5-14-24 The Bull Is Back

2024-04-22

After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened to all the Ukraine aid US taxpayers propvided? Inflation is a function of supply & demand; where is the higher demand going to come from? Looking ahead to this week’s PCE number, expecting the markets to bounce: Sell into the rally.

3:14 – Is the Correction Done?
14:35 – The Unsurprising Uptick in Inflation
30:18 – Higher for Longer, not much

2024-04-11

Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. So what is and isn’t driving the price of gold higher?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
——-
Articles mentioned in this report:
"Is Gold Warning Us Or Running With The Markets?"
https://realinvestmentadvice.com/is-gold-warning-us-or-running-with-the-markets/
"Margin Debt Surges As Bulls Leverage Bets"
https://realinvestmentadvice.com/margin-debt-surges-as-bulls-leverage-bets/
"Inflation Scare Or Much Ado About Nothing?"
https://realinvestmentadvice.com/newsletter/
——-
The

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

2024-02-09

(2/9/24) Rich & Danny prepare for today’s market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won’t have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.

2:49 – Market & Economic Numbers Preview: Fed Rate Policy
14:03 – Taylor Swift, Mutant Wolves, &

2024-02-02

(2/2/24) King Cakes, Ground Hog’s Day, & Meta results: finally paying a dividend to investors. Fed commentary: will the labor markets crack? Will the Fed continue to move the goal posts? Our next Candid Coffee is February 24 (registration link is below): Couples’ money communication; children are Trustees in training. Having the Money Conversation with kids; (The Ground Hog predicts an early Spring). Going back to work after retirement; the Buc-cee’s segment; Retirees returning to work; the reluctance to use a financial advisor; the struggle for men in retirement; why many retirees return to work. The value of a blended portfolio; how to grade your financial advisor: What should be on the report card? Why health and lifestyle matter in retirement.

2:20 – King Cakes, Ground Hog’s Day, &

2024-01-11

(1/16/24) [NOTE: If you’re watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day…when ever things thaw.]
Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now.
——–
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
——–
Watch the full show from which this excerpt was taken:
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s
——–
Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
——–
The latest installment of our

2024-01-05

(1/5/24) Richard and Danny are reunited for the new year: Lessons from last year: You cannot get enough out of stocks; if "Goldilocks" is already baked-in (with 6-rate cuts), what happens when cocaine bear appears? Greg Valliere background; Resolving to Be Resolute in 2024: Marking realistic milestones; why you don’t have to save everything for retirement later. Classic Cars & phone chargers; improving your human capital; why stocks are not the be-all, end-all solutions for retirement income; the proper place for stocks, bonds, and other types of investments; stocks vs ETF’s. Stop the competition.

Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

2:52 – Lessons from