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Can Mega-caps Continue to Lead? (9/5/23): Technical Market Analysis & Commentary from RIA Advisor…

(9/5/23) Markets are entering the "weak" month of September, the home of when things fall apart; barring any catastrophe, the month should prove to be flat. August Jobs Report shows higher unemployment = slower spending = lower inflation, the Fed's goal. Popcorn shrinkflation at Costco. Why Mega-cap stocks continue to lead the market: Growth of ETF's, and money must be invested for safety & liquidity. Why the Deficit declined: reduced spending; deficit now doubling due to more spending, which has again deferred Recession. The widening gap between spending and revenues; inflation is always a monetary phenomenon (fiscal policy). Government money now being spent on non-productive debt. The Fed's role in Government debt; circular logic in government math & accounting. The downside of Diversity: What is the benefit of DE&I (Diversity, Equity, and Inclusion): When diversity is higher, charitable donations and cooperation decline; why are companies pushing DE&I? Employees are less-inclined to unionize. The Value of Social Capital.

2:53 - Market Rally Continues
14:24 - Will Mega-caps Continue to Lead?
30:12 - Government Math & Circular Accounting Logic
44:07 - The Downside of DE&I

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, "Where Money is Hiding" is here:
Our previous show is here: "How We're Fighting Inflation Now"
Articles mentioned in this report:
"The Downside of Diversity" (WSJ)
"Mega-Cap Stocks Continue To Dominate. But Why?"
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Lance Roberts
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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