Putting Cash to Work in a 5% World (12/8/23)

2024-04-01

PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? The Relative Strength Index is stuck at 70. Markets continue a low-volatility advance, seemingly floating higher. The current environment typically leads to market correction. The next round of earnings commences next week; it will be unsurprising that to see a high percentage of companies “beat” Wall Street estimates. (The high beat rate is always the case due to the sharp downward revisions in analysts’ estimates as the reporting period begins.) Are investors paying more for less? California’s new $20.hr minimum wage goes into effect today; cast study to come. The realities of the cost of labor; at what point do consumers say, "enough."

2024-03-07

Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why

2024-01-11

(1/16/24) [NOTE: If you’re watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day…when ever things thaw.]
Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now.
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Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the full show from which this excerpt was taken:
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
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The latest installment of our

2024-01-05

(1/5/24) Richard and Danny are reunited for the new year: Lessons from last year: You cannot get enough out of stocks; if "Goldilocks" is already baked-in (with 6-rate cuts), what happens when cocaine bear appears? Greg Valliere background; Resolving to Be Resolute in 2024: Marking realistic milestones; why you don’t have to save everything for retirement later. Classic Cars & phone chargers; improving your human capital; why stocks are not the be-all, end-all solutions for retirement income; the proper place for stocks, bonds, and other types of investments; stocks vs ETF’s. Stop the competition.

Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

2:52 – Lessons from

2023-10-31

(10/30/23)

Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Over-sold Markets are Under Pressure" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Reaching Your Hurdle Rate"
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