Understanding Yield Spread and Market Sentiment

2025-01-07

Outflows from bond ETFs, such as TLT, have been tremendous over the last two months. ETFs, unlike mutual funds, allow dealers to redeem shares for the underlying securities and vice versa. The exchanges most often occur when the demand to buy or sell the ETF is high, thus creating a small arbitrage for the dealer. …

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2025-01-05

New live shows return on Monday, January 6, 2025 with RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"2024 Review – Another 20% Year. What’s Next?"
https://realinvestmentadvice.com/resources/newsletter/
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The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here:
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Our previous show is here: "Did the Fed Steal Christmas?"
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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2025-01-03

The percentage of S&P 500 stocks outperforming the index on a rolling 21-day period fell below 15% late last year. That aligns with the record low set last July. Needless to say, the market’s breadth is historically horrendous. Last July, after months of significant outperformance by the mega-cap stocks, the poor market breadth corrected quickly. …

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2024-10-31

🚗💸 Ensure your assets are titled correctly in your living trust! Learn about pour over wills and testamentary trusts for a secure financial future. #EstatePlanning #FinancialTips

Watch the entire show here: https://cstu.io/49bf64

YouTube channel = @ TheRealInvestmentShow

2024-10-29

A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald’s foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pull back in prices. Lance rants on the realities of stock buy backs, and a sidebar from Jonathan on coffee habits; How will markets behave if the election is contested? Markets are very long on risk assets ahead of election; paralysis by analysis: Does not have to be "all-or-none." A look at the performance of our "all-weather" portfolio, and our bond strategies moving forward. A discussion on Gold, Gold Miners, and other commodities: Very

2024-09-03

Trading on quick news and momentum vs. fundamentals – interesting insights on investing trends! 📈 #Investing #Trading #Finance

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Watch the entire show here: https://cstu.io/52ded6

2024-08-31

Say no to credit card debt! You don’t need it for a good credit score. Pay your bills on time and have the money talk with your kids. 💳 #FinancialTips

Learn more:
Subscribe to our YouTube channel = @ TheRealInvestmentShow
Watch the entire show here: https://cstu.io/2b069a

2024-08-30

In a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the similarities between the U.S. and Japanese monetary policies around the 11-minute mark. However, that discussion warrants a deeper dive. As we will review, Japan has much to tell us about the future of the U.S. economically.

Let’s start with the deficit. Much angst exists over the rise in interest rates. The concern is whether the government can continue to fund itself, given the post-pandemic surge in fiscal deficits. From a purely “personal finance” perspective, the concern is valid. “Living well beyond one’s means” has always been a recipe for financial disaster.

Notably, excess spending is not just a function of recent events but has been 45 years in the making. The government started