Understanding Deficits: How Debt Service Supersedes Economic Growth

2024-10-28

Are you making investment decisions based on psychology or asset selection? 🤔💸 Join the discussion on navigating the market challenges! #InvestingTips #Finance101

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YouTube channel = @ TheRealInvestmentShow

2024-10-25

Gold Fish are changing their name to Chilean Sea Bass, and Spam will henceforth be known as Filet Mignon; the world has gone awry, and Richard & Jonathan discuss the surprise results from Tesla, Polymarket odds for the 2024 Election, and goal scooping and setting expectations for 2025. Richard compares the Saudi’s newest, biggest building in the world to the Tiny Homes trend, and Gen-Z’s housing preferences (No car, no garage = no problem!) The Atlanta Fed’s Home Ownership Affordability Monitor is a good gauge; the death of Elizabeth Warren’s 50-30-20 Rule of Thumb. You can find affordable housing if you look, but you might not like where it is. Housing will eventually become more affordable. Comparisons of Sears’ Craftsman Homes to Tiny Home enclaves (as in Independence, Texas);

2024-10-22

Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns. His research has highlighted that certain periods of the year consistently present better opportunities for investors to generate returns, while other times warrant caution.

The adage ” Sell May and Go Away “ is a common topic of discussion that many investors are familiar with. The historical analysis supports that the market tends to be the weakest of the year during the summer months. Hirsch’s Stock Trader’s Almanac introduced the idea that the stock market follows a seasonal rhythm, where certain times of the year

2024-10-18

Richard & Jonathan recap their recent recruiting visit on the campus of Texas A&M University: There is hope for the next generation. Earnings season continues, discussion of Netflix and Lance’s coffee rants. Anti-globalization & the China effect; the fallacy of International buys; "I love Lucy" & Vitametavegamin. Why fasting should be called slowing; Medicare Open Enrollment and changes in many plans: What happens when Medicare advantage plans go away; many supplemental benefits go un-used. Changes in Medicare prescription drug formularies. What happens if you don’t make a choice ; the importance of healthcare literacy; health is connected to wealth.

3:08 – A&M & The Next Generation
14:42 – Coffee Tawk & The Fall of Globalization
30:18 – Medicare Open Enrollment changes for 2025
44:29 –

2024-08-27

📈 Understanding data trends is crucial! 📊 Inflation drives the economy. Stay informed for smart investments. 💡 #EconomicInsights #DataTrends

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Watch the entire show here: https://cstu.io/0e1c66

2024-08-20

Gen Z values experiences over material possessions. Are storage units the new trend for sentimental attachment? 🤔 #Minimalism #GenZ

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2024-06-17

📈 James Grant predicts a cyclical rise in interest rates for the next few decades. Lance Roberts explains why he sees things differently. 🏠💰 #InterestRates #Economy #Finance

Lance Roberts discusses the impact of higher interest rates on the economy and shares insights from an interview with James Grant. Discover how cyclical patterns and rising rates can shape the future.
– Impact of higher interest rates on homeowners
– Borrowing costs and their effect on consumption
– Economic implications of rising rates
– James Grant’s perspective on cyclical interest rate patterns
– Potential multi-decade rise in interest rates

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2024-06-17

On Wednesday, the May inflation print came in cooler than expected, sending stock and bond prices higher. Such is interesting, considering the still numerous “perpetually bearish” commentators suggest that inflation will surge due to increasing debts and deficits. However, the inflation trend remains lower as economic growth continues to slow. The correlation between smoothed PCE prices, economic growth, and inflation remains high. Therefore, as economic activity (demand) slows, prices fall as supply increases. The increasing debts and deficits are not inflationary. They are, in fact, deflationary, as the debt service redirects increasing amounts of income from productive uses. Unless something changes, the inflation print will fall further as economic growth slows, and the forces