How Inflation Impacts Demand for Loans and Interest Rates

2024-06-25

Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia’s bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We address the common investor’s desire for a perfect low-risk, high-reward investment. Lance & Jon discuss the unrealistic expectations and the growing demand for such ideal investments in today’s market and economy: The search for a magic pill investment; expectations versus reality in market investments; economic uncertainty driving demand for

2024-06-19

Investors aren’t buying Nvidia because they want to, but because they have to. Positioning is key for indexed portfolio managers benchmarked to the S&P 500. #Nvidia #investing

Lance Roberts discusses why investors are buying Nvidia out of necessity. This isn’t just a choice—it’s a strategic requirement.
– Explanation of Nvidia’s indispensable role for index portfolio managers.
– Discussion on the obligation faced by those running S&P index funds.
– The impact of benchmarking portfolios to the S&P 500.
– Insight into investor behavior and market dynamics.
– The underlying forces driving current investment trends in Nvidia.

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on

2024-06-14

When it comes to investing, you can’t control the markets, but you can control how much you spend, how much you save, and the amount of risk you take with your portfolio. Parsing the economic data; Bonds vs ETF’s; how bond pries and interest rates move; couting on the income. Danny & Jonathan address YouTube chatroom questions on Bond Yields and Buy/Sell dynamics; Dialing for Petro Dollars: A discussion of the US Dollar’s strength, and whether it will still be the world’s reserve currency in the future. Four good reasons to keep the Dollar. Transitioning into retirement, from accumulator to distributor, and dealing with the "squishy" side of retirement; finding purpose; activities together vs alone; planning spending allocations. The Dead Air nightmares; why Chick-Fil-A is closed on

2024-06-05

Ore weak economic data from the Atlanta Fed; semiconductors are outperforming software stocks, 3:1; look for consolidation in that sector. Domestic stocks are outperforming all other markets. A fairly big correction in Oil Prices over the past few days is now setting up an opportunity for investors to take profits and rebalance energy portfolios, which are by necessity tied to the price of their underlying commodity. Curious about Roaring Kitty’s extraordinary journey in the stock market? Discover how his wealth skyrocketed from $53,000 to nearly $300 million; Roaring Kitty’s rise to fame in the financial world; the ups and downs of his public visibility; the SEC’s perspective on Roaring Kitty’s actions; Key financial milestones and achievements; the potential for his wealth to reach $1

2024-06-04

In 2022, we discussed the market’s deviations from long-term growth trends. That discussion centered on Jeremy Grantham’s commentary about market bubbles.

2024-05-20

Focus on being in the top 20% who invest in their wealth, not the bottom 80% just making ends meet. 💰 #wealthbuilding #financialfreedom

In this video, Lance Roberts discusses the importance of striving to be in the top 20% of financial success. Tune in to understand the mindset and habits that set the top achievers apart.

– Why being in the top 20% matters.
– The mindset difference between the top 20% and the bottom 80%.
– The importance of listening to financial talk shows.
– How to recognize and address the struggle to make ends meet.
– Steps to avoid being part of the bottom 80%.

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:

2024-04-05

It’s the Financial Fitness Friday episode of The Real Investment Show, hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, and Jonathan McCarty, CFA, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Japans Lost Decades: Are We On The Same Path"
https://realinvestmentadvice.com/japans-lost-decades-are-we-on-the-same-path/
"Market Corrections Matter More Than You Think"
https://realinvestmentadvice.com/market-corrections-matter-more-than-you-think/
"Q1 Earnings Season Approaches"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "The Bernie Madoff Trendline Remains in Effect" is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is

2024-04-01

PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? The Relative Strength Index is stuck at 70. Markets continue a low-volatility advance, seemingly floating higher. The current environment typically leads to market correction. The next round of earnings commences next week; it will be unsurprising that to see a high percentage of companies “beat” Wall Street estimates. (The high beat rate is always the case due to the sharp downward revisions in analysts’ estimates as the reporting period begins.) Are investors paying more for less? California’s new $20.hr minimum wage goes into effect today; cast study to come. The realities of the cost of labor; at what point do consumers say, "enough."