(8/22/23) All eyes are on NVDIA's report and the fulfilment(?) of 50% sales increase promises. Sustainability of growth numbers will be key. Fed governors are holding Jackson Hole prelude meetings. VIX has been creeping upward; markets correction of 5%; higher close on Monday, but no buy signal yet triggered. Expect another pullback prior to setting up for October rally; commodities are a concern. What's in store for 2024: A history of normal market oscillations. Volatility is the toll we pay for investing. The set-up for a market rally is in place, but there's no guarantee it will occur. Where best to invest in 2024: How sectors roll in- and-out-of-favor. Winners & Losers this year: Where might they be next year? Logical rotation into interest rate-sensitive sectors: Laggards to leaders, leaders to laggards. Earnings preview, economic data preview: Consumer-focused stocks. Strong results vs what the government says. Outlook going forward (and holiday shopping) will be key. Existing Home Sales: What the numbers really mean; the problem with annualized numbers. The real worry will be deflation. 2:45 - Can Earnings Growth Rate Be Sustained? 14:43 - What's in Store for 2024? 29:54 - Where Best to Invest in 2024 44:01 - Earnings & Economic Data Preview; The Problem with Annualized Numbers 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, "Markets Setting Up for October Action" is here: https://www.youtube.com/watch?v=-xekP5Q3tQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=2 ------- Our previous show is here: "Should Parents Pay for Kids' Vacations?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "As Rates Rise, Why I Personally Doubled Down On Bonds" https://realinvestmentadvice.com/newsletter/ "A Recession Is Coming, Or Is It?" https://realinvestmentadvice.com/a-recession-is-coming-or-is-it/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://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 #MarketVolatility #MarketRally #JacksonHole #JeromePowell #FederalReserve #InterestRates #Markets #Money #Investing |
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