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Consumer Sugar-rush is Over – What To Do Now?

(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
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Our Latest "Three Minutes on Markets & Money: Is the Reflex Rally Over?" is here:
&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1
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Our previous show, "The Year of Shortages & High Inflation," is here:
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2638s
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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/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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#EarningsMisses #Target #WalMart #Amazon #GasolinePrices #Shortages #Inflation #Disinflation #FederalReserve #Markets #Money #Investing
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Lance Roberts
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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