Investor Resolutions for 2024

2024-03-10

Presidential elections and market corrections have a long history of companionship. Given the rampant rhetoric between the right and left, such is not surprising. Such is particularly the case over the last two Presidential elections, where polarizing candidates trumped policies.

2024-02-29

Stock buyback activity is on pace to reach new, all-time highs (and it’s only the end of February!) One reason for the gap between large-cap companies and small- and mid-caps is bigger companies’ ability to pour cash into buybacks. Will election season cause Wall St. to reduce risk? GDP and Consumer Sentiment numbers all revised downward, but confidence remains high in markets’ ability to perform. Lance & Michael discuss volatility in portfolio performance within complacent markets (volatility is negatively correlated with markets.) Indicators are never perfect; avoid basing portfolio on just indicators. Examining the pace of stock buybacks: Are they really of value? Why pay a premium? Buybacks increase share price, not value. Apple vs Tesla: There has been no real innovation from Apple

2024-01-08

(1/8/24) What is up with airplane parts falling off in flight? Meanwhile, the first private sector lunar lander is launched in decades: The beauty behind "Hidden Figures" movie; looks like the January Trifecta could be short-lived; working off December’s excesses. How deep will the pullback be? Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now. The conundrum of capital allocations in 2024: Wall St. doubles-down on bonds; will the Magnificent-7 lead again, or will last year’s underperformers? What if interest rates come down but inflation stabilizes at 3%? no push for the Fed to act (not what’s expected). What about the "in-between outcome?" Audacy bankruptcy and how best to spend ad dollars; broadcast vs

2024-01-03

(1/3/24) Millennials’ Bare Minimum Monday’s could produce some unexpected results; setting up for January market performance in a Presidential cycle; will the Magnificent 7 produce a repeat performance in 2024? Markets on Tuesday corrected to bounce off the 20-DMA, with high tech names under pressure. Buy-signals triggered for Bonds. Rich Dad/Poor Dad Czar Kiyosaki’s debt philosophies and how to properly leverage debt. Home Sales & inventory: Are we seeing the start of trouble in the sector? Wall Street axioms & The January Trifecta; take them with a grain of salt. Mistakes in portfolio & market perspectives, year to year. Social Security COLA for 2024; making choices to fix SS are vote killers for politicians. Retirement planning & Monte Carlo simulations; the future is not going to be

2023-12-21

(12/21/23) It’s the final live-show of 2023: We look at New Year’s market indicators, the Super Bowl & the Bandwagon Effect; someone will be wrong next year. Economic data is starting to improve, which will be problematic for the Fed. The "worst market sell-off since September(!)" Simmer down; this has been expected. Market gains were "Gone in 120-minutes," less time than the movie. The dash for trash: FOMO & the Bandwagon Effect. What does the Fed know that they’re not telling? Some turbulence ahead: Expect a soft landing to be "bumpy." Headwinds will come from the lag effect of the Fed’s liquidity injections. Watch for volatility, epecially if the Fed has to raise rates to combat rising inflation; what happened to home sales? From Enron to the SPAC’s: Where were the auditors? How the

2023-12-18

(12/18/23) It’s the week before Christmas and on Broad & Wall, though Lance’s shopping list is empty, he’s not hitting the mall! Did markets mistake what Jerome Powell really said last week? The current market rally is long in the tooth: 7-weeks running a buying stampede; correction is inevitable. 46% of S&P is at all-time highs. Will markets drift higher through the end of the year? Santa Claus Rally defined (it extends into January). Has market exuberance gotten out of hand? How much more salary would make you happy? What Dave Ramsey IS right about: Getting out of debt. Stock ownership is on the rise: Almost back to where it was pre-1999.
Hosted by RIA Advisors’ Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer

2:57 – Correction is Coming

2023-12-07

(12/28/23) Newly proposed rules for raising major banks’ reserve requirements are raising the ire of Bank CEO’s like JPMorgan/Chase’s Jamie Dimon. Boo-hoo. either get completely under government control, or exist as independent private business, and be allowed to fail without bailouts. Why the government wants to force banks to hold more reserves: Buy more bonds. Bitcoin: Why is Dimon so opposed? The alternative to banking. The difference between Bitcoin vs Blockchain; Crypto is the ultimate fiat currency, backed by nothing. Why Dimon should fear blockchain.

Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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2023-11-21

Seasons Greetings are upon us, and we’re going to take a few days to enjoy family and friends for the Thanksgiving Holiday. We’ve created a suite of memorable segments from past shows to provide your Lance-fix for the next few days, so be sure you’re subscribed to this channel; our Best-of Lance segments will premier here each morning at 6am CST. We’ll reconvene with live shows starting Monday, November 27.
Happy Thanksgiving from all of us at The Real Investment Show!
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