by Lance Roberts
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| August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why does it matter? Look for the largest spike in volatility since the pandemic. Be careful amid emotional headlines; Markets have already been over sold and now need to bounce. Anything that is a risk assett will be affected; bonds are over bought: Today is a day to do nothing. Lance's movie reviwe of Deadpool & Wolverine: Not for the faint of heart or kids. Risks to the market from an exogenous, unexpected event, a consequence of the collapse of the Carryt Trade. What will happen when the Fed cuts rates? When the Yield Curve inversion reverses, get ready for Recession. Lance answers YouTube chat questions: Everything risk-related will be douns; the only "safe" investments are cash and U.S. Treasury Bonds. Don't panic; expect a little bit of buying by the end of the day, buying the dip[. 3:17 - The Carry Trade Blows Up: What is it? 15:08 - Putting Things Into Perspective: Don't Panic 30:20 - Movie Review: Deadpool & Wolverine 33:44 - Two Risks to Markets Now 44:33 - YouTube Q&A: Gold, Buying the Dip, Next Moves Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Inversion Of Yield Curve Finally Reversing" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell," 8-5-24 Why The Carry Trade Matters" is here: _I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is inflation Beating or Benefiting You?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s ------- 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/ #YieldCurveInversion #RecessionMisconception #YieldCurveUninversion #EconomicIndicators #FinancialHeadlines #InvertedYieldCurve #RecessionPrediction #EconomicAnalysis #MarketSignals #InterestRates #BondYields #EconomicCycles #FinancialMedia #MarketCommentary #EconomicForecasting #MarketTrends #FinancialEducation #Markets #Money #Investing |
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7-23-24 Is the Bull Market Just Getting Started?
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Since the beginning of this year, the “bad breadth” issue has been a concern for the current bull market rally. Historically speaking, periods of narrow market advances typically precede short-term corrections and bear markets. However, as the Federal Reserve prepares to cut rates for the first time since 2020, there seems to be a change afoot.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisot, Jonathan Penn, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"The Bull Market – Could It Just Be Getting Started?"
https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/
"Can Mega-Capitalization Stocks Continue Their Dominance?"
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We noted last Friday that over the previous few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns and driven the bull market. In that article, we questioned whether the dominance of just a handful of stocks can continue to drive the bull market. Furthermore, the breadth of the bull market rally has remained a vital concern of the bulls.
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
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Understanding Economic Growth and Inflation Correlation with Lance Roberts
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