Will They or Won’t They?? (6/8/23): Market Analysis & Commentary from RIA Advisors Chief Investme…

2023-05-18

(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession? Excluding inflation, stocks are down, and there are still recession warnings from Home Depot and Target. Have we already gone through a recession that didn’t register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon

2023-05-05

(5/5/23) Will there be a mass-exodus from bank stocks in the wake of the latest round of bank failures? It’s hard to tell the baby from the bath water. Getting out of the market vs the price of reinvestment risk: the perils of financial quicksand. short-term vs long-term debt: What are the rates telling us? What does the Fed really control? Apple, GI Joe, & Barbie: Why everything you buy has velcro. Why Affordable Healthcare is an oxymoron; shorting the banks, Squishmallows, and more mistakes to avoid in your 401k: never rebalancing, too many ways to take money out (first time home buyers), collecting too many old 401k’s: Left behind.
3:05 – The Mass-exodus from Banking Stocks
14:22 – What Does the Fed Really Control?
30:24 – The Velcro Factor: It’s attached to everything you buy
44:26 –

2023-04-19

(4/19/23) Despite the past "rolling disasters" repeatedly hitting markets, the bullish mood persists. Could markets run out of gas? A normal, 10% correction is not out of the question. How the Government is wasting your tax dollars; the most important strategies for Retirees now; how higher interest rates are impacting retirement, both good and bad. What does retirement even look like, anymore? Locking in returns w Treasuries at higher rates. Dalbar investor behavior: 30% underperform markets by 4% or more. Movie nights w Netflix and the Blockbuster Air BNB; moving your money for higher returns; how sweep accounts work; Schwab vs Fidelity; Apple Pay and Goldman.

3:09 – Are Markets Running Out of Gas?
14:31 – How the Government Is Wasting Your Tax Dollars
30:25 – How Higher Interest