
The Real Investment Show Podcast
3,292 episodes — Page 25 of 66
Markets Looking for Excuse to Pull Back (6/22/23)
(6/22/23) Markets have sold down three days running, and futures are pointing down this morning following Jerome Powell's comments that more rate hikes are in store...just not now. Markets have been looking for a reason to pull back, and this may be it. A drop down to the S&P's 50-DMA will likely give you a decent point to add more exposure. If that happens, it may provide enough pressure to put a sell-signal back in place, and suggest a continuation of the correctional process. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=nQS7K5dLEzY&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1 ------- 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 #MarketCorrection #MarketSellOff #200DMA #50DMA #Money #Investing
Will Student Loan Repayments Choke the Economy? (6/21/23)
(6/21/23) HOUR ONE: Two days of Fed speak commence today: Will markets even notice? Liquidity is still rising, easing economic conditions the Fed is trying to tighten. Update on the Titanic Sub Search; The ESG Scam: Does nothing for the environment. Is ESG behind us? Are we targeting the wrong companies with boycotts? Don't buy Black Rock stocks; why enrich Larry Fink? Rolling recession and market resiliency: What could alter this dynamic? Student Loan Debt Repayments to resume, pulling $12-Billion in consumer spending from the economy. Is this a Bull Trap or a Bull Market? HOUR-TWO: (Live Q&A from Radio listeners & YouTube audience) The $300-Million public school in Cambridge, MA: How to buy ISD Bonds? Why there is high-demand for such "Money-good" bonds: They get paid. Caveat: The challenge of trying to avoid paying taxes vs making money with investments. Lance' pre-market commentary; How to invest in Prison Bonds; from Germany, a question about investing Euro savings into US Dollars; a discussion of the most-common investor mistake(s); Options Credit Spreads and selling Puts to buy stocks; advise against borrowing from 401k; Investing with Vangard S&P 500 Fund; Strategies for saving and building wealth; Zero Days to Expiration Options; investing in foreign distressed debt (Hint: It's "distressed" for a reason). HOUR-ONE: SEG-1: Two Days of Fed Speak: Will Markets Pay Attention? SEG-2: Is ESG Behind Us? SEG-3: The Potential Impact of Student Loan Repayments SEG-4: Is this a Bull Trap or Bull Market? HOUR TWO (Live Q&A): SEG-5: How to Buy ISD Bonds? SEG-6a: How to Buy Prison Construction Bonds? SEG-6b: How to invest Euro Savings in the Dollar? SEG-6c: What is the Most-common Investor Mistake? SEG-7a: Options Credit Spreads SEG-7b: Selling Puts to Buy Stock SEG-7c: Borrowing from IRA to Buy House SEG-7d: How o Use Insurance to Buy Real Estate (example) SEG-8a: Should you borrow from your 401k? SEG-8b: The Vangard S&P 500 Funds SEG-8c: Zero Days to Expirations Options SEG-8d: Should you invest in distressed foreign debt? Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://youtube.com/playlist?list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- The latest installment of our new feature, Before the Bell | "Has the Buying Stampede Been Reigned-in?" is here: https://www.youtube.com/watch?v=yFFge2nod2U&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1 -------- Our previous show is here: "Why AI is Little More than BS " https://www.youtube.com/watch?v=K5_N965M6rc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Article Mentioned in Today's Show: "Speculation In A.I. May Face Challenges" https://realinvestmentadvice.com/speculation-in-a-i-may-face-challenges/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FederalReserve #JeromePowell #TitanicSub #ESG #ESGScam #BleckRock #LarryFink #RollingRecession #StudentLoanDebt #MunicipalBonds #ISDBonds #Markets #Money #Investing
Has the Buying Stampede Been Reigned-in? (6/21/23)
(6/21/23) Markets have had two days of declines after an extended period of daily gains. The buying stampede has gotten very long in the tooth, providing opportunity for a bit of a pullback (and two unavoidable horse metaphors.) Futures are weaker this morning ahead of whatever the Fed may say today. The consolidating work of a corrective process appears to have begun that should bring prices back down to at least the 20-DMA. We're looking for some rotational cash flow over the next few days, especially as we head into the month, and funds begin to rebalance their allocations. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=yFFge2nod2U&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1 ------- 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 #MarketCorrection #MarketSellOff #BuyingStampeded #200DMA #50DMA #Money #Investing
Why AI is Little More than BS (6/20/23)
(6/20/23) HOUR ONE: It's the start of a holiday-shortened trading week, and the end of the Quarter is near. Sentiment reports from Consumers and Home Builders, plus leading economic indicators, which have been negative for the past 13-months. A turn in these signals could prove that we've seen (and passed) a trough in economic numbers. Roberts' Family Travel plans will NOT include deep sea dives to shipwrecks; What's driving the AI chase? What is the thesis that's driving prices in the AI space (NVDIA)? Why do you think NVDIA is preparing to sell stock now (while prices are at an unsustainable high)? This is not unlike the DotCom bubble. Challenges from competition will cut into sales and profits. Roger McNamee: AI is a BS generator. Economic Indicators: Fed-Ex earnings preview; What is up with the Winnebago craze? Interesting economic indicator of high-income discretionary spending. KB Homes/Home Builders, Steelcase/Office & Commercial Real Estate & Return to Work; are we seeing improvements in economy that match Wall St earnings expectations? Cali High Speed Rail/Texas HSR: Betting against investing in Cities (WSJ); the Houston Donut: Crime. HOUR-TWO: The Future of AI and Surveillance Capitalism: What's the benefit? Are we better off now for Social Media? Will we be better for AI?? Covered call strategies;v what is the possibility of Recession? What happens to the economy when Student Loan Payments resume (removing some spending)? What to do with NVDIA? Is there a case for buying dividend stocks? What about REITS? What will Recession's effects be? Avoid Commercial Real Estate and multi-family REITS. We like Public Storage REITS, Healthcare & Medical REITS. Looking at 401k strategies: Consider ROTHS for younger savers. SimpleVisor tools you can use. HOUR-ONE: SEG-1: Tracking Economic Indicators: Where's the Trough? SEG-2: What's Driving the AI Craze? SEG-3: Roger McNamee: AI is a BS Generator SEG-4: Earnings Previews & Economic Indicators HOUR TWO: SEG-1: The Future of Generative AI SEG-2: What Happens to Economy When Student Loan Payments Resume? SEG-3: What Will Effects of Recession be on REITS? SEG-4: 401-k Strategies Between Jobs; The Sector Rotation to Come Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=K5_N965M6rc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Can the Market Sell-off Continue?" is here: https://www.youtube.com/watch?v=0lDdCNcfZro&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "What Happens to Fixed Income/Bonds if Fed Continues to Hike Rates?" https://www.youtube.com/watch?v=hZ3JnTJlgZ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Article Mentioned in Today's Show: "Speculation In A.I. May Face Challenges" https://realinvestmentadvice.com/speculation-in-a-i-may-face-challenges/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #AI #ArtificialIntelligence #Internet #DotComCrash #RealEstate #Markets #Money #Investing
Can the Market Sell-off Continue? (6/20/23)
(6/20/23) Markets have rallied strongly over the last two months, becoming very extended on a variety of fronts. Markets are now in over-bought territory. The sell-off that began on Friday looks to continue today; there is room for markets to correct and work off the over-bought conditions. A correction down to the 200-DMA is still within the bullish trend, and gives markets the ability to advance through the end of the year. Remember, a 5- to 10% correction in any given year is certainly within the norm. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=0lDdCNcfZro&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EconomicIndicators #MarketSellOff #200DMA #50DMA #Money #Investing
What Happens to Fixed Income/Bonds if Fed Continues to Hike Rates? (6/19/23)
(6/19/23) [HOUR-2] When will real estate turn? It may take longer; will work from home become the new nor,? Valuations vs Sales: Explaning Chipotle. Excess liquidity is distorting valuations. What happens to Fixed Income/Bonds if the Fed cotninues to Hike rates? Father's Day Recap & The Math of Being Wrong. Impact of student loan debt; why the Bears have been Wrong. SEG-1: When Will Real Estate Turn? SEG-2: Valuations vs Sales SEG-3: Fixed Income: What Happens if the Fed Continues to Hike Rates? SEG-4: Why the Bears Have Been Wrong Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=hZ3JnTJlgZ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here: https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Strategies for Managing High-balance Credit Cards" https://www.youtube.com/watch?v=dRh8AF8v4io&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Article Mentioned in Today's Show: "Bullish Markets And The End Of Bears" https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #ConsumerConfidence #FederaReserve #AI #ArtificialIntelligence #Internet #DotComCrash #RealEstate #Markets #Money #Investing
Fed's Plans Thwarted as Consumer Confidence Improves (6/19/23)
(6/19/23) [HOUR-1] Consumer Confidence improves based on recent sales numbers; this would appear to be thwarting the Fed's plans to reign-in spending. End of the Quarter Rebalancing underway w AI effects preeminent. A note about Texas Heat; Boomers are stuck on Stocks; is this the prelude to a bust? How the Internet changed the world; what happens when expectations for exponential growth never occurs. Similar potential for same disruption from AI. As competition increases, prices (and earnings) must fall. Will AI be a repeat of the Dot-com era? Same type of valuation problems throughout the market: The example fo McDonald's: Sales fo hamburgers and fries do not justify valuations at 9 x earnings. SEG-1: Consumer Confidence Improves, Fed's Plans Thwarted SEG-2: Texas Heat & Boomers Betting on Stocks SEG-3: Prelude to a Bust? SEG-4: Will AI Create a Repeat of Dot-com Era? Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=hZ3JnTJlgZ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here: https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Strategies for Managing High-balance Credit Cards" https://www.youtube.com/watch?v=dRh8AF8v4io&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Article Mentioned in Today's Show: "Bullish Markets And The End Of Bears" https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #ConsumerConfidence #FederaReserve #AI #ArtificialIntelligence #Internet #DotComCrash #RealEstate #Markets #Money #Investing
Strategies for Managing High-balance Credit Cards (6/16/23)
(6/16/23) Fathers Day weekend & Dad jokes abound; everything AI; Jerome Powell says there's still work to be done on taming inflation. Why is Gen-Z reverting more to cash? Cash is King! A discussion on the importance of building credit; NerdWallet.com list of best credit cards for 2023. Why even carry a credit card balance? Strategies for managing high-balance credit cards. Why we (not us, you) don't like financial plans; a little bit of worry is good. The proliferation of small houses and tiny homes. The importance of reviewing insurance every year: Car, home, personal injury, etc. The benefits of bundling. 30-60-25 minimum is not always sufficient. It pays to shop around. SEG-1: Jerome Powell: There's a lot of Work to be Done SEG-2: Cash is King (again) SEG-3: Why We Don't Like Financial Plans SEG-4: Saving Dollars by Bundling Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=dRh8AF8v4io&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here: https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is the Fed Done?" https://www.youtube.com/watch?v=Jf52TKKVu4A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Article Mentioned in Today's Show: "Relative Rotation – Unlocking the Hidden Potential Part 1" https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FederaReserve #JeromePowell #Inflation #CashIsKing #TinyHomes #Insurance #Markets #Money #Investing
Is the Fed Done? (6/15/23)
(6/15/23) How long can the markets' buying stampede continue? The markets' reaction to Fed rate pause announcement: Meh. The next logical point for correction is to 4,000. Markets didn't blink on less-than-dovish comments by Jerome Powell: Two more rate hikes are possible this year, but no commitment to do so in July. And why would the Fed cut rates, unless there's a problem? (Has the market mis-read the Fed?) The Fed calculates inflation in myriad ways. We've yet to see the full impact of rate hikes. Jeff Gundlach: Valuations are not in synch with Companies' performance. Markets are being driven by only a few stocks. Retail sales resist slowing down: Consumers are paying more but getting less. Inflation screws around w economic indicators. Johnson Red Book show retail sales flat; the phenomenon of labor hoarding. SEG-1: Markets Don't Blink at Fed Decision SEG-2: The Fed's Hawkish Pause SEG-3: Jeff Gundlach commentary: Valuations are Not in Sync w Companies' Growth SEG-4: Retail Sales Resist Slowing Down, Confounding the Fed Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Jf52TKKVu4A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here: https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Are Higher Rates Here to Stay?" https://www.youtube.com/watch?v=2vEJN810ihY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- Article Mentioned in Today's Show: "Relative Rotation – Unlocking the Hidden Potential Part 1" https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FOMC #InterestRates #Inflation #JeffreyGundlach #Valuations #RetailSales #Markets #Money #Investing
The Fed Pauses...at least for now (6/15/23)
(6/15/23) The FOMC Meeting ended with a tentative pause in its rate hike strategies, hinting that there could be more rate hikes in the future. Markets initially responded negatively, but actually closed the day just a little higher than break-even. Markets are very deviated from the 200-DMA, and we're expecting to possibly see the beginnings of some corrective action as soon as today. The first level will be back to the 20-DMA to about 4,230. The 50-DMA will be the second target at 4,116, and below that is the 100-DMA. We're not expecting much of a decline below 4,000 for now. But any correction back towards the 50-DMA will be an opportunity to increase exposure in your portfolios. Watch for money flows into previously out-of-favor stocks when this corrective process occurs. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #Inflation #FederalReserve #InterestRates #200DMA #50DMA #Money #Investing
Are Higher Rates Here to Stay? (6/14/23)
(6/14/23) Inside the CPI Report: What will the Fed do & say? The only reason to cut rates would be because the economy's gone sour; Higher Rates are here to stay; higher for longer could trip up markets. Why does Congress need fancy, expensive uniforms for one game of softball a year (and who's paying for all that)? Using debt and leverage to build wealth. How much does it take to BE wealthy vs FEEL wealthy? Why it's a mistake to shield kids from adversity (how else will they learn how to deal)? Summer School Procrastination at the Roberts' house. The importance of financial literacy, to be taught first in the home. Venmo hate notes with car note payments; Luchi & Joey's Tacos; Markets' premise: The Fed will pause. Why this time IS different: Markets have already declined through rate hike cycle. Are we in Recession? The beginning signs of sector rotation. SEG-1: Inside the CPI: What Will the Fed Do and Say? SEG-2: Congressional Softball, Tax Returns, and Feeling Wealthy SEG-3: The Importance of Non-procrastination & Financial Literacy SEG-4: Car Notes and Hate Notes and Signs of Recession Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=2vEJN810ihY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- The latest installment of our new feature, Before the Bell | "What Will the Fed's News Today Mean for Markets Tomorrow?" is here: https://www.youtube.com/watch?v=2z1eeh17gBM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Herd is Generally Wrong at Market Tops & Bottoms" https://www.youtube.com/watch?v=dHAFefLpTgQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Article Mentioned in Today's Show: "Relative Rotation – Unlocking the Hidden Potential Part 1" https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #BullMarket #FOMC #Inflation #FinancialLiteracy #Wealth #Markets #Money #Investing
What will the Fed's News Today Mean for Markets Tomorrow? (6/14/23)
(6/14/23) Today will see the much-anticipated announcement by the Fed as to whether or not they will hike rates or pause, and what will that mean for the markets. With market breadth very narrow in this rally, there now signs of sector rotation emerging. CPI data yesterday suggested headline inflation is coming down sharply, but core inflation remains fairly "sticky." All this pushes out to 2024 even the slightest scintilla of a chance for any rate cuts. Meanwhile in the markets, extreme deviation above the 200-DMA will eventually correct, and we're now seeing other areas of the markets starting to catch up with large cap stocks. Things are going to be more challenging until markets consolidate or have some sort of a correction. The Bear Market is now behind us, last year's correction is over, and that bottom was established. Every signal now suggests we're back into a bullish mode. That does not mean, however, you won't have 5-10% corrections along the way. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=2z1eeh17gBM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #Inflation #CPI #FederalReserve #InterestRates #200DMA #50DMA #Money #Investing
The Herd is Generally Wrong at Market Tops & Bottoms (6/13/23)
(6/13/23) It's CPI Day, and important factors will be the lag effect of Fed rate hikes and Home Owners' Equivalent Rent figures. Markets are hoping for a weaker print because it will mean a further pause in rate hikes, and one step closer to rate cuts. Markets could pull back to the moving averages; investors' panic moves happen at the worst possible moment. Why market technicals are more bullish: We're wired to forget pain. Example: Meme Stocks are back (where investors were beat up last year). The heard is generally wrong at major turning points (market tops and bottoms). The Fed says rates will rise until inflation trends back towards 2%. Another Roberts Family Story; Markets have a clearly bullish bias, some sector rotations may not occur until 2024. Markets now trading above 200DMA, with the 50DMA crossing above, typical of a bull market. Buy the dips. A brief history of the SEC, the SEC Stabilization Act and the saga of Gary Gensler. SEG-1: CPI Day: Markets Hope for Weaker Print SEG-2: The Herd is Generally Wrong at Market Tops & Bottoms SEG-3: Why We're Still Stinging from 2022 SEG-4: A History of the SEC, Banks, & Wall St. Chumminess Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=dHAFefLpTgQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell | "Markets Are More Than 10% Above the 200-DMA " is here: https://www.youtube.com/watch?v=_tK-7LH-TY0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How Can Markets Be Bullish as Economy Slows?" https://www.youtube.com/watch?v=OadFwDcY8CQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Article Mentioned in Today's Show: "Relative Rotation – Unlocking the Hidden Potential Part 1" https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #BullMarket #HerdMentality #FOMC #Inflation #SEC #GaryGensler #Markets #Money #Investing
Markets Are More Than 10% Above the 200-DMA (6/13/23)
(6/13/23) The CPI for May shows inflation slowing from 4.9% to 4.0% year over year, which investors hope will allow the Fed to pause in its interest rate hike campaign against inflation. With a continuation of its pause, Markets interpret that to be one step closer to future rate cuts. Markets rallied accordingly on Monday. Markets are well into three-standard deviations above the 50-DMA, and more than 10% above the 200-DMA. Softer inflation numbers could spur markets higher, but the longer that trend extends, the more likely a correction will occur. Use rallies to reduce risk, and take pull back opportunities to add risk. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=_tK-7LH-TY0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #Inflation #CPI #FederalReserve #InterestRates #200DMA #50DMA #Money #Investing
How Can Markets Be Bullish as Economy Slows? (6/12/23)
(6/12/23) Texas Summer & FOMC Preview, plus Quadruple Witching on Friday; Retail buyers return to the market: Will it continue? We're back into a "new" bull markets, up 20%; the NASDAQ is up 20% above 200-DMA; with extreme deviation, correction is imminent. How can markets be bullish with a slowing economy? Beware bullish commentary: much evidence to suggest the decline is over, but markets' advance will soon slow. (Sidebar: Despite Elon Musk's loss in Twitter, gains in Tesla have made the Twitter deal virtually free.) Seven tech stocks responsible for most of markets' gains this year. Narrow markets are not healthy and will correct. Technical indicators say recession is near. Inflation hits the nail salons (another Roberts Family Saga). The Economy will continue to be a challenge for investors. What it will take to get to Recession (going below sea level.) Economy must offset excess, artificial liquidity. CPI news this week: key will be non-headline inflation data & sticky prices. Will the Fed hike rates or pause? Markets are better prepared for pause than for rate hike. Central Bank Digital Currency (CBDC): We're already there. Being able to better monitor (and manage) cash flows is handy tool for Treasury. Poll results: More than half don't have an opinion/are ignorant of CBDC; 34% oppose. SEG-1: We're Back in a "New" Bull Markets SEG-2: How Can Markets be Bullish as Economy Slows? SEG-3: Inflation Hits the Nail Salons; The Challenging Economy SEG-4: To CBDC or Not to CBDC? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=OadFwDcY8CQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell | "Is the NASDAQ Due for Correction?" is here: https://www.youtube.com/watch?v=bo2wE4l0ECA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Beware of Cryptocurrency Scams" https://www.youtube.com/watch?v=x7usjxMSvHI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- Video Mentioned in Today's Show: S&P 4300: Bulls For The Win? Or Time To Take Profits? | Lance Roberts & Adam Taggart https://www.youtube.com/watch?v=a6GCt7N9kc0&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #BullMarket #FOMC #QuadrupleWitching #NASDAQ #ElonMusk #NailSalon #Inflation #Markets #Money #Investing
Is the NASDAQ Due for Correction? (6/12/23)
(6/12/23) The NASDAQ has been the star of the year for investors with Technology stocks leading the way. Is the NASDAQ now due for some type of correction? Technical indicators suggest such just may be the case. The NASDAQ is trading 20% above its 200-DMA--an achievement that has occurred only 15 times since 1983. The NASDAQ is also trading above three standard deviations over the 50-DMA. Funny thing about moving averages: They tend to act like gravity, pulling higher prices back down (by definition, an average needs to have an upper AND a lower range.) Market history will bear this out. Will this time be different? Most likely, not. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=bo2wE4l0ECA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #NASDAQ #MarketCorrection #TechStocks #200DMA #50DMA #Money #Investing
Beware of Cryptocurrency Scams (6/9/23)
(6/9/23) Carvana's crash: Who wants to buy a car from a vending machine? Personal Financial Strategies and habits; from everything-Bitcoin to everything-AI. The fastest Shrinking Jobs in America: McDonald's kiosk revolution; "Soylent Green" and "The Purge" in real life? Financial losses in elder fraud are on the rise; cryptocurrency scams. Subscription purchase scams. The explosion of AI. Moderation in Technology use: Gen-x moving away from smartphones to flip phones. Economists expect the Fed will pause and remain on hold. Danny's tales of kids' lemonade stand plans, ice cream trucks, and Richard's new "Donuts and Dolls" food truck idea. Teaser for next Candid Coffee Mid-year Economic Review. SEG-1: Personal Financial Strategies & Habits SEG-2: The Fastest-shrinking Jobs in America SEG-3: Moderation in Technology & The Fed on Hold SEG-4: Kid Business: Lemonade Stands & Ice Cream Trucks Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=x7usjxMSvHI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- The latest installment of our new feature, Before the Bell | is here: https://www.youtube.com/watch?v=2asRoGHK6Xs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Markets' Bet: No Recession" " https://www.youtube.com/watch?v=8uvPN2nT0pc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Articles Mentioned in Today's Show: Relative Rotation – Unlocking the Hidden Potential Part 1 https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #CryptoCurrencyScams #PersonalFinance #JobLosses #Technoloy #FederalReserve #LemonadeStands #IcecreamTrucks #BlueBunny #BlueBell #Markets #Money #Investing
The Markets' Bet: No Recession (6/8/23)
(6/8/23) Markets' bet on Small Caps: No Recession? Next FOMC Meeting: Higher rates to come? Sector rotation may have short shelf life; Why are Friday's the best trading days of the week in 2023? The difficult dichotomy between markets & data. The surge in credit card debt, even as rates rise. Markets are momentarily "calm" as the Fed allows tighter bank lending standards to dampen economic growth. Meanwhile, the Fed has a "transitory" problem: policy is now more about politics. Market expectations vs reality: What is the market telling us about recession? What is Sector Rotation activity telling us? Options volume is off the charts; What is the VIX measuring? Is the VIX broken (it's a statistical metric)? "Passive" investing is not an accurate term; is "passive" becoming active? Speculation is a function of excess liquidity: The Fed is a factor in the market. SEG-1: Markets' Bet on Small Caps: No Recession SEG-2: Momentary Calm in Markets as Fed Allows Banks to Buffer Growth SEG-3: What is Sector Rotation Activity Telling Us? SEG-4: Is the VIX Broken? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=8uvPN2nT0pc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Will Sector Rotations Provide Opportunity for Investors?" is here: https://www.youtube.com/watch?v=2asRoGHK6Xs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Are We in a Cardboard Box Recession?" https://www.youtube.com/watch?v=qTMfOCXgCPA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles Mentioned in Today's Show: Relative Rotation – Unlocking the Hidden Potential Part 1 https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #SmallCaps #SectorRotation #Inflation #Markets #Money #Investing
Will Sector Rotations Provide Opportunity for Investors? (6/8/23)
(6/8/23) As money flows into big cap stocks begin to rotate into underperforming areas of the market, where might opportunities lie for savvy investors? We look at Albemarle, Amazon, Apple, CVS, Microsoft, NVDIA, and Verizon. We don't know how long this rotation will last, but most likely, a correction in big cap names will provide a buying opportunity. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=2asRoGHK6Xs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #SmallCap #MidCap #Correction #SectorRotation #Albemarle #Amazon #Apple #CVS #Microsoft #NVDIA #Verizon #Money #Investing
Are We in a Cardboard Box Recession? (6/7/23)
(6/7/23) The Cardboard Box Recession = real time indicator of less spending on items requiring boxes and cartons (The Corrugated Index). Noting Small Cap and Mid Cap behaviors that cannot last. On Recession Watch: Services sector vs Manufacturing sector performance; for Investors, Recesssion means lower earnings. Why Recessions really aren't bad: Cleansing of the system. Impending recession will be more of a downturn because we've already handled "crises" in banking & housing; the latest Crisis de Jour is the re-funding of the Treasury General Account. Suzie Ormand's "people are scared" comment the result of idiotic media headlines and stupid politicians. What ever happened to John Krasinski's "Good News?" Fear is not to be discounted as unimportant, but keeping a balanced perspective is vital. Why Bonds are now under-priced for the market: "best opportunity for investors in 14-years"? SEG-1: The Cardboard Box Recession SEG-2: What Recessions Aren't Necessarily Bad SEG-3: The Latest Crisis de Jour: Re-Funding the TGA SEG-4: The Best Bet is On Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=qTMfOCXgCPA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "Which Stocks Will Be Most Affected by Economic Slowdown?" is here: https://www.youtube.com/watch?v=t3jGx_8WaqI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "What Does Market Breadth Tell Us?" https://www.youtube.com/watch?v=05URMbQSNb4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles Mentioned in Today's Show: "Breadth Not As Strong As Advance-Decline Suggests" https://realinvestmentadvice.com/breadth-not-as-strong-as-advance-decline-suggests/ "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #Treasuries #Bonds #Inflation #Markets #Money #Investing
Which Stocks Will Be Most Affected by Economic Slowdown? (6/7/23)
(6/7/23) Small Cap stocks have sprung to life...but, these are also the companies least-able to weather an economic downturn. Market breadth has been pretty narrow this year, and if you didn't own the top ten stocks, you weren't able to participate in the benefits. Small Caps, Mid Caps, and Emerging Market stocks have underperformed this year. (The Russell 2000 is at the same level as when the year began.) But over the last few days, sector rotation has energized Small Cap stocks, much of it in short covering. This activity is likely short-lived, and we expected to see a stall or a pullback. Market history bears this out. We're using the current rally to rebalance risk before the tide turns. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=t3jGx_8WaqI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EconomicSlowdown #Russell2000 #SmallCap #MidCap #EmergingMarkets #Money #Investing
What Does Market Breadth Tell Us? (6/6/23)
(6/6/23) The Service-based part of our economy represents 70%, and the ISM Service Index is on the cusp of correction, and indication of pending recession. Oil prices have sold off, and are under pressure; Gold prices are soft. Market Breadth is narrow (and why it matters); Why didn't Apple evening mention AI in Monday's Investor Day (coded-as "machine language")? Market growth of late has been fueled by AI-hype. UFO Whistleblower: We are not alone. Expectations or earnings never realized: NVDIA & AI: Price of entry for most companies is too high; opportunity for low-cost competitor to enter the fray. NVDIA cannot grow fast enough to sustain rate; cost of acquisition will fall. Overbought markets may be stuck until next catalyst; Jun Fed meeting? Any Fed rate cut is being pushed further and further back; timing of Recession. Growth has been declining, but is still positive. SEG-1: When Services Activity Weakens SEG-2: Why Market Breadth Matters SEG-3: Extraterrestrials & Market Expectations SEG-4: Will the Fed's June Meeting Be the Next Market Catalyst? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=05URMbQSNb4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "Markets Overbought: Is Correction Near? " is here: https://www.youtube.com/watch?v=VW29t5XPtRA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Anticipating the Fed: Will They Hike or Hold?" https://www.youtube.com/watch?v=tDtsyTYPldk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=27s -------- Articles Mentioned in Today's Show: "Breadth Not As Strong As Advance-Decline Suggests" https://realinvestmentadvice.com/breadth-not-as-strong-as-advance-decline-suggests/ "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FederalReserve #InterestRates #EmploymentReport #Treasuries #Inflation #Recession #Markets #Money #Investing
Overbought S&P: Is Correction Near? (6/6/23)
(6/6/23) Recent market buying has pushed prices into the stratosphere, which, history suggests, will result in a market pullback, at least in the short term. At three standard-deviations above the 50-DMA, it may not seem dramatic, the law of averages will begin to pull prices back downward. A 5- to 10-percent correction from these levels would not be surprising at some point this summer. Meanwhile, the Volatility Index (VIX) has completely collapsed, trading at three standard-deviations BELOW the moving average, which also suggests we'll see a reversal, a pickup, in volatility sooner or later. The catalyst for that volatility reversal will be some unexpected piece of news, and will coincide with a market correction. What does this suggest? Now is the time to take profits from outsized gains so far this year; rebalance portfolios, collect some cash, and be ready for when the correction occurs. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=VW29t5XPtRA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #OverboughtMarkets #VolatilityIndex #VIX #Money #Investing
What Will the Fed Do Next Week? (6/5/23)
(6/5/23) Stock Buyback Blackout: Monetary impact exits market for now; predicted sector rotations fueled markets to three standard deviations above 50-DMA; prepare for pullback! OPEC Production cuts spike oil prices; Headline Employment Report beats expectations...again. What will the Fed do next week? Very large Birth/Death ratio adjustment; BLS vs Household Surveys: Number of self-employed declines. Cannot have recession without higher unemployment (interestingly, almost all jobs created were part-time.) The Fed wants higher unemployment; next meeting next week: Will the Fed Hike or Hold rates? Depending upon tighter bank lending rules to curb spending, slow inflation; markets have begun to price-in another rate hike. The Fed doesn't need to cut rates. Re-Funding the Treasury General Account (TGA): Where's the money going? What is the risk to equity markets? Money Market Funds own short-term Treasuries. SEG-1: Sector Rotation Fuels Market Rally SEG-2: Jobs Report Beats Estimates SEG-3: Anticipating the Fed: Will They Hike or Hold? SEG-4: Re-funding the TGA: Where's the Money Going? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=tDtsyTYPldk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=27s -------- The latest installment of our new feature, Before the Bell | "Can Markets Follow Thru on Friday's Rally? " is here: https://www.youtube.com/watch?v=BNHCNbU97zY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "What Will Today's Employment Numbers Mean for Rates? " https://www.youtube.com/watch?v=ng1FWTqOp_Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FederalReserve #InterestRates #EmploymentReport #Treasuries #Inflation #Recession #Markets #Money #Investing
Can Markets Follow Thru on Friday's Rally? (6/5/23)
(6/5/23) Friday's Employment Report of 300k+ new jobs added in May sparked a rally in stocks with a sector rotation we've been expecting, boosting the Dow over 700-points. The question today is whether markets can achieve a follow through on that momentum. One of the supports for the Energy sector over the weekend was OPEC's announced 1-million/bbl production cut. Markets are very over bought by three-standard deviation points above the 50_DMA, which is unsustainable for any length of time. The markets' next barrier is the 4300 level, which goes back to last August. Historical evidence would suggest some sort of correctional behavior is due at these levels. Next week's Fed meeting could provide a bit of a headwind to markets, near-term, so profit taking may be a good strategy at this point. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=BNHCNbU97zY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EmploymentReport #JOLTS #LaborDepartment #Inflation #FederalReserve #InterestRates #Money #Investing
What Will Today's Employment Numbers Mean for Rates? (6/2/23)
(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. SEG-1: Debt Ceiling, Employment, & Fed Plans SEG-2: Why is Your Steak so Expensive? SEG-3: Why the Yield Curve Matters SEG-4: 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 -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ng1FWTqOp_Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The May Employment Report May Move Markets" is here: https://www.youtube.com/watch?v=DZyByuuLtlI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Why the Debt Ceiling Bill Won't Matter" https://www.youtube.com/watch?v=0KaDnzCk_Hw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #DebtCeiling #Inflation #Steak #BeefPrices #YieldCurve #CDs #CollegeGrads #FinancialLiteracy #Markets #Money #Investing
Will the Fed Hike or Pause Rates in June? (6/1/23)
(6/1/23) Setting up for June; the key point of the Debt Ceiling Bill: Unlimited Government Spending until 2025 (after the elections). What the Treasury must do next: Issue more debt. Watch for reverse in liquidity, rates to rise, and a drag on markets. We're moving into the "weaker" months of Summer, with a relaxation of the rally. "Taking profits" doesn't mean selling everything. Market anticipation ahead of Debt Ceiling Bill and sloppy T-bill auctions as liquidity leaves the markets. FOME Meeting preview: Hike or Pause? The Fed's conundrum: Sticky inflation & strong employment. Investors must be prepared to "call an audible." Tightening bank lending standards are defacto rate increases. The true impact of the lag effect is unknown. The Family Feud Murder conviction; market behavior: low bullish sentiment in rally, climbing a "wall of worry," but not worried about the Debt Ceiling. Market sector divergence; watch for rotations. SEG-1: The Key to Debt Ceiling Bill: Unlimited Gov't. Spending SEG-2: The Next Step for Debt Ceiling Bill SEG-3: FOMC Preview: Hike or Pause? SEG-4: How Bullish Markets Climb a "Wall of Worry" Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=at5qCh1fkp0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "The May Employment Report May Move Markets" is here: https://www.youtube.com/watch?v=DZyByuuLtlI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Why the Debt Ceiling Bill Won't Matter" https://www.youtube.com/watch?v=0KaDnzCk_Hw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #DebtCeiling #Inflation #BullMarket #BondTraders #StudentLoanDebt #Markets #Money #Investing
The May Employment Report May Move Markets (6/1/23)
(6/1/23) The Employment Report has had an amazing string of "beats" by a large margin, and for a protracted period of time, so tomorrow's employment numbers for May could have significant impact on the Fed's forward plans and the markets' mood. The anomaly has been how employment has remained strong despite Fed efforts to tame the economy. There IS slowing on the Manufacturing side of the economy, but not so in the Services sector, which comprises 80% of the economy, and represents the lower-end of wage earners. Yesterday's JOLTS report was strong, suggesting tomorrow's Labor Dept. report will also exceed expectations, confounding the Fed's efforts to bring down inflation by slowing the economy. "Sticky" Inflation remains higher than the Fed would prefer, and is not on a trajectory to weaken anytime soon. Fed futures are betting on more rate hikes in coming months. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=DZyByuuLtlI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EmploymentReport #JOLTS #LaborDepartment #Inflation #FederalReserve #InterestRates #Money #Investing
Why the Debt Ceiling Bill Won't Matter (5/31/23)
(5/31/23) The Debt Ceiling bill advances to the House, which the CBO deems will cut spending $1.3-B over 10-years (the CBO is never correct). Markets need to take a break; pullback to 50-DMA likely. Sector rotations coming; time to take profits. Corporate earnings are showing improvement, but where do earnings come from? Sales. Why is the economy doing better than expected; what happens when student loan payments return? Fed futures expecting rates up to 5.3%; bond traders disagree. The Debt Ceiling Bill isn't a debt deal: will NOT cut spending. Current debt service requires more revenue than is being received. The impolitic reality of spending cuts: McCarthy only dealing with 15% of budget. Higher debt means slower economic growth. 2% growth required for "escape velocity." SEG-1: Markets Need to Take a Break; Sector Rotation Coming SEG-2: Why is the Economy More Buoyant than Expected? SEG-3: Why Wall St. Analysts are More Bullish (and bond traders are not) SEG-4: Why the Debt Ceiling Bill Won't Really Matter Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=0KaDnzCk_Hw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The NASDAQ Gap is Unsustainable" is here: https://www.youtube.com/watch?v=TPcVQAwvP8A&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Markets Continue to Defy the Bears" https://www.youtube.com/watch?v=io9y3reKWDM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #DebtCeiling #Inflation #BullMarket #BondTraders #StudentLoanDebt #Markets #Money #Investing
The NASDAQ Gap is Unsustainable (5/31/23)
(5/31/23) NVDIA and the AI Revolution have boosted NASDAQ stocks more than three standard deviations over the 50-DMA. Markets are now overbought in this bull market, corrections will occur back to the 50- and 100-DMA, which means, if you're heavily invested in Technology stocks, it might be a good time to take some profits off the table; when the pullback occurs will be the time to add positions back in. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Article mentioned in this video: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=TPcVQAwvP8A&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #NASDAQ #ArtificialIntelligence #AI #NVIDIA #BullMarket #Money #Investing
Markets Continue to Defy the Bears (5/30/23)
(5/30/23) Markets begin the holiday-shortened week on an upbeat note, thanks to an impending Debt Ceiling deal; markets are challenging the Jan '22 Lows. Friday's PCE Report revealed Inflation remaining sticky, which the Fed will have to address. The Debt Ceiling deal is not a "done-deal" yet; if passed as-is, spending will actually increase in 2024. Next Debt Ceiling discussion will be pushed out to 2025, beyond the next election. The risk of market price increases exists as debt ceiling talks continues; Congress uses fuzzy math. What the Fed may do about more inflation; prices are not getting cheaper; increased consumer sending expected to continue, foiling the Fed's plans. Rate hikes aren't working, and markets are beginning to price-in another rate increase at the June 16 Fed meeting. Consumer sentiment indicates also an expectation for higher prices to continue. There's a "new" flu. How markets are defying the bears. SEG-1: PCE Report: Inflation Remains Sticky - more rate hikes in store? SEG-2: The Debt Ceiling Deal - Not Done Yet SEG-3: What the Fed May Do About More Inflation SEG-4: Markets Continue to Defy the Bears Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=io9y3reKWDM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Big Bust for Small Investors" https://www.youtube.com/watch?v=ahLlS_JOsHg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #DebtCeiling #Default #Inflation #PCE #Markets #Money #Investing
Markets Breakout on AI Revolution & Debt Ceiling Deal (5/30/23)
(5/30/23) Market futures are pointing dramatically higher on news of a debt ceiling deal, and more talk from NVDIA about the AI revolution and the seemingly endless possibilities. This breakout takes out the supports in place two years ago when Russia invaded Ukraine, setting markets up for a rally to March's highs, and a rally to all-time highs. Not overnight, of course; but once we clear out of the consolidation range, the next step is 4400, and then upwards to 4600 by the end of the year. We will participate in this rally, but with cautions and concerns over valuations; earnings are recovering, but may not recover as rapidly as markets expect. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Article mentioned in this video: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=ssUZu5esaKw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #DebtCeiling #ArtificialIntelligence #AI #NVIDIA #Money #Investing
The Artificial Intelligence Revolution--and how it will end (5/29/23)
Artificial Intelligence is a continuation of the Industrial Revolution, and has been underway for past ten years; where is the value? The Ai Era will end over valuations; the impact of Ai and Tech stocks on markets. 0:00 - Ai is a Continuation of the Industrial Revolution 12:05 -- How the Ai Era Will End: Valuation 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 | "Retail Sales Reveal Cracks in Economy" is here: https://www.youtube.com/watch?v=CU18es76H4U&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is a Surge in Unemployment Coming?" https://www.youtube.com/watch?v=nZImk_7Lp08&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Article Mentioned in Today's Show: "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #RetailSales #EconomicDownturn #ArtificialIntelligence #IndustrialRevolution #Valuation #Markets #Money #Investing
Is Your Portfolio Being "Green Smuggled?" (5/26/23)
(5/26/23) Is there industry pressure for ESG? Need for Investment Policy Statement to include, "no ESG." Book: "Capitalist Punishment;" "Green Smuggling" noted by Committee to Unleash Posterity; financial managers pushing for political agendas over profits for customers. Is your portfolio being "greenwashed:" no product change, but higher "ESG" fees? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4zpbNF_feEE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Have We Already Gone Through a Recession that Didn't Register?" https://www.youtube.com/watch?v=q-PJcFnut-Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #ESG #WhiteCollarRecession #ESGInvesting #CharitableGiving #FinancialPlanMatching #JanetYellen #AI #Markets #Money #Investing
Why Market Performance is Dependent Upon Jobs (5/25/23)
(5/25/26) Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Debt Ceiling Debate: Will We Really Default?" https://www.youtube.com/watch?v=GNboprBa9xg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #RetailSales #Target #HomeDepot #Walmart #ArtificialIntelligence #Inflation #Markets #Money #Investing
The Big Bust for Small Investors (5/24/23)
(5/24/23) Why Debt Ceiling Talks are falsely being compared to the Y2K conflagration; we will not default. Sovereigns are crumbling, the US just not as rapidly; gold and dollar avoidance. Candid Coffee preview; portfolio diversification and real estate: The Big crash that will hurt small investors. The impact of higher rates on real estate investors; The Timber Ridge Pat. failure in Houston; the ugly truths about multi-family real estate investments. How to invest when liquidity is drying up: The DDA Acres communal tiny house project (Don't Die Alone); the dangers of illiquid investments. Take caution as a syndicator investor; veery few rights. How Not to Get Into RE Investing. Food and Healthcare planning for retirement. SEG-1: Debt Ceiling Talks: We Will Not Default SEG-2: Portfolio Diversification & Real Estate: Beware! SEG-3: How to Invest When Liquidity is Drying Up SEG-4: Healthcare Planning for Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ahLlS_JOsHg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Why a Good (White-collar) Job is Hard to Find" https://www.youtube.com/watch?v=yztDFUdeo3Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #DebtCeiling #Default #RealEstateInvesting #Inflation #Liquidity #Healthcare #Retirement #Markets #Money #Investing
Why a Good (White-collar) Job is Hard to Find (5/23/23)
(5/23/23) Richard's new home-delivery food service: Donuts, Eggnog, & Seclusion; the mucky market and media scare tactics: Default is not in the cards. Saudi's warning to oil short-sellers: Global oil supplies are to tighten further. The Sixth Sense you need when considering private capital investing; transparency is key. The FTX fiasco: The correct question asked by Taylor Swift. Issues of liquidity in private infesting; the Stanford Pitch. The risk in Commercial Real Estate; why a good white-collar job is hard to find; employment trends. Quiet quitting vs employe loyalty; from passion to apathy. The next Candid Coffee preview; market preview; Loew's report; restaurant spending & holiday travel; What would retirement overseas look like for you? SEG-1: Media Scare Tactics: Default Is Not In the Cards SEG-2: The Sixth Sense You Need in Private Capital Investing SEG-3: Why a Good (White-collar) Job is Hard to Find SEG-4: What Retirement Overseas Looks Like for You Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=yztDFUdeo3Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Why is Generation-X the Least-prepared for Retirement?" https://www.youtube.com/watch?v=dAr_siHk4WY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #WhiteCollarJobs #Retirement #OverseasRetirement #DebtCeiling #PrivateCapitalInvesting #Inflation #Markets #Money #Investing
Why is Generation-X the Least-prepared for Retirement? (5/22/23)
(5/22/23) Debt Ceiling talks are to resume this week; PCE numbers released later this week could create an inflation conundrum or the Fed, and markets are unsure how to react. Ai is creating mindless momentum: No one really knows what it is. Candid Coffee preview & Summer Songs: What will markets do next? When to get back into the market? Meta fined for data transfer, will appeal; sweet irony. The problem of buying high and selling higher; The Triple-P of investing: Patience, Position-sizing, & Persistence. Why is Generation-X the Least-prepared for Retirement? How Retirement Lifestyle has changed; "Outlive" book by Peter Attia; Livingto100.com; 23 & Me: The Intersection of Healthcare & Retirement. True age vs biological age. The Gallery blood test for cancer propensity. SEG-1: This Week's PCE Number: A Conundrum for the Fed? SEG-2: When is the right time to get back into the market? SEG-3: Generation-X is Least Prepared for Retirement SEG-4: How Not to Outlive Your Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=dAr_siHk4WY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "IS ESG Investing Bad?" https://www.youtube.com/watch?v=4zpbNF_feEE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #GenerationX #Retirement #Inflation #PCE #FederalReserve #AI #Markets #Money #Investing
Is ESG Investing Bad? (5/19/23)
(5/19/23) Market performance vs economic data: This is a White-collar Recession; the AI narrative has created a positive fever in Tech stocks. Janet Yellen's Only Fans plan; Where do you place your money now for the least risk? The importance of Financial Plan Matching. Is there industry pressure for ESG? Need for Investment Policy Statement to include, "no ESG." Book: "Capitalist Punishment;" "Green Smuggling" noted by Committee to Unleash Posterity; financial managers pushing for political agendas over profits for customers. Is your portfolio being "greenwashed:" no product change, but higher "ESG" fees? How a charitable giving strategy would work w ESG; Candid Coffee preview; Touring Texas; "Easy Riders" redux: "ESG Rider?" Activities w Kids, and a generation that's moving away from social media (Generation Alpha). SEG-1: This is a White-Collar Recession SEG-2: Janet Yellen's Only Fans & Financial Plan Matching SEG-3: Is ESG Investing DOA? SEG-4: Charitable Giving Strategies & ESG Investing Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4zpbNF_feEE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Have We Already Gone Through a Recession that Didn't Register?" https://www.youtube.com/watch?v=q-PJcFnut-Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #ESG #WhiteCollarRecession #ESGInvesting #CharitableGiving #FinancialPlanMatching #JanetYellen #AI #Markets #Money #Investing
Have We Already Gone Through a Recession that Didn't Register? (5/18/23)
(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession? Excluding inflation, stocks are down, and there are still recession warnings from Home Depot and Target. Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs. SEG-1: Markets Lifted to Top of Trading Range SEG-2: Speculating on the AI Revolution SEG-3: How Inflation Masks the Data SEG-4: Market Expectations vs History Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=q-PJcFnut-Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Debt Ceiling Debate: Will We Really Default?" https://www.youtube.com/watch?v=GNboprBa9xg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Recession #RetailSales #Target #HomeDepot #Walmart #ArtificialIntelligence #Inflation #Markets #Money #Investing
Is It Too Late to Get Into AI Trades? (5/18/23)
(5/18/23) Markets rallied to the top of the trading range, and if markets can continue to climb beyond that range, it will be a very bullish outcome. Much of that hinges on Artificial Intelligence: AI, and the stocks that are driving the market are all those companies related to the AI story (see article link below). Is it too late to get into those trades? Depends upon your entry point. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Article mentioned in this video: "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #RetailSales #ArtificialIntelligence #AI #NVIDIA #Gogle #Meta #Money #Investing
The Debt Ceiling Debate: Will We Really Default? (5/17/23)
(5/17/23) Markets continue to go nowhere. Interestingly, one day after Home Depot's disappointing report, Target's results exceeded expectations. Retail Sales' core numbers continue to trend upward, refuting calls for economic downturn. Pay attention to retailers at the lower end of economic spectrum for clues as to how consumers are really faring. The Debt Ceiling Debate: Will we really default? have we ever had a Debt Ceiling Disaster? No. Government spending = 8% of GDP. Hyberbole is worse than reality, but results in investors doing the wrong thing with money. Money Stress & Important Value trends: Focus shifting from social fulfillment to Money; the rich aren't necessarily happier. The proper place of Money in Life; planning what to do in Retirement; The man on sick leave for 15-years & Employee Reviews; IRA's, Roth's, & Annuities. SEG-1: Markets Continue to Move Sideways SEG-2: What Happens After a Debt Ceiling Disaster? SEG-3: Money Stress & Happiness SEG-4: Planning What to Do in Retirement Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=GNboprBa9xg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "Target vs Home Depot: The Dichotomy of Retail Sales" is here: https://www.youtube.com/watch?v=_HD2jD99rZo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Artificial Intelligence is Like the Industrial Revolution" https://www.youtube.com/watch?v=uEDXeznhBOE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #RetailSales #EconomicDownturn #DebtCeiling #Target #HomeDepot #Markets #Money #Investing
Target vs Home Depot: The Dichotomy of Retail Sales (5/17/23)
(5/17/23) Home Depot's results on Tuesday were its worst report in over a decade; today, however, Target's report was very positive, with the company holding its guidance for the rest of 2023. How can two retail giants have such different reports, and what does this infer about the economy? Remember all that pandemic spending on home improvements? That's done. Meanwhile, the essentials of daily living remain, which is where Target, WalMart and Dollar Tree live. Expectations of an economic downturn are being denied as core retail sales continue to trend upward. There is a correlation between tighter credit and lending standards and retail sales, and in a debt-driven economy, retail sales will eventually falter. But we're not there just yet. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=_HD2jD99rZo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #RetailSales #Target #HomeDepot #ConsumerSpending #EconomicGrowth #Money #Investing
Artificial Intelligence is Like the Industrial Revolution (5/16/23)
(5/16/23) Markets have endured a sideways pattern for the past month and a half, and are now in a wait-and-see mode, ahead of economic data. Retail Sales for April were up a less-than-expected .4% in April, belying a fundamental weakness in the economy. Markets are also in suspense over the Debt Ceiling discussions this week; price compression continues, as well; what will be the next trigger? The Atlanta Fed Wage-growth Tracker may be seeing the first signs of an economic downturn; a sharp drop in employment from higher-than-normal levels; the NY Fed Manufacturing Index is also a key indicator; it will take longer to get to Recession from elevated levels. Artificial Intelligence is a continuation of the Industrial Revolution, and has been underway for past ten years; where is the value? The Ai Era will end over valuations; the impact of Ai and Tech stocks on markets; economic preview of Retail Sales; why is Home Builder sentiment still high? SEG-1: Retail Sales Preview: Markets in a wait-and-see mood SEG-2: First-signs of an Economic Downturn SEG-3: Ai is a Continuation of the Industrial Revolution SEG-4: How the Ai Era Will End: Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=uEDXeznhBOE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Retail Sales Reveal Cracks in Economy" is here: https://www.youtube.com/watch?v=CU18es76H4U&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is a Surge in Unemployment Coming?" https://www.youtube.com/watch?v=nZImk_7Lp08&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Article Mentioned in Today's Show: "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #RetailSales #EconomicDownturn #ArtificialIntelligence #IndustrialRevolution #Valuation #Markets #Money #Investing
Retail Sales Reveal Cracks in Economy (5/16/23)
(5/16/23) Home Depot and Retail Sales numbers add their weight to Wall Street: April Retail Sales were lower than expected, rising only .4% from last month (this report was taped prior to numbers' release). Retail Sales make up 40% of personal consumption, which makes up 70% of GDP, so if sales are starting to slow, that does not bode well for economic growth. Hopes and expectations for an earnings trough in Q-4 of 2022, and subsequent earnings growth, has been buoying markets. But if the economy is indeed slowing, the future of earnings will be somewhat bleaker. Easter sales are expected to have boosted activity in April, but lowered tax revenues indicate more Americans are out of work, and lower tax refund checks will mean less spending than expected in April. Markets continue to trade in a range, and price compression continues; markets will soon have to make a declaration to rally for fall, one way or another. Markets are waiting on a catalyst to drive in either direction. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=CU18es76H4U&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #RetailSales #HomeDepot #TaxRevenue #ConsumerSpending #EconomicGrowth #Money #Investing
Is a Surge in Unemployment Coming? (5/15/23)
(5/15/23) Markets have gone nowhere for past 45-days; Debt Ceiling discussions resume this week, providing possible impetus. Is Ai the next dot-com phenomenon? The latest NFIB Confidence Index: Markets ignoring howe people feel. The NFIB latest survey says... Is the economy slowing? Why is Markets' view not negative? Markets tend to lead the economy by 6-to-9-months; economic data should improve by late summer. There's always buyers and sellers, and one of them is right. Is a new economic wave about to hit; and what will trigger it? The Inflation "Reduction" Act is not performing as advertised. Is a surge in unemployment coming, a confirmation of economic downturn? The impact of the 2020 shut down is still being felt; Labor hoarding vs terminations: Employers holding onto workers longer than usual. Still lots of liquidity floating around in the system; how to invest? SEG-1: Debt Ceiling Discussions Resume SEG-2: NFIB Survey Says... SEG-3: Is the Economy Slowing? Aligning Data with Sentiment SEG-4: Lingering Impact of 2020 Shutdown: Labor Hoarding vs terminations Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=nZImk_7Lp08&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Make or Break Week for Debt Ceiling" is here: https://www.youtube.com/watch?v=1kloxWw0VkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Where (Not) to Move in Retirement" https://www.youtube.com/watch?v=eJw3Yp3boiQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Unemployment #DebtCeiling #NFIBSurvey #InflationReductionAct #Markets #Money #Investing
Make-or-Break Week for Debt Ceiling (
(5/15/23) This is make-or-break week for resolving the Debt Ceiling debate; the next discussion comes tomorrow. Market futures are somewhat elevated on hopes the question can be put to rest. Media threats of Social Security payments in jeopardy and the US will default on its debts. That's not going to happen. What will happen is government offices shutting down and non-essential workers being furloughed. No one in Washington wants to see that, so our bet is the debate will be resolved, the debt ceiling raised, and it's back to business, as usual. With the market trading "sideways" for the last 45-days, we're expecting a Debt Ceiling Deal to lift asset prices and raise markets out of the current trading range. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=1kloxWw0VkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #DebtCeiling #InterestRates #Bonds #StockPrices #Money #Investing
Where (Not) to Move for Retirement (5/12/23)
(5/12/23) Janet Yellen & Jerome Powell to not always agree; the Physical Longevity Test; Jimmy John's underwear reprise, and getting used to inflation; As go Regional Banks so goes the market; the danger of investing to headline news; there are not crises of confidence; Wall Street is a marketing machine: The noise of Bitcoin, Artificial Intelligence, and Regional Banks. Money Malaise preview; the best states for Retirement do not include Texas: It's all about cash-flow in retirement; making proper priorities in spending. The connection between Money & Mental Health; organizing finances and priorities. SEG-1: Yellen & Powell, Jimmy Johns Underwear, & Getting Used to Inflation SEG-2: As Go Regional Banks, So Go the Markets SEG-3: Best States for Retirement SEG-4: The Connection Between Money & Mental Health Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=eJw3Yp3boiQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Are Banks Already Broken?" is here: https://www.youtube.com/watch?v=qMfglvEsulg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Inflation Eases...Will the Fed?" https://www.youtube.com/watch?v=8fQJRS5CwQk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Inflation #Retirement #CashFlow #RegionalBanks #ArtificialIntelligence #JanetYellen #JeromePowell #JimmyJohns #TommyJohns #Markets #Money #Investing
Inflation Eases...Will the Fed? (5/11/23)
(5/11/23) Markets are beginning to resolve higher; the NASDAQ will drag the S&P along. Upside, however, is limited. Positive bias to stock prices remains, despite calls for Recession; the passive indexing effect. What will be the next sector rotation, and what will be its cause? What's the Fed going to do next? Jul-Aug-Sep CPI will matter most, ex housing/rent component; why would Fed cut rates? Stimulus cash is still in circulation. When will Recession be here? Job Satisfaction up 32%? Labor market is tighter, but without wage increases; there will be no recession without higher unemployment. Investor psychology: Why investors don't want to be in the market. Is the banking sector broken? Investor conundrum over issues that distort markets. FOMO has not truly left the market. SEG-1: Why a Positive Bias to Markets Remain SEG-2: What Will the Fed Do Next? SEG-3: When Will Recession Arrive? SEG-4: Why FOMO has not totally left the Market Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=8fQJRS5CwQk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Are Banks Already Broken?" is here: https://www.youtube.com/watch?v=qMfglvEsulg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Here are articles mentioned in today's show: " "Minimum Wage & The Fed's Biggest Fear" https://realinvestmentadvice.com/minimum-wage-the-feds-biggest-fear/ "Debt Ceiling Non-Crisis And The Fed's Last Rate Hike" https://realinvestmentadvice.com/debt-ceiling-non-crisis-and-the-feds-last-rate-hike/ "Risk and Return Imaging" https://realinvestmentadvice.com/risk-and-return-imaging ------- Our previous show is here: "Inflation Increased .4% in April" https://www.youtube.com/watch?v=EJulVWQhbp8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Lunch & Learn: "Transitioning to Medicare" https://us06web.zoom.us/webinar/register/7516747839784/WN_yEQ0iBgwQ2WdIexCLAdpPQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #Inflation #CPI #PPI #FederalReserve #Markets #Money #Investing
Are Banks Already Broken? (5/11/23)
(5/11/23) Markets rallied on Wednesday's CPI report showing a softening of inflation, but is more inflation on the way? Markets are being dragged lower this morning on concerns over another potential bank failure. This time, it's PacWest, a regional bank feeling the pressures of depositor flight. With the NASDAQ still positive, we're looking for money flows into Technolgy stocks this morning. Markets remain confined to a trading range in which we've been in for the past month. The market will make a defining move in one direction or the other very soon. However, because we have not seen a good correction yet, any move higher will be somewhat limited. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=qMfglvEsulg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #CPI #PPI #InflationReport #PacWest #Banking #DepositorFlight #Money #Investing