by Lance Roberts
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| Supply and demand drive inflation, but slowing economic growth is the solution. An interesting conundrum! #EconomyTalks #Inflation #SupplyDemand Watch the entire show here: https://cstu.io/dd3cf6 YouTube channel = @ TheRealInvestmentShow |
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2-3-25 SPECIAL REPORT: Tariff Talk
2025-02-03
President Trump’s 25% tariffs on Canada and Mexico may be short-lived (indeed, following this morning’s show, Mexico blinked, promising to send troops to the border, and Trump’s tariff was suspended for 30-days). The difference between the 2017 Tariffs and now: No tax cuts in place this time around. Watch for more market volatility in the wake of tariff talks. Lance reviews the ins, outs, and possibilities of the Trump Tariffs: What is the ultimate goal? The Texas Economy vs Canada’s. Will companies be able to pass along increased tariff costs to customers? Consumer choices drive the economy. Expectations for corporate earnings growth are already excessively high; what happens when tariffs take a bite? Goldman sees tariffs short-lived; JP Morgan expects more lasting, negative effects.
Beware Media Hype: Making the Right Social Security Decision
2025-02-03
Deciding when to take Social Security can be emotional. Don’t fall for clickbait headlines scaring you. Be careful and informed! #RetirementTips
Watch the entire show here: https://cstu.io/9f84cd
YouTube channel = @ TheRealInvestmentShow
1-31-25 Tips and Traps You Need to Know for Tax Season
2025-01-31
Apple’s outlook will set the tone for today’s market action; the January effect will be set by the end of the day. Rich & Matt discuss tariffs & volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd’s target is still 2%, and there’s no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good thing. The US Tax Code can make you cry like Selena Gomez: Rich & Matt discuss inflation-adjusted tax brackets and standard deduction changes; Qualified Charitable Donations, Quarterly estimated tax payment requirements, and avoiding underpayment penalties. Are itemized deductions even worth the trouble? IRA contributions & avoiding pre-tax and after-tax fund mingling. Catchup contributions & HSa’s: They’re like
DeepSeek DeepSinks Bullish Exuberance
2025-01-28
On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted in our Daily Market Commentary yesterday: “The 3% panic sell-off on the Tech-heavy Nasdaq-100 futures is focused on the view that China’s DeepSeek AI model rollouts show AI products …
Market Forecasts Are Very Bullish
2024-11-23
Inside This Week’s Bull Bear Report A Holiday Rally Is Likely Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the ”Trump Trade” went into full swing, pushing the markets higher; however, as we noted, that the trading had gotten a …
11-21-24 Will Trump Tariffs be Inflationary?
2024-11-21
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia’s stellar quarterly report and analysts’ expectations for 2025. Bitcoin is tracking WITH the US Dollar, not against it as a de-dollarization asset. CNBC completely misses "first man in space" trivia question (Yuri Gagarin, not Alan Shepherd); Lance & Michael discuss Nvidia’s quarterly earnings and obscene, 55% profit margin: Does the company risk losing market share to an competitor willing to work for a piece of that pie? A discussion of the anticipated Trump Tariffs, and their impact on corporate profitability; what potential offsets will exist? What
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