Long-Term Investing: Focusing on Building Returns Over Time

2024-10-20

Wall Street bullish on rate cuts! 💸📈 Fed tightening balance sheet, but Wall Street expects more cuts next year. 📉 #economy #finance #WallStreet

Watch the entire show here: https://cstu.io/580dca

YouTube channel = @ TheRealInvestmentShow

2024-08-22

Markets are again approaching all-time highs, with the NASDAQ exhibiting a most v-like recovery, up 11% in ten days. Markets’ response to the largest (818-k) negative Jobs revision since 2009: Shrugs. FOMC meeting minutes indicate the time is "appropriate" for the Fed to lower rates. French women apparently have the longest life expectancy; Lance & Michael review FOMC meeting minutes and mentions of "appropriate time" to lower rates is now. So, far no leaks prior to Jackson Hole meeting. How WalMart is using AI to manage real-time sales/inventory data. The Fed knows jobs data is wrong. Is Jerome Powell Pinky or The Brain? There’s personal inflation and then there’s data the market looks at. The Fed doesn’t want deflation, and 2% inflation is healthy for stable economic growth.

3:17 –

2024-08-21

Why have portfolio performances been dragging? Lance Roberts examines the cause and effect phenomenon of public policy and outcomes, rhetoric and promises; who’ll control the House & Senate have more bearing on future legislation promised vs passed. Market breadth is expanding, which bodes well for bullish trends. Most of markets’ lift is coming from stock buy back activity. Interesting observation about the category launches of ETF’s: Most are derivative-based, adding risk for investors. Why your portfolio performance may be disappointing (how we screwed up the financial system). Lance and Danny discuss the performance gap between retail investors and the big funds: It’s all about weighting. Markets today are built for pricing momentum. Focusing on risk mitigation to protect your

2024-08-19

Previews of the DNC Convention and Jackson Hole meeting previews, plus four Fed speakers on tap this week; Monkey Pox & Covid on the upswing ahead of election season. Markets stage a phenomenal recovery over the past five days; could interest rates reverse? Kamalanomics: A historical perspective on Economic Cycles: Why Prices Controls will exacerbate inflation; the myth of price gouging; the Tytler Cycle revisited.

3:15 – Phenomenal Market Recovery – Could Interest Rates Reverse?
14:47 – Kamalanomics, Pt. 1: Fixing Inflation w Price Controls
30:19 – Kamalanomics, Pt.2: The Myth of Price Gouging
44:33 – Academy Carts & Anniversary Roombas
48:08 – Kamalanomics, Pt. 3: This is Nothing New: The Tytler Cycle (You are Here)

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts,

2024-06-13

June is half-over, and the stock buy back blackout begins today, removing that source of activity from the market. Economic data points continue to weaken, but Fed Chairman Jerome Powell wants to see "more good data." There is an alternative universe of debt; the Fed wants weaker economy so they can lower rates. The S&P 500 sets another new, all-time high; Apple, Miscrosoft, & Nvidia are driving the market. There is an ever-widening performance gap between the S&P 500 and everyone else. Mrs. Roberts’ Roomba and an FOMC Meeting recap; the economy is "normalizing." Jerome Powell’s humility; interest rates are restrictive; the problem with being data-dependent. Elon Musk’s pay package; markets are still being driven by fewer and fewer stocks; buy backs’ influence on market performance; was

2024-06-12

It’s Fed Day and Inflation Day: The FOMC meeting commences, and inflation in May cooled a bit. What will the Fed’s Dot Plot show? Rate cut expectations are down to just two for this year, and likely not occuring until after the election. How will the Fed loosen QT? Markets set another all time high, marginally. The rally-restest-rally pattern continues. Apple was the big driver on Tuesday with the heralding of "Apple Intelligence." We answer viewers’ questions about owning Bonds vs.Treasuries vs ETF’s. The saga of predictions, swimming in oil, and uranium’s leap ahead of its reality. Our investing strategy now: What we’re buying and selling, and why; how we manage risk.

3:18 – Fed Day/Inflation Day; Apple Intelligence
14:50 – Outlook for Owning Bonds
30:23 – Swimming in Oil & The Saga

2024-06-11

More than a few individuals were active in the markets in 1999-2000, but many participants today were not. Back then, the S&P 500, particularly the Nasdaq, rallied harder each day than the last. Market breadth looked pretty weak, as the big names were soaring, forcing indexers and ETFs to buy them to keep their weightings. The reinforcing positive feedback cycle fueled markets higher day after day. We are now witnessing investors chase anything related to “artificial Intelligence.” Just as the internet had companies adding a “dot.com” address to their corporate name in 1999, today, we are seeing an increasing number of companies announce an “AI” strategy in their corporate outlooks.

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO , w Senior Financial Advisor,

2024-06-10

Unemployment rate hits 4%, trend above 12-month average since start of year. Could this signal a recession? 📈 #economy #unemployment #recession

Lance Roberts discusses the significance of the recent unemployment rate trends. Tune in to understand why this could be a crucial economic indicator.
– Explanation of the current unemployment rate trends
– Comparison with the twelve-month average
– Historical context of above-average unemployment rates
– Correlation with recessions
– Clarification on the current state of the economy

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