Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were in place? CNBC Economists: 2nd Trump term would re-heat inflation? Why tariff;s lead to inflation (and how consumers get aroun them.) 44% of inflation is in housing; don't mix politics w investing. Market behavior under Republican vs Democrat majority. Nvidia dominates AI-chip market (for now); what happens when competition comes into the market. Computers w lab-grown "organoid" brains. 3:12 - How Long Can Markets Remain Over-bought? 14:45 - The Irony in Consumer Confidence 30:18 - Vacation Theory 32:15 - Don't Mix Politics w Investing 44:41 - Who'll Compete w Nvidia? 52:40 - Computers w lab-grown brains Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "S&P 6300? Is That Outside The Realm Of Possibility?" https://realinvestmentadvice.com/sp-6500-is-that-outside-the-realm-of-possibility/ "Bad Breadth Keeps Getting Worse" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "How Long Can Markets Remain Over-bought?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is S&P 6,300 Outside the Realm of Possibility?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- 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/ #Investors #Households #FullyInvested #Buying #Corporations #SamStovall #SP500 #MarketInvestment #FinancialStrategy #InvestmentTrends #ConsumerSpending #ConsumerIrony #Nvidia #AI #ArtificialIntelligence #Organoids #Markets #Money #Investing |
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