Why the “Inflation Reduction” Act Will Make Things Worse

2022-08-04

(8/4/22) With too many bears in the markets, and no won left to sell, markets needed a rally to suck bulls back in for one, last ride before The Recession. The unbelievable tone-deafness of SF Fed President Mary Daly; what the increase in credit card usage means; how aggressive will the Fed be in raising rates ahead of Recession? Dueling Farmer’s Almanacs differ on the severity of the coming Winter; cooking on the hood of your car in Texas; regardless of the financial media, what’s your gut tell you about the markets?
3:24 – The Three Phases of a Bear Market
14:37 – The Tone-deaf Fed
30:32 – How Aggressive Wil the Fed Be?
44:46 – Dueling Farmer’s Almanacs & Cooking on Your Truck Hood
48:00 – What Your Gut Tells You About the Markets

RIA Advisors Chief Investment Strategist Lance

2022-05-26

(5/26/22) Good news for markets as they try to establish a bottom and set up for a counter-trend rally. Stock prices peaked in March, and since then have had a tough time. The MACD signal has been in a downward trend, applying downward pressure to pricing at the same time. Wednesday’s rally triggered a MADC Buy-signal for the first time in 8-weeks. Markets have been stabilizing and forming consistent bottom levels. With the MACD signal in place, money flow signals turning positive, and markets still over-sold, these elements suggest the potential for markets to get a lift. The Big Question is, how much room does the market have before running into the next level of resistance? Because the upside is limited, playing any rally must be done with caution. Where will resistance levels be?

2022-05-19

(5/19/22) Target and Walmart’s warnings about future earnings pulled the rug out from under stocks Wednesday, essentially reversing all of the previous gains, going back to last week. The data suggests a recession is near, if not already here. (We raised cash in anticipation of the worst.) The current level of resistance will be important for markets to break above in order to get the rally back on track. Negative money flows have improved, providing a glimmer of hope for investors. The S&P has been down for the past 7-weeks–8-weeks for the Dow–providing more seller pressure, and feeding seller-exhaustion. Could markets move lower from here? Yes. In fact, markets will open down following yesterday’s extensive sell-off, which is not too surprising. It is important that markets hold

2022-05-17

(5/17/22) Congress is investigating UFO’s while the economy is running off the rails and inflation rages. Market performance and "cash on the sidelines;" the worst start to the year for markets since The Great Depression; the Year of Shortages and high prices now includes a baby formula shortage that was self-inflicted; negative sentiment is so prevalent, it has crept into consumer behavior; why Ben Bernanke didn’t want to "shock" the markets–but should have; the dis-inflationary impact of Fed policy. Is Bitcoin nothing but a scam? Why QE is actually dis-inflationary and a wealth transfer mechanism. Politicans’ sending checks caused inflation. Things that make you happy: Sex, exercise, & gardening? The rich are not who we think they are.
1:55 – Markets Having Worst Start to the Year

2022-05-10

(5/10/22) Monday’s market Capitulation actually smelled like margin calls coming home to roost; as financial conditions continue to tighten, the Fed is relentless in its squeeze. The inflation now was caused by "free" money (which isn’t); the best course for the Fed now is to do nothing, and allow inflation to run its course in curing itself. Low volatility begets high volatility, and investor sentiment now is so bearish…it’s bullish. Corporate Reporting Preview; look to buy value today–why Uber is not; TeleDoc, Peloton vs Amazon.

1:41 – Capitulation in the Markets; Smells Like Margin Calls
12:56 – The Fed’s Best Course to Sure Inflation is to Do Nothing
29:00 – Why Investor Sentiment is So Bearish it’s Bullish
42:55 – Don’t Allow Short-term Fear to Deter Investing Now
Hosted

2022-02-26

(2/25/22) Markets’ surprising close on Thursday (2/24) proves how emotional investors can be; how economic effects will be felt in the U.S. The Fed’s reaction and response: "We will not be dissuaded from hiking rates." We’ll see. Retirees are looking anew at Social Security as a bridge alternative for annuities; critical examination of taking Social Security at 64 or 67 instead of holding out until 70.

1:54 – Coffee Spills & The Russian Ripple Effect
13:06 -The Fed’s Response to Russia
28:59 – Using Social Security as a Retirement Bridge
43:04 – Claiming Strategies for Social Security
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP
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Our Latest "Three Minutes on Markets & Money: How Russian Invasion of Ukraine

2022-02-14

(2/14/22) Markets sold off ahead of the weekend as Russia dominated the headlines, and concerns over an invasion of Ukraine weighed on sentiment. But this morning, progress towards talks between the two countries is already underway. No one really wants a war, and it’s in everyone’s best interests to resolve the impasse. Markets’ reflexive rally was the result of selling-off, triggered by Russia headlines. If the test of previous lows holds, markets will be set up for a rally, especially if the Fed reduces its pressure on interest rates. Watch for slowing economic growth this year, and as the Fed begins to subtract liquidity, volatility will increase. Take care to not make a one-sided bet on what markets will do.
Presented by RIA Advisors Chief Investment Strategist, Lance Roberts

2022-02-09

(2/9/22) The recent rally back to the 50-DMA has been good, but since then markets have been trending slightly lower. Tomorrow’s inflation data is expected to be the high-water mark for this year. If inflation comes in weaker than expected, stocks might get a boost on expectations the Fed might not be as aggressive with monetary policy. But the reality is that markets have made very little–if any–progress since October 2020. There are plenty of reasons to expect some downside risk to markets. But a break above the 50-DMA, and we’ve got a Bull Market on our hands.
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Articles mentioned in this report:
https://realinvestmentadvice.com/disinflation-is-a-bigger-threat-than-inflation/
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Get more info & commentary:
https://realinvestmentadvice.com/news…
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