Are The Magnificent Seven Stocks In A Bubble?

2024-02-20

There are "Dow Days" and "NSDQ Days;" CPI inflation is still transitory; emerging influence of presidential election on Congress’ ability to manage debt & spending, M-2 as % of GDP. There is little expectation for earnings growth this year. Markets remain in bullish trend, but a negative day today could trigger MCD Sell-signal. Time to reduce portfolio risk and wait until correction to put capital back to work. Instead of fearing market exuberance, understanding what drives it can provide you with insight and opportunity. look at Employment data and the frustration of college grads unable to find jobs. The Immigration connection to it all: Why we need (merit-based) immigration: Demography is destiny.

2:28 – Dow Days vs NSDQ Days: Correction Coming
13:43 – Understanding ll-time Highs

2024-02-15

The post-Valentine’s Day afterglow; Markets are not behaving like it’s February (typically a weaker month), so far. The NFIB Small Business Survey belies weaker conditions and negative sentiment; there is a correlation between the NFIB and Small Cap Index. Markets continue to do well, despite weaker economic activity; bonds showing promise; NVIDIA captures 3rd place in S&P 500, unseating Amazon & Google. Commentary on pending legislation to reclassify Homelessness as a Healthcare issue; economic data preview: Retail Sales could be weaker; PPI and weaker regional manufacturing reports; the impact of Government Debt is a drag on economic growth; the continuing effects of fiscal stimulus. The Components of CPI: Homeowners Equivalent Rent/Shelter vs PCU (what the Fed looks at); the flaws in

2024-02-14

(2/14/24) Financial advisors have significantly different perceptions of their clients’ retirement readiness than do the clients themselves, according to Allspring Global Investments’ annual retirement survey, released Tuesday.
While some two-thirds of retirees and near-retirees considered themselves ready for retirement, only 40% of advisors, who were included in the survey for the first time, said their clients were ready.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024:
https://streamyard.com/watch/xRDYWQQqdFaF
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Articles mentioned in this report:
"Divergences

2023-11-29

(11/29/23) Berkshire Hathaway #2 man, Charlie Munger, has passed at age 99. We explore memorable quips and quotes from this amazing investor.
Hosted by RIA’s Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Why the S&P is Up 17% and You’re Not"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s
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Articles Mentioned in this Show:
"S&P 500 Market Returns And Why Your Performance Is Worse"
https://realinvestmentadvice.com/sp-500-market-returns-and-why-your-performance-is-worse/
"Complacency Seems Overly Complacent"

2023-11-17

What does the Fed know that they’re not telling the rest of us? Comparing 2016-19 to now: The Fed managed rate changes and the lag effect, saving the hedge funds. What happens in an economy dependent upon credit? Higher rates creating stress in the system.

Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The Full show from which this segment is excerpted is here:
-AWA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s
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The latest installment of our new feature, Before the Bell, "When Not-so-Bad News is Good" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Fed IS Done Raising Rates"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=42s
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2023-11-10

(11/10/23) It’s the Financial Fitness Friday edition of The Real Investment Show w RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, and Senior Advisor Jonathan Penn, CFP.
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Testing 100-DMA" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
And here’s Wednesday’s "Before the Bell" edition, "Trapped," as referenced in this video:
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Our previous show is here: "Should You Borrow from Your 401k Plan?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s
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Articles Mentioned in this Show:
"2020 vs 2023: Are Economists Making The Same Mistake?"