Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
2024-12-10
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. This is particularly the case given the current high degree of speculation and leverage in the market.
12-9-24 Why Earnings Can’t Outgrow The Economy
2024-12-09
Lance’s Husbands’ Christmas shopping warning service; markets are now in second week of sloppy trading. Portfolios out-of-balance will trigger volatility as managers adjust weighting.
The Kalecki Profit Equation And The Coming Reversion
2024-12-06
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly earnings reports. At its core, the Kalecki Profit Equation provides a valuable framework, especially when exploring the reasons behind today’s elevated profit margins and what could disrupt them. James …
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How to Utilize Work Benefits for Financial Security and Growth
2024-10-04
Exploring the benefits at work – Roth vs. pre-tax for 401ks, disability insurance, and more! Building a secure future goes beyond expectations. 🌟 #FinancialTips #Insurance
Watch the entire show here: https://cstu.io/6c03ff
YouTube channel = @ TheRealInvestmentShow
Is Inflation Really High? The Role of Housing and Healthcare
2024-10-02
Did you know that inflation is only 1.2% without healthcare and housing costs factored in? 📉 Interesting insights on insurance and rent stability! #economy #inflation
Watch the entire show here: https://cstu.io/76c014
YouTube channel = @ TheRealInvestmentShow