6-4-24 Dangers of Market Timing: Why You Might Lose Out
2024-06-04
Should you wait until after the Presidential Election to invest? Are you considering market timing as a strategy? Lance Roberts breaks down the pitfalls and risks of trying to predict the market: Challenges of predicting market trends months in advance; Consequences of sitting out of the market until a specific event; the trap of waiting for the perfect moment to invest; How market run-ups can leave you behind; The psychological cycle that keeps investors indecisive. Launching June market trading and looking ahead; the continuing saga of E*Trade, Roaring Kitty, and GameStop. Economic data continues to weaken; expectations for Fed rate cuts this year are now back up to two. Markets’ morning selloff, afternoon rally back into the green pattern continues, thanks to EOD institutional buying;
4-18-24 Are We On Japan’s Path to Stagnation?
2024-04-18
Husband Appreciation Day, Mother’s Day, cooling Middle East tensions; the is the Fed allowing the system to percolate? Inflation remains sticky. Markets in correction mode; what happens when the 50-DMA breaks? What to do when the market bounces. Is Fd policy tight enough? The market and the Fed are, for once, on the same page. Foreign buyers’ participation in auctions is good; markets are too driven by headlines and algorithms. Gen-Z "discoveries" and remakes of ’80’s movies; commentary on the good music of the late 1900’s. Is higher inflation sustainable? The give and take in inflation metrics; CPI is mostly about shelter prices; the problem with CPI data. Caitlin Clark/WNBA pay vs NBA pay: The economics of sports. Where salaries come from, and understanding what’s behind the headlines.
How Tax Season Influences the Stock Market Annually – The Real Investment Show
2024-04-15
Discover how tax season influences the stock market in our latest deep dive on the Real Investment Show with Lance Roberts. Unpack financial trends with us as we explore the April market bump phenomenon.
– Exploring the annual impact of tax season on the stock market
– Historical analysis of stock market trends during tax season
– Understanding the typical rise in the market towards the latter half of April
– Key factors that support the market during tax season
– The significance of average rates of return in April for investors
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➢ Upcoming personal finance
Could Powell Eclipse Market Expectations?
2024-04-03
The JOLTS survey rate continues to slow, coincident with a slowing economy; interestingly, retail hiring has dropped sharply, despite increased retail demand (another example of divergent indicators). The data might not be as strong as we think. The difference between Fed promises and predictions can be vast. Markets remain in a "perfect" trend channel; what happens when the 20-DMA is broken? Commentary on the coming solar eclipse, and markets’ historic behavior following. What matters is what happens in the 12-months after such an event. Correction is coming. Answering emails: Stocks vs Bonds in current environment; managing risk is key. What happens to those in all-cash positions when rates fall? Gold & Silver may be doing very well, but are detached from current market reality; they
When Financial Conditions Butt Heads With Borrowing Conditions
2024-03-28
If Fed Chairman Jerome Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. The current combination of easy financial conditions and tight borrowing conditions makes monetary policy difficult for the Fed to balance. At times, like today, financial and borrowing conditions can be at odds with each other, which makes the Fed’s job of managing monetary policy more difficult. Threading the eye of this needle may prove problematic given that inflation remains too high and, more recently, is showing some signs of being sticky.
Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer