Fundamentals vs Speculation in Stock Picking Success

2024-11-22

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years. However, growing evidence shows inflationary pressures continue to ease significantly, paving the way …

Continue reading »

2024-11-20

It’s Nvidia Day–markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking for lowered expectations in 2025, as President Trump faces a waning economy. Meanwhile, markets have had a good test of support at the 20-DMA. Volatility anticipated in a holiday-shortened trading week next week. Lance and Danny plead for planning ahead at the end of the year, so as not to pile EOY changes on at the last minute. Corporate profitability in 2025: Case studies with WalMart vs Target and the aftertaste of wokeism. Stock picking could be more profitable than ETF investing next year. What happens to retailers who cannot sell their stuff? Lance and Danny look at factors that play into corporate profitability as the rest of the world

2024-11-19

Many investors consider a decline of 20% or more to be a bear market. We can debate the merit of the random 20% figure, but according to that definition, gold miners, down 25% from its peak on October 22, are in a bear market. We have noted numerous times in the last month or so …

Continue reading »

2024-11-16

Inside This Week’s Bull Bear Report A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As a result, the market surged higher, hitting our year-end target of 6000 on Friday. Furthermore, since election day, the …

Continue reading »

2024-09-25

Tax cuts expiring soon can hit many individuals hard. Are fair shares paying most taxes? Stay informed! 💸💡 #taxes #government #finance

Watch the entire show here: https://cstu.io/77daa3

YouTube channel = @ TheRealInvestmentShow

2024-09-20

Was the Fed’s 50bps rate cut a just a "calibration?’ We are still not at the Fed’s target for unemployment; the Fed’s action was in response to conditions, not to help anyone politically. What will the Fed do next? The 50bps cut does nothing to help consumers. What is the neutral, real interest rate, now? Why a Fed rate cut is really bad news. How now to fund your goals: Time to trim exposure and move to cash, awaiting opportunities. Americans’ pay has not recovered from inflation, requiring a "recalibration" of financial plans to adjust for realities. Two worst areas of inflation: Groceries & Insurance; Rich & Danny discuss Blue Bell ice cream price inflation, and Rich delivers another life lesson from Grandma Rosso.

SEG-1: The Fed’s Latest Rate Cut is a "Recalibration"
SEG-2: Why a

2024-07-22

What does the market anticipate with a potential Kamala Harris presidency? 📈💼 #Election2024 #KamalaHarris #MarketTrends
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

2024-07-17

Ever wonder about hurdle rates in your financial plan? It’s the key return needed for success. Patience is key in investing. No shortcuts! 💰 #FinanceTips
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow