Interest Rates: Is a Multi-Decade Increase on the Horizon?

2024-06-11

Timing is key in investing! When people doubt a 60/40 allocation, it’s the perfect time to buy. Economic slowdown = lower rates = higher bond prices! 📈💰 #InvestingTips #EconomicStrategy

Is the classic 60/40 asset allocation strategy dead? Lance Roberts breaks down why now might be the perfect time to consider this investment mix.
– Debunking the myth about the death of 60/40 allocation
– Key economic factors influencing interest rates
– How a slowing economy impacts your investments
– The relationship between bond prices and interest rates
– When to take advantage of falling interest rates for portfolio gains

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2024-06-10

Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been quiet; complacency can lead to unexpected things. Markets tested 20-DMA and rallied; will re-test that level today…again. FOMC Meeting this week + CPI Inflation data could trigger a change: Markets’ performance has been predicated on Fed rate cuts. How we get the employment numbers: Data vs surveys. The gap between households and BLS is growing; something is wrong with the adjustments. Why $20/hr minimum wage isn’t working. Look at wages vs total compensation. Employment numbers are likely to be revised downward. Analysts’ estimates are unrealistic in the face of economic data. Commodities in Boom-Bust cycles; supply/demand imbalances.

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.

2024-03-22

What do the Three Stooges and the Fed’s rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We’re living in a government-driven economy. The challenges to withdrawal rates: Goal-harvesting. Goal shifting when retirement guardrails change. The Reddit IPO: Let the euphoria burn away. Risks to Medicare Advantage plans in 2024: Pre-existing clauses. We now have to deal with reinvestment risks as rates begin to fall; alternatives to getting away from high fixed-income earnings.

3:12 – The Three Rate Cut Stooges
14:23 – Retirement Goal-harvesting
30:16 – Risks in Medicare Advantage 2024
44:33 – Medicare Advantage Risks & Reinvestment Risks as Rates Begin to Drop

Hosted by RIA Advisors Director of

2024-01-18

(1/18/24) Texas Weather’s extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it about to un-invert? The Fed has a liquidity problem that is rising to the top: There’s not enough collateral in the market, and the Fed’s is about to take away liquidity: What do they see that we do not? How much leverage is still in the system? Michael’s FNMA story; Banks are leveraged 10:1 today, underscoring the importance of overnight markets for survival. The potential of stopping QT to provide needed liquidity. Why interest rates cannot go higher: Too much leverage all the way around. Will the Magnificent-7

2024-01-12

(1/12/24) Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
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The latest installment of our new feature, Before the Bell, "Markets Prepare for the Q4 Earnings Parade,"is here:
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Our previous show is here: "Could You Live Solely on Social Security?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles Mentioned in this Show:
"The Goldilocks Narrative Reigns For Now"

2024-01-04

(1/4/24) Santa fails to deliver at Broad & Wall Street; Economic data is coming: Is employment softening? January declines decimate December’s gains: This is the correction we needed, but stocks are still trading above their 50-DMA. Fed Meeting minutes: What about QT or a taper? The Fed seems to be looking for moderation to keep things from getting out of control. The Fed is alluding to seeing something no one else does, but not saying what. Hunting on the border with StarLink ; pressure for market sell-off on large stocks; what about the other 493 stocks in the S&P? Is the shift temporary? Market Champions & Super Bowl Teams: Rarely repeat back-to-back wins. Customer defections from streaming services: Could this be the next leading economic indicator? The flaws in "the data:" looking