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| (10/27/22) As markets wrap up October's business, the generals' earnings reports are not at all encouraging: Meta's was only okay, tempered by Mark Zuckerberg's all-in bet on the future of the Metaverse. Markets did end higher than they started, but there remain two levels of resistance to overcome. The Fed's "Operation Twist" and treasury liquidity; the demand for short-term T-bills is outpacing longer-term instruments; Liquidity matters; there's high risk in the Fed stoking inflation with QE; the imbalance between buys and sellers of bonds; voters will decide elections with their pocketbooks as their guide; there is a growing possibility of Recession by 2023; investors want a quick fix, avoiding any pain; yield curve behaviors & signal as telling us it's coming. The problem with Inflation is it's reflected in lagging numbers; cheating fishermen plead not-guilty; beating up the generals; higher growth companies are more susceptible to high interest rates; 3:02 - Wrapping Up October: The Generals' Report 14:29 - The Fed's "Operation Twist" & Treasury Illiquidity 30:24 - Throwing Jerome Powell Under the Bus 44:22 - Cheating Fisherman 45:43 - Beaten-up Companies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: "Earnings Disappointments Put Market in a Struggle" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why Americans' Savings Rates Have Fallen Off a CLiff" _MleihDU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2704s -------- Articles mentioned in this podcast: "A Balanced Portfolio Promises a Better 2023" https://realinvestmentadvice.com/a-balanced-portfolio-promises-a-better-2023 "MBS, Convexity Vortex, and a Silver Lining for Bonds" https://realinvestmentadvice.com/mbs-convexity-vortex-and-a-silver-lining-for-bonds -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #EarningsSeason #FederalReserve #InterestRates #Meta #MetaVerse #Google #Amazon #Markets #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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