11 Pearls of Investing Wisdom from Warren Buffett
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
Small Cap Stocks May Be At Risk
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
2023 Christmas Vacation
2023-12-21
(12/22/23) Yep, we’re on vacation, but if you’re subscribed to this YouTube channel, you will be notified as our ‘Best-of’ show segments are premiered each morning at 6:00a CST while we’re away.
Also remember to register for our 2024 Economic Summit on January 27 at the Hotel Sonesta Houston, featuring Greg Valliere, special guest, Adam Taggart, plus Michael Lebowitz and Lance Roberts. It’s a live event only–no video recording will be made. Register today at this link:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
Have a Merry Christmas, a safe holiday week, and a Happy New Year.
We’ll see you back here on Tuesday morning, January 2, 2024.
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➢ Listen daily on Apple Podcasts:
Is the ‘Soft-landing’ Scenario Dangerous? (12/20/23)
2023-12-20
(12/20/23)
Hosted by RIA Advisors’ Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
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The latest installment of our new feature, Before the Bell, "What a Dollar Rally Could Do for the Markets ," is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Has Market Exuberance Gotten Out of Hand?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=188s
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Articles Mentioned in this Show:
"Sell Cash, Buy Stocks As Powell Pivots?"
https://realinvestmentadvice.com/sell-cash-buy-stocks-as-powell-pivots/
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Are Markets Front-running Rate Cuts? (12/12/23)
2023-12-12
(12/12/23) It’s CPI Day, and November inflation clocked-in at an expected rate of .1%, which now begs the answer to tomorrow’s question: Will the Fed do? A review of market performance vs portfolio performance: What metric are you using to measure success? Market history vs current market dynamics, and the investor conundrum" How "this time" could very well be different. We have seen a classical conditioning of the markets: The Fed always comes to the rescue. All you need to know about QE from Ben Bernanke in 2010. Al Gore is up in arms over no elimination of fossil fuels (which are necessary for life as we know it). Tik-Tok news and "adult" discussions; Poll: Are economic conditions getting worse? Data sources. Composites of the CPI: What matters more–CPI or Core CPI (what the Fed
Is 2024 Optimism Misplaced? (12/5/23)
2023-12-05
(12/5/23)
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Is a Sell-off Nigh for the Magnificent Seven?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Will You Be Visited by Ghosts of Financial Mistakes-past?"
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Articles Mentioned in this Show:
"Context And Facts Expose Bearish Bond Narratives"
https://realinvestmentadvice.com/context-and-facts-expose-bearish-bond-narratives/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Register for our next Candid Coffee:
Doing the Bond Math Amid Fiscal Dysfunction
2023-11-30
(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas’ Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will interest rates be but next year (why wouild the Fed do that)? Michael Lebowitz helps crunch the Bond Math: What price changes mean in the Bond Market. What is the credit risk to consider? How will you be paid? Recession is inevitable; how long do you want to hold a bond? Discounts vs Yields: doing the bond math (Bondilocks) factoring duration in getting paid; the higher the yield, the shorter the duration. Narrative Economics & The Federal Debt: what is happening to debt service? Is the US Fiscally-dysfunctional? Slwer Growth, less wealth, deflation are the results. It’s the interest expense
WWCMD: What Would #CharlieMunger Do? (11/29/23)
2023-11-29
(11/29/23) Berkshire Hathaway #2 man, Charlie Munger, has passed at age 99. We explore memorable quips and quotes from this amazing investor.
Hosted by RIA’s Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Why the S&P is Up 17% and You’re Not"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s
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Articles Mentioned in this Show:
"S&P 500 Market Returns And Why Your Performance Is Worse"
https://realinvestmentadvice.com/sp-500-market-returns-and-why-your-performance-is-worse/
"Complacency Seems Overly Complacent"
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