by Lance Roberts
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| 145,000 new jobs created! With job growth and low inflation, an aggressive rate cut seems unnecessary. Fed rates aligning with economic growth is key. 📈💼 #Economy #JobGrowth Watch the entire show here: https://cstu.io/a80f84 YouTube channel = @ TheRealInvestmentShow |
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10-1-24 How Long Can the ‘Everything Market’ Last?
2024-10-01
It’s a big news week: The Dock Workers’ strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson) top the news. And Jimmy Carter turns 100. Meanwhile, Q3 Earnings Season commences after three very strong quarters of business in what has been one the of the best presidential years since the 1950’s. A correction at this point would be healthy for markets. We think there will be a 3- to 5% correction before elections, creating room for markets to rally into year’s end. Lance’s rant on the Coffee Pod scam, and the SEC doesn’t have far to look (Congress!) for insider trading. Lance and Jon look at market performance, global money flows, and observe the ‘everything market.’ Commentary on potential disruption by dock workers’ strike.
The “Everything Market” Could Last A While Longer
2024-10-01
We are currently in the “everything market.” It doesn’t matter what you have probably invested in; it is currently increasing in value. However, it isn’t likely for the reasons you think. A recent Marketwatch interview with the always bullish Jim Paulson got his reasoning for the rally.
“It is this cocktail of ‘full support’ at the front end of a bull market which commonly has created an ‘Everything Market’ during the early part of a new bull. That is, for a period, almost everything simultaneously rises – value, growth, small, large, defensive, and cyclical stocks – and usually by a lot.
Short rates are falling, bond yields have declined, money growth is rising, fiscal stimulus has again expanded, and disinflation is still evident; and because of this new and overwhelming
Understanding S&P Yields: Avoiding High-Risk Investment Traps
2024-09-28
Building wealth step by step 💰 Setting realistic goals and working towards them! #FinancialSuccess #MoneyGoals
Watch the entire show here: https://cstu.io/8d6e2b
YouTube channel = @ TheRealInvestmentShow
Economic and Financial Stress Signals Emerging in Market Trends
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
7-25-24 How Your Confidence Can Boost or Break the Economy
2024-07-25
The S&P Global Services Index is "great," in contradiction to other eocnomic metrics; the first estimate of Q2 GDP is released today (up 2.8%); this will be revised. Important to note the behavior of GDP prior to past recessions, which are always back-dated. 350-days without a 2% correction, until Wednesday. Bill Dudley is calling for lower interest rates now; Lance Roberts & Michael Lebowitz explain the crucial link between consumer confidence and economic performance. Learn how sentiment drives markets and impacts your personal finances: The relationship between financial confidence and spending habits; the effects of market decline on consumer behavior; how sentiment influences economic performance; the role of confidence in personal financial decisions; why sentiment is a key factor
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