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Where Did the Stimulus Go?

(3/1/23) Margins are narrowing between Bull & Bear markets, as the battle between Valuations and Fundamentals continues; why the Fundamentals will eventual win. We're still in a corrective market in which Valuations have not adjusted. A brief History of Housing, and reasonable expectations for home buying; the Math of Home Ownership and Supp & Demand; where people want to live, and the Electoral College; why home prices are so high; the dissatisfaction of Millennial homeowners; why NAR drives the narrative for home sales and pricing; the demonization of blue collar jobs and the benefits of renting. Why you need 20% down on a home; the influence and impact of NAR narrative: They exist to sell you a product. Champaign taste vs Beer budgets, and the financial consequences of instant gratification; the fallacies of the Financial Media; Natural Gas pricing; lowered consumer demand from higher prices and inflation; seeing the ear signs of recessionary drag. Where the Stimulus Money went: The multiplier effect.

3:15 - The Battle Between Valuations & Fundamentals
14:33 - The Math of Home Ownership
30:29 - The Influence and Impact of NAR Narrative
44:30 - Seeing the Ear Signs of Recessionary Drag
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell | "What Rate Signals Say About Treasuries" is here:
Our previous show is here: "Messages From the Yield Curve"
Video's referenced in this broadcast:
"Raising Money Smart Kids" | Richard Rosso & Danny Ratliff
Articles mentioned in this podcast:
"Capitalism Is Broken If Record Profit Margins Don’t Revert"
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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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