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The Year of The Magnificent Seven

(11/16/23) This will be The Year of the Magnificent Seven--those dominant stocks that have powered the markets, responsible for 112% of this year's gains. Markets are working through earnings season; Target & WalMart: A tale of Two Retailers. Markets are returning to overbought conditions, ripe for a pullback. Best opportunities to add exposure will likely be post-Thanksgiving. The problem with easing financial conditions for the Fed: heighten exuberance leads to more spending & inflation. 20- Fed speakers this week made no mention of this. Recession will occur when employment turns sour. Fed guidance to markets: Not saying anything for a while, positioning to be "right," regardless of outcome. Why would the Fed cut rates? That's the Fed's conundrum. What does the Fed know that they're not telling the rest of us? Comparing 2016-19 to now: The Fed managed rate changes and the lag effect, saving the hedge funds. What happens in an economy dependent upon credit? Higher rates creating stress in the system.

3:00 - The Year of the Magnificent Seven
14:19 - The Fed's Problem w Easing Financial Conditions
30:26 -The Fed's Inflation Conundrum
44:29 - What Does the Fed Know They're not Telling Us?

Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell, "When Not-so-Bad News is Good" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
Our previous show is here: "The Fed IS Done Raising Rates"
Articles Mentioned in this Show:
"Employment Is Sending Signals: Recession Or Normalization?"
"Speculator Or Investor? What’s The Difference?"
"Bond Rates Drop As Recession Fears Return"
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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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