The Impact of Regulation and Taxes on Consumer Prices and Economic Growth

2024-12-19

Heads-up: We’re on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. The House’s Continuing Resolution fails to pass muster, thanks to pressure from president-elect Donald Trump and the emerging D.O.G.E. team. Meanwhile, the Fed cuts rates, as expected, but adds a hawkish slant to their language, and markets shed 3% on Wednesday. Lance & Michael discuss whether the Fed has stolen Christmas in this fashion, dealing with the lag effect, and whether the Fed has inflation under control. Is the Fed going to suddenly pivot to a dovish stance in the first half of 2025? The restrictive policuy of the Fed, and short-term investing in

2024-10-22

The era of double-digit growth in the stock market may be coming to an end…or is it?
Goldman Sachs strategist David Kostin estimates that the S&P 500 index will deliver an annualized return of 3% over the next decade — well below the 13% returns in the last 10 years, and the long-term average of 11%. Lance Roberts & Jonathan Penn discuss the potential for a market correction in 2024. Would a stock market downturn result from the end of stock market rally brought on by an Investor sentiment shift? We’ll share our market volatility outlook, plus answers to emails on today’s show!

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
——-
Articles mentioned in this report:
"Q3

2024-10-18

Don’t ignore changes in your Medigap plan! We’re here to help you navigate through them. Your health and savings matter! #Medicare #Healthcare

Watch the entire show here: https://cstu.io/32da19

YouTube channel = @ TheRealInvestmentShow

2024-10-15

In the movies, greed is a trait often exhibited by the rich and powerful as a means to an end. Of particular note is the famous quote from Michael Douglas in the 1987 movie classic “Wall Street:”
“The point is, ladies and gentlemen, that greed, for lack of a better word, is good.

2024-10-14

Economy is cooking at 3%! Unemployment slightly up but historically low. Inflation down. Recent data not recessionary. Keep creating jobs! 💼📈 #EconomicUpdate

Watch the entire show here: https://cstu.io/c219a4

YouTube channel = @ TheRealInvestmentShow

2024-08-13

It’s economic report week, with previews of today’s PPI, tomorrow’s CPI, and Thursday’s Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. Lance & Jonathan discuss portfolio turnover and tax implications: If you’re paying taxes, you made money! Never buy a stock for its dividend. Lance corrects the YouTube chatroom on companies; longevity; Lance & Jonathan discuss bonds, coupons, discounts, and total costs. Coupons vs Yield: The only aspect of a

2024-08-13

Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. As we noted previously:

“While there have certainly been more extended periods in the market without a 2% decline, it is essential to remember that low volatility represents a high “complacency” with investors. In other words, the longer the market moves higher without a significant correction, the more confident investors become. They respond by raising their allocations to equities (risk) and reducing their allocations to cash (safety).”

As repeatedly discussed in June and July, a 5-10% correction is normal and occurs almost