(2/6/23) The current market is not unlike that ill-fated Chinese balloon shot out of US skies over the weekend: Markets are over-inflated with insufficient technical "lift" (January Jobs report) to sustain current prices. The problem with last month's "promising" numbers is that they're subject to massive revisions. Low employment means the Fed is nowhere near a pause, much less a pivot, and markets are now predicting two additional Fed rate hikes this year. The Saga of The Roberts' Family Weekend Drama; why Jim Rickards' bearishness and worst-case scenario drama will never happen: Economics adjust and markets price-in the outcome. Biding in real estate: There is no housing crash coming; cash is cushioning end-of-the-world scenarios. Zero-DTE & Investors focusing on when the Fed may pause; fundamentals do not support current market optimism; Apple, Meta reports are of poor quality. Beyond Beyond Meat and YouGov poll on percentage of population who are vegan: Does not support business model. Valuations matter; it's easy to buy, but don't forget to sell. 3:09 - Is the Market Like a Chinese Balloon? 14:35 - The Roberts' Family Weekend Drama 18:11 - Jim Rickards' Gloom & Doom 30:26 - The Worst Possible Outcome? 44:30 - Beyond Beyond Meat & Valuations 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 | "Is the Market About to Be Shot-down?" is here: -sMw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=6s -------- Our previous show is here: "The Rothification of Retirement Savings" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- Articles mentioned in this podcast: "Turmoil Lurks Around The Corner" https://realinvestmentadvice.com/turmoil-lurks-around-the-corner -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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 #FederalReserve #JeromePowell #FedPause #InterestRates #ChineseBalloon #FOMO #Markets #Money #Investing |
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