How Hawkish Will Jerome Powell Be?

2023-01-17

(1/17/23) Markets continue to rally despite the Fed’s intentions; will the next FOMC Meeting spell the last of the Fed’s rate hikes? Raising the Debt Ceiling (hey, why even have one??) vs government shutdown, and why that wouldn’t be such a bad thing, really; the pain trade and statistical precedent; the truth behind government debt and the political kabuki theatre that is the Debt Ceiling argument. Again. Watch for accounting tricks as Big Banks report quarter to quarter: What happens to loan loss reserves when they’re not as bad as predicted? Why we call it "millennial" earnings season: Lowering the bar to beat, and participation trophies all around.
3:15 – Will the Next FOMC Meeting Set the Last Rate Hike?
14:44 – The Pain Trade
30:27 – Debt Ceiling & Political Kabuki Theatre
44:32 –

2022-11-09

(11/11/22) It’s Veterans Day, and we’re on a brief hiatus. Here’s a segment from a recent Financial Fitness Friday Episode as Rich & Danny ponder the question of life, and what’s likely in the post-midterm season.

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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2022-11-08

(11/8/22) It’s Mid-term Election Day, and all working American’s must return to their jobs, as no one has won the Powerball Lottery. Yet. An overnight delay of the results has further stalled the outcome. Midterm election outcomes will determine the direction markets make into the end of the year. Mattress Mac MacInvale’s Big Bet and Caesar’s takes a hit; figuring the odds. Why "investing" in the market really is a gamble; betting on Brent vs Usain Bolt. NFIB Confidence Survey & looking at the economy through the lense of small businesses; why organic inflation is healthy; what happened in economy August-September 2022? Impact of Fed rate hikes this year are still to come in 2023. What are we voting for? Sending representatives without any real direction; economics are detached from

2022-11-03

(11/3/22) After an initial surge following Wednesday’s Fed Meeting, markets took a dive with Fed Chairman Powell’s hawkish remarks that inflation has not yet abated, and more rate hikes are to come. The result was The Most Volatile 90-Minutes in Market History; there was nothing good in Powell’s comments, and with lots of cash held by managers that needs to be put to work before year’s end, tumultuous times are to come. Twitter is set to fire half of its employees on Friday, a consequence of going private and needing to become profitable quickly. Mattress Mack places another bet ($10-million) on the Houston Astros winning the World Series. Jerome Powell holds the line until something breaks, and then he’ll "fix" it with the same tools as last time. Looking for new Godzilla movie; Rents

2022-11-02

(11/2/22) Understanding Gold: Worst performance since 1869; what drives gold? Real Interest Rates. it’s the Day of the Fed: What will be said matters more than today’s rate decision; how will markets and yield curves respond? Why FAANG Stocks aren’t dead. Pro’s and Con’s of taxing the rich: Why we have stock buybacks, and why they really don’t benefit investors. Why gasoline prices are high: Lack of refining capacity, reluctance to invest in new refineries. Why companies cut dividends: Response to tough economic times; why companies with the highest dividend yield = greatest risk.

3:12 – Understanding Gold & Markets
14:31 – The Day of the Fed: What Will Be Said?
30:30 – Who Do Stock Buybacks Really Benefit?
44:27 – Dividends: The Devil’s in the Details

Hosted by RIA Advisors Chief