by Lance Roberts
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| Political promises vs. reality! Campaign talk vs. getting things done in the White House. 🏛️🤔 #Politics #CampaignTrail #RealityCheck Watch the entire show here: https://cstu.io/e50a20 YouTube channel = @ TheRealInvestmentShow |
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10-2-24 Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now
2024-10-02
A brief recap of the VP-debate; market futures are lower in search of a catalyst, and dislike the uncertainty preceeding an election. Markets have pulled backk thanks to investor exhaustion; Oil prices are on the rise amid escalation of hostilities in the Middle East, creating short-term risks until resolved. The Port Strike isn’t ‘the thing’ that will trigger markets. Look for alternative shipping as opportunities to invest (Daggett makes Jimmy Hoffa look good). The Status of Social Security: What happens if SS benefits are cut? Financial planning should not include/depend upon SS. Another Roberts’ Saga: Lance forgets to take out the trash. The inability of the government to pass a budget (not since Obama in office). Who really pays the most in taxes? (Article link below) Why the tax
9-27-24 Is Micro-Retirement Right for You?
2024-09-27
Jonthan & Jonathan stand in for Danny & Rich with a preview of today’s PCE report, and inklings of dissent within the Fed on the latest rate cut. The handwriting is on the wall for Savers; time to reassess strategies as interest rates fall. Ho will the election outcomes affect your financial planning? Worst-case scenario: a contested election (the markets hate uncertainty). With the ebb and flow of markets, we make adjustments on the fly, not per formula. Interest Rates & Real Estate: As rates come downm, time to buy or refinance? How Mortgage Rates and Fed Rates behave; patience is a virtue. Has the average income needed to buy a house come down? The concerpt of micro-retirement: Is it a good idea from a financial planning aspect? Younger vs older generation; consequences of
Agency REITs For A Bull Steepener
2024-09-25
In our recent two-part series on the yield curve (Part One Part Two) we discussed the four predominant yield curve shifts and what they imply about economic activity and monetary policy. Additionally, given the current bullish steepening trend of the yield curve, we provided data on how prior bull steepening environments impacted various stock indexes, sectors, and factors. Missing from our analysis was a discussion of a specific type of REIT whose valuations are well correlated with the shape of the yield curve. If you are buying this bull steepener, agency REITs are worth your consideration.
What is an Agency Mortgage REIT?
REITs own, manage, or hold the debt on income-producing properties. REITs must pay out at least 90% of their taxable profits to shareholders annually. This
50 Basis Point Rate Cut – A Review And Outlook
2024-09-24
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50 basis points. This marks the first rate cut since 2020, signaling the Fed is aggressively supporting the economy amid a backdrop of softening economic data. For investors, understanding how similar rate cuts have historically impacted markets and which sectors tend to benefit is key to navigating the months ahead.
In this post, we will explore the historical market performance following similar 50-basis-point rate cuts, highlight the best-performing sectors and market factors after such cuts, and outline three critical risks investors should be aware of heading into year-end.
Historical Outcomes To Rate Cuts
A 50-basis-point rate cut, especially the first one, is an aggressive
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