how to maximize Social Security benefits with sound Social Security planning strategies.
Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive
Are Used Car Prices Set To Soar Again?
2025-03-31
It wasn’t that long ago that used car prices were soaring as the production of new cars was crimped due to Covid-related supply line shortages. Since then, used car prices have stabilized as the supply lines have healed. However, like many goods, prices haven’t retreated to pre-pandemic levels. As we wrote in yesterday’s Commentary, the …
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Navigating Yield Dynamics: Escalator Climb and Elevator Drop
2025-02-15
Are you waiting for the other shoe to drop in the market? The challenge is timing – yields go up slowly but drop quickly. When to make your move? ?? #marketinsights
Watch the entire show here: https://cstu.io/3ae9c8
YouTube channel = @ TheRealInvestmentShow
The Impact Of Tariffs Is Not As Bearish As Predicted
2025-02-14
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes. For fun, I asked ChatGPT what the expected impact of Trump’s tariffs will likely be. Here is the answer: “One of the immediate consequences of increased tariffs …
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12-10-24 Portfolio Rebalancing & High Valuation Risks
2024-12-10
Post-election consumer confidence is rocketing higher. Inflation Data is coming: CPI & PPI which will be digested in time for next week’s Fed meeting. Inflation numbers are likely to tick up from YOY comparisons.
Lilly Tops Nordisk In Weightloss Battle
2024-12-05
The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly) and Wegovy (Novo Nordisk), just completed a clinical side-by-side trial. After 72 weeks of testing on 750 obese or overweight adults with at least one medical problem, Eli Lilly came out ahead by a substantial margin. Per Eli Lilly: Zepabound provided a 47% greater relative …
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Leverage And Speculation Are At Extremes
2024-12-03
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify. As discussed in last week’s #BullBearReport, leverage and speculation are at the heart of many such cycles. These two powerful forces support the amplification of gains during upswings but can accelerate losses in downturns. Today’s market environment shows …
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