12-4-24 Time for a Portfolio Reality Check

2024-11-06

The 2024 Election outcome is sharply affecting pre-market, with Donald Trump’s election sending stocks higher. The S&P trendline is aiming for the 6000 or 6100 level. The question that remains is whether markets can sustain that trend. This time is different from the previous Trump win: Interest rates are falling and tax rates are lower now; yet, there are still plenty of questions for investors: what will Trump’s tax policy be? What will be the over all impact on the economy? (The Tax Foundation predicts .8% impact to GDP.) Still to be seen in the Congress: What happens with a Republican sweep? What will the Tariff effect be? Fiscal dominance is not an issue. The Fed is likely to reverse QE to QT. What if Trump initiates a round of major infrastructure spending/investment? One thing is

2024-11-01

Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them. Historically, buybacks were banned as a form of market manipulation, but in 1982, the SEC legalized open-market repurchases through Rule 10b-18. Although intended to offer companies flexibility in managing capital, buybacks have evolved into tools often serving executive interests over broader shareholder value.

This article explores the mechanics of buybacks, how they impact markets, and whether they truly return capital to shareholders—or merely enrich insiders.

The Rise of Corporate Buybacks: By the Numbers

Since 2003, U.S. corporations have spent over $11 trillion on share repurchases. Corporate

2024-10-31

🚗💸 Ensure your assets are titled correctly in your living trust! Learn about pour over wills and testamentary trusts for a secure financial future. #EstatePlanning #FinancialTips

Watch the entire show here: https://cstu.io/49bf64

YouTube channel = @ TheRealInvestmentShow

2024-10-29

A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald’s foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pull back in prices. Lance rants on the realities of stock buy backs, and a sidebar from Jonathan on coffee habits; How will markets behave if the election is contested? Markets are very long on risk assets ahead of election; paralysis by analysis: Does not have to be "all-or-none." A look at the performance of our "all-weather" portfolio, and our bond strategies moving forward. A discussion on Gold, Gold Miners, and other commodities: Very

2024-09-01

Max out your 401K every year for financial growth! Invest in S&P 500 index and watch your savings grow. Start early! 💰#401K #Investing

Learn more:
Subscribe to our YouTube channel = @ TheRealInvestmentShow
Watch the entire show here: https://cstu.io/e684ec

2024-08-29

Struggling to find stocks for your portfolio? Check out our weekly newsletter with stock screens! 📈💼 #StockMarket #InvestingTips

Watch the entire show here: https://cstu.io/0f0798
YouTube channel = @ TheRealInvestmentShow

2024-06-28

Delaying Social Security can make a huge difference, especially for spouses with unequal contributions. Consider your partner when making claiming decisions. #SocialSecurity #Retirement

Richard Rosso discusses the implications of delaying Social Security benefits with a focus on considering the financial needs of your spouse. Learn key insights into why this decision needs careful thought, especially when there’s a significant income gap between partners.
– The impact of a younger spouse with lower Social Security contributions
– Importance of considering your spouse in claiming decisions
– Statistics on men making unilateral Social Security decisions
– Issues with taking Social Security benefits early
– The importance of joint decision-making for financial security

➢ Listen

2024-06-25

Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia’s bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We address the common investor’s desire for a perfect low-risk, high-reward investment. Lance & Jon discuss the unrealistic expectations and the growing demand for such ideal investments in today’s market and economy: The search for a magic pill investment; expectations versus reality in market investments; economic uncertainty driving demand for