Previous post Next post

Is the ‘Everything’ Rally Over?

(12/4/23) Welcome to the first full week of December trading; a review of Mrs. Roberts' Birthday Weekend; market-wise, the stock buy back window is closing; expectations for a hawkish Fed statement next week; mutual fund distributions are coming; be cautious about being overly bullish. Rotations from the Magnificent Seven are beginning; the 'Everything' Rally went too far, too fast. We're back where we were in July; losses were mitigated by the Magnificent Seven. Chasing last year's leaders is not a good idea. As we wrap up 2023, we believe December will be more muted, barely positive. Recession talk has not abated, slower growth is expected, which is why the Fed had paused. Jerome Powell is not in as good a position as before, saying it is "premature to conclude when policy might ease." The Fed is willing to increase rates again to avoid deflation. Indicators still say Recession is likely. Earnings season wrap up, economic numbers preview; a reminder to do your RMD's NOW!

2:59 - Be Cautious About Being Bullish
14:24 -: Is the 'Everything' Rally Really Over?
30:18 - Why Recession Talk Has Not Abated
44:22 - Earnings Season Wraps; Economic Numbers Previews

Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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
Our previous show is here: "Will You Be Visited by Ghosts of Financial Mistakes-past?"
Articles Mentioned in this Show:
"Context And Facts Expose Bearish Bond Narratives"
Get more info & commentary:
Register for our next Candid Coffee:
SUBSCRIBE to The Real Investment Show here:
Visit our Site:
Contact Us: 1-855-RIA-PLAN
Subscribe to SimpleVisor:
Connect with us on social:
#InvestingAdvice #MarketRally #NASDAQ #MagnificentSeven #EverythingRally #Recession #FederalReserve #JeromePowell #Markets #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article:

13 pings

Skip to comment form

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.