Previous post Next post

Investing Around Political Landmines

(7/18/23) Bank earnings reports continue to bolster optimism: Will bailout facilities be enough? Manufacturing Indexes turn positive after too long in negative mode; looking for an upturn in the business cycle. Higher retail sales are expected; what will be the reality? Watch for signs of pullback in discretionary spending; Market rally and rising trendlines confirm bullish bias. The Baltimore Build: Productive vs Non-productive debt; choices and consequences of public policy. The crumble of the ESG facade: ESG goals were un-measurable; pressure by Blackstone for companies to be "ESG Compliant" proven hypocritical w appointment of Saudi Aramco CEO to Blackrock board. Larry Fink admits EGS is a "political landmine." How will the expiration of the Student Loan Debt repayment moratorium affect retail sales this Christmas? We do the math. Divorce and societal choices affect population/GDP growth.

2:33 - Bank Earnings & Optimism
14:00 - The Baltimore "Build:" Productive vs Non-productive Debt
29:49 - The Crumble of the ESG Facade
43:54 - How Will Student Loan Debt Repayment Impact Christmas Retail Sales?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
--------
The latest installment of our new feature, Before the Bell, "Time to Look at Rebalancing Risk," is here:
-ypOQKVs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
--------
Our previous show is here: "Why Should the Fed Lower Rates Now?"
-7cIrc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
--------
Register for our next web event:
https://us06web.zoom.us/webinar/register/6816835709464/WN_ItmsNXpsRs2uKE6xOrJtdg
-------
Articles mentioned in today's show:
The End of an Era for Stocks, Warns the Fed
https://realinvestmentadvice.com/the-end-of-an-era-for-stocks-warns-the-fed
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#InvestingAdvice #ESGInvesting #Blackrock #LarryFink #SaudiAramco #CorporateEarnings #Expectations #RetailSales #EconomicIndicators #FiscalPolicy #ProductiveDebt #DivorceParty #Markets #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article: https://snbchf.com/video/roberts-investing-political-landmines/

8 pings

Skip to comment form

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.