by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when excess stimulus has been absorbed. Lance & Michael break down the crucial moments to consider for small and mid-cap stocks: Current state of mid caps and small caps; Earnings performance of small caps; Economic indicators impacting small caps; Timing for small cap investments; Effect of economic growth or recession on small caps. 3:17 - D-Day and Data (Does Not Support Recession Thesis) 14:45 - Investing in Power Grid Expansion & Alternative Energy Plays 30:24 - The Fed Doesn't Do 'Token' Rate Cuts 44:31 - Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: ------- Articles mentioned in this report: "Investments For The Coming Power Grid Expansion- Part 3" https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/ "Deviations From Long-Term Growth Trends Back To Extremes" https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/ "Momentum Chase Is On. What Happens Next?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Nvidia Overtakes Apple at $3 Trillion Market Cap?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Could Roaring Kitty's Wealth Top $1-Billion?" -o&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/ #DDay80thAnniversary #Nvidia #MarketCap #Apple #FederalReserve #PowerGridExpansion #AlternativeEnergy #SmalCaps #MidCaps #Earnings #EconomicData #Exposure #InvestmentOpportunities #SlowEconomicGrowth #Recession #FutureInvestments #MarketTrends #EconomicCycles #StockPerformance #Markets #Money #Investing |
You Might Also Like
Memorial Day 2024
2024-05-27
We are closed Monday (5/27) in honor of those Americans who gave the last, full measure to defend our freedoms. Remember the fallen. We’ll be back Tuesday with market. investing, and economic info for you!
Key links are below:
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors
2024-05-22
Remember the.com crash? Many young investors today never experienced a financial crisis like 2008. It’s important to learn from history to navigate market uncertainties. #financialcrisis #investing
The dot-com crash was a pivotal moment in financial history, but its impact is often forgotten. Join Lance Roberts as he revisits this era and discusses its relevance to today’s market.
– The gradual decline of the dot-com crash
– Opportunities for risk reduction during the crash
– The long duration of the market downturn
– The lack of recession experience among modern investors
– The post-2008 market perception by new traders and writers
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a
5-16-24 It’s a Mistake to Be Entirely Out of Equities
2024-05-16
Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners’ Equivalent Rent. Markets are now anticipating two rate cuts this year. Consumers are showing signs of weakening; hardest hit are Gen-Z & Millennials. Stocks & Bonds rally on weaker CPI; markets are extremely over bought. Look for a re-test of the 50-DMA with market corrective action anticipated. WalMart has decent earnings; consumer spending is what drives the economy. Quality of Employment numbers matter: Full Time vs Part Time Jobs; Why the Government’s Employment formula is bogus. How we calculate Inflation now (also bogus). The Risk is never zero. Answering emails: When will the market crash? Being out of the market; more money is lost trying to avoid a crash than is lost during a crash.
Hidden Costs of a Cashless Society: Rising Fees and Consumer Impact
2024-05-08
Are additional fees becoming the norm? Businesses pushing for cashless transactions may result in more costs for consumers. #fees #cashless #businesses
Description: Explore the realities of a cashless society in today’s episode where we unpack the impact of rising fees on consumers. We bring to light the hidden costs and challenges associated with digital transactions.
– Understanding the shift towards a cashless economy
– The reasons businesses are adopting cashless operations
– How going cashless is increasing consumer costs
– The financial burden of additional fees in digital transactions
– Discussing potential consumer responses to rising expenses in a cashless society
➢ Listen daily on Apple Podcasts:
Do Technical Measures and Valuations Really Matter?
2024-03-26
Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surveys are in contrast to economists ratcheting-up growth expectations: No one is expecting a recession. Liquidity continues to boost bullish mood on Wall Street. The market has steadily climbed for past 5-months, creating record deviations; for now, no fear. Valuations are a measure of market psychology: "If everybody has bought, who is left to buy?" – Sam Stovall. When Technicals & Fundamentals align (the problem for most investors is that they’re too slow). All elements are now present for a reversion to the mean; just need a catalyst. What will turn buyers into sellers? The impact of more, earlier retirees on actuarial tables and Larry
Is Your Ex Worth More Dead than Alive?
2024-03-20
It’s Fed Day: Danny Ratliff provides a preview in Lance’s absence; mortgage rates are pricing-out most buyers. Is your ex- worth more dead than alive? Taking a look at SS survivors’ benefits: There are some caveats. How to incorporate inflation hedging into your portfolio. Making buying choices to better manage inflation in household budgets. Why some are accessing 401-k funds (and what about those who do not have one?) Understanding target date funds; why they’re generally the default for fund managers. Watch for higher fees and internal expenses; not all funds are created equal. Financial Spring Cleaning in 401-k: watch fund compositions.
3:14 – Fed Day preview & Market Commentary
14:40 – Is Your Ex- Worth More Dead than Alive?
30:30 – How to Hedge for Inflation
44:40 – Understanding
Proof: How Inflation is Affecting the Economy
2024-03-06
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speakers abound today ahead of the Fed’s blackout period. A record-setting Yield Curve Inversion is underway, still without recession. Markets continue to trade in a narrow range, like clockwork; volatility actually declined. Are we at the top, and not a bubble? Correction this year is very likely; Bitcoin joined by Gold as a speculative asset. The proposed government match to 4-01-k’s: Nice idea, but few will be able to take advantage; and what about the unintended consequences? the effect of inflation on the economy. Why cap savings? IF the economy is doing so great, why do we feel so bad about it? The Hunger Games & the Kellogg’s boycott.
What’s It Like to Live Solely on Social Security? (1/10/24)
2024-01-10
(1/10/24) Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Senior Finanical Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
——–
Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
——–
The latest installment of our new feature, Before the Bell, "Markets Missed It "By That Much"" is here:
-I32Ir1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=81s
——-
Our previous show is here: "Keep An Eye on Bankruptcies"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s
——–
Articles Mentioned in this Show:
"2024 Market & Economic Outlook According To Twitter"
Tags: Featured,newsletter
4 pings