12-5-24 Is Another Liquidity Crisis Near

2024-11-18

It’s the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU’s negative expectations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of underlying fundamental realities. While investors were a bit skittish heading into the election, the clean Republican sweep of the Presidency, House, and Senate has sent investors scrambling to add exposure across all market assets. While the “Trump Trade” certainly has some legs, lower taxes, deregulation, and tariffs will not solve many companies’ ” sales “

2024-11-17

Planning for retirement before Medicare age? 🤔 Main concern often is medical expenses in the gap. How do you plan to cover it? #retirementplanning"

Watch the entire show here: https://cstu.io/863a99

YouTube channel = @ TheRealInvestmentShow

2024-11-13

It’s Inflation Day: Expectations are for a .3% print for October (the Bureau of Labor Statistics reported CPI rising.2%, and up 2.6% over the past 12-months). Remember, it’s only a guess; why inflation is destined to rise. Stocks remain over-bought; watch for pre-Thanksgiving volatility; more than half in our Twitter poll sees the S&P at 6,200 by EOY. Why are investors expecting more rate cuts in 2025? Lance & Danny present an Annuity Primer: Why most annuities are sold, not planned for; Lance’s Three Rules for Annuities; the different annuity types. Annuities often sacrifice liquidity; protect yourself from yourself. Why annuities are not for everyone. How to win: Out-live the actuarial table!

3:15 – Inflation Day Expectations
14:51 – The Annuity Primer, Pt.1 – Why Most Annuities are

2024-11-09

Inside This Week’s Bull Bear Report S&P 6000…Already? Last week, we discussed the expected derisking heading into an uncertain election. “There is an important lesson in this week’s action. Over the last several weeks, we have warned about the weakening of momentum and relative strength and the triggering of the MACD ‘sell signal.’ However, many …

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2024-11-04

With election eve upon us, we thought it would be helpful to share market based presidential election polls along with Greg Valliere’s final thoughts. The graph on the top left shows the price of Trump Media & Technology Group (DJT), which runs Truth Social Media. Truth will be a clear beneficiary if Trump wins and …

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2024-09-18

Lance Roberts & Danny Ratliff discuss the potential outcomes of the upcoming Federal Reserve interest rate decision and how it could impact inflation, market trends, and your portfolio in 2024. Stay ahead of the market by understanding the key indicators to watch and strategies for navigating possible volatility.

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:
"Momentum Investing Gives You An Edge, Until It Doesn’t"
https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/
"Conviction (Or How To Lose A Lot Of Money In Investing)"

2024-09-16

It’s Fed week, and many are predicting a 60% chance the FOMC will drop rates by a half percent; elections are drawing nearer: How will markets behave? (Why the polls are never right) Markets’ 4% loss two weeks ago followed by 4% recovery last week; reversal days tend to mark bottoms, but not always. Last weeks’ reversal was very bullish, but that doesn’t mean we cannot have another correction. One risk is oil prices. XLE is over sold. The three risks we’re watching include oil; discussion on the true meaning of inflation. Prices vs rate of change are two different things. The linkage of the economy to oil prices. Lance describes the Roberts’ Roomba behavior. Hilarity ensues. Inflation’s effects on small businesses, per the NFIB Small Business Survey, a look at Sales Expectations vs

2024-07-15

“Bears are like a ‘broken clock,’ they are right twice a day.” While that may seem true during a rising bull market, the reality is that both “bulls” and “bears” are owned by the “broken clock syndrome.” The statement exposes the ignorance or bias of those making such a claim. If you invert the logic, such things become more evident. “If ‘bears’ are right twice a day, then ‘bulls’ must be wrong twice a day.” In the investing game, the timing of being “wrong” is critical to your long-term goals.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"The “Broken Clock” Fallacy & The Art Of Contrarianism"