by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| (1/22/24) Earnings season continues with the bulk of S&P companies reporting this week: This should provide a clearer picture of how businesses are really doing. Why the Fed did QE according to Ben Bernanke: So Americans would feel better about the economy (never mind the fundamentals). Optimistic consumer confidence is now based on the guess that the Fed will cut rates this year. Markets achieve all-time high on Friday...but are now just .9% above break-even from two years ago. Watch markets set up for correction. All-time highs are like a magnet: How far can this momentum go? Commentary on the impact of AI on businesses, and the problem with AI replacements. Which companies are best able to take advantage of AI? Which companies will drive further development of AI, and how will this drive markets? Will long-term stock holding become shorter and shorter, as markets mimic casinos? The difference between political expediency vs fiscal responsibility: If the economy is doing so well, why are tax revenues down? Preview: Lance's Newsmax article on the economy vs markets; lack of financial education: Schools aren't teaching practical money skills. The problem w Buy Now/Pay Later schemes. How economic data is skewed, disparity between those who are doing well and those who are not. (Mrs. Roberts' Eyes) The election will be about the economy. 2:36 - Big Earnings Week: How Companies are really doing 14:07 - All-time Highs are Like Magnets 29:55 - Which Companies are Best Able to Take Advantage of AI? 43:55 - The Economy vs Markets: Why they don't comport Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Markets Reach All-time High on Friday," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Debunking Davos' Bucketnomics" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=32s -------- Articles Mentioned in this Show: "Deficit Spending Keeping The Economy Out Of Recession" https://realinvestmentadvice.com/deficit-spending-keeping-the-economy-out-of-recession/ ------- 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 #MarketHigh #EarningsSeason #FederalReserve #QuantitativeEasing #BenBernanke #AI #Technology #2024Election #Economics #Markets #Money #Investing |
You Might Also Like
11 Pearls of Investing Wisdom from Warren Buffett
2024-02-28
Markets continue to trade sideways as the latest earnings season draws to a close. Stock buy-backs will continue for the next three weeks, and then halt in preparation for the NEXT round of earnings reporting. Warren Buffett on buy-backs: Need to occur when companies are under-valued relative to markets for optimal effect; companies are now buying back at high prices. Company stocks are still trading despite 40% reporting negative earnings. What happens when men get sick; Lance answers an email about struggles with higher expenses, despite zero debt; Lance & Danny discuss families’ cost-cutting strategies. Wendy’s experiments with surge pricing; investing wisdom from Warrenn Buffett: What’s he going to do with all that cash? The temptation for "catching-up" in portfolios, and the lure of
Small Cap Stocks May Be At Risk
2024-02-26
Retail investors have started chasing small-cap stocks in hopes of both a rate-cutting cycle by the Federal Reserve and avoiding a recession. Such would seem logical given that, historically, small capitalization companies tend to perform best during the early stages of an economic recovery. Since debt-driven government spending programs have a dismal history of providing the promised economic growth, disappointment over the next year is almost guaranteed.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
——-
Articles mentioned in this report:
"Small Cap Stocks May Be At Risk According To NFIB Data:"
https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/
——-
The latest
Don’t Fear the All-time Highs
2024-02-20
There are "Dow Days" and "NSDQ Days;" CPI inflation is still transitory; emerging influence of presidential election on Congress’ ability to manage debt & spending, M-2 as % of GDP. There is little expectation for earnings growth this year. Markets remain in bullish trend, but a negative day today could trigger MCD Sell-signal. Time to reduce portfolio risk and wait until correction to put capital back to work. Instead of fearing market exuberance, understanding what drives it can provide you with insight and opportunity. look at Employment data and the frustration of college grads unable to find jobs. The Immigration connection to it all: Why we need (merit-based) immigration: Demography is destiny.
2:28 – Dow Days vs NSDQ Days: Correction Coming
13:43 – Understanding ll-time Highs
Is Toyota the Next Tesla?
2024-02-15
The post-Valentine’s Day afterglow; Markets are not behaving like it’s February (typically a weaker month), so far. The NFIB Small Business Survey belies weaker conditions and negative sentiment; there is a correlation between the NFIB and Small Cap Index. Markets continue to do well, despite weaker economic activity; bonds showing promise; NVIDIA captures 3rd place in S&P 500, unseating Amazon & Google. Commentary on pending legislation to reclassify Homelessness as a Healthcare issue; economic data preview: Retail Sales could be weaker; PPI and weaker regional manufacturing reports; the impact of Government Debt is a drag on economic growth; the continuing effects of fiscal stimulus. The Components of CPI: Homeowners Equivalent Rent/Shelter vs PCU (what the Fed looks at); the flaws in
So You Think You’re Ready to Retire… (2/14/24)
2024-02-14
(2/14/24) Financial advisors have significantly different perceptions of their clients’ retirement readiness than do the clients themselves, according to Allspring Global Investments’ annual retirement survey, released Tuesday.
While some two-thirds of retirees and near-retirees considered themselves ready for retirement, only 40% of advisors, who were included in the survey for the first time, said their clients were ready.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
——-
Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024:
https://streamyard.com/watch/xRDYWQQqdFaF
——–
Articles mentioned in this report:
"Divergences
Will 2024 See a Soft-landing, Recession…or Worse?
2023-12-06
(12/6/23) Will there be a soft-landing, recession, or worse in 2024…or not until 2025? There is still lots of liquidity sloshing around the system. Focus on risk management & timing management; markets cannot seem to break out of present trading range; stock buyback window closes on Friday. End of year maneuvers should include RMD’s, charitable giving, HSA’s, and tax-loss harvesting; don’t ignore the wash rule! Why jobs matter: Yield curves are inverted; when they un-invert will herald recession: The big question is when?? Markets have had zero-returns over past two years. Why time in the market matters–especially if you’re young. Risk management is more important when you’re older; the 50/20/30 Rule.
3:04 – Recession 2024 or 2025?
14:14 – End of Year Maneuvers
29:59 – JOLTS & Jobs:
Why the S&P is Up 17% and You’re Not
2023-11-21
(11/21/23) Earnings Season continues with NVIDIA set to report this evening after the bell: expectations are high, and if there’s a miss, markets may punish. Markets have become very elevated only a month after everyone was so pessimisti. The Bond Market continues to surprise with a stellar acution of 20-year bonds. Will there be a Recession, a soft-landing, or no Reccession in 2024? Who knows?? Markets are over bought and need to take a breather at this point. The Recovering Californian & real turkey; the annual performance comparison: Don’t make this mistake! Why your portfolio hasn’t kept up with the S&P this year; the problem with comparisons; the origin of Turduckens; the truth about Home Sales numbers.
2:54 – Recession, Soft-landing, or No Recession in 2024?
14:30 – Why the S&P
The Fed IS Done (11/15/23)
2023-11-15
(11/15/23)
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
——–
The latest installment of our new feature, Before the Bell, "Oil Prices Under Pressure" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
——-
Our previous show is here: "Recession Fears Return as Bond Rates Drop"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s
——–
Articles Mentioned in this Show:
"Speculator Or Investor? What’s The Difference?"
https://realinvestmentadvice.com/speculator-or-investor-whats-the-difference/
"Bond Rates Drop As Recession Fears Return"
https://realinvestmentadvice.com/newsletter/
——-
Get more info & commentary:
Tags: Featured,newsletter
17 pings
Skip to comment form ↓