Understanding Bond Strength During Market Volatility

2025-01-21

📈 Understanding market rotations is key! Shifting from growth to value can lower portfolio volatility. Diversification is key! #InvestingTips 💼✨

Watch the entire show here: https://cstu.io/29386c

YouTube channel = @ TheRealInvestmentShow

2024-11-12

Earnings Season is winding up, and The Next Big Report to come will be from NVIDIA on 11/20. Markets are on fire for now; what will the Fed do next? We’re expecting one more rate cut in December, and then a pause. This week’s inflation print could be higher due to YOY comparisons. Mutual Fund Distributions are coming in December; do not be alarmed! The post-election market is on a tear: invesetors are more exuberant than ever. Everybody is betting on everything to go up. A pullback to the 20-DMA is coming, setting up the market for a rally into year end. Lance and Jonathan discuss mutual fund distributions and anticipated portfolio variations. How will markets responsd to Trump policies and government employment levels. Lance’s entreprenurial son offers "boyfriends" services for

2024-11-12

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index. To wit:

“Consumer confidence in higher stock prices in the next year remains at the highest since 2018, following the 2017 “Trump” tax cuts.“ (Note: this survey was completed before the Presidential Election.)

We also discussed households’ allocations to equities, which, according to Federal Reserve data, have reached the highest levels on record.

In that article, we discussed the risk associated with high levels of investor exuberance.

“Risk isn’t always what it seems. When the market feels the safest, that’s often when it’s often the riskiest. Think about it — when everything is

2024-11-11

Super Micro Computer Inc. (SMCI) was the market’s darling only six months ago. Amazingly, Its stock, had risen 3x in just the first three months of 2024. Consequently, S&P Global announced its addition to the S&P 500 Index. The announcement is annotated below with a box in early March. Furthermore, the circle, which coincides with …

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2024-11-08

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets. While the market surged immediately following the election, many potential future headwinds may impact returns from economic growth, monetary and fiscal policy, and geopolitical events.

Here are some quick thoughts about what we at RIA Advisors think about the stock and bond markets in 2025.

Stock Markets

Upside Potential: During the Trump presidency, he will focus on ensuring the Tax Cut and Jobs Act, passed in 2017, does not sunset in 2025, which will keep corporate tax rates at 21%. However, it is not unlikely that he will also push for a new

2024-11-05

Learn how to strategically build a portfolio for success! 💸💡 #InvestingTips #FinancialFreedom #EasyMath

Watch the entire show here: https://cstu.io/2f49c9

YouTube channel = @ TheRealInvestmentShow

2024-11-05

With Election Day finally here, markets are bracing for potential volatility. History shows that the stock market can react unpredictably to election outcomes, especially when the results are unclear or contested. In past elections, sudden policy shifts, political uncertainty, or contentious outcomes caused heightened volatility—making it essential to prepare your portfolio now to weather whatever …

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