Warren Buffett’s Cash Dilemma

2024-02-29

Stock buyback activity is on pace to reach new, all-time highs (and it’s only the end of February!) One reason for the gap between large-cap companies and small- and mid-caps is bigger companies’ ability to pour cash into buybacks. Will election season cause Wall St. to reduce risk? GDP and Consumer Sentiment numbers all revised downward, but confidence remains high in markets’ ability to perform. Lance & Michael discuss volatility in portfolio performance within complacent markets (volatility is negatively correlated with markets.) Indicators are never perfect; avoid basing portfolio on just indicators. Examining the pace of stock buybacks: Are they really of value? Why pay a premium? Buybacks increase share price, not value. Apple vs Tesla: There has been no real innovation from Apple

2024-01-03

(1/3/24) Millennials’ Bare Minimum Monday’s could produce some unexpected results; setting up for January market performance in a Presidential cycle; will the Magnificent 7 produce a repeat performance in 2024? Markets on Tuesday corrected to bounce off the 20-DMA, with high tech names under pressure. Buy-signals triggered for Bonds. Rich Dad/Poor Dad Czar Kiyosaki’s debt philosophies and how to properly leverage debt. Home Sales & inventory: Are we seeing the start of trouble in the sector? Wall Street axioms & The January Trifecta; take them with a grain of salt. Mistakes in portfolio & market perspectives, year to year. Social Security COLA for 2024; making choices to fix SS are vote killers for politicians. Retirement planning & Monte Carlo simulations; the future is not going to be

2023-12-05

(12/5/23)

Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Is a Sell-off Nigh for the Magnificent Seven?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Will You Be Visited by Ghosts of Financial Mistakes-past?"
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Articles Mentioned in this Show:
"Context And Facts Expose Bearish Bond Narratives"
https://realinvestmentadvice.com/context-and-facts-expose-bearish-bond-narratives/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Register for our next Candid Coffee:

2023-11-30

(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas’ Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will interest rates be but next year (why wouild the Fed do that)? Michael Lebowitz helps crunch the Bond Math: What price changes mean in the Bond Market. What is the credit risk to consider? How will you be paid? Recession is inevitable; how long do you want to hold a bond? Discounts vs Yields: doing the bond math (Bondilocks) factoring duration in getting paid; the higher the yield, the shorter the duration. Narrative Economics & The Federal Debt: what is happening to debt service? Is the US Fiscally-dysfunctional? Slwer Growth, less wealth, deflation are the results. It’s the interest expense

2023-11-29

(11/29/23) Berkshire Hathaway #2 man, Charlie Munger, has passed at age 99. We explore memorable quips and quotes from this amazing investor.
Hosted by RIA’s Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Why the S&P is Up 17% and You’re Not"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s
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Articles Mentioned in this Show:
"S&P 500 Market Returns And Why Your Performance Is Worse"
https://realinvestmentadvice.com/sp-500-market-returns-and-why-your-performance-is-worse/
"Complacency Seems Overly Complacent"