by Lance Roberts
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| During ripping bull markets, investors often start benchmarking, comparing their portfolio’s performance against a major index; most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you? Why does Wall Street want you to compare your performance to a benchmark index? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Benchmarking Your Portfolio May Have More Risk Than You Think" https://realinvestmentadvice.com/benchmarking-your-portfolio-may-have-more-risk-than-you-think/ "Bad News Is Good News As Markets Set Record Highs" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets are Prepared for a Bullish Cross" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 #BullishCross #MarketPullBack #InvestingAdvice ------- Our previous show is here: "How Long Will You Live?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- 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/ #MarketBullishness #BenchmarkingPortfolio #WallStreet #FinancialMedia #RetailSales #Inflation #Disinflation #Markets #Money #Investing |
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Unpacking True Earnings Growth: Excluding the Top Seven Influence
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Did you know that all the earnings growth in the S&P 500 is mainly driven by just seven stocks? Check out the eye-opening chart shared on Twitter this morning. #StockMarket #EarningsGrowth
Join Lance Roberts as he jumps into the intriguing world of earnings growth among top stocks. Discover how the performance of just a few companies is shaping the overall market landscape.
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Understanding Economic Growth and Inflation Correlation with Lance Roberts
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Strong economic growth in the 60s and 70s led to higher inflation rates. Current data doesn’t show stagflation, but concerns persist. GDP fell to 1.6 on a real basis. #EconomicInsights #Inflation #GDP
Description: Join Lance Roberts as he delves into the complex relationship between economic growth and inflation. Understand the current economic dynamics and dispel the myths surrounding stagflation.
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5-1-24 What Happens When Companies Miss?
2024-05-01
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers’ elective surgeries are impacting insurors’ actuarial tables; the rash of retirees. AMD disappoints because their report was on-target, not better-than-expected. Overall, a mixed-bag of results. What happens when companies miss? META: Is the ‘Metaverse’ fading? Lance’s Bitcoin commentary. Fed meeting preview: Inflation proving stickier than expected. Will the Fed hike rates? Ho the Fed communicates to markets: Different speakers’ different takes
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Market update: Corporations are returning to buy equities after a $367 billion drop in share buybacks led to a 5.5% market correction. CEO confidence is improving, leading to increased buybacks. Google recently announced a $70 billion buyback. #investing #marketupdate
In this insightful piece, host Lance Roberts discusses the recent trends in the equity markets and the expected rebound. Dive into the dynamics of corporate buybacks and CEO confidence influencing market movements.
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