by Lance Roberts
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| Why consider a Roth? 💰💡 The government benefits from taxing now! Learn more about the incentives in my latest video. #FinanceTips Watch the entire show here: https://cstu.io/c7aaca YouTube channel = @ TheRealInvestmentShow |
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1-17-25 What Fiduciary Advisors Can Learn from Jimmy Carter
2025-01-17
The nation recently laid to rest former President Jimmy Carter who died at age 100. While his Presidency is still being measured by history, there is no dispute over the noble life he lived following his term as our 39th Commander-in-Chief. Richard and Matt glean important lessons from his sense of public fiduciary, as well as discuss the current state of stocks vs bonds in a new rate environment. Why the Fed doesn’t need to cut rates, and a look at "The American Oligarchy," and a tale of two economies. Fiduciary vs sales oriented organizations; problems and improvements in the Secure Act 2.0; the unanticipated challenges of making IRA Catch-ups: Can your administrator actually execute? The "Rothification" of catch-ups will be manadatory in 2026. Also, more mirth and merriment over Danny
Bond Vigilantes Are Building Tremendous Short Positions
2025-01-17
Our Commentary from January 7, Outflows Of TLT Are Tremendous, discussed the ‘tremendous’ investor outflows of the bond ETF- TLT. While outflows are often associated with investors being bearish, that is not always true. Nonetheless, TLT is in a bearish trend, and indeed, some of the record outflows from TLT are due to the environment. …
1-16-25 CPI: What’s Next?
2025-01-16
Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI data is flawed by Shelter component; Airline Fares are "super-spikey." The Fed 2% Inflation number is a "round-down" number. Effects of the Barter Trade: Will slow inflation…AND the economy. The
Crypto Soars
2024-11-12
On the campaign trail, Donald Trump favored the crypto industry, including appointing “crypto-friendly” regulators. Moreover, one of the plans he mentioned several times was the creation of a federal strategic reserve of crypto assets. Trump’s decisive victory, along with the Republican sweep of Congress, makes it even more likely the crypto industry and related cryptocurrencies …
Assessing Debt Reduction Strategies in Today’s Economic Climate
2024-11-10
Discussing the current economic environment and future predictions. Where are we headed? No other option? Demographics play a big role! 💬📈 #EconomyTalks
Watch the entire show here: https://cstu.io/0dc8d7
YouTube channel = @ TheRealInvestmentShow
Long-Term Investing: Focusing on Building Returns Over Time
2024-11-06
Focus on what truly matters when trading – the rate of return. Don’t let external factors like elections and debt affect your emotions. Trade wisely! 📈💼 #TradingTips #Investing101
Watch the entire show here: https://cstu.io/2d8a35
YouTube channel = @ TheRealInvestmentShow
Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
2024-09-11
We have written many articles and commentaries forecasting interest rates. The analysis has used prior and current inflation and economic activity. Additionally, we have looked at market data on inflation expectations, Fed Funds futures, and other factors that influence interest rates. Today, we add an unorthodox factor to the list: cash cows.
This article introduces a unique way to imply where dividend investors think interest rates will be in the future. The impetus for this article came from a recent SimpleVisor Friday Favorites article in which we reviewed the Campbell Soup Company (CPB). Friday Favorites typically analyzes a company’s fundamental and technical conditions and valuations.
This time, however, because the company was a cash cow, we took it further and studied its
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