Will the Fed Rain on the Stock Markets’ Parade?

2024-03-19

There’s a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by the blackout period, the effects will be interesting, especially with the prevailing attitudes in an over-extended market. We also notice Bitcoin is having an excellent correction. ance and Michael discuss the Fed’s Dot Plot and plans for Quantitative Easing: Which problem is easier to fix: Creating recession or inflation? Bank of Japan is ending it’s policy of negative rates; what will be the effect on the US? What’s the risk to the currency carry trade? Japan’s demographic problem. Is the Fed formulating a new type of QE? What QE does; is it inflationary? What the Fed can do; the stealth form of QE: Will it provide liquidity to markets?

2024-03-05

Valuation metrics have little to do with what the market will do over the next few days or months. However, they are essential to future outcomes and shouldn’t be dismissed during the surge in bullish sentiment. Just recently, Bank of America noted that the market is expensive based on 20 of the 25 valuation metrics they track.

2024-03-01

Nothing sinks a marriage quicker than money issues. If the Valentine’s Day glow has faded, promise you’ll respect your lover’s credit, communicate about your money, and share together money tips to help revive your financial harmony.

Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan MCCarty, CFA, CFP, NSSA
Produced by Brent Clanton, Executive Producer, & Erica Theriot, Marketing Director

0:10 – INTRO
1:30 – Don’t Disrespect the Credit
8:30 – Are You Talking?
11:35 – Do You Understand my Blueprint?
21:29 – Avoid “Bailout City!”
25:50 – Resentment is Poison!
30:25 – What Successful Couples Do
35:20 – Big Purchases? Talk First!
40:55 – Don’t Dismiss Money DNA!
50:49 – The Bailout Rule. One and Done

2024-02-27

Preparing for this week’s economic data releases; what the Fed looks at for Inflation; earnings season concludes with good beat-rate…on lowered expectations. Dow Theory theory and Amazon’s joining the S&P 500: When does Nvidia enter the index? Analysts are raising targets for the S&P to 5800 by the end of the year, based on performance of Nvidia and other tech stocks: This is nuts. Markets continue to trade within narrowly-defined trading range based on rising 20-DMA. Marriage Rules are nuts; Nvidia’s price-to-sales ratio is un-attainable and un-sustainable. Nvidia’s market share gains are other stocks’ market share losses. Wall Street’s perceptions of the economy vs the rest of us; the dichotomy between headline economics and reality. Why food is taking a bigger bite out of our

2024-02-23

Is Nvidia more than a market darling, and has it entered the "tulip stage?" (We don’t know when the tulip will die.) How to invest with the maddening crowd without going mad. Candid Coffee preview (registration link is below!) Couples, Money, & Communication: Make it fun (Amazon shots?) Pensions vs Social Security: the confounding Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) rules. Why you cannot (fully) take both SS and Pensions. What to do when you regret retiring; even transition to retirement is a regret. Why small business owners sabotage their transition. Failing to prioritize health in retirement; the new Score dating app. Why retirees have regrets; How to leave a legacy without heirs. The importance of physical excercise for mental health & wellness.

2023-12-19

(12/19/23) Markets are winding-down to the Christmas hoiday; trading volumes will be light. We’ve seen record inflows to S&P 500 ETF’s as markets have rallied = too much exuberance. Forgetting the basisc: Buy under-valued, sell over-valued. How the Dollar drives markets. Counting out the 12-days of Christmas: Why so many birds? Sell cash, buy stocks, as Powell pivots; how government intervention (the Fed) affects investor psychology: Did we get our money’s worth? Where did all that money go?? The disconnect of markets from the economy; market rescues funded on debt. Pre-market commentary; holiday spending: more money, less stuff; Lance’s weekend on the border; earnings preview: Shipping & freight commentary; don’t expect a big crash. Yet. Unexpected, exogenous events are catalysts of

2023-12-08

(12/8/23) Markets and the Fed are at odds in interest rate expectations; AMD vs NVDIA in the chip wars; why markets are pulling back: Setting up for a Santa Claus rally. Will Jobs numbers line-up with market expectations? T-Bill & Chill? Putting cash to work in a 5% world. Bankers are betting you’re going to be lazy; what will you do when rates go back down? What will be the next "Magnificent-7?" S&P predictions for 2024; how we make the sausage;. Healthcare costs in retirement: The value of an HSA. The Medicare enrollment maze. End of year chores; charitable contributions & Long Term Care; new rules for 529 Plans: What if the money isn’t used? Moving money to Roth IRA (within limits).

2:53 – Will Jobs Numbers Line-up w Market Expectations?
14:18 – Putting Cash to Work in a 5% World

2023-12-05

(12/26/23) Why analysts are always bullish (85% of the time, markets ARE). The Big Business of Wall Street: Who’s really important to Wall Street. How IPO’s really work. Analysts’ actual performance revealed vs what they’re predicting for 2024.

SEG-1: Why Analysts Are Always Bullish, Pt-1.
SEG-2: Why Analysts Are Always Bullish, Pt-2.

Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today’s show on our YouTube channel:
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2656s
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The latest installment of our new feature, Before the Bell, "Markets Begin Year-End Gyrations" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=4s
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Our previous show is here: "Is the ‘Everything’ Rally