6-6-24 Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown
2024-06-06
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
Retirement Timing and Presidential Elections | Tips from a Financial Planner
2024-05-24
📈 Worried about taxing unrealized gains? Don’t let political rhetoric affect your retirement plans. Stay focused and informed! 💼💡 #FinancialTips
In this video, we discuss the impact of presidential cycles on retirement decisions and financial planning.
1. Importance of maintaining a steady financial plan during times of political change.
2. Example of clients delaying retirement due to upcoming election.
3. Considerations for retiring individuals amidst a presidential cycle.
4. Discussion on the decision-making process and financial security during uncertain times.
5. Insights on how to navigate financial decisions during periods of political transition.
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Impact of Stock Failures on Your Portfolio and Index Funds
2024-05-21
Diversification is key! Learn how indexes manage portfolio risks efficiently by swapping stocks without costs or challenges like taxes and fees. #InvestingTips #PortfolioManagement
Dive into the intricacies of index rebalancing with Lance Roberts as he breaks down how indices manage stock changes seamlessly. Learn why private portfolios might face challenges replicating such moves.
– The impact of a stock going to zero on an index versus a private portfolio.
– How indices effortlessly rebalance their holdings.
– The cost implications for private portfolios.
– Differences in portfolio performance post-rebalancing.
– The necessity of additional contributions to maintain an index replication.
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Bitcoin Market Drivers: Beyond ETF Launches and Meme Stocks
2024-05-16
📉 Bitcoin’s market behavior is puzzling experts as rally stalls despite meme stocks resurgence and ETF launches. What will be the next driving force? 🤔 #Bitcoin #MarketTrends
Lance Roberts discusses the recent trends in bitcoin and the reasons behind its fluctuating market behavior. Tune in to understand the forces at play in the world of cryptocurrency.
– Meme stock resurgence and bitcoin’s lack of rally
– Impact of ETF launches on bitcoin demand
– The cooling off of bitcoin post-ETF launches
– The absence of fundamental reasons behind bitcoin’s price movements
– Speculation on potential future drivers for bitcoin
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https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our
Analyzing the 2022 Sell Signal: Key Insights from Lance Roberts
2024-05-14
In Jan 2022, a sell signal was issued in the risk range report advising caution. Shaded areas indicate sell signals, while no shading means stay in stocks for S&P 500. #StockMarket #Investing
In this crucial update, Lance Roberts discusses the significance of the sell signal issued in January 2022, guiding viewers through the pivotal moments to sell or hold stocks. Using the S&P 500 as a reference, he breaks down how to navigate market signals effectively.
– Understand the significance of the January 2022 sell signal.
– Learn how to interpret the risk range reports for better investment decisions.
– Discover the impact of these sell signals on the S&P 500’s performance.
– Analyze the use of shaded areas in charts to indicate high-risk periods.
– Gain insights on when to be in or
5-8-24 The Difference Between the Price You See vs the Price You Pay is Growing
2024-05-08
The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrapping up with fair results; the only companies seeing margins grow are large caps. Markets eke out gains for 4th straight day; the benefits of a market pullback; CTA’s have money to spend, plus resumption of stock buy backs. Old Shows & Actors; the great un-bundling of fee has created fees on fees; tipping & charges-per-squirt(!): Budget leakage. Buying Made in USA. AI Golf robots, Robocop, & Skynet; the worst financial mistake some families make: Living on a single paycheck. Balancing the equation with a stay-at-home parent; dealing with the skills gap; the impact of rising childcare costs, and what caused it (gov’t. stimulus). Planning for
Upcoming Tax Changes: What Happens When the Current Code Expires?
2024-04-26
Potential tax changes looming! 📉 What could this mean for you? Find out more in this video. #taxes #financialplanning #changesahead
Join us as we delve into the imminent changes coming to the tax code. Understand what these adjustments mean for you and how they might impact your finances.
– Overview of the current tax code and its expiration.
– What happens if no changes are made to the tax code.
– Implications for personal tax brackets.
– Expected changes in tax percentages.
– Strategies to prepare for the upcoming tax code changes.
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal