Lance Roberts
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Becoming a parent shifts your perspective completely. The responsibility of protecting that little person transforms your entire mindset. #Parenthood #PerspectiveShift Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow |
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2024-07-18
During a rate cutting environment, treasury bonds tend to do well. Fed funds cuts lead to falling ten year treasury yields due to Fed control over the short end of the curve. #investing #economy
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2024-07-11
Are you part of the third of households struggling to pay expenses? Many Americans find themselves behind on credit card payments. #financialstruggle #householdexpenses
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https://cstu.io/006abe
2024-07-04
Maximizing Social Security benefits for high-earning couples. Consider waiting until 70 for maximum benefits based on lifestyle and health. #SocialSecurity #RetirementPlanning
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https://cstu.io/732116
2024-06-26
Households fully invested in the market despite negative economic views. Who’s left to buy? 🤔💸 #InvestingInsights #MarketTrends
Join Lance Roberts as he jumps into market dynamics, examining the crucial factors driving investments. This video taps into key investment behaviors and strategies.
– Insights from Sam Stovall at S&P
– The current state of household investments
– The role of corporations in the market
– Analysis of who’s left to buy
– Investment trends and their implications
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2024-06-24
Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain extremely over bought. The Conference Board’s Leading Indicator Index has been negatice for 27-mos in a row; always a precessor of Recession. Lance discusses investors’ two common mistakes when markets negatively diverge (w charts). A look at Market Cap Weighting vs Equal Weighting in porfolios; is it time for a clean-up? The problem with Economic Data and how it’s derived: Sentiment surveys are not hard data points. Separate emotion from investing; measuring and managing risk. Lance’s commentary on the week ahead.
3:14 – Economic Data Does Not Agree w "Strong Economy"
14:45 – Investors’ Common Mistakes when Markets Diverge
30:20 –
2024-04-30
Market update: Corporations are returning to buy equities after a $367 billion drop in share buybacks led to a 5.5% market correction. CEO confidence is improving, leading to increased buybacks. Google recently announced a $70 billion buyback. #investing #marketupdate
In this insightful piece, host Lance Roberts discusses the recent trends in the equity markets and the expected rebound. Dive into the dynamics of corporate buybacks and CEO confidence influencing market movements.
– Explanation of the recent 5.5% market correction
– Discussion on the role of corporations returning to the equity market
– Analysis of the impact of improving earnings on equity buying
– Insight into how CEO confidence correlates with financial strategies
– Exploration of trends in net buybacks based on
2024-04-22
After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened to all the Ukraine aid US taxpayers propvided? Inflation is a function of supply & demand; where is the higher demand going to come from? Looking ahead to this week’s PCE number, expecting the markets to bounce: Sell into the rally.
3:14 – Is the Correction Done?
14:35 – The Unsurprising Uptick in Inflation
30:18 – Higher for Longer, not much
2024-04-11
Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. So what is and isn’t driving the price of gold higher?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
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Articles mentioned in this report:
"Is Gold Warning Us Or Running With The Markets?"
https://realinvestmentadvice.com/is-gold-warning-us-or-running-with-the-markets/
"Margin Debt Surges As Bulls Leverage Bets"
https://realinvestmentadvice.com/margin-debt-surges-as-bulls-leverage-bets/
"Inflation Scare Or Much Ado About Nothing?"
https://realinvestmentadvice.com/newsletter/
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The
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