(2/6/24) Market Behavior in a Presidential Cycle: Markets are positioning for a GOP win in November; Jerome Powell is now more inclined to NOT cut rates any time soon. Markets now need a narrative to support their current thesis, but it's only fundamentals that really matter. The Apple Vision goggle phenom. Markets sell-off, but knocking on the door of 5,000 in the S&P 500: now dealing with gravitational pull. Yields are reversing. NYC giving freebies to immigrants a la MMT: the flaws in that theory. Non-productive debt creates weaker economic growth. ISM Services index edge up into expansion; the quest to S&P 5000; Eli Lilly performance; why we own the stocks we own: We have to make money for our clients, and that's where the action is. How long can the Magnificent-7 continue to rise? When will it change (and why??) The problem with passive investing is that it ignores the fundamentals. Technology stocks are now "priced for perfection," with no margin for error. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 2:45 - Market Behavior During Presidential Cycles 14:06 - NYC Immigrants & MMT: The Flaws in the Theory 30:00 - The Quest for S&P 5000 44:06 - Why We Own the Companies We Own ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/TJz2bu2Xn9Hu -------- The latest installment of our new feature, Before the Bell, "Markets Are Primed to Reach 5k," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Stocks Are a Popular Hedge for Future Retirees:" -hOZP95U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s -------- Articles Mentioned in this Show: Retirement Savers Are Piling Into Stocks. Is That A Good Idea? https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #InvestingAdvice #CorporateEarnings #Retirement #Markets #Money #Investing #bearmarket #BullMarket #confidence #earnings #economy #Fed #financialmarkets #financialplanning #interestrates #investing #market #Recession #retirement #risk #SP500 #stockbuybacks #Stocks #valuations #warnings |
Tags: Featured,newsletter
22 pings
Skip to comment form ↓