Knowing When to Get Out: Mastering Market Timing

2024-06-27

Market volatility on the rise, Fed’s move crucial. Paying close attention is key to prevent potential snowball effect. #Fed #MarketVolatility #StockMarket #FedInsights

Michael Lebowitz discusses the market’s current downtrend and its potential to escalate into a larger financial concern. He highlights the importance of monitoring market signals and the role of the Federal Reserve.
– Impact of market deterioration and rising volatility
– Significance of increasing shorts in the market
– Potential for a snowball effect in market trends
– Critical importance of the Federal Reserve’s actions
– Implications of a possible rate cut by the Fed in July

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2024-06-26

Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors’ common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were in place? CNBC Economists: 2nd Trump term would re-heat inflation? Why tariff;s lead to inflation (and how consumers get aroun them.) 44% of inflation is in housing; don’t mix politics w investing. Market behavior under Republican vs Democrat majority. Nvidia dominates AI-chip market (for now); what happens when competition comes into the market.

2024-06-12

Looking to secure a yield? Individual bonds might be the way to go. Managing your portfolio is key – consider risk, return, and hurdle rates. Treasury bonds can be a solid risk hedge. #investing #portfoliomanagement

Maximize your investment returns by understanding how to manage your portfolio effectively. In this video, Lance Roberts explains the importance of treasury bonds as a risk hedge.
– Managing your own portfolio
– Calculating risk and return
– Understanding hurdle rates
– Building portfolios strategically
– Using treasury bonds as a risk hedge

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow

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2024-06-07

Company mergers and layoffs often generate severance packages for exiting employees; did you receive one?
Richard Rosso & Danny Ratliff discuss strategies for taking and making the most of your severance package on today’s show.

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today’s show video here:

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Articles mentioned in this report:
"Investments For The Coming Power Grid Expansion- Part 3"
https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/
"Deviations From Long-Term Growth Trends Back To Extremes"
https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/
"Momentum Chase Is

2024-06-06

D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when

2024-04-17

Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance for risk. Jury Duty and the Reflation Trade; Easter + Spring Break impact on March retail sales were underwhelming, following similar disappointment with February & Valentine’s Day sales. How long can "buy-now, pay-later" last? How to screw up your retirement; the only way to wealth is by saving money; investing is for protecting wealth against inflation. The HODL Plan (hold on for dear life); avoid speculation. The demographic line of demarcation in saving for retirement; paying off credit cards, saving 30% of income; fully-fund 401-k.

3:08 – No Rate

2024-03-25

There are three components of a “market bubble.” The first two, price and valuation, often get dismissed or rationalized during the inflation phase. That rationalization is due to investor psychology and the “Fear Of Missing Out (F.O.M.O.)

Stop the re-makes of ’80’s movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrowly-defined trend channel. Money going into cryptocurrency (Memecoin) is indicative of late-cycle market speculative mood. The Coffee Maker saga continues; Market Bubble Psychology: What defines a market bubble. No two market bubbles are a like (w charts). The Fed’s Dot Plots are worthless. How will the latest CR be funded? (More debt.) The mechanics of Social Security: more retirees earlier than