(2/5/24) Getting February underway with an "amazing" Employment Report (with seasonal adjustments!) Full Employment is trending downward; where did 4-million people go?? Interest Rate cuts have been pushed farther out in the year. Markets don't care about economic reports' details. Why Markets continue to do better: They're focused only on the headline data. February is typically a weaker month: Will there be negative rates of return? A visit to Costco illustrates the bifurcated economy: The have's vs the have-not's. Almost all large-cap companies have reported Q4 earnings, and doing "well" (thanks to stock buy-backs). Lowered earnings per share estimates have resulted in higher "beat rates," but no one cares. Why stocks are popular hedges for retirees (with charts: See link below for full article); risking retirement in the markets because the gains are too large to resist. Understanding the Markets' Secular Cycles. How long will the current cycle continue? Gen-Z's "Loud savings" trend on Tik Tok: Being very vocal about things that do not fit within their budget. Dealing with peer pressure to spend money; post-pandemic revenge spending. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer 2:55 - Getting February Underway; Markets Don't Care 14:01 - Economics vs Reality: The Costco Indicator 30:07 - Why Stocks are a Popular Hedge for Future Retirees 44:09 - Understanding the Secular Cycles in the Market ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/TJz2bu2Xn9Hu -------- The latest installment of our new feature, Before the Bell, "Markets Really Don't Care About Economic Reports," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Having the Money Conversation with Kids" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this Show: Retirement Savers Are Piling Into Stocks. Is That A Good Idea? https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/ ------- 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 #CorporateEarnings #Retirement #Markets #Money #Investing |
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