(5/18/22) What misses by Amazon, Target, and WalMart are telling us about the state of the consumer, which is the backbone of the economy. Markets remain in a well-defined downtrend, but are working off an over-sold status. All the free money that came into the economy is gone--here comes the post-sugar rush crash. The part of Keynesian Economics that everyone misses; Why proprietary investment vehicles might not be a good idea: No transferability = highly illiquid. Inflation is a monetary phenomenon, not the Russians. What inventory problems at Target & WalMart are signaling; the brilliance of Container Store. [NOTE: Apologies for today's late feed start; we had some technical issues to deal with. For a complete AUDIO recording, including content not streamed, our audio podcast is here: https://soundcloud.com/user-949311744/should-you-buy-what-theyre-selling?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing] 0:00 - Why Target Missed the Red Bull's Eye 6:48 - When Consumers Come Down from Their Sugar Rush 22:44 - The Problem w Propriety Investment Products 36:42 - The Monetary Phenomenon of Inflation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, and Senior Advisor, Danny Ratliff, CFA -------- Our Latest "Three Minutes on Markets & Money: Is the Reflex Rally Over?" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The Year of Shortages & High Inflation," is here: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2638s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-disinflationary-impact-of-fed-policy-on-equities/ https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/ -------- 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/ #EarningsMisses #Target #WalMart #Amazon #GasolinePrices #Shortages #Inflation #Disinflation #FederalReserve #Markets #Money #Investing |
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