by Lance Roberts
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| Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed's next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why the Fed won't act now; the Banks own the Fed, and Jerome Powell's boss is really Jamie Dimon. If the Fed sees liquidity shrinking, does the market know? Employment & Quit Rate/hiring Rate dichotomies; ADP vs BLS: Data skews make it difficult to tell, but there's no real growth. Being "Bougie Broke:" continuing to buy using buy now/pay later programs: How long can that last? 3:14 - Earnings Are a Function of Economic Growth 14:40 - Market Bubble or Market Top? 30:23 - Who Really Owns the Fed (and who's Jerome Powell's real boss)? 44:30 - Being Bougie Broke: How long can Buy-now, Pay-later last? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Liquidity Problems Are Closer Than You Think" https://realinvestmentadvice.com/liquidity-problems-are-closer-than-you-think/ "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Why Being Complacent About the Market is Dangerous," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Inflation is Affecting the Economy" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #LiquidityProblems #MarketLiquidity #HowInflationAffectsEconomy #SuperTuesday #PresidentialElection #GovernmentMatchTo401ks #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #JeffBezos #Markets #Money #Investing |
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.
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