(9/7/22) September markets are underway with buying and selling stampedes; use any rally to reduce risk. If you're worrying too much about your portfolio, you're holding too much risk! Looking forward, earnings expectations are still too elevated, and valuations have to come down. A side-by-side look at the ISM vs S&P PMI; geopolitical decisions affect markets. Europe is imploding over high energy costs (thanks, Vladimir!) As the US exports inflation and imports deflation, effects will be felt here. Markets are likely to re-test 50-DMa; Cali power woes is the price of shifting too quickly to "green" energy sources, before a bridge between "dirty" and "clean" energy. 3:15 - Buying & Selling Stampedes 14:34 - Snappy Answers to Stupid Questions 15:49 - The Problem with Divergent Data 30:30 - The Risk of Betting on a Bear Market Crash 44:35 - The Unintended Consequences of Jumping Into EV's RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: When Will Markets' Stampede End?" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "What's the Half-life of a Biden Fist-bump?" _c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2655s -------- Articles mentioned in this podcast: "Consumer Staples vs. Discretionary" https://realinvestmentadvice.com/consumer-staples-vs.-discretionary "Earnings Decline – Likely More To Go Before We Are Done" https://realinvestmentadvice.com/earnings-decline-likely-more-to-go-before-we-are-done/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SellingStampede #Eurozone #HighEnergyPrices #GreenEnergy #EarningsExpectations #ExcessiveValuations #Markets #Money #Investing |
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