Why Stocks are a Popular Hedge for Future Retirees

2024-03-07

Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why

2024-02-09

(2/9/24) Rich & Danny prepare for today’s market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won’t have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.

2:49 – Market & Economic Numbers Preview: Fed Rate Policy
14:03 – Taylor Swift, Mutant Wolves, &

2024-01-02

(1/2/24) 2023 Market Returns & News Review: S&P up 24% for 2023. Important to recognize the macro narrative is not always as dire as it appears. Will last year’s market exuberance carry thru? Market returns for 2024 start at zero; the Santa Claus Rally continues; wait a bit for investing opportunity. Looking at Liquidity: What is needed for market corrections? Something no one expects. If you’re thinking about it, the market has already priced it in. It will be something to which markets cannot quickly adapt. Fireworks and dogs, January historical performance; three reasons for investor shortfalls; Investor resolutions for the new year. Reviewing Market Performance for 2023: It’s okay to pay taxes; means you made money. Three Rules for Investors: Homework, homework, homework.

Hosted by

2023-12-13

(12/13/23) CPI came in right on the money, and now attention turns to the Fed meeting today, and tomorrow’s comments from Chairman Jerome Powell. What does the Fed want: Inflation vs deflation vs disinflation; yields need to come down; meanwhile markets continue to climb setting new highs, but not new record-highs. The Elf on the Shelf explained; embodiment of The American Dream; cost now more than ever, unless you create it; what the American Dream is NOT; the value in learning a trade; defining your personal American Dream; how to beat the high cost of the American Dream (The Millionaire Next Door); baby cribs, diamond rings, & funeral costs.

2:17 – CPI on the Money; Fed Day Reveal
13:48 – The Elf on the Shelf & The American Dream, Pt. 1
29:29 – The Elf on the Shelf & The American

2023-12-11

(12/11/23) Friday’s employment report was not great: comprised pf mostly striking workers returning to the job; factor out anomalies, and it was a very weak report: Weak enough for markets to hope for Fed to further pause rate hikes? What will the Fed say on Wednesday? The risk of correction from a hawkish Fed. Markets set new highs for 2023 but remain at zero for the past 22-months. The end of the buyback window; when the buying stampede is over. Managing money is a game of inches. Is the ‘American Dream’ really dead? Ten steps to achieve the ‘American Dream;’ age discrimination in the extreme.

2:58 – Why the Employment Report Disappointed
14:35 – Managing Money is a Game of Inches
30:13 – The ‘American Dream’ is not Dead
44:11 – Ten Steps to Achieve the ‘American Dream’

Hosted by RIA

2023-11-17

(11/17/23) Richard Rosso’s adventures in Houston traffic, market seasonality and stock-bond correlation: Why would the Fed cut interest rates now? WalMart’s results: What are companies going to do during deflation? Richard calls the Butterball Turkey Hotline; spending survey results for 2023 & Consumer Sentiment indexes: Why are American’s still spending? The WalMart Parking Lot Indicator. Withdrawal Rates & Recency Bias: Why Dave Ramsey is wrong about withdrawal rates. MorningStar: Dealing with higher fixed-income rates: not here to stay. Why the 4% Withdrawal Rate is back…for now. Sequence of Returns & Guaranteed Income when the withdrawal rate is not constant.

2:35 – Driving in Houston & Market Seasonality
13:51 – Butterball Turkey Talk Line
17:59 – Spending Results for 2023
29:57

2023-11-08

(11/8/23)
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Will Markets Retest Today?" is here: -NOraPNew&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Why You Cannot Invest Like Warren Buffett"
-XJZYY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe
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Articles Mentioned in this Show:
"Bond Bear Market. Is It Dead, Or Just Hibernating?"
https://realinvestmentadvice.com/bond-bear-market-is-it-dead-or-just-hibernating/
"Job And Retail Sales Data: Always Good Until They Aren’t"
https://realinvestmentadvice.com/job-and-retail-sales-data-always-good-until-they-arent/
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Get more info & commentary: