HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (2/28/23) Monday's markets closed positive, but barely; consumer confidence is low but improving. The difference between stocks & bonds and yields: Stocks do not pay yields. Analysts still expect current markets to be in a trough, but the Fed is still hiking rates, and previous 4.75bp have yet to hit markets or earnings. Making the case for an earnings trough: Profit margins are still relatively high, but they don't exist in Fairyland: the basics of costs vs sales, supply vs demand dynamics: Is Capitalism broken? 32% drop in 401k-Millionairs from 2021 to 2022; only 1% of population has $1-mil+ in a 401k. Why "fixing" Social Security is political suicide; destroying 401k value in a bear market. The invasion of the feral "Super-pigs" from Canada; Vanguard shuns ESG investing; don't let politics influence investing strategy. 3:02 - How Much Risk is in the Markets? 14:25 - Supply vs Demand: Is Capitalism Broken? 30:25 - The Incredibly Shrinking 401k Millionaires 44:18 - Canadian Bacon Invasion 49:57 - Don't Allow Politics to Influence Investing Decisions 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 | "Bull Market or Bull Trap?" is here: _Cw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Messages From the Yield Curve" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s -------- Articles mentioned in this podcast: "Capitalism Is Broken If Record Profit Margins Don’t Revert" https://realinvestmentadvice.com/capitalism-is-broken-if-record-profit-margins-dont-revert/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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 #BullMarket #BullTrap #Capitalism #SupplyAndDemand #401kMillionaire #FederalReserve #Inflation #Markets #Money #Investing |
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