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Why the Next Election Will Be About Economics

(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

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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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