
The Real Investment Show Podcast
3,292 episodes — Page 29 of 66
Reverting to Pre-Obamamian Rules in Congress (1/10/23)
(1/10/23) As goes January, so goes the year on Wall St. Will Fed Chair Jerome Powell disappoint investors with this week's presentation? A correction with no more stimulus should be no surprise, but it's not the end of the world, either. As the stimulus bolus works its way through the alimentary canal of the economy, where do you want to be (and where is the contrarian place to be)? What the McCarthy Speakership was really all about: reverting to pre-Obamamian rules in Congress. No more omnibus bills, and no more stimmie checks, either. There's a viable risk for lower earnings this year. The implications of a "soft landing," and the challenges of managing money in 2023. Why "value stocks" are over-valued; what happens if consumers contract? The battle between the Bulls & the Fed (breaking New Year's Resolutions and dropping Twitter-bombs). The Powell speech, and what a "pivot" is not. SEG-1: Jerome Powell's Market Smack-down Day SEG-2A: The Fiscal Pig in the Economic Python SEG-2B: The Real Issue Behind the McCarthy House Speakership SEG-3: The Big Challenge for Managing Money in 2023 SEG-4: The Battle Between the Bulls & The Fed 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=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Our new feature, "Will Jerome Powell Smack-down Investors Onve Again?" is here: https://www.youtube.com/watch?v=BQ1DRvc2C1I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Three Paths Ahead for the Fed" https://www.youtube.com/watch?v=9shGqH4PX_U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #InterestRates #Inflation #Recession #Markets #Money #Investing
Will Jerome Powell Smack-down Investors Once Again? (1/10/23)
(1/10/23) Fed Chairman Jerome Powell delivers another oracle this afternoon in which bullish investors are hoping will containt hints of a shift in Fed policy on interest rates, and the hikes thereof. The Fed's reality is a conitnuing fight on inflation and liquidity until it is unmistakeable that inflation rates are trending back down towards the 2% realm. Market futures this morning are pointing lower in anticipation of Powell's comments. NOTE: Emerging Markets are on a very high buy signal, but care should be taken as emerging markets are getting ahead of themselves. Small- and Mid-cap stocks are also performing better, but these companies tend to do worse in recessionary times, and slower economies impact their earnings much more quickly. 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=BQ1DRvc2C1I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #InterestRates #Inflation #EmergingMarkets #MidCap #SMallCap #Markets #Money #Investing
RIS 1-9-23 MONDAY Best-of Show
How Secure is Your Retirement? (1/6/23)
(1/6/23) Labor Trends are troubling, especially among younger workers; what makes a good employee? A preview of our next Lunch & Learn, the need for pre-marital financial counseling; digesting the Secure Act 2.0 and the confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths; Moving to Texas; remaining social in retirement. SEG-1: Labor Trends w Younger Workers SEG-2: Pre-marital Financial Planning SEG-3: Digesting the Secure Act 2-0 SEG-4: Remaining Social in 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=Hh58lKnK560&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here: https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The 2023 Word of the Year" https://www.youtube.com/watch?v=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SecureAct2_0 #Jobs #Employment #YoungerWorkers #RMD #RothIRA #Markets #Money #Investing
The 2023 Word of the Year (1/5/23)
(1/5/23) The Santa Rally was tardy and tawdry, and markets must make a decision soon whether to move higher or lower; what will the Fed do next? What the MACD is telling us: Take care to be more risk-averse. Is there opportunity for profits in Gold? Market headwinds this year will come from the Fed. The Roberts' Vacation: Being an A-list'er at Red Robin; parsing the latest Fed meeting minutes: How will the Fed lower stock prices without panicking markets? Karma for Mrs. Roberts; The Fed's trajectory, and the difference between pausing rate hikes and dropping rates. a brief history of rate hikes and rate cuts. How markets can surprise despite headwinds; looking for more market volatility this year. "Prepare for the worst, hope for the best; what happens will be somewhere in between." The 2023 Word of the Year may be, "Audible;" be prepared with multiple play options. SEG-1: The Santa Claus Rally was Tardy and Small SEG-2A: How to Be an A-lister at Red Robin SEG-2B: How to Lower Stock Prices w/out Panicking Wall St.? SEG-3A: Karma & Mrs. Roberts SEG-3B: The Fed's Trajectory SEG-4: How Markets Can Surprise Despite Headwinds 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=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s -------- Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here: https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How to Plan for Higher Taxes in 2023" https://www.youtube.com/watch?v=PSKOkfKc73Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #QuantitativeTightening #MACD #BondYields #InterestRates #Markets #Money #Investing
How to Plan for Higher Taxes in 2023 (1/4/23)
(1/4/23) Santa ditched Wall St. in December, quantitative tightening by the Fed continues, as markets look to the Fed's first pivot; Lance regales with tales of the annual Roberts' Christmas Vacation (the Griswold's have got nothing on Lance!) Planning for 2023: How to get through the next 12-months? Higher Taxes are on the way; how should you plan? The solution for climate change: Mating with short people. What might the Fed to next? Meeting Minutes released this week; not a pivot, so what's the plan? What are bond yields telling us about interest rates? Are we already in Recession? SEG-1: No Santa Visit to Broad & Wall SEG-2: The Roberts' Christmas Vacation; How to Get Through 2023? SEG-3: Mating w Short People; What Does the Fed Do Next? SEG-4: The Value of LLC's; What Are Bond Yields Telling Us? 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=PSKOkfKc73Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s -------- Our new feature, "Before the Bell: Setting Expectations for 2023" is here: https://www.youtube.com/playlist?list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz -------- Our previous show is here: "Financial Resolutions that Actually Stick" https://www.youtube.com/watch?v=jSdh_Tr1ePM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2694s -------- Articles mentioned in this podcast: "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #2023Resolutions #SantaClausRally #LLC #FamilyLimitedPartnerships #FederalReserve #QuantitativeTightening #BondYields #Markets #Money #Investing
Setting Expectations for 2023 | Before the Bell (1/4/23)
(1/4/23) Welcome to 2023 and a new format for our pre-market reports! A popular market axiom states, 'as go the first five days of January, so goes the rest of the year.' There was no Santa Claus Rally during the last five trading days of 2022, and the first trading day of January didn't go so well, either. Market lows were set back in October, and we said then to look for a tradable rally. We cautioned against volatility during the first two weeks of December, and now we're trying to establish a higher low for the markets. The sideways trading we've seen since has actually built a nice base. However, the declining top range is consolidating markets more tightly, and the challenge will be to break out of the downward trend over the next month. 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/playlist?list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SantaClausRally #MarketVolatility #MarketRisk #Markets #Money #Investing
Financial Resolutions that Actually Stick (1/3/23)
(1/3/23) The watchword for 2023: "Muck." Predictions for the markets: A tough year ahead; making financial resolutions: What can you control in your household? There will be new taxes this year. Where have all the go-getters gone? Act your wage; not finding worth in work. some families can collect six-figure incomes by staying home; waking up early & making your bed; setting up an emergency fund; Secure Act 2-0: Incentivizing savings; RMD Ages increases; expectations for workers to work longer into old age. The Fed is the foe; passive investing will lose its allure; using Secure Act to take advantage of tax law; The most expensive vehicle this year will be the shopping cart; penalties for missing RMD's; database for lost IRA's is a retirement fund lost & found; Clothespins, Duct tape, & Buzz Muck Year; indexing inflation for savings accounts; rules for managing longevity risk. SEG-1: Financial Resolutions - What Can You Control in Your Household? SEG-2: Acting Your Wage SEG-3: RIA Education: Missing RMD's SEG-4: Encouraging Savings w Secure Act 2-0 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=jSdh_Tr1ePM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2694s -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "Forward Returns Will Disappoint Compared To The Past Decade" https://realinvestmentadvice.com/forward-returns/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #2023Resolutions #SecureAct2_0 #NewTaxes #RetirementSavings #Markets #Money #Investing
Nutty Predictions for 2023 (1/2/23)
(1/2/23) Could the corporate oliogarchs conspire to create a "Manhattan Project" for the development of a new energy source? Saxo Bank's Outrageous Predictions for 2023. Might the EU Army rise up to force a complete union of Europe? Could one country completely ban all meat production by 2030? Don't laugh as we review the outrageous predictions for 2023 from the minds at Saxobank. 0:00 - Nutty New Year's Predictions Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this clip was pulled on our YouTube channel: https://www.youtube.com/watch?v=zwejdp4DzKk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #BullMarket #Inflation #SaxoBank #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Picking Priorities in 2023 (12/30/22)
(12/30/22) Picking Priorities and Pet Financing; No, no, no, Janet Yellen! It's the government's fauly. Austerity be damned. Opportunities for Fixed Income in 2023. The Battle Between the White House and the Fed in 2023: Jerome Powell will be thee scapegoat. Fighting the Ghosts of Financial Past; The Underwear Recession Indicator; men's sox & underwear. End of Year Math and personal debt to income ratios. SEG-2: Picking Priorities & Opportunies for Fixed INcome SEG-3: End of Year Math: Debt Ratios Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch the full show from which this segment was excerpted on our YouTube channel: https://www.youtube.com/watch?v=K95bBGJaK4I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our Latest "Three Minutes on Markets & Money: "Jerome Powell Releases the Krackens" is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #JeromePowell #Recession #2023Economy #Markets #Money #Investing
The Problem with Private REIT's (12/29/22)
(12/29/22) The problem with Private REIT's: Things are great until they aren't; what happens when investment funds "gate" distributions: You can't get your money out. Blackstone investors want their money back, thanks to falling real estate prices & contagion. Blackstone is another domino in a string with FTX and UK pension funds as the Fed pulls liquidity from markets. Could Blackstone trigger a Fed pivot? The Greed Cycle: Too much money chasing too few assets. The risk of financial stability would trip the Fed to pivot. As the Fed dries up liquidity, leverage also dissipates. This is what it means for the Fed to "break" something. 0:00 - The Problem w Private REITs 11:50 - The Greed Cycle & Fed Liquidity Injection Unwinding Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this is excerpted: https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Double Dog Dares and Equity Risk Premiums" https://realinvestmentadvice.com/double-dog-dares-and-equity-risk-premiums -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Blackstone #PrivateREIT #GreedCycle #FederalReserve #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Will You Be Jobless in the New Year? (12/28/22)
(12/28/22) Looking ahead at 2023 economy; four things to do if you lose your job; Cash is NOT trash; rolling over your 401k; the Financial Security cushion; where to cut the fat, and why you should delay taking SS as long as possible. 0:00 - The 2023 Economy 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=76zhw4Lg110&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Our Latest "Three Minutes on Markets & Money: "How Hawkish will the Fed Be This Time?" is here: https://www.youtube.com/watch?v=tQ2jNTFV8JA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Sad Saga of FTX & Sam Bankman-Fried" https://www.youtube.com/watch?v=iA_8UBI1WD8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2688s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #JeromePowell #SamBankmanFried #FTX #Inflation #JobLoss #2023Economy #Markets #Money #Investing
The Sad Saga of Sam Bankman-Fried (12/27/22)
(12/27/22) Sam Bankman-Fried arrested in Bahamas; the saga of FTX & future of crypto. Possible sentencing for SBF; who will be the next FTX to fail? Real people lost real money, and it was all they had. A review of SEC charges against SBF; civil liability + Federal criminal liability; a brief history of the SEC and regulation likely to come. 0:00 -The Saga of Sam Brinkman-Fried & FTX SEG-4: SEC vs SBF & FTX & History of SEC Regulation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch the show from which this segment is excerpted on our YouTube channel: https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FTX #SamBankmanFried #SEC #Regulation #Markets #Money #Investing
Why Wall Street's Predictions are...Frivolous (12/26/22)
(12/26/22) Wall St.'s predictions are a frivolous attempt; Goldman S&P target of 5,000 did not happen. What happens in an earnings recession? Valuations are not a good market timing tool. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this segment is taken on our YouTube channel: https://www.youtube.com/watch?v=d_kkRIgPyxY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2132s -------- Articles mentioned in this podcast: "Estimating 2023 S&P 500 Price Targets" https://realinvestmentadvice.com/newsletter/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FederalReserve #Inflation #InterestRates #Markets #Money #Investing
Raising Fiscally Intuitive Kids (12/23/22)
(12/23/22) RIA Debt to Income Ratio Rules for 2023; Variable & Fixed Expenses; Money Talk at Christmas; It's just as good to Give as to Get; raising fiscally intuitive kids; Christmas songs we hate to hear. 0:00 - RIA Debt Ratio Rules & Songs We Hate at Christmas Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch the full show from which this segment was excerpted on our YouTube channel: https://www.youtube.com/watch?v=0nj1QVTTx3A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2690s -------- Our Latest "Three Minutes on Markets & Money: "Jerome Powell Releases the Krackens" is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FiscallyIntuitive InterestRates #RateHikes #JeromePowell #Recession #2023Economy #Markets #Money #Investing
Christmas Shopping Tips & Year-end Planning (12/22/22)
(12/22/22) The Fed is now turning its attention to Financial Conditions as its campaign of rabid rate hikes continues unabated. Caution is the watch word for investors heading into the end of the year. A review of December Market history; why we've been reducing risk and taking profits; why we navigate the markets, not "time" the markets. Layoffs are coming after Christmas. A review of our market investing strategies going into the New Year; Christmas Shopping with the Ratliff Kids: The Nolan Ryan jersey & baseball saga. Getting ready for EOY Tax Deadlines; how to strategically contribute to 401k's. SEG-4: Christmas Shopping Year End Tax Deadlines Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this excerpt originated on our YouTube channel: https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Double Dog Dares and Equity Risk Premiums" https://realinvestmentadvice.com/double-dog-dares-and-equity-risk-premiums -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #NolanRyan #BullMarket #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Inflation Hits the 12-Days of Christmas (12/21/22)
(12/21/22) Inflation in The 12-days of Christmas = $45,523, up 10-1/2%. Household inflation is much higher than CPI. Why is there such a disconnect? Price Inflation/Shrinkflation; why prices may not come down as rapidly (or as much) as Inflation recedes. You'll never see sub-$2-oil again. 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=d_kkRIgPyxY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2132s -------- Articles mentioned in this podcast: "Estimating 2023 S&P 500 Price Targets" https://realinvestmentadvice.com/newsletter/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FederalReserve #Inflation #InterestRates #12DaysofChristmas #Markets #Money #Investing
The Problem with Artificial Rates (12/20/22)
(12/20/22) Where is Santa Claus this year? Japan tinkers with yield controls; the truth about "lowered" deficits; the Japanification of America: 2023 may be a tough year. Merry freaking Christmas, and you'd better like it! Japan tinkers with yield curve control: The problem with artificial interest rates and impact on rate/risk dynamic; Modern Monetary Theory fizzles; the grand idea of issuing more debt = inflation; the gap between BLS and Household surveys; watch for revisions to jobs numbers. Why are millennials opting out of working? 50% living with parents: It's too easy to work the system and live on Gov't programs. Stanford University's list of words you can no long use; the problem w non-working millennials; where's the money come from? SEG-1: Where's Santa This Year? SEG-2: Merry Freaking Christmas; Japan Tinkers w Yield Control SEG-3: The Failure of MMT SEG-4: Words You Cannot Use; Where's the Money Come From? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=6bNU_Lg6UF4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Setting the Stage for Santa " is here: https://www.youtube.com/watch?v=F07OhECCfV8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is Elon Musk Serious About Quitting?" https://www.youtube.com/watch?v=cYOsLi0G2xw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SantaRally #BondYields #YieldCurve #YieldControl #Japanification #ModernMonetaryTheory #2023Economy #FederalReserve #RateHikes #Markets #Money #Investing
Will Santa Bring Cheer or Coal? (12/20/22)
(12/20/22) Markets broke well-through the 50-DMA Monday as the selloff continued, moderated by a little buying action at the end of the day. The next level of support is around 3700; isn't this supposed to be the two weeks that Santa Claus makes his appearance on Broad at Wall with an end of the year rally? So far, St. Nick is St. Absent. With MACD- and money flow indicator Sell-signals still in place, that suggests lower prices yet to come. The good news is trading will be light heading up to Christmas. Catch us in the New Year for a new look and a new-style report: "Before the Bell," debuts Tuesday, January 3, 2023! Merry Christmas & Happy New Year! 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 YouTube channel: https://www.youtube.com/watch?v=F07OhECCfV8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SantaClausRally #MarketVolatility #MarketRisk #Markets #Money #Investing
Is Elon Musk Serious About Quitting? (12/19/22)
(12/19/22) Twitter CEO Elon Musk polled his peeps over the weekend as to whether he should stay or go. Larger group says buh-bye; so who's next? Market Commentary: Light trading ahead this week; SBF opts for extradition from The Bahamas to US; the problem with prison. Dealing with bad behavior, Harry & Megan. Pre-market commentary: Can we just get this year over with? 2023 will be dealing with consequences of 2022's rate hikes. Missing the bottom may be better than a bad trade; dealing with the "unknowns" of Fed policy. Softer retails sales results not seen in last report: Spending more to buy less, and spending less on that. The Great Debate for 2023: Recession or no recession? The Lance Roberts Effect. SEG-1: Will the Chief Twit Quit? SEG-2: SBF & the Problem with Prison, Here vs There SEG-3: 2023 Preview - Outcome of Rate Hikes are Still to Come SEG-4: 2023 Debate - Recession or No Recession? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=cYOsLi0G2xw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Setting the Stage for Santa " is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #ElonMusk #TwitterCEO #SBF #SamBankmanFried #Bahamas #Prison #Recession #2023Economy #FederalReserve #RateHikes #Markets #Money #Investing
Setting the Stage for Santa (12/19/22)
(12/19/22) Remember we told you the first couple of weeks in December tend to be sloppy; this has come to pass. Markets have bee in a sideways trend since November, actually. Following last week's CPI report and the Fed's mire hawkish stance, market sold-off to break the consolidation range and the 50-DMA. The silver-lining in that action is that it sets up nicely for a "Santa Claus Rally." BUT...there is still potential for any rally to be somewhat limited. Please note: This is the time of year when professional traders have hiked to the Hamptons for the holidays, and the inmates are running the asylum, which sets up for a bit more market volatility on weaker volume. Meanwhile, portfolio manager are now tasked with year-end windo dressing, which provides opportunity for a bit of a rally to the 3800+ level. Also note, the consolidation range will provide some overhead resistance to any rally. We think there will be a tradable rally if you're willing to take on a little bit of 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 YouTube channel: https://www.youtube.com/watch?v=BZfX-j2sWM0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SantaClausRally #MarketVolatility #MarketRisk #Markets #Money #Investing
Tackling Financial Ghosts of Christmas Past (12/16/22)
(12/16/22) The origins of Elf on a Shelf; How American's really feel about the economy, and why we're spending less this Christmas; tougher times are coming in 2023. Picking Priorities and Pet Financing; No, no, no, Janet Yellen! It's the government's fault. Austerity be damned. Opportunities for Fixed Income in 2023. The Battle Between the White House and the Fed in 2023: Jerome Powell will be thee scapegoat. Fighting the Ghosts of Financial Past; The Underwear Recession Indicator; men's sox & underwear. End of Year Math and personal debt to income ratios. RIA Debt to Income Ratio Rules for 2023; Variable & Fixed Expenses; Money Talk at Christmas; It's just as good to Give as to Get; raising fiscally intuitive kids; Christmas songs we hate to hear. SEG-1: Why We're Buying Less This Christmas SEG-2: Picking Priorities & Opportunities for Fixed Income SEG-3: End of Year Math: Debt Ratios SEG-4: RIA Debt Ratio Rules & Songs We Hate at Christmas Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=0nj1QVTTx3A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2690s -------- Our Latest "Three Minutes on Markets & Money: "Jerome Powell Releases the Krackens" is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #JeromePowell #Recession #2023Economy #Markets #Money #Investing
Is Recession Unavoidable in 2023? (12/15/22)
(12/15/22) Fed Chair Jerome Powell was "a tad-bit more" hawkish at yesterday's FOMC Presser, announcing another 50-bp rate hike, with more to come in 2023, and no rate cuts possibly until 2024. Markets responded with a mixture of performance. Will Santa skip Broad & Wall this year? Will there be recession next year? A first-peek at Consumer Health comes from today's releases of data on manufacturing, retail sales, jobless claims, capacity utilization, and the Philadelphia Fed business outlook index. The Fed moves Terminal Rate higher; the Fed's credibility is now on the line. The difference between pivot and pause; Christina Roberts' Quebecois Adventure; Tracking the Yield Curves: How do we avoid recession in current economic climate? The Fed's projections are pointless...and wrong. Markets have gone nowhere in response to CPI and Fed speech; year-end trading is taking over. SEG-1: A "Tad More" Hawkish SEG-2: Preview - Economic Data Dump Day SEG-3: Christina Robert's Quebecois Adventure; Tracking the Yield Curves SEG-4: The Problem with 'Safe Haven' stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Our Latest "Three Minutes on Markets & Money: "Jerome Powell Releases the Krackens" is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=76zhw4Lg110&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #JeromePowell #Recession #2023Economy #Markets #Money #Investing
Jerome Powell Releases the Krackens (12/15/22)
(12/15/22) Fed Reserve CHairman Jerome Powell left no room for misunderstand the FOMC's decidedly hawkish position, raising interest rates another 50-basis points, and promising more to come. Absent the possibility of pivoting, markets responded by selling-off, but holding the 20-DMA. The realization that the Fed is intent on creating higher unemployment and pain in the economy in order to quell inflation brings a new challenge to the 100-DMA. Markets have been trapped in a narrow range between the 10-- and 200-DMA's. $3.2-Trillion in options expirations tomorrow could produce a wide range of possible results. We think 4,150 is the most reasonable target for the S&P between now and year-end. 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 YouTube channel: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FOMCMeeting #Inflation #JeromePowell #Markets #Money #Investing
Four Things To Do if You Lose Your Job in 2023 (12/14/22)
(12/14/22) Inflation check-in a little weaker than expected, but CPI is still at 7.1% year over year. Markets sold off in response, but managed to stay positive. Attention today turns to the Fed's post-meeting presser at which time Chairman Powell will elaborate on future plans for interest rates; no pivot, but maybe a pause? Two weeks of bliss between now and EOY. How Hawkish will the Fed be? Fallout from the FTX scandal: How excess liquidity provided environment ripe for fraud to proliferate; easy money generally leads to fraud. Elon Musk no longer richest man in the world; is the 4% Rule back? Why $1-miilion just doesn't go as far as it once did; Looking ahead at 2023 economy; four things to do if you lose your job; Cash is NOT trash; the Financial Security cushion; why you should delay taking SS as long as possible. SEG-1: Inflation Weaker Than Expected; Markets Meander SEG-2: The FTX Fallout SEG-3: Elon Musk Ox; Is the 4% Rule Dead? SEG-4: The 2023 Economy 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=76zhw4Lg110&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Our Latest "Three Minutes on Markets & Money: "How Hawkish will the Fed Be This Time?" is here: https://www.youtube.com/watch?v=tQ2jNTFV8JA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Sad Saga of FTX & Sam Bankman-Fried" https://www.youtube.com/watch?v=iA_8UBI1WD8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2688s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #JeromePowell #SamBankmanFried #FTX #Inflation #JobLoss #2023Economy #Markets #Money #Investing
How Hawkish will the Fed Be This Time? (12/14/22)
(12/14/22) The latest Fed policy will be revealed this afternoon, along with a half-basis point hike in interest rates. It will be in the follow-up press conference that Fed Chairman Jerome Powell lays out his vision for what is to come. Markets meandered yesterday with the realization that inflation IS coming down, but at 7.1%, the Fed is not going to come off its rate hike campaign. All of the previous increases, and the ones to come, have still not worked through the economy yet. Expect Jerome Powell to be very clear about future plans, and the possibility of hiking rates more than needed to quell inflation. 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 YouTube channel: https://www.youtube.com/watch?v=tQ2jNTFV8JA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FOMCMeeting #Inflation #JeromePowell #Markets #Money #Investing
The Sad Saga of FTX & Sam Bankman-Fried (12/13/22)
(12/13/22) It's "CPI Tuesday" [and this show was aired BEFORE today's CPI release]. Expectations are for weaker numbers, which would spike markets at the open, which the Fed would hate. The Fed meeting commenced today--and they already know what the CPI number is. What happens when the reality of this year's rate hikes hit next year? Christmas shopping for Mrs. Roberts is always a challenge. PPI was hot; will CPI follow suit? What happens if... Elements in the CPI. Sam Bankman-Fried arrested overnight in Bahamas; the saga of FTX & future of crypto. Possible sentencing for SBF; who will be the next FTX to fail? Real people lost real money, and it was all they had. A review of SEC charges against SBF; civil liability + Federal criminal liability; a brief history of the SEC and regulation likely to come. Market commentary pre-CPI; Economic Data are not simple math. SEG-1: Great Expectations for CPI SEG-2: Shopping for Mrs. Roberts & Elements of CPI SEG-3: The Saga of Sam Brinkman-Fried & FTX SEG-4: SEC vs SBF & FTX & History of SEC Regulation 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=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "CPI: Hot or Not?" is here: https://www.youtube.com/watch?v=RsIw4naQcl8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Fed's "Controlled Demolition" of the Economy" https://www.youtube.com/watch?v=d_kkRIgPyxY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=2677s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FTX #CPI #SamBankmanFried #SEC #Regulation #FederalReserve #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
How Markets May Respond to November CPI (12/13/22)
(12/13/22) The much-anticipated CPI report for November clocked-in at 7.1%, a cooler-than-expected .1% vs. at .3% expected rate, and year-over -year CPI is 6.0%, also less than expected. [NOTE: This report was recorded prior to this morning's CPI release.] Monday's markets rallied just slightly above the 200-DMA, holding firm above the important 100-DM, trading sideways for the past month. The softer-than-expected CPI could provide lift in the markets today. Goldman Sachs was predicting a 3% spike in response. The Fed doesn't like that, and this weaker number today almost ensures the Fed announcement tomorrow will lean a bit more hawkish. 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 YouTube channel: https://www.youtube.com/watch?v=RsIw4naQcl8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FOMCMeeting #Inflation #Markets #Money #Investing
The Fed's "Controlled Demolition" of the Economy (12/12/22)
(12/12/22) What will CPI say? comparing the end of November to the end of December; CPI movement. FOMC meeting on Wednesday; emails asking about getting in to 10-Yr Treasuries; you've missed that boat. Looking ahead to CPI and inflation in The 12-days of Christmas = $45,523, up 10-1/2%. Household inflation is much higher than CPI. Why is there such a disconnect? Price Inflation/Shrinkflation; why prices may not come down as rapidly (or as much) as Inflation recedes. Wall St.'s predictions are a frivolous attempt; Goldman S&P target of 5,000 did not happen. What happens in an earnings recession? Valuations are not a good market timing tool. Market math is foretelling lower pricing/valuations for 2023. What "neutral" interest rate would tame inflation, create demand destruction, yet produce a strong economy? Earnings must come down in 2023. The Fed's "controlled demolition" of the economy. SEG-A: Comparing the End of November to End of December SEG-B: Inflation Hits the 12-Days of Christmas SEG-3: Why Wall Street Predictions are a Frivolous Attempt SEG-4: What Market Math is Foretelling 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=d_kkRIgPyxY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2132s -------- Our Latest "Three Minutes on Markets & Money: "Will Upside Pricing Be Limited??" is here: https://www.youtube.com/watch?v=Z1Iq--THr3g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index -------- Our previous show is here: "Could Blackstone Trigger a Fed Pivot?" https://www.youtube.com/watch?v=Z864yvfkr7g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s -------- Articles mentioned in this podcast: "Estimating 2023 S&P 500 Price Targets" https://realinvestmentadvice.com/newsletter/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FederalReserve #Inflation #InterestRates #12DaysofChristmas #Markets #Money #Investing
Will Upside Pricing Be Limited? (12/12/22)
(12/12/22) Remember the Big Short Squeeze we predicted way back in September? Negative sentiment and extra off-side positioning by investors was what was needed for the markets, and that has all played out as we thought. However, concern over the level of "overboughteness" in the rally, and proximity of triggering a MACD sell signal, have primed investors for profit-taking and risk reduction. What has been needed in December was sloppy action in the first half of the month holding support, leading to a Santa Claus rally in the second half of the month. We're seeing signs that upside pricing may be somewhat limited, but some catalysts remain: Tomorrow's CPI report, Wednesday's FOMC meeting, and Friday's options expirations could provide a mixed bag of influences and volatility this week. The following week will be defined by lighter trading as end of year vacations hit, and the inmates begin to run the asylum. 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 YouTube channel: https://www.youtube.com/watch?v=Z1Iq--THr3g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FOMCMeeting #ChristmasCountdown #MarketRisk #Markets #Money #Investing
Could Blackstone Trigger a Fed Pivot? (12/8/22)
(12/8/22) Will the Fed provide clarification of future plans at next week's meeting? There's still downside risk to markets; could Santa Claus skip Broad & Wall this year? Markets need to hold upward trend; Bonds' miserable year...until now. The Double-dog Dare: Evaluating investment opportunities; the problem with private investments is liquidity. Is the risk worth the return? The problem with Private REIT's: Things are great until they aren't; what happens when investment funds "gate" distributions: You can't get your money out. Blackstone investors want their money back, thanks to falling real estate prices & contagion. Blackstone is another domino in a string with FTX and UK pension funds as the Fed pulls liquidity from markets. Could Blackston trigger a Fed pivot? The Greed Cycle: Too much money chasing too few assets. The risk of financial stability would trip the Fed to pivot. As the Fed dries up liquidity, leverage also dissipates. This is what it means for the Fed to "break" something. SEG-1: NASDAQ's Worst December in Years SEG-2: Double Dog Dares - Is It Worth the Risk? SEG-3: The Problem w Private REITs SEG-4: The Greed Cycle & Fed Liquidity Injection Unwinding 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=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Is It Too Late to Buy Bonds?" is here: https://www.youtube.com/watch?v=ZpVE9Wih1QA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Layoffs Are Coming after Christmas" https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=3002s -------- Articles mentioned in this podcast: "Double Dog Dares and Equity Risk Premiums" https://realinvestmentadvice.com/double-dog-dares-and-equity-risk-premiums -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Blackstone #PrivateREIT #GreedCycle #FederalReserve #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Is It Too Late to Buy Bonds? (12/8/22)
(12/8/22) Getting lots of emails inquiring whether now is a good time to buy bonds, and this is not surprising, given bonds' terrific rally over the past few weeks. Bonds are now more than two standard deviations above their 50-DMA, with an extremely over-bought MACD signal. We believe there is still a little more upside in the Bond ETF, TLT, to about 114. The further the market gets about the 50-DMA, the more difficult it will be for prices to rise and yields to fall. You need a pullback in order to make an addition to your bond holdings. The outlook for bonds for the next year is significant because of the recessionary issues within the economy. 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 YouTube channel: https://www.youtube.com/watch?v=ZpVE9Wih1QA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #MarketRisk #BondMarket #BuyBonds #Markets #Money #Investing
Layoffs Are Coming After Christmas (12/7/22)
(12/7/22) The Fed is now turning its attention to Financial Conditions as its campaign of rabid rate hikes continues unabated. Caution is the watch word for investors heading into the end of the year. A review of December Market history; why we've been reducing risk and taking profits; why we navigate the markets, not "time" the markets. Layoffs are coming after Christmas. A look at our market investing strategies going into the New Year; the problem with debt; Why own a mutual fund? Why invest in Berkshire-Hathaway? Actively managed, and crushes the indexes. Christmas Shopping with the Ratliff Kids: The Nolan Ryan jersey & baseball saga. Getting ready for EOY Tax Deadlines; how to strategically contribute to 401k's. SEG-1: The Fed's Focus on Financial Conditions SEG-2: Navigating vs Timing Markets SEG-3: Investing Strategies for 2023 SEG-4: Christmas Shopping & Year End Tax Deadlines 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=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Will Wall St. See Santa this Year?" is here: https://www.youtube.com/watch?v=SatNXNCSCf0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Problem with The Fed is The Fed" https://www.youtube.com/watch?v=zwejdp4DzKk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2672s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #NolanRyan #BullMarket #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Will Wall St. See Santa this Year?
(12/7/22) Mutual Fund distributions and end of year repositioning is weighing on markets during the first half of December, as we predicted. Markets are perched right on the 100-DMA, holding support for the time being. Very typical for this time of the year, and this is what generally sets-up for the much-touted "Santa Claus Rally" at the end of the year. Will Santa stop at Broad & Wall this year?? There's no guarantee, but all of the year-end activity does tend to provide a little more lift to Santa's sleigh...and markets. 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 YouTube channel: https://www.youtube.com/watch?v=SatNXNCSCf0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Articles mentioned in this report: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SantaClausRally #100DMA #BigShortSqueeze #FederalReserve #MarketSupport #MarketRisk #Markets #Money #Investing
The Problem with The Fed is The Fed (12/6/22)
(12/6/22) The Fed is hell-bent on continuing the most aggressive interest rate hike campaign in 40-years. There is no hint of Fed softening or relenting, reinforced by comments published in the WSj to knock down spending, hiring, and inflation; Christmas shopping progress & supporting small businesses: The Houston gasoline station with Full Service pumps; how Nick Timiraos killed the market. What happens when rates rise, employment falls, and inflation returns? Shopping tips for men you need to hear. The Case for Bulls has two problems: The Fed & the Fed. Probabilities vs Possibilities: Have earnings come down enough? Saxo Bank's Outrageous Predictions for 2023. SEG-1: No Fed Pivot or Pause Forthcoming SEG-2: Christmas Shopping, Full Service Gas Stations, and Killing Markets SEG-3: Shopping Tips for Men; The Bull Case has Two Problems SEG-4: Nutty New Year's Predictions 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=zwejdp4DzKk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Will A Hawkish Fed Return Next Week?" is here: https://www.youtube.com/watch?v=lHKavltZqQ0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=3 -------- Our previous show is here: "What a Weak Dollar Means for the Markets" https://www.youtube.com/watch?v=dbK9GLe0JIg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this podcast: "The Bull Case Has Two Problems https://realinvestmentadvice.com/the-bull-case-has-a-two-problems/ "Diverging Sentiment Readings Raise Recession Risk" https://realinvestmentadvice.com/diverging-sentiment-readings-raise-recession-risk/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #RateHikes #ChristmasShopping #BullMarket #Inflation #SaxoBank #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Will A Hawkish Fed Return Next Week? (12/6/22)
(12/6/22) Markets took a tumble back below the 200-DMA as the Fed's own "deep throat," Nick Timiraos of the Wall Street Journal, published comments that the Fed may not only hike rates more aggressively, but are nowhere near a pivot or pause in their monetary policy. The potential for more rate hikes in 2023 sent markets lower. The reality is that the Fed is still raising rates and reducing liquidity. The recent rally was predicated on slowing rate hikes and a change of course by the Fed sooner than later. Deep Throat inferred otherwise. The downtrend line from January remains intact, and resistance levels are holding firm, and we're close to triggering a MACD sell signal. We're expecting a more hawkish tone from the Fed at next week's meeting. 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 YouTube channel: https://www.youtube.com/watch?v=lHKavltZqQ0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=3 ------- Articles mentioned in this report: "The Bull Case Has Two Problems" https://realinvestmentadvice.com/the-bull-case-has-a-two-problems/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #BuzzKill #200DMA #InterestRateHikes #MarketSupport #MarketRisk #Markets #Money #Investing
What a Weak Dollar Means for the Markets (12/5/22)
(12/5/22) Welcome to the first, full-week of trading for December, and the first test of the 200-DMA; the Fed rate hikes will continue until morale declines: The Fed does not like market rallies. Look for revisions next year in jobs numbers being reported now; watch the Dollar. Mutual fund and Portfolio repositioning is part of the rally in bonds; there is nothing from the Fed of a pending pivot, but markets continue to anticipate such. Will earnings continue to grow, or will estimates be revised downward? Is the new Bull Market back? We'll only know in hindsight when the market bottom was reached; a bull market rally undermines the Fed. Are too many people calling for a Recession for recession to occur? More articles appearing calling for a "soft landing." Is there a path to "immaculate dis-inflation?" The fallacy of Jobs reporting, and the great debate: How to get to 2% inflation? Will require 2% GDP growth and 2% unemployment. End of the year dynamics & expectations: What markets feel like vs reality; a weaker dollar makes for more bullish markets. SEG-1: The Fed Rate Hikes will Continue Until Morale Declines SEG-2: The Big Rally in Bonds SEG-3: It's too early to say 'Inflation has been conquered' SEG-4: Market Expectations Based on Hope Instead of Facts 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=dbK9GLe0JIg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2681s -------- Our Latest "Three Minutes on Markets & Money: "Markets Break Following Fed Speech" is here: https://www.youtube.com/watch?v=7K-r-DDok5s&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "All I Want for Christmas is a Gift of Stocks" https://www.youtube.com/watch?v=JFkR0mJGuHM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #WeakDollar #InterestRates #JeromePowell #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Markets Break Following Fed Speech (12/5/22)
(12/5/22) Markets broke above the 200-DMA following last week's speech by Fed Chairman Jerome Powell, which included somewhat dovish language. But markets moderated somewhat on Thursday, touching the 200-DMA and then sold-off. Encouraged by a stronger-than-expected Payrolls Report, markets broke back through the 200-DMA, but rallied again and essentially closed un-changed. All of these gyrations provided a successful test of the 200-DMA. If resistance that this level is to be turned into support, we need a retest and breakout to the upside. Futures are weaker this morning, interest rates are climbing, and the dollar is continuing to decline. And if the pattern follows, a weaker Dollar signals a stronger market, which the Fed does not want. Bullish technicals continue, and our target remains 4,100 on the S&P. Now is the time to readjust portfolios, do tax-loss harvesting, if necessary, and use any rally to rebalance 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 YouTube channel: https://www.youtube.com/watch?v=7K-r-DDok5s&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #200DMA #FederalReserve #InterestRateHikes #MarketSupport #MarketRisk #Markets #Money #Investing
Why Does Jerome Powell Want You to Lose Your Job? (12/2/22)
(12/3/22) Getting in the Christmas Spirit, Market Commentary, and Jobs Report preview & Fed strategy: Why does Jerome Powell want you to lose your job? Putting kids to work (and saving); 2023 RIA preview; positive savings aspects of Secure Act 2.0; Recession vs Stagflation & Tax Planning for 2023; 'tis the season for Rosso's Razzle-dazzle Eggnog; working side-gigs and SEP's; why every retirement account should have a Roth component; it's called "diversification of accounts," and now is the best time for Roth conversions. Comparing Medicare Advantage's 43 flavors to Medigap coverage. SEG-1: Christmas Spirit Tips & Expecting a Soft Landing SEG-2: Child Labor Day & Tax Planning for 2023 SEG-3: Rosso's Razzle-dazzle Egg Nogg, Working Side Gigs SEG-4: Medicare vs Medigap planning for 2023 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=KUx8YDA7mpY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our Latest "Three Minutes on Markets & Money: "Is the Fed Worried About Over-tightening?" is here: https://www.youtube.com/watch?v=LKEJHJAXIYM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "What's Jerome Powell Afraid of?" https://www.youtube.com/watch?v=wA3NZUBTono&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2813s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #JobsReport #Unemployment #Inflation #JanetYellen #TaxPlanning #RothConversion #Medicare #Medigap #MedicareAdvantage #Markets #Money #Investing
What's Jerome Powell Afraid of? (12/1/22)
(12/1/22) Is the Bull Market back? Fed Chairman Powell's somewhat dovish stance on Wednesday rallied markets to an over-3% gain, begging the question: What is Jerome Powell afraid of? Meanwhile, Markets have been consolidating for the past 6-months, and so remain. What markets DIDN'T hear was that rate hikes will continue at a slower pace, but WILL continue. Concerns about over-tightening overshadowed other issues, like the price-wage spiral, and what's likely to occur in the second half of 2023; PCE vs CPI inflation. Michael Lebowitz needs a Jim Adler-esque nickname (the Maryland Mauler?) 20% market moves in either direction no longer define markets; price trends do. Technicals vs Fundamentals: the lag effects are just starting to be felt, and QT is still going on. Don't fight the Fed; questioning the JOLT numbers; anomalies are in all the data. JOLTs & SHARTs; what about this year's Santa Claus Rally? How can we not avoid Recession in 2023? The Fed may have already over-tightened. SEG-1: What's Jerome Powell Afraid of? SEG-2: What the Fed said vs What the Markets Heard SEG-3: Michael's Nickname; Fundamentals vs Technicals & The Lag Effect SEG-4: JOLTs & SHARTs; Has the Fed Already Over-tightened? 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=wA3NZUBTono&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Is the Fed Worried About Over-tightening?" is here: https://www.youtube.com/watch?v=LKEJHJAXIYM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "All I Want for Christmas is a Gift of Stocks" https://www.youtube.com/watch?v=JFkR0mJGuHM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Inflation #MarketFundamentals #MarketTechnicals #LagEffect #Markets #Money #Investing
Is the Fed Worried About Over-tightening? (12/1/22)
(12/1/22) Fed Chairman Jerome Powell Wednesday implied concern about over-tightening the economy, a very different tack than was expressed just a month ago, when he said he WASN'T worried about over-tightening because the Fed had "tools to solve that problem." What's changed? Employment is showing signs of weakening, manufacturing is showing signs of slowing, so NOW he's worried about over-tightening. That's all market bulls needed to hear to surge 3.1%. But to put that into perspective, we rallied 5.5% following the release of October CPI on anticipation the Fed would slow the pace of its rate increases. But that's not what Powell said: The Fed may need to hike even more next year, raising the potential for a terminal rate of over 5%. Markets didn't hear that, however. Markets are getting a bit over-bought, the MACD Buy-signal is still in place, and markets have gotten above the 200-DMA. But with markets over-bought, it may be a little late to be chasing them; be careful! 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 YouTube channel: https://www.youtube.com/watch?v=LKEJHJAXIYM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #JeromePowell #FederalReserve #InterestRateHikes #MarketSupport #MarketRisk #Markets #Money #Investing
All I Want for Christmas is a Gift of Stocks (11/30/22)
(11/30/22) The US beats Iran in World Soccer, and markets gird up for the last Fed speech of the year by Jerome Powell; that will be the big market mover today, in addition to economic releases of Q3 CPI and Home Sales; We looks at the concept of stock gifting for Christmas, along with the tax implications, qualified charitable donations, and end of year IRA contributions; other end-of-year hurdles include Required Minimum Distributions, and the anticipated effect of Baby Boomers' RMD's on markets; the onset of December & Mrs. Roberts' birthday; open enrollment for Medicare plans; Medicare.gov; Donor Advised funds for charitable intent; the benefits of bunching. SEG-1: Adult Kickball & Fed Speak SEG-2: Gifting Stocks for Christmas SEG-3: Clearing the Year-end Hurdles SEG-4: Onset of December & Open Enrollment 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=JFkR0mJGuHM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "All Eyes on Powell" is here: https://www.youtube.com/watch?v=dKvnAJ2F3Mg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "There's No Such Thing as a "Soft" Recession" https://www.youtube.com/watch?v=1caRvFq2mBw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2692s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Inflation #StockGifting #RequiredMinimumDistributions #Markets #Money #Investing
All Eyes on Powell (11/30/22)
(11/30/22) A bevy of Economic reports could move markets today, but the biggest factor may well be what Fed Chairman Jerome Powell has to say this afternoon. Personal Spending and the second estimate of Q3 GDP are released this morning. Powell's speech is the last public commentary before the Fed moves into a two-week blackout period ahead of their December 14 FOMC meeting, at which the next interest rate announcement will be made. Questions hoped to be answered today include, 'are we making enough progress on dimming inflation for the Fed to start slowing the pace of rate hikes?' or, does the Fed remain more concerned about tight labor markets and the rate of inflation, portending a continuation of aggressive rate hikes? So, have markets been setting up for disappointment ahead of the speech today? Markets have sold off the past two days following that nice pre-Thanksgiving rally. A triggering today of the MACD Sell signal could result in some profit taking. Lots of support remains, however, at the 50-DMA and 100-DMA. A pullback over the next couple of days would not be a bad thing, allowing markets to work off some of its over-boughtedness (yes, I made up that word), and setting up for whatever potential year-end rally might occur. 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 YouTube channel: https://www.youtube.com/watch?v=dKvnAJ2F3Mg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #JeromePowell #FederalReserve #InterestRateHikes #MarketSupport #MarketRisk #Markets #Money #Investing
There's No Such Thing as a "Soft" Recession (11/29/22)
(11/29/22) Who's been gaslighting investors into thinking the Fed is going to suddenly pivot from its course of hiking rates to tame inflation? The Fed doesn't like it when markets rally, and the Fed has been clear more rate hikes are to come. Key to watch the VIX; why we're reducing exposure to energy stocks. The Fed is afraid inflation will become entrenched; we take a look at the history of markets and Fed responses; investors have been trained by the Fed to expect bailouts, but the Fed is not "dimming the gas lights." Ponzi Schemes, Enron, & FTX: No one does their homework anymore beyond, 'Is the price going up?' A review of 'The Smartest Guys in the Room;' the FTX failure will flush out all the weaker players in the cyrptocurrency space. SEG-1: Gaslighting the Markets SEG-2: A Brief History of Market Performance and Fed Responses SEG-3: There's No Such Thing as a "Soft" Recession SEG-4: A Brief History of Ponzi Schemes, Enron, & FTX 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=1caRvFq2mBw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2692s -------- Our Latest "Three Minutes on Markets & Money: "Bullard: No Pivot In Sight " is here: https://www.youtube.com/watch?v=JPqTsRTxJHQ&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Was Black Friday a Bust?" https://www.youtube.com/watch?v=NIiWDspukko&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2837s -------- Articles mentioned in this podcast: "No Recession In 2023? Is That Possible?" https://realinvestmentadvice.com/no-recession-in-2023-is-that-possible/ "The Next Secular Bear Market May Be Upon Us" https://realinvestmentadvice.com/the-next-secular-bear-market-may-be-upon-us/ "The Zero To Negative Multiplier Of Debt On Growth" https://realinvestmentadvice.com/the-zero-to-negative-multiplier-of-debt-on-growth/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SoftRecession #FederalReserve #GaslightingMarkets #PonziSchemes #Enron #FTX #Cyrptocurrency #Markets #Money #Investing
Bullard: No Pivot In Sight (11/29/22)
(11/29/22) Merriam-Webster's Word of the Year: "Gaslighting," which is what markets have been doing to investors all year. The Fed, however, has been very clear about its intention to continue to hike interest rates to stem the surging inflation. And yet...and yet, markets have continued to rally on hopes the Fed will "pivot." Markets finally got the message Monday and sold off. With the 20-DMA and the 100-DMA now very close together, there is good support for markets just below current prices. This morning, futures are higher, but markets appear to be remaining within a consolidation range. The January effect will be helpful, but the opposite could also occur, especially if the Fed continues its present course to higher rates. Meanwhile, our MACD Sell Signal is getting close to turning lower, and this has been a good indicator of market direction all year long. The risk to markets may well be the Fed's next oracle on December 14th. 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 YouTube channel: https://www.youtube.com/watch?v=JPqTsRTxJHQ&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Gaslighting #FedPivot #InterestRateHikes #MarketVolume #MarketResistance #MarketSupport #MarketRisk #Markets #Money #Investing
Was Black Friday a Bust? (11/28/22)
(11/28/22) Was Black Friday a bust? It's make-or-break time for Wall Street: Retail Sales numbers are nominal, and do not taking into consideration inflation impact: 78% jump in lay-away purchasing; stocks are trying to re-price-in downwardly revised earnings estimates. FOMC Meeting Minutes tend to suggest a terminal interest rate of 5.25%. Why do retail sales matter? 70% of GDP; markets are trying to price-in "reversion to normalcy;" how deep will the recession be? excess exuberance is already being wrung out. What is Goldman seeing that everyone else is missing? A history of Retail Sales data & factoring in Inflation; We're spending more, but buying less. The Saga of Mrs. Roberts' Birthday: why is everyone discounting (and why this doesn't show up in sale figures, but do appear on balance sheets). No more background checks for rental applications; businesses closing in Oregon (and elsewhere) because of high crime; the problem with decriminalizing crime & store closures: Food Deserts; another problem with "free stuff" is the pulling-forward of consumption. SEG-1: Markets' Make-0r-Break Moment SEG-2: Why Retail Sales Matter SEG-3: Mrs. Roberts' Birthday: Spending More Buying Less SEG-4: De-Criminalizing Crime & The Problem with Store Closures Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=NIiWDspukko&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2837s -------- Our Latest "Three Minutes on Markets & Money: "Will the Thanksgiving Rally Continue?" is here: https://www.youtube.com/watch?v=ROX59eThXyc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Warnings Are Still Falling, Just Not as Badly" https://www.youtube.com/watch?v=nivvLPzvJQ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=2776s -------- Articles mentioned in this podcast: "No Recession In 2023? Is That Possible?" https://realinvestmentadvice.com/no-recession-in-2023-is-that-possible/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #BlackFriday #FederalReserve #FOMCMeetingMinutes #Crime #Markets #Money #Investing
Will the Thanksgiving Rally Continue? (11/28/22)
(11/28/22) Markets rallied nicely in a holiday-shortened trading week with very light volume. Wednesday's release of the FOMC meeting minutes suggested the Fed would be reducing the pace of its interest rate hikes moving into next year. Markets continue in a very nicely defined uptrend. The 200-DMA will become a key level of resistance, keeping pressure on prices. Markets are getting over bought. The MACD Buy signal is getting over extended; any upside could be limited without some correctional process. Bullishly, the 20-DMA has crossed the 50-DMA. Keep in mind, as we approach the beginning of the year, January has the most inflows of any month of the year, thanks for contributions to 529's, 401k's, and IRA's, and that typically tends to give markets a lift. 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 YouTube channel: https://www.youtube.com/watch?v=ROX59eThXyc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #ThanksgivingRally #FOMCminutes #InterestRateHikes #MarketVolume #MarketResistance #MarketSupport #MarketRisk #Markets #Money #Investing
Was FTX Worse than Enron? (11/25/22)
(11/25/22) The once-in-a-lifetime opportunity for converting IRA's to Roths; dealing with charitable donations; Was FTX worse than Enron? Stanford? Carvana's incredible demise; fear & greed never change. SEG-1: The SBF Chia Pet; Scheissters SEG-2: Roth Conversion Opportunities 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=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Markets Going Nowhere" is here: https://www.youtube.com/watch?v=E3-R0KQ-Zao&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Bob is Back (at Disney)" https://www.youtube.com/watch?v=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2646s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing
Will This Be a November to Remember? (11/24/22)
(11/24/22) Why would the Fed pivot? When it does, it won't be good for equities. How is the crypto-phenomenon like the sub-prime crisis of bygone days? A discussion of what "pivot" is and is not; a comparison of economics, then and now; The Fed's rate hikes this year haven't hit yet, but when they do... the "lag effect" is being under-calculated. SEG-1: Why Would the Fed Pivot? SEG-2: What Happens When Debt Begins to Default? 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=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Markets Going Nowhere" is here: https://www.youtube.com/watch?v=E3-R0KQ-Zao&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Bob is Back (at Disney)" https://www.youtube.com/watch?v=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2646s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing
Warnings Are Still Falling, Just Not as Badly (11/23/22)
(11/23/22) The Big Conundrum for next year is, 'what's going to happen?' It's important to leave portfolios open to the possibility of Recession, even though, if so, it would be The-Most-Anticipated Recession in history. What will FOMC Meeting Minutes reveal, and what is the "terminal rate" that ends Fed rate hikes? The cost of Thanksgiving is going up, and Black Friday spending will be an economic "tell" for the future. Is the 60/40 portfolio strategy no longer viable? adjust portfolios to the data; on the "Millennial Investor Podcast," nothing is working. Losing money is part of the portfolio process. Black Friday preview: Toys for Boys & Girls; Saga of the Roberts' Kids: Getting speeding tickets. The Life360 tracker; Inflation for the holidays: Paying more for the same amount of stuff; earnings are still falling, just not as badly; Credit Cards vs Layaway; Needs vs wants. SEG-1: The Big Conundrum of 2023 SEG-2: Is the 60-40 Portfolio Dead? SEG-3: Black Friday Preview: Toys & Speeding Tickets SEG-4: Inflation for the Holidays - Needs vs Wants Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=nivvLPzvJQ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2776s -------- Our Latest "Three Minutes on Markets & Money: "Buy Backs Continue Market Support" is here: https://www.youtube.com/watch?v=EXOwXtoCTXo&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=4s -------- Our previous show is here: "Why The Fed Wants More Unemployed" https://www.youtube.com/watch?v=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=14s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #60_40Portfolio #Thanksgiving #BlackFriday #FederalReserve #FedPivot #Markets #Money #Investing