Fed’s Restrictive Policy: Perception vs. Economic Reality

2024-11-21

AI advancements are changing the job market. Demographics show a decline in birth rates. What will the future workforce look like? 🤖 #AI #FutureOfWork

Watch the entire show here: https://cstu.io/9f7cb1

YouTube channel = @ TheRealInvestmentShow

2024-11-08

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets. While the market surged immediately following the election, many potential future headwinds may impact returns from economic …

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2024-11-02

Inside This Week’s Bull Bear Report One The Greatest Risk-Adjusted Returns…Ever Last week, we discussed the break of the rising wedge pattern. “Unsurprisingly, the market stumbled a bit this past week, breaking the “rising wedge” pattern to the downside. However, the market continues to find buyers at the 20-DMA as portfolio managers are unwilling to …

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2024-09-23

Fair share of taxes spurs debate on where it goes. Investing in infrastructure or supporting veterans? What’s your take? #Taxation #Debate

Watch the entire show here: https://cstu.io/4aa4be

YouTube channel = @ TheRealInvestmentShow

2024-09-22

Economic update: Yield curves are normalizing, with only one curve still inverted. Stay informed with our upcoming newsletter! 📈 #EconomicUpdate

Watch the entire show here: https://cstu.io/aff84f

YouTube channel = @ TheRealInvestmentShow

2024-09-20

When stock markets rise, the bullish narrative tends to dominate, overlooking the potential impact of market declines. This oversight stems from two main problems: a basic misunderstanding of math and time’s critical role in investing. Every year, I receive the following chart as a counterargument when discussing the importance of managing risk during a portfolio’s life cycle. The chart shows that while the average bull market advance is 149%, the average bear market decline is just -32%.

So, why bother managing risk when markets rise 4.7x more over the long term than they fall?

As with any long-term analysis, one should quickly realize the most critical issue for every investor—time.

The Reality of Long-Term Stock Market Returns

Yes, since 1900, the stock market has

2024-09-19

The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday’s trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good

2024-07-17

With a slowing economy, what’s the best play for investors? The market has been sustained essentially by seven large-cap stocks, but that dynamic appears to be shifting, and the appeal of making big money quickly may blind you to the realities in the market.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?"
https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/
"The “Broken Clock” Fallacy & The Art Of Contrarianism"
https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/
"Put Options – Nobody Wants Them"