Lance Roberts
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Possible economic risks ahead due to government policies like tariffs or deportations impacting economic growth and earnings. Stay informed! 📉💼 #Economy #PolicyChanges Watch the entire show here:https://cstu.io/6601c6 YouTube channel = @ TheRealInvestmentShow |
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2024-12-05
Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirrow such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19% above 2023 estimates for 2024. Bitcoin hits $100,000 thanks to President-elect Trump’s appointment of a crypto-friendly chief at the SEC. As for expectations for next year, what should investors be
2024-12-04
Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the economy, the U.S. dollar and oil prices are frequently well correlated with bond yields. Therefore, bond traders often take their cue from the dollar and oil markets. The dollar (blue), as graphed on the …
2024-12-02
Welcome back from Thanksgiving break: Is it time to initiate Christmas Bonds to help Retailers? While markts have performed well, expect some sloppiness heading into the end of the year. We’ll have Black Friday and Cyber Monday results later this week. Meanwhile, markets continue to grind higher. What will be the effects of Trump Administration picks and regulatory changes? High levels of market concentration will result in more volatility from regulatory disruptions. Market complacency in the past is a present risk; Lance looks at the impact of government spending, and a revealing chart of richest/poorest states…and the D.C. A sample of THC Pizza, the Thanksgiving Effect, and stupid housing solutions from Slate. Demographics are destiny: Is the US following Japan? Expect more market
2024-10-07
Investing in mortgage companies like Annaly could be a smart move as interest rates decrease. Get a 13% yield while waiting for potential growth! 📈 #FinanceTips #Investing #Annaly
Watch the entire show here: https://cstu.io/6704b3
YouTube channel = @ TheRealInvestmentShow
2024-10-03
Financial advisor insights on tough money conversations and budgeting for gifts. Life happens quick, but it’s important to stay on top of your finances! 💸💬 #moneytalks #budgetingtips
Watch the entire show here: https://cstu.io/5b9665
YouTube channel = @ TheRealInvestmentShow
2024-09-30
Governments should focus on reducing spending and controlling costs by investing in projects better suited for private funding. 📉 #FinanceTips #SmartInvesting
Watch the entire show here: https://cstu.io/755f0a
YouTube channel = @ TheRealInvestmentShow
2024-08-01
Inflation index drops to 1.5% below Fed’s target. Wage growth declining, no real pressure seen. Stay tuned for more insights in tomorrow’s article (8/2) on the SAHM rule.
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