Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Markets are operating in a narrow trend channel, with money rotating out of Magnificent Seven Stocks and into meme stocks. Markets are in the midst of bullish exuberance; Lance's emails are the best contrarian indicator. Valuations are an indicator of sentiment; why FOMO trumps Fundamentals; rationalization and the numbers game: Making up metrics to rationalize valuation: We're still paying too much for equities. Bitcoin & ETF's: The Dark Side of the Coin. Shorting ETF's adds an additional layer of volatility. Peter Schiff: ETF's are the tail wagging the Bitcoin dog. There's more volatility to come in cryptocurrencies. Jeff Bezos now the richest man; what's a few more zeros? 3:14 - Markets in the Midst of Bullish Exuberance 14:39 - Valuation Metrics Suggest Investor Caution 30:25 - Why FOMO Trumps Fundamentals 44:27 - The Dark Side of ETF's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "The Markets' Four-Month Advance," is here: -R6Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Warren Buffett's Cash Dilemma" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=132s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #JeffBezos #Markets #Money #Investing |
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