Should I Delay Social Security?

2024-02-28

Markets continue to trade sideways as the latest earnings season draws to a close. Stock buy-backs will continue for the next three weeks, and then halt in preparation for the NEXT round of earnings reporting. Warren Buffett on buy-backs: Need to occur when companies are under-valued relative to markets for optimal effect; companies are now buying back at high prices. Company stocks are still trading despite 40% reporting negative earnings. What happens when men get sick; Lance answers an email about struggles with higher expenses, despite zero debt; Lance & Danny discuss families’ cost-cutting strategies. Wendy’s experiments with surge pricing; investing wisdom from Warrenn Buffett: What’s he going to do with all that cash? The temptation for "catching-up" in portfolios, and the lure of

2024-02-26

Retail investors have started chasing small-cap stocks in hopes of both a rate-cutting cycle by the Federal Reserve and avoiding a recession. Such would seem logical given that, historically, small capitalization companies tend to perform best during the early stages of an economic recovery. Since debt-driven government spending programs have a dismal history of providing the promised economic growth, disappointment over the next year is almost guaranteed.

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Small Cap Stocks May Be At Risk According To NFIB Data:"
https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/
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The latest

2024-02-20

There are "Dow Days" and "NSDQ Days;" CPI inflation is still transitory; emerging influence of presidential election on Congress’ ability to manage debt & spending, M-2 as % of GDP. There is little expectation for earnings growth this year. Markets remain in bullish trend, but a negative day today could trigger MCD Sell-signal. Time to reduce portfolio risk and wait until correction to put capital back to work. Instead of fearing market exuberance, understanding what drives it can provide you with insight and opportunity. look at Employment data and the frustration of college grads unable to find jobs. The Immigration connection to it all: Why we need (merit-based) immigration: Demography is destiny.

2:28 – Dow Days vs NSDQ Days: Correction Coming
13:43 – Understanding ll-time Highs

2024-01-08

(1/8/24) What is up with airplane parts falling off in flight? Meanwhile, the first private sector lunar lander is launched in decades: The beauty behind "Hidden Figures" movie; looks like the January Trifecta could be short-lived; working off December’s excesses. How deep will the pullback be? Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now. The conundrum of capital allocations in 2024: Wall St. doubles-down on bonds; will the Magnificent-7 lead again, or will last year’s underperformers? What if interest rates come down but inflation stabilizes at 3%? no push for the Fed to act (not what’s expected). What about the "in-between outcome?" Audacy bankruptcy and how best to spend ad dollars; broadcast vs

2024-01-03

(1/3/24) Millennials’ Bare Minimum Monday’s could produce some unexpected results; setting up for January market performance in a Presidential cycle; will the Magnificent 7 produce a repeat performance in 2024? Markets on Tuesday corrected to bounce off the 20-DMA, with high tech names under pressure. Buy-signals triggered for Bonds. Rich Dad/Poor Dad Czar Kiyosaki’s debt philosophies and how to properly leverage debt. Home Sales & inventory: Are we seeing the start of trouble in the sector? Wall Street axioms & The January Trifecta; take them with a grain of salt. Mistakes in portfolio & market perspectives, year to year. Social Security COLA for 2024; making choices to fix SS are vote killers for politicians. Retirement planning & Monte Carlo simulations; the future is not going to be

2023-12-06

(12/6/23) Will there be a soft-landing, recession, or worse in 2024…or not until 2025? There is still lots of liquidity sloshing around the system. Focus on risk management & timing management; markets cannot seem to break out of present trading range; stock buyback window closes on Friday. End of year maneuvers should include RMD’s, charitable giving, HSA’s, and tax-loss harvesting; don’t ignore the wash rule! Why jobs matter: Yield curves are inverted; when they un-invert will herald recession: The big question is when?? Markets have had zero-returns over past two years. Why time in the market matters–especially if you’re young. Risk management is more important when you’re older; the 50/20/30 Rule.

3:04 – Recession 2024 or 2025?
14:14 – End of Year Maneuvers
29:59 – JOLTS & Jobs:

2023-11-21

(11/21/23) Earnings Season continues with NVIDIA set to report this evening after the bell: expectations are high, and if there’s a miss, markets may punish. Markets have become very elevated only a month after everyone was so pessimisti. The Bond Market continues to surprise with a stellar acution of 20-year bonds. Will there be a Recession, a soft-landing, or no Reccession in 2024? Who knows?? Markets are over bought and need to take a breather at this point. The Recovering Californian & real turkey; the annual performance comparison: Don’t make this mistake! Why your portfolio hasn’t kept up with the S&P this year; the problem with comparisons; the origin of Turduckens; the truth about Home Sales numbers.

2:54 – Recession, Soft-landing, or No Recession in 2024?
14:30 – Why the S&P