Divergence in Market Metrics: Sales, Earnings, and Economic Surprises

2024-08-13

It’s economic report week, with previews of today’s PPI, tomorrow’s CPI, and Thursday’s Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. Lance & Jonathan discuss portfolio turnover and tax implications: If you’re paying taxes, you made money! Never buy a stock for its dividend. Lance corrects the YouTube chatroom on companies; longevity; Lance & Jonathan discuss bonds, coupons, discounts, and total costs. Coupons vs Yield: The only aspect of a

2024-08-13

Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. As we noted previously:

“While there have certainly been more extended periods in the market without a 2% decline, it is essential to remember that low volatility represents a high “complacency” with investors. In other words, the longer the market moves higher without a significant correction, the more confident investors become. They respond by raising their allocations to equities (risk) and reducing their allocations to cash (safety).”

As repeatedly discussed in June and July, a 5-10% correction is normal and occurs almost

2024-08-01

Jerome Powell & Co. hold fast to the current doctrine…Lance and Michael discuss the ramifications for investors now.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Is There Value In Small Cap Value Versus Large Cap Growth?"
https://realinvestmentadvice.com/interest-rates-are-too-is-there-value-in-small-cap-value-versus-large-cap-growth/
"Bullish Years Often Have Corrections"
https://realinvestmentadvice.com/bullish-years-often-have-corrections/
"Pullback Doesn’t Deter Investor Bullishness"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "NASDAQ Correction: Here’s Our

2024-07-29

📈🔍 Economic and financial stress signals emerging in the bond market. Stay alert for potential surprises ahead! #marketinsights #Fed #economy

Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

2024-06-03

📈 Momentum vs. value investing. 💰 Know when to ride the wave and when to play the long game. 🕒 #InvestingTips #Finance101 #StockMarket

Lance Roberts dives into the nuances of momentum and value investing, highlighting when each strategy is most effective. Gain insights on how to effectively apply these investment styles to maximize returns.

– The importance of timing in investing
– Differences between momentum and value investing
– Recognizing the right market conditions for each strategy
– Pros and cons of momentum investing
– Benefits and drawbacks of value investing

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:

2024-05-20

Focus on being in the top 20% who invest in their wealth, not the bottom 80% just making ends meet. 💰 #wealthbuilding #financialfreedom

In this video, Lance Roberts discusses the importance of striving to be in the top 20% of financial success. Tune in to understand the mindset and habits that set the top achievers apart.

– Why being in the top 20% matters.
– The mindset difference between the top 20% and the bottom 80%.
– The importance of listening to financial talk shows.
– How to recognize and address the struggle to make ends meet.
– Steps to avoid being part of the bottom 80%.

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:

2024-05-17

Wrap rules around every investment – whether it’s Kraft Heinz, Coca Cola, or Bitcoin. What’s your buy rule? What’s your sell rule? #InvestingWisdom

We discuss the essential rules every investor should have when managing their portfolio. From establishing buy and sell rules to questioning the rationale behind your investments, you’ll learn the critical dos and don’ts of smart investing.
– The importance of having rules for every investment.
– Being agnostic about investment choices.
– Setting buy and sell rules for every asset.
– The fallacy of following others’ investment choices.
– Critical thinking about who you take investment advice from.

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live