Executive Order On Drug Prices Rattles Healthcare Sector
2025-05-13
Despite the weekend’s positive news on China trade negotiations and the associated jump in most stock prices, the healthcare sector was hit hard. The culprit is an executive order aimed at reducing U.S. prescription drug prices. Donald Trump plans to implement a “Most Favored Nation” (MFN) policy.
5-9-25 Hour-One: Will Tax Reform Stall?
2025-05-09
With a new administration in Washington and control of Congress shifting, tax reform is once again a high-stakes issue for investors and business owners. RIchard Rosso & Matt Doyle analyze what’s on the table—proposals to adjust capital gains rates, reduce or expand corporate tax burdens, and modify personal income brackets. We’ll break down where negotiations stand, what’s likely to change, and how gridlock could delay progress. This episode is a must-listen for anyone trying to position their portfolio ahead of potential tax legislation.
Hosted by RIA Advisors DIrector of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle
Produced by Brent Clanton, Executive Producer
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Watch today’s video on YouTube:
5-7-25 China Blinks
2025-05-07
The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers’ bankruptcy; health =
McDonalds And Starbucks Confirm Eroding Sentiment
2025-05-02
This past week, two lower-cost food and beverage retailers posted earnings, which conveyed the underlying message that consumers are struggling. McDonalds and Starbucks reported significant domestic sales declines for the first quarter. McDonalds saw its US same-store sales fall by 3.6%, driven by a decrease in its “guest count.” This was the worst decline in …
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Navigating Yield Dynamics: Escalator Climb and Elevator Drop
2025-02-15
Are you waiting for the other shoe to drop in the market? The challenge is timing – yields go up slowly but drop quickly. When to make your move? ?? #marketinsights
Watch the entire show here: https://cstu.io/3ae9c8
YouTube channel = @ TheRealInvestmentShow
The Impact Of Tariffs Is Not As Bearish As Predicted
2025-02-14
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes. For fun, I asked ChatGPT what the expected impact of Trump’s tariffs will likely be. Here is the answer: “One of the immediate consequences of increased tariffs …
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2-12-25 CPI Day
2025-02-12
Today’s market activity will hing upon this morning’s CPI Print (which showed consumer prices rising higher than expected). WEven more telling will be tomorrow’s PPI numbers showing input costs. The question to be answered by investors is what the trend of inflation is, and what the Fed will do next. Will companies be able to pass along higher costs to consumers? What is driving inflation? Oil price increases are a short-term indicator, but have a 90-lag in data. Lance delivers his annual Valentine’s Day Public Service Announcement. Lance and Danny review questions from this past weekend’s Candid Coffee episode [&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=95s]: Outisde of treasuries and US government bonds, there are no "safe" investments. Dividend Yields and bond durations; what