Why Now Would Be a Really Good Time to Rally | 3:00 on Markets & Money
2022-05-02
(5/2/22) Markets are set to prove the April-to-May adage: Thunderstorms on Wall Street in April resulted in extremely negative investor sentiment. Markets are very over-sold, and positioning is very light–not surprising given market performance last month. Can markets go lower? Certainly. And we could see a bit of a short-term rally at this point, too, albeit with a lower high as the market continues to establish a down trend. We could also see a revisitation of Russian Invasion lows as markets flirt in three standard deviation territory. A rally here would not be surprising at all. The Month of May sees a return of stock buy backs, which, if they occur, could give stocks a lift all the way into mid-June. So there ARE reasons to expect a rally; use it to lighten positions and reduce
Elon’s Poison Pill, Pt-2
2022-04-27
(4/26/22) Elon Musk is bidding to buy Twitter, and the board decides it’s not such a bad deal after all; did Elon over-pay? The Problem with taking Twitter private; the culture of Twitter, and how Elon can make money on it. Public reaction to the sale from Trump, Bezos; Chinese access to the towne square; who decides what’s disinformation? Why Twitter never forgets; platforms that share opinions and confirmation bias. Why it’s always important to read that with which you do not agree. Ford’s electric F-150, GM’s electric Corvette. Possible changes at Twitter; Why there’s no place to hide from the bear; why bond bull market is impending. Nicolas Cage/National Treasure: What did the FBI take from Finders Keepers? The Stupidity of Government; why we’re bullish on Bonds.
Hosted by RIA
The Invisible Market Crash
2022-04-21
(4/21/22) Despite the positive headline news from big market players, there’s been a literal market crash below the surface. Markets have essentially made no progress since last Fall, and valuations remain unreasonably high. Quantitative Tightening is The Next Thing. How demographics are affecting housing supply & demand dynamics. The effects & consequences of Quantitative Tightening; how to harness inflation with i-Bonds. Adventures with Steve the Donkey; Pro’s & con’s of i-Bonds and investor psychology; investing for Instagram within Facebook.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA.
1:55 – The Rolling Bear Market Continues
13:15 – What Will the Fed Do Next?
29:10 – Truth & Consequences of QT
43:06 – Waking