by Lance Roberts
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| (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?" -vptVe1k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Articles Mentioned in this Show: "Context And Facts Expose Bearish Bond Narratives" https://realinvestmentadvice.com/context-and-facts-expose-bearish-bond-narratives/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- 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 #MarketRally #NASDAQ #MagnificentSeven #EverythingRally #Recession #FederalReserve #JeromePowell #Markets #Money #Investing |
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Hosted by RIA Advisors’ Chief Investing Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Testing 100-DMA" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What’s Up with Bonds?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s
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Articles Mentioned in this Show:
"2020 vs 2023: Are Economists Making The Same Mistake?"
https://realinvestmentadvice.com/2020-vs-2023-are-economists-making-the-same-mistake/
"Bond Bear Market. Is It Dead, Or Just Hibernating?"
https://realinvestmentadvice.com/bond-bear-market-is-it-dead-or-just-hibernating/
"Job And Retail Sales Data: Always Good Until They Aren’t"
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