by Lance Roberts
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| (8/1/23) Summer is in full-swing, and markets are matching the heat with extreme bullish sentiment. What is the cost of hedging your portfolio over time? No one believes a correction is coming (so it probably will). Companies are receiving no reward for beating (lowered) estimates; the number of companies achieving beats is declining. 3% - 5% correction in August should come as no surprise. Bullishness in S&P 500: Everyone can't wait to get in; wait for most-favorable risk/reward dynamic when market corrects. How to increase economic prosperity? Growing the economy, reducing debt. The current US Debt to GDP ratio is 180%! There is no easy fix for our debt problem. Pre-market commentary: Employment numbers and the 2023 Jackson Hole Central Bankers' confab is coming; why wouldn't the Fed hold firm at 5% rates when markets/economy seem to be doing fine? Pricing-in any rate cut could be premature. The dynamics of inflation, year-over-year measurement, and dis-inflation. Monetary normalization is far from complete: The risk still exists that the Fed will not pivot anytime soon. 3:08 - Markets Match Summer Heat 14:30 - No Reward for Earnings Estimates 30:26 - How to Increase Economic Prosperity 44:31 - Why Pricing-in a Rate Drop May Be Premature 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, "Correction in August?" is here: _5OM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is the Bull Market Unstoppable?" _0JPku5c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2100s -------- Articles mentioned in this report: "Bullish Measures Are Getting Really Bullish" https://realinvestmentadvice.com/bullish-measures-are-getting-really-bullish ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #InvestingAdvice #EarningsSeason #EarningsEstimates #LagEffect #Recession #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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