by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| Monday's Carry Trade-inspired blowout saw lots of selling , but a little bit of recovery before the dust settled. The ISM Services Report clocked-in a little stronger than expected, taking fears of imminent Recession off the table. The Fed might not have to cut rates as much. Markets are now over sold by three standard deviations off the moving average; a bounce is in the office, but this could be the beginning of a bigger correction. Lance and Jon provide some clarification and perspective: Market points vs percentages; now vs 2020 or 1980: how much are we up since 202? Recessions are based on consumer sentiment and contraction in spending. How the "unwinding" creates another cycle of unwinding; note that 82% of S&P companies are now out of the stock buy back blackout period; some volume to return, at lower prices. The underperformance of Gold is why we don't talk about it much; if you're going to own it (it's a commodity!) own coins with numismatic value, not bullion: How to convert to currency? The importance of understanding what you own. Too Late to buy bonds for now: Wait for some consolidation: U.S. Treasuries, not corporate or "high yield" (a.k.a junk) bonds. The risk of Recession is heightened because of slower consumer spending and negativity. Bond will come back, but will take time. 3:23 - Monday Market Recap: Lots of Selling w Some Recovery 14:50 - Could This Be the Beginning of a Bigger Correction? 30:19 - Why Gold Underperforms 44:27 - Too Late to Buy Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Yen Carry Trade Blows Up Sparking Global Sell-Off" https://realinvestmentadvice.com/yen-carry-trade-blows-up-sparking-global-sell-off/ "Inversion Of Yield Curve Finally Reversing" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Next for Markets Will Be a Bounce" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Understanding Yield Curves: Inversion Doesn't Guarantee a Recession " &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- 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/ #CarryTrade #YieldCurveInversion #RecessionMisconception #YieldCurveUninversion #EconomicIndicators #FinancialHeadlines #InvertedYieldCurve #RecessionPrediction #EconomicAnalysis #MarketSignals #InterestRates #BondYields #EconomicCycles #FinancialMedia #MarketCommentary #EconomicForecasting #MarketTrends #FinancialEducation #Bonds #Gold #Recession #ISMServicesIndex #Markets #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Don't go selling everything or I'm out of a job… he really said…LOL
Reply
Japan having its worst day since black Friday is not normal, folks…
Reply
Do you think the market will still rally in the seasonal Nov/Dec period this year? 🤔 Vix the 3rd highest since 2020 and 2008. Feelings…
Reply
47
Reply
Like always! Great show! Nice job, guys!
Reply
If WW111 happens collectable coins aren't going to make them anymore valuable. It will be weight only
Reply
Thank you very much…
Reply
Lance Dance!
Reply
These guys are such a class advisor ,the best I have seen in years !
Reply
they are the A-Team for sure…
Reply
they are 6:34
Reply
Loved the A-Team add 🎉🎉🎉
Reply
I use my gold coins as a figit spinner.
Reply
If you fail to plan, you plan to fail…same goes for investing daily, weekly, monthly, yearly
Reply
Man, this show should have a mil subscribers at least. Gotta work on marketing.
Reply
Great info as always.
Reply
Love ,love love love lance
Reply
I've always wondered why Closed End Funds, Senior Loan Funds, or CLO Funds that pay incredible monthly dividends aren't mentioned by most Strategists?.The older funds of this ilk held up well in 2009 and Covid. They are in the upper tier of the capital structure regarding risk. Love this show and would love to hear your input on the above. Thanks
Reply
Top notch market analysis and chart demonstrations of possible market future pathways in the 1st & 2nd segments by Lance. Thanks. Please keep up these type of analyses in the lead up to the election – so valuable.
Reply
Lance awesome but I dont get such a big negativity towards gold and its underperformance?
Gold as an inflation edge did as great as house prices since 2000 .
And incredibly well since 1971 too 🤷🏻.
Reply
Watch this show Mon-Fri since 2020, and the reason I will be joining RIA
Reply
Lance grass fed butter is absolutely amazing for your health
Reply