Economic and Financial Stress Signals Emerging in Market Trends

2024-06-26

Households fully invested in the market despite negative economic views. Who’s left to buy? 🤔💸 #InvestingInsights #MarketTrends

Join Lance Roberts as he jumps into market dynamics, examining the crucial factors driving investments. This video taps into key investment behaviors and strategies.
– Insights from Sam Stovall at S&P
– The current state of household investments
– The role of corporations in the market
– Analysis of who’s left to buy
– Investment trends and their implications

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2024-06-24

Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain extremely over bought. The Conference Board’s Leading Indicator Index has been negatice for 27-mos in a row; always a precessor of Recession. Lance discusses investors’ two common mistakes when markets negatively diverge (w charts). A look at Market Cap Weighting vs Equal Weighting in porfolios; is it time for a clean-up? The problem with Economic Data and how it’s derived: Sentiment surveys are not hard data points. Separate emotion from investing; measuring and managing risk. Lance’s commentary on the week ahead.

3:14 – Economic Data Does Not Agree w "Strong Economy"
14:45 – Investors’ Common Mistakes when Markets Diverge
30:20 –

2024-06-20

Will markets exhibit the typical summer weakness? Prepping for the election outcomes; correction coming now and later. Preview of housing numbers and initial jobless claims; market breadth is on the decline. The increasing gap between the S&P 500 and equal-weighted indexes. Lance discusses the relative strength of the Dollar vs other currencies. Petro-dollar fears and how you’re being sold by Wall Street. Our narrative should be how to make money. The "demise" of the petro-dollar; keeping currencies all relative within a range is important for Trade. The Gold/Dollar dynamic; why the world transacts business in dollars: The need for a deep and stable currency…and safety. The importance of Rule of Law: How policy choices can errode trust in the dollar. The divergence between energy

2024-06-18

Markets are trading in a holiday-shortened week, thanks to the Juneteenth Holiday Wednesday. 50% of companies are now in stock buy back blackout period. Retail Sales report preview; a function of Consumer sentiment. Five Fed speakers out and about today; markets started weakly, then rallied 1%. Volume and breadth are weakening; markets are very over-bought and extremely deviated from DMA’s; when correction comes… Is consumer sentiment on the rise? How best to balance portfolio mix (charts). When will the "Next Big One" come along? Query about going from 90/10 portfolio to 100% equities; you can always find a reason not to invest. Bonds vs T-bills vs Equities; What to do when there are no high-yiled, low-risk options? How to manage risk in volatile rate environment; why you should look

2024-06-17

📈 James Grant predicts a cyclical rise in interest rates for the next few decades. Lance Roberts explains why he sees things differently. 🏠💰 #InterestRates #Economy #Finance

Lance Roberts discusses the impact of higher interest rates on the economy and shares insights from an interview with James Grant. Discover how cyclical patterns and rising rates can shape the future.
– Impact of higher interest rates on homeowners
– Borrowing costs and their effect on consumption
– Economic implications of rising rates
– James Grant’s perspective on cyclical interest rate patterns
– Potential multi-decade rise in interest rates

➢ 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