Why the S&P is Up 17% and You’re Not

2023-11-07

(11/7/23) How did WeWork go from $47-B to Bankruptcy? Beware the days’ ‘narrative of the moment’ in interest rates, AI. Market performance ahead, pre- and post-Thanksgiving. Is the Bond Bear market dead or just hibernating? Are bon yields doing the Fed’s dirty work now? WeWork is a symptom. Yields are a function of debt and economic growth = Bond Math. Don’t be distracted by the media. Why the Fed wants higher rates; the risk of recession in 2024: It will not be THE economic event of the year, thanks to existing liquidity and minimum layoffs. Balancing the possibilities vs the probabilities. A brief market preview; reading the emails: Understanding the fundamentals. Why we trimmed Apple: They’re not growing revenue. What is a Moving Average and what does it do? Takes the volatility out

2023-10-05

(10/5/23)

Hosted by RIA Advisors hief Investment Strategist Lance Roberts, IO, w Portfolio Manager, Michael Lebowitz, FA
Produced by Brent lanton, Executive Producer
——–
The latest installment of our new feature, Before the Bell, "ould the Market orrection Go Deeper?" is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
——-
Our previous show is here: "Will October Provide a Trick or Treat for Investors?"
_qZ0uUXpFc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
——–
Articles Mentioned in this Show:
"From LTM To 1966. The Perils Of Rising Interest Rates"
https://realinvestmentadvice.com/from-ltcm-to-1966.-the-perils-of-rising-interest-rates/
"Government Shutdown Averted. But Is That A Good Thing?"

2023-09-26

(9/26/23) Some market volatility due to quarter-end rebalancing of portfolios. Some downside risk remains. Markets are in search of a catalyst, and trading at the mercy of rebalancing activity. Compounding Market Returns: Mythical or real? Albert Einstein called compound interest the 8th Wonder of the World. It’s not the same with market returns (charts for illustration). Calculating yield and coupons for bond investors; understanding investing dynamics and what drives returns. Stocks vs Bonds vs Real Estate: companies can fail, but land will always have value. Life in a mid-century neighborhood. Examining the realities of a government shutdown: Don’t let the news media fool you (or scare you)! Non-discretionary payments will continue, and a shutdown will not cause a recession. Avoid the

2023-09-11

➢ 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

➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/

➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/

➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new

Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN

https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#Markets #Money #InvestmentAdvice

2023-07-12

(7/12/23) Markets’ anticipation of inflation would result in a moderate decline (in fact, June CPI printed at .2% for a 3% inflation rate). Meanwhile the NFIB report reflected improving moods among small businesses, and other data shows consumers are more confident about spending money = more inflation. How do companies protect profit margins? Cut costs and/or raise prices = inflation. Speculative mood is returning to markets. Charlie Munger: The first $100k is the toughest. avoid distractions from long-term goals by short-term narratives. Things rich people do: Shopping with coupons (remember S&G Green Stamps?) The significance of your savings rate. Choosing to build wealth (avg. work week = 34.5/hours vs entrepreneurs’ work habits). Savings strategies & priorities and avoiding the

2023-06-28

(6/28/23) Consumer confidence is on the rise, along with company expectations; the Fed says, "Drat!" Rising markets ease economic conditions, which will bring inflation back into the economy. Trade sanctions against China could deflate markets; AI has been the "new theme" this year. Danny’s Canadian travelogue. Why low interest rates are NOT good for the economy; rates are always a function of economic growth. Howard Marks on interest rates. The problem with financing debt; living in the alternative universe of Apple’s VR. When helping adult children financially hurts, them AND you. The benefit of making kids learn early to pay taxes. Learning to use debt strategically. Paying back the student loans working at Sam’s Club. According to the VIX, there’s no volatility in the market. How to

2023-06-22

(6/22/23) HOUR ONE: Investor sentiment vs Consumer sentiment: This is problematic for the Fed; a re-acceleration of Inflation? Housing is beginning to stabilize, with shallow inventory keeping prices high. What is moving Markets: Swiss & UK interest rate increases; Inflation is NOT coming down. the Fed’s not done, despite falling headline inflation. YOY inflation may be at zero, but prices remain high. Core inflation remains high; when will the lag effect appear? What the Fed needs: Mild recession with high unemployment. Jerome Powell’s comments; looking at Recession indicators. Why would the Fed cut rates now?? The risk of bank failures: Higher rates jeopardize bank holdings. What the Fed does affects only the short-end of the curve: Two-years max. The demand for bonds from money market

2023-06-02

(6/2/23) The Senate has passed the Debt Ceiling Bill, passing the buck for another two years. Employment numbers due today will impact the Fed’s next decision on rates. Why your steak/BBQ beef is so expensive; Yield Curve dynamics; On-line banks vs brick & mortar facilities; Why the Yield Curve matters, and CD strategies to take advantage of. Financial Tips for college grads: Roth IRA’s & savings strategies; Rent, Cars, & Salary + Benefits.

2:36 – Debt Ceiling, Employment, & Fed Plans
14:05 – Why is Your Steak so Expensive?
30:00 – Why the Yield Curve Matters
43:57 – Good Financial Advice for College Grads
Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senrio Fianncial Advisor, Jon Penn, CFP
Produced by Brent Clanton, Executive Producer
——–
The latest installment of