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| (4/20/23) Regional Banks seem to be fine as their earnings reports continue to roll-out this week, indicating the turmoil created around SVB and Credit Suisse were a one-off event, and not necessarily a systemic crisis. The interesting correlation between risk-on/risk-off rotation and market performance; we're looking for companies with poor earnings but good stock performance. Is the Worst behind us? Markets remain entrenched in a bullish trend. What can Transportation stocks tell us about the economy? Dow Theory as Economic Indicator; are "leading indicators" really leading? (Service Sector is lagging indicator vs Transportation as leading indicator). Our word of the day is "Rehypothecate." Inflation, Deflation vs Dis-inflation. M2 Money Supply as % of GDP; Money Supply + Velocity = Inflation. Is this time really different? Break-even inflation vs other asset classes. What is Break-even Inflation telling us now? Inflation is a function of demand; Break-even inflation is what the market thinks about inflation. Bank Earnings report indicate SVB was a one-off event; Zion's Bank missed estimates, but not fatally. Markets continue pattern of opening weak, finishing strong; not terrible, but not great, either. New Biden Administration rule requiring borrowers with excellent credit scores to pay a fee for subsidizing mortgages for borrowers with less-than-perfect scores! 2:53 - Earnings Season Continues 14:15 - Dow Theory as Economic Indicator 30:15 - What is Break-even Inflation Telling us Now? 44:12 - Bank Earnings Reports 50:38 - How Biden Sticks it to "good" borrowers 52:32 - Why Gen-Z Isn't Working Out at Work Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell | "Buy Signal Getting Long in the Tooth" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Here are articles mentioned in today's show: "The Cash Hoard Of 2023 (And The Sideline Money Myth)" https://realinvestmentadvice.com/the-cash-hoard-of-2023-and-the-sideline-money-myth/ "Four Reasons The Dollar Is Here to Stay- Part 2" https://realinvestmentadvice.com/four-reasons-the-dollar-is-here-to-stay-part-2 ------- Our previous show is here: "Could Markets Run Out of Gas?" -0q82c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Register for our next Lunch & Learn: "Transitioning to Medicare" https://us06web.zoom.us/webinar/register/7516747839784/WN_yEQ0iBgwQ2WdIexCLAdpPQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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 #Inflation #BreakEvenInflation #MarketCorrection #Bullishness #Rehypothecate #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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