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Will September Be Better than August?

(8/28/23) AOC to ban Donald Trump Mug shot glasses? Capitalism at its best. The NVDIA aftermath. More supplemental funding for vaccines: Follow the money. Defining capitalism. Markets having a sloppy month: is better performance ahead? Jerome Powell's Jackson Hole speech: Blaming Ukraine war for inflation (!) A review of how we measure core inflation. What Powell left out of his speech; "Navigating under cloudy skies." Still plenty of risk despite market performance. No significant downturn ahead (the problem with lagging indicators. Things to watch out for: 3-5% correction was needed, to be followed by rally. Earnings expectations are coming down for 2024. China's impact on US economy. Biden's curbs on Chinese chip components. (That we're talking about these possibilities means markets are already adjusting for these.) The lag effect of Fed rate hikes are still to be felt; September is typically a weak month, but not as much if August is weak also. More ESG nonsense: The number of ESG ideas owned by Blackrock are becoming fewer; companies in ESG movement are not doing well. Disney is now trading at a 9-year low; Busch, Target: Not selling what consumers want. Visiting Disney: No crowds!

2:51 - Donald Trump Mug shot glasses & Capitalism: Follow the money!
14:23 - Jerome Powell's Nothing Burger: Rate Hikes ending sooner than later
30:04 - Things to Watch Out For: What Could Cause Problems?
44:14 - More ESG Nonsense

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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"Deficit Surge Will Lead To Lower Rates, Not Higher"
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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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