
The Real Investment Show Podcast
3,292 episodes — Page 30 of 66
Buy Backs Continue Market Support (11/23/22)
(11/23/22) Markets achieved a nice 1% rally Tuesday, with traders taking bets things will improve as 2022 winds-down. Stock buy backs helped support buying activity. The trading range remains very tight as the 20-DMA keeps moving up to support at the 100-DMA. Resistance, however, continues to fall with the 200-DMA moving down to the top of the trading range. Post-Thanksgiving, we'll be needing to see a stronger rally above the 200-DMA if we're going to get any kind of a rally leading into 2023. We're keeping a close eye on the VIX, too, because an uptick in volatility will likely signal a sell-off in the market. 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=EXOwXtoCTXo&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 #StockBuyBacks #MarketVolume #MarketResistance #MarketSupport #MarketRisk #Markets #Money #Investing
Why The Fed Wants More Unemployed (11/22/22)
(11/22/22) Market movement can best be described as sideways, up only 2% for November. Oil Stocks are down 20% while energy stocks are only off 5%; so 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; The Fed wants to take pressure off the labor market, and would be fine with 5% unemployment as a means of thwarting the wage-price spiral. 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: Markets Not Doing Much of Anything, Moving Sideways SEG-2: Why Would the Fed Pivot? SEG-3: I Don't Think Pivot Means What You Think it Means SEG-4: 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
Markets Going Nowhere (11/22/22)
(11/22/22) Markets are trying their best to mount a rally during the holiday-shortened week, but are only up 2% so far for the month of November. Thats hard to comprehend following that 5% jump following that strong CPI report. Since then, markets have not really gone anywhere. With many traders out this week, there's not much activity or volume to drive markets. But as markets consolidate above the 100-DMA, it's allowing the 20-DMA to play "catch-up," and providing additional, near-term support for the markets. We're expecting some selling pressure going into the first two weeks of December, and a rally into the end of the year should place us around the 4,050 mark, which would be a good place to raise some cash and trim risk from portfolios. That's what we did with energy and oil stocks; energy stocks down about 5%, but oil stocks are off 20% from their recent peaks. As we get into 2023, all of this year's Fed rate hikes will begin to show up in the economy, and, combined with weaker economic data, weaker earnings, and reductions in estimates, will suggest markets' need to re-price lower. That lower re-pricing will likely be the last leg of this bear market cycle. When that happens, we'll want to be prepared to take advantage of the bullish shift. 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=E3-R0KQ-Zao&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 #MarketConsolidation #EnergyStocks #OilStocks #MarketVolume #MarketResistance #MarketSupport #MarketRisk #Markets #Money #Investing
Bob is Back (At Disney) (11/21/22)
(11/21/22) It's the Week of Thanksgiving, and up and down on the Street, traders are vacationing before Year's End they will meet. Will there be a Recession in 2023? The markets' final outcome remains to be seen. Iger's back at Disney, and the Yield Curves are spread, with hopes of a Santa Claus rally dancing in their heads. The FTX fail has raised such a clatter; will the SEC really find what's the matter? As 2022 draws to a close, the final outcome of which nobody knows. SEG-1: Thanksgiving-shortened Trading Week SEG-2: Will There Be Recession in 2023? SEG-3: Bob is Back (at Disney); What the Yield Curves are Saying SEG-4: The FTX Saga Continues 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=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Have Markets Found the Bottom?" is here: https://www.youtube.com/watch?v=5VWtFWNcdLU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=40s -------- Our previous show is here: "Is FTX a 'Lehman Moment?'" https://www.youtube.com/watch?v=4x5_FkIYsEw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2682s -------- Articles mentioned in this podcast: "Inverted Yield Curve Deepens As Recession Risks Rise" https://realinvestmentadvice.com/inverted-yield-curve-deepens-as-recession-risks-rise/ -------- 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 #Disney #BobIger #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing
Have Markets Found the Bottom? (11/21/22)
(11/21/22) The inmates are running the asylum during this holiday-shortened trading week, making for higher volatility on lighter trading volume. Last week markets bounced right off the 100-DMA to rally, tested support, and bounced off of that to turn previous resistance into support, with a follow-through rally on Friday. Markets are now just below the 200-DMA, and look to open a little weakly this morning. The 20-DMA has crossed above the 50-DMA, and is approaching the 100-DMA, providing more near-term support for markets. The uptrend of the markets is very clearly continuing. We continue to recommend using any rally to reduce risk, take profits, and raise cash.. 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=5VWtFWNcdLU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=40s ------- 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 #MarketVolatility #MarketVolume #MarketResistance #MarketSupport #MarketRisk #Markets #Money #Investing
Preparing for Inevitable Higher Taxes (11/18/22)
(11/18/22) There is no Fed pivot in sight, and denial in the markets is high; repercussions of the COVID lockdown are still being felt; credit card debt, HELOC debt is on the rise. A generation of bailed-out citizens. 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. Conversations you should have this Thanksgiving: Long Term Care; Rosso's Eggnog Razzle-dazzle. SEG-1: No Fed Pivot in Sight SEG-2: The Once-in-a-Lifetime Opportunity for IRA Conversions SEG-3: The SBF Chia Pet; Scheisters, and Roth Conversions SEG-4: Pumpkin Pie & Long-Term Care Conversations 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=B--cHSKtL48&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2680s -------- Our Latest "Three Minutes on Markets & Money: "The Fed's Anti-Inflation Campaign is Good for Bonds " is here: https://www.youtube.com/watch?v=xoq2ESFdaeI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is FTX a 'Lehman Moment?'" https://www.youtube.com/watch?v=4x5_FkIYsEw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2682s -------- 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 #Inflation #FTX #SamBankmanFried #IRAConversions #RothConversions #FederalReserve #FedPivot #TaxRates #interestRates #Markets #Money #Investing
Is FTX a 'Lehman Moment?' (11/17/22)
(11/17/22) There's a problem with market rallies: The Fed doesn't like 'em. Estimates for Q4 GDP = 4.4% The tell will be Christmas sales; what are valuations telling us? Price must adjust for lower earnings. Things are starting to crack in financial markets; things we see during boom times vs bust times corrections: The Fed's Goal is to pull excess out of the markets. No question the Fed will pivot: But When?? FTX is not a "Lehman Moment." When the Fed pivots, things will not be good; the Fed is scared and wants 1% of workers to lose their jobs. Investing in an uncertain market; are Bonds a safe bet? What the Fed is doing is bond-friendly. SEG-1: Why the Fed Doesn't Like a Market Rally SEG-2: Things Are Starting to Crack in Financial Markets SEG-3: What is a Pivot, Ross? SEG-4: Are Bonds a Safe Bet in an Uncertain Market? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4x5_FkIYsEw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2682s -------- Our Latest "Three Minutes on Markets & Money: "The Fed's Anti-Inflation Campaign is Good for Bonds " is here: https://www.youtube.com/watch?v=xoq2ESFdaeI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Wake-up Call for Wall Street?" https://www.youtube.com/watch?v=bYB38yoUrtQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2941s -------- 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 #Inflation #ContrarianInvestor #FTX #LehmanMoment #BondMarket #FederalReserve #FedPivot #RossGeller #Friends #Markets #Money #Investing
The Fed's Anti-Inflation Campaign is Good for Bonds (11/17/22)
(11/17/22) Markets rallied towards our target of 4,100, but failed short of the goal. We're looking for some follow-through selling this morning; a retracement towards support won't be surprising. Markets are still on a buy-signal, but getting a bit extended. The risk is in a violation of both the 20- and 50-DMA. Inflation data of late supporting this market rally, and hopes of a Fed pivot, is also helping bonds. Weakening inflation is good for bonds, dropping yields and raising prices. We're looking for a rally to about 112 to 116 on TLT. We're paying attention to what's going on in the fixed-income market: Weaker inflation, weaker economic growth, and a Fed pivot are all bond friendly, long-term. Short-term, bonds are over-bought; we're looking for higher bond prices as we move into 2023. 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=xoq2ESFdaeI&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 #Inflation #FederalReserve #Bonds #Risk #Markets #Money #Investing
Wake-up Call for Wall Street? (11/16/22)
(11/16/22) What does 2023 hold in store for investors? Everyone's bearish, no one is bullish, and it's a perfect time for contrarian investors. The adverse impact of California's stimmie checks on October Retail Sales report. Impact of on-line learning on students' test score (the tale of Tommy Roberts' testing side-gig); do Amazon's layoffs portend Recession? (No) The good news in Congressional gridlock; the psychology of investing. What Amazon's layoffs really mean; markets are like fish out of water (Garry Shandling reference). Yellowstone Season 5 premiers; Lance's wife is like 'that' character. The effect of Midterms on Taxes and why Congressional gridlock is good; estate taxes, capital gains taxes; charitable donations. The historic irony of Artemis-I. SEG-1: A Perfect Time for Contrarians SEG-2: Online Learning & Student Scores; Economic Review review SEG-3: What Company Layoffs Really Mean (It's not as bad as it seems) SEG-4: Yellowstone Premier, Scary Wives, & Midterm Effects on Taxes 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=bYB38yoUrtQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2826s -------- Our Latest "Three Minutes on Markets & Money: "Retail Sales & False Confidence" is here: https://www.youtube.com/watch?v=ChJSu_oNPTw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The FTX Fiasco & Bankruptcy - A Sign of the Times" https://www.youtube.com/watch?v=wu0wDff5Iyw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2669s -------- 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 #RetailSales #Inflation #ContrarianInvestor #CaliforniaStimulus #YellowstoneSeason5 #AmazonLayoffs #MidtermElecton #CongressionalGridlock #Markets #Money #Investing
Retail Sales & False Confidence (11/16/22)
(11/16/22) [NOTE: This segment recorded before Retail Sales figures for October was reported at +1.3%, vs the anticipated 1.2%% increase] Markets were waiting for October's Retail Sales report, expected to be strongly influenced by data from California, which is a large consumer-state. Cali Gov. Gavin Newsom last month issued more stimulus checks to offset inflation and higher fuel prices. The artificially spurred spending is expected to have spiked sales numbers. Stronger retail sales will likely give the Fed a false confidence that all is well in the economy, and continued rate hikes are okay, which bodes poorly for Wall Street. Increasing layoffs and port closings portend a weakening economy, but that weakness could be masked by stronger sales numbers. Markets have enjoyed a nice rally, but are now beginning to show signs of exhaustion as markets continue to close positive, but with lower highs. 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=ChJSu_oNPTw&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 #RetailSales #Inflation #CaliforniaStimulus #FederalReserve #RateHikes #Risk #Markets #Money #Investing
The FTX Fiasco & Bankruptcy - A Sign of the Times (11/15/22)
(11/15/22) The FTX fiasco and ensuing bankruptcy is symptomatic of the times; professionals are no better than amateur investors at this point in valuations and performing due diligence. The truth behind the "Santa Clause Rally," and what's really happening; get ready for sloppiness in December. FTX shenanigans & repercussions: How we got the SEC, Sarbanes-Oxley, & other regulations; "Stakeholder Capitalism" and corporate "responsibility" to take care of the world, because you're too stupid to take care of yourself: The experiment of COVID lockdowns: who's compliant? Pepsi's Points for a Harrier Jump-jet on Netflix; the Miami Heat cools on FTX's naming rights deal, and Bang Bros. wants in. Yellowstone, Tulsa King, Mayor of Kingston; Amazon layoffs: "It takes a lot of people to censor stuff." FedEx Freight furloughs: The economy is most certainly slowing down. SEG-1: What Ever Happened to Due Diligence & Valuation? SEG-2: FTX Shenanigans & Repercussions SEG-3: SBF, FTX, & Stakeholder Capitalism" SEG-4: Pepsi Points & Porn Sites' Naming Rights 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=wu0wDff5Iyw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2669s -------- Our Latest "Three Minutes on Markets & Money: "Will Inflation Data Pump Market Momentum?" is here: https://www.youtube.com/watch?v=611sSZdQnlk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show is here: "How to Lose a Billion Dollars in Crypto" youtube.com/watch?v=JtOCMd2ywu4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- 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 #Cryptocurrency #PPI #Inflation #FTXBinance #StakeholderCapitalism #SamBankmanFried #PepsiPoints #MiamiHeat #Markets #Money #Investing
Will Inflation Data Pump Market Momentum? (11/15/22)
(11/15/22) [NOTE: This segment recorded before PPI for October was reported at +0.2%, vs the anticipated 0.4% increase] Markets were waiting for October's Producer Price Index report, expected to come down a bit as sings of economic slowing have been more apparent of late. Yesterday, Federal Reserve Vice-president Lael Brainard hinted the Fed could be close to easing the pace of its rate hikes. Could this, coupled with the cooler inflation number this morning, provide a boost to stocks? The current rally is a bit long in the tooth, continuing now to set lower highs. Hopes that the Fed will pivot, however, is not a great position to be in, so we're recommending once again using any rally to rejigger portfolios to minimize risk. That risk being, all of the previous rate hikes this year showing up in the economy next 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=611sSZdQnlk&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 #PPI #Inflation #FederalReserve #RateHikes #20DMA #50DMA #100DMA #Risk #Markets #Money #Investing
The FTX-Binance Fail (11/14/22)
Will Sam Bankman-Fried go from Billionaire to Inmate over the FTX fiasco? FTX is why we have the SEC; Crypto will eventually be regulated by the government. Who takes the hit from the FTX fail, and whatever happened to investor due diligence? (Could blockchain solve election polling woes?) 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=Y2RN6IJVzwM&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Did FTX-Binance Bust Markets?" is here: https://www.youtube.com/watch?v=vbnUsWnT53E&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "How to Lose a Billion Dollars in Crypto" youtube.com/watch?v=JtOCMd2ywu4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- 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 #Cryptocurrency #CPI #Inflation #FTXBinance #Peloton #JohnFoley #Markets #Money #Investing
After the Midterms (11/11/22)
(11/11/22) It's Veterans Day, and we're on a brief hiatus. Here's a segment from a recent Financial Fitness Friday Episode as Rich & Danny ponder the question of life, and what's likely in the post-midterm season. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- 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 #MidTermElection #Inflation #Markets #Money #Investing
Who Takes the Hit from the FTX Fail? (11/10/22)
(11/10/22) Markets sold off following 'meh' midterm results, and Binance pulled out of a FTX-bailout. Despite a disappointing 10-yr Treasury auction, the bond market saw a bit of a boost from the FTX-Binance fallout; who's looking for Q4 GDP = 4%? Will Sam Bankman-Fried go from Billionaire to Inmate over the FTX fiasco? FTX is why we have the SEC; Crypto will eventually be regulated by the government. Who takes the hit from the FTX fail, and whatever happened to investor due diligence? (Could blockchain solve election polling woes?) CPI expectations vs reality [NOTE: October CPI clocked-in at a cooler-than-expected 7.7%] The Fed will keep hiking rates until they break something. Pressure from news events will slacken as holidays approach; more are considering skipping the holidays because of inflation; as Tech layoffs continue, the economy is rapidly slowing. There's lots of manipulation in the CPI numbers, which are, in fact, lagging indicators. The saga of Peloton and co-founder John Foley's new "Ernesta" venture of customized designer rugs. SEG-1: Meh Midterms, Binance Backs-off SEG-2: The FTX-Binance Financial Fizzle SEG-3: Who Takes the Hit from the FTX Fail? SEG-4: The Flaw in the CPI & John Foley's "Ernesto" Rugs 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=Y2RN6IJVzwM&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Did FTX-Binance Bust Markets?" is here: https://www.youtube.com/watch?v=vbnUsWnT53E&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "How to Lose a Billion Dollars in Crypto" youtube.com/watch?v=JtOCMd2ywu4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- 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 #Cryptocurrency #CPI #Inflation #FTXBinance #Peloton #JohnFoley #Markets #Money #Investing
Did FTX-Binance Bust Markets? (11/10/22)
(11/10/22) [NOTE: This segment recorded before CPI for October was reported at 7.7% YOY, and down from September's 8.2%] Markets sold off more than 2% following a"meh" midterm outcome, breaking through the 50- and 20-DMA, holding on somewhat tenuously. It's important that markets rally above those levels today, otherwise there'll be a retest of lows seen back in June of this year. The MACD sell-signal is close to flipping, suggesting markets will try to move lower, short-term. If today's CPI comes out better (lower)-than-expected (it did), stocks could rally higher, staving off that sell signal. Where we close this week will dictate the markets' next move. The implosion of the FTX-Binance deal roiled markets yesterday, with many high-dollar and high-profile investors sucked into the vortex. Part of yesterday's activity was due to margin calls and selling assets to cover those calls. Also on Wednesday, a terrible 10-year Treasury auction: No one wants 'em. All of today's action will be focused on this morning's CPI Report. 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=vbnUsWnT53E&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 #FTXBinance #CPI #Inflation #20DMA #50DMA #100DMA #MidTermElections #Markets #Money #Investing
How to Lose a Billion Dollars in Crypto (11/9/22)
(11/9/22) The election is past; time to move on: Why Markets can now be optimistic. Stocks tend to perform well in the 12-months following a midterm election. With stock buybacks, Thanksgiving, and end of year maneuvering, markets will see uptick in activity., but it's going to be sloppy. Disney streaming disappoints: Too much competition, not enough good content. The Crypto-crash of FTX; Sam Bankman-Fried fries his fortune, losing 94% of net worth. The problem with crypto currency is extreme volatility. 17% of Americans say they're spending less for the holidays. Having brisket for Thanksgiving. What happened to the economy in August-September? This Recession vs 2012: Tech is down, industrials & manufacturing keeping the economy afloat, but cracks in that foundation are appearing. Impact of Fed rate hikes are still to come; look at staples vs discretionary. Markets Futures & Election Outcomes: essentially gridlock in Congress. No new spending, but the government will continue with Continuing Resolutions, heaping debt upon debt. Why government spending "that pays for itself" never does; why the CBO is wrong. SEG-1: Why markets Can Be Optimistic SEG-2: How to Lose a Billion Dollars SEG-3: More are Spending Less for the Holidays SEG-4: Why the CBO is Never Right Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: youtube.com/watch?v=JtOCMd2ywu4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- Our Latest "Three Minutes on Markets & Money: "Will We Get Gridlock? " is here: https://www.youtube.com/watch?v=0GEhFE6-ExY&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Election Day & Powerball Delay" https://www.youtube.com/watch?v=iC-4A-5PNiE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2985s -------- 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 #MidTermElections #Cryptocurrency #CongressionalGridlock #StockBuyBacks #HolidaySpending #Markets #Money #Investing
Will We Get Gridlock? (11/9/22)
(11/9/22) Midterm elections are behind us, and all that's left to determine is who will control the House and the Senate, and will we get a gridlocked congress, which tends to be better for markets. Historically, post-midterm election markets tend to rally into the year-end. Meanwhile, the bottoms built in September and October have resulted in a rally, albeit not a strong one. The buy-signal on the MACD has performed as expected. Stocks yesterday got above the 50_DMA; markets will have to hold that today, and the next challenge will be tops set previously, just ahead of the FOMC meeting, where the 100-DMA resides also. Looking ahead, expect a bit of a uptick as Thanksgiving draws ear, and then in the first weeks of December, a bit of a softening should occur as mutual funds make their distributions, and then at the end of the year, stocks may do better as mutual funds put their positions back together to close out the year. Stok buyback will continue through the end of the year, as well, providing additional activity supportive of a rally. 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=0GEhFE6-ExY&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 #MidTermElections #CongressionalGridlock #20DMA #50DMA #100DMA #Markets #Money #Investing
Election Day & Powerball Delay (11/8/22)
(11/8/22) It's Mid-term Election Day, and all working American's must return to their jobs, as no one has won the Powerball Lottery. Yet. An overnight delay of the results has further stalled the outcome. Midterm election outcomes will determine the direction markets make into the end of the year. Mattress Mac MacInvale's Big Bet and Caesar's takes a hit; figuring the odds. Why "investing" in the market really is a gamble; betting on Brent vs Usain Bolt. NFIB Confidence Survey & looking at the economy through the lense of small businesses; why organic inflation is healthy; what happened in economy August-September 2022? Impact of Fed rate hikes this year are still to come in 2023. What are we voting for? Sending representatives without any real direction; economics are detached from politics. There really is no Middle Class any longer; every economy will always have the poor...and the rich. What happens when Brent wins the lottery. SEG-1: Election Day & Powerball Delay SEG-2: Mattress Mac's Big Bet vs Investing on Wall Street SEG-3: Looking at the Economy Through the Lense of Small Businesses SEG-4: Kitchen Table Economics and What We're Really Voting For 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=iC-4A-5PNiE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2680s -------- Our Latest "Three Minutes on Markets & Money: "Markets Focus on Midterm Outcomes" is here: https://www.youtube.com/watch?v=76R4LVpVx7U&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=8s -------- Our previous show is here: "It's Midterm Election Eve" https://www.youtube.com/watch?v=3hKlmelhn40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2677s -------- Articles mentioned in this podcast: "There Really Is No Middle Class Any Longer" https://realinvestmentadvice.com/there-really-is-no-middle-class-any-longer/ -------- 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 #Powerball #MidTermElections #FederalReserve #HawkishFed #CPIreport #MattressMac #HoustonAstros #NFIBSurvey #Markets #Money #Investing
Markets Focus on Midterm Outcomes (11/8/22)
(11/8/22) Markets rallied Monday, coming off critical support at the 20-DMA following Fed Chair Powell's hawkish comments last week. A new CPI print will be released On Thursday, and if it's hotter than expected, that could weigh on stock prices as the Fed is encouraged to hike interest rates further. Markets' focus today, however, it the outcome of the Midterm elections, and what Wall Street would like to see is Congressional Gridlock. Markets achieved a close just above the 50-DMA on optimism Republicans might re-take at least one house of congress today. Additional factors could lift stocks as the end of the year approaches, including stock buyback activity and portfolio rebalancing by managers looking for a good finish to 2022. 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=76R4LVpVx7U&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=8s ------- 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 #MidTermElections #CongressionalGridlock #CPIreport #20DMA #50DMA #Markets #Money #Investing
It's Mid-term Election Eve (11/7/22)
(11/7/22) It's Mid-term Election Eve (fixing the clocks for CST). Markets' response to hawkish Fed statements by testing resistance at 50-DMA today. All bets are off until after the midterm elections; re-testing of markets lows are coming; why businesses' tapping of credit lines are not a good omen. What shook the markets: Headline data vs underlying details; household surveys vs government reports (lagging indicators). Economic weaknesses will eventually show up on the surface. Markets want a Fed pivot; what will cause the turn? The Fed says it can fix it. Precursors to conditions sufficient to flip the Fed include credit spreads in Bonds = stress in credit markets, and Yield Curves, 60% of which are now inverted = economic stress. Recessions are historically not well-predicted; everyone is calling for one now. "Economists have predicted 9 of the last 3 recessions." Pre-election commentary: "The heart of democracy is at stake..." except, we're a Republic, not a Democracy. It's not fundamentals that matter now; it's "what's the Fed going to do?" Markets tend to perform well in the 12-months following mid-term elections. SEG-1: Markets' Response to a Hawkish Fed SEG-2: Headline Economic Data vs Underlying Details SEG-3: What Will Cause the Fed to Pivot? SEG-4: Pre-election market commentary 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=3hKlmelhn40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2677s -------- Our Latest "Three Minutes on Markets & Money: "What Will Drive Markets Next?" is here: https://www.youtube.com/watch?v=NiD1TFYkAn8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=4s -------- Our previous show is here: "The Fed Really Doesn't Know What It's Doing" https://www.youtube.com/watch?v=fAHVpug7w7s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2680s -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #MidTermElections #HawkishFed #CPIreport #LaggingIndicators #CreditStress #YieldCurve #Markets #Money #Investing
What Will Drive Markets Next? (11/7/22)
(11/7/22) Markets rebounded on Friday, and are set to open higher this morning, ahead of The Big Elections tomorrow. The 20-DMA is now confirmed-support, and markets today will retest resistance at the 50-DMA. Markets are trapped between these two, narrow boundaries. A breakout in one direction of the other will likely dictate the next leg of the markets' move. The election outcomes and next week's CPI report, for better or worse, are likely to be the market movers later this week. 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=NiD1TFYkAn8&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 #MidTermElections #CPIreport #20DMA #50DMA #Markets #Money #Investing
9 Things Every Retiree Should Do (11/4/22)
(11/4/22) The souring economy is causing corporations to take pause, cutting staff and dealing with increased cost of debt, thanks to interest rate hikes. We've been here before; it just feels worse now. Halloween recap, Thanksgiving inflation and making menu choices; the change in I-Bond rates: Still a good deal? No new toys for Christmas; do you need a family CFO? Planning ahead for end-of-life. Guidelines for lending money to family and friends: Be willing to lose what you've lent; put it in writing. End of Year checklist; 9 things every retiree should do. SEG-1: Companies Take a Pause SEG-2: Thanksgiving Inflation & Menu Options; I-bond Changes SEG-3: No Bling for Christmas; Do You Need a Family CFO? SEG-4: Guidelines for Lending to Family & Friends Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senior Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ZX1krBuFkAc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Powell: It's Okay If the Fed Breaks Something" is here: https://www.youtube.com/watch?v=fAHVpug7w7s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2680s -------- Our previous show is here: "The Fed Really Doesn't Know What It's Doing" https://www.youtube.com/watch?v=fAHVpug7w7s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2680s -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #Inflation #Thanksgiving #Retirement #FamilyCFO #LendingToFamily #Markets #Money #Investing
The Fed Really Doesn't Know What It's Doing (11/3/22)
(11/3/22) After an initial surge following Wednesday's Fed Meeting, markets took a dive with Fed Chairman Powell's hawkish remarks that inflation has not yet abated, and more rate hikes are to come. The result was The Most Volatile 90-Minutes in Market History; there was nothing good in Powell's comments, and with lots of cash held by managers that needs to be put to work before year's end, tumultuous times are to come. Twitter is set to fire half of its employees on Friday, a consequence of going private and needing to become profitable quickly. Mattress Mack places another bet on the Houston Astros winning the World Series. Jerome Powell holds the line until something breaks, and then he'll "fix" it with the same tools as last time. Looking for new Godzilla movie; Rents is a driver of inflation; Powell has gotten it wrong every time, with CPI and PCE favored metrics; Powell is missing the turn in the data. Remember, the Fed doesn't know what it's doing. Markets are re-calibrating post-rate hike; where are Dollar, VIX, and Bonds going? Numbers to watch: Jobless Claims: How accurate will they be? SEG-1: The Most-Volatile 90-Minutes in Market History SEG-2: Mattress Mac's Astros Bet; Powell Holds the Line SEG-3: New Godzilla Movie; The Fed Doesn't Know What It's Doing SEG-4: Markets Are Re-calibrating: Be Cautious of the Numbers 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: -------- Our Latest "Three Minutes on Markets & Money: "Powell: It's Okay If the Fed Breaks Something" is here: https://www.youtube.com/watch?v=rDsASyehyyw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show is here: "Stock Buybacks Don't Really Benefit Investors" https://www.youtube.com/watch?v=1UAEaCOFMvA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #InterestRateHike #Inflation #VolatilityIndex #MattressMac #HoustonAstros #WorldSeries #Twitter #ElonMusk #Godzilla #TopGun #Markets #Money #Investing
Powell: It's Okay If the Fed Breaks Something (11/3/22)
(11/3/22) The most volatile 90-minutes in market history followed Fed Chair Jerome Powell's anticipated 75-basic point rate hike coupled with hawkish language promising still higher rates to come. And, Powell said it's okay if the Fed breaks something because they have the tools to fix it, going back to quantitative easing and zero interest rates, flooding the markets with liquidity anew. Investors ignored that part, instead focusing on the here and now and future rate hikes to come on the way to a 5% terminal interest rate. Markets broke through support at the 50-DMA, now taking aim at the 20-DMA. If that occurs, there's nothing stopping the markets from retesting the lows we saw in September. Markets, in fact, haven't gone anywhere for the past several months, trapped in a sideways trading range. Moving into the end of the year, there's lots of cash on the books of managers that will have to be put back to work for year-end reporting. Stock buybacks are back in play, as well, and next week's midterm elections are expected to throw congress into legislative gridlock. We're suggesting not to over-react to yesterday's Fed announcement, but also not ignore the fact that markets could still go lower from here. 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=rDsASyehyyw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s ------- 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 #JeromePowell #TerminalRate #Markets #Money #Investing
Stock Buybacks Don't Really Benefit Investors (11/2/22)
(11/2/22) Understanding Gold: Worst performance since 1869; what drives gold? Real Interest Rates. it's the Day of the Fed: What will be said matters more than today's rate decision; how will markets and yield curves respond? Why FAANG Stocks aren't dead. Pro's and Con's of taxing the rich: Why we have stock buybacks, and why they really don't benefit investors. Why gasoline prices are high: Lack of refining capacity, reluctance to invest in new refineries. Why companies cut dividends: Response to tough economic times; why companies with the highest dividend yield = greatest risk. SEG-1: Understanding Gold & Markets SEG-2: The Day of the Fed: What Will Be Said? SEG-3: Who Do Stock Buybacks Really Benefit? SEG-4: Dividends: The Devil's in the Details 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=1UAEaCOFMvA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Our Latest "Three Minutes on Markets & Money: "Fed Meeting Today - Another 75-Basis Points?" is here: https://www.youtube.com/watch?v=l3h4udxX1Dw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why 79% of Americans Think Things Are Out of Control" https://www.youtube.com/watch?v=6w9ko5N7rnQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2743s -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #InterestRateHike #Inflation #DividendStocks #Gold #OilPrices #WindfallProfits #TaxTheRich #FAANGStocks #Markets #Money #Investing
Fed Meeting Today - Another 75-Basis Points? (11/2/22)
(11/12/22) The Federal Reserve is widely expected to hike interest rates again at today's meeting by 75-basis point. The more important element, however, is what Powell & Co. will have to say about the future pace and scale of rates into 2023. The anticipated goal is a Fed "terminal rate" of 5%, at which point rate increases would cease. For now. Any kind of inclination towards a more doveish outlook should bode well for stocks. Markets yesterday re-tested the 50-DMA, and it's important to hold at that level today as the Fed meeting commences. All outcomes today are dependent upon the Fed's stance and statement this afternoon. 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=l3h4udxX1Dw&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 #FederalReserve #InterestRates #TerminalRate #Markets #Money #Investing
Why 79% of Americans Think Things Are Out of Control (11/1/22)
(11/1/22) The Roberts' Halloween Recap; What is the Fed watching for: Inflation and Employment (and their rates of change); the velocity of money is slowing; CEO Confidence is falling; No Powerball Winner; winners usually lose; Markets commentary: Use any rally to raise cash ahead of repricing of earnings; things change: What is the "Cure de Jour" the Fed will use next? Why doesn't the Fed make changes in anticipation of problems to come? 79% of Americans think everything is out of control; people vote with their pocketbook but cannot explain why. economics is not about math; it's about psychology & consumers. Whomever is in office gets the blame. In November, managers want to get assets on the books; BP earnings showing huge profits, thanks to high energy prices. If there are taxes on windfall profits, why aren't there credits for "windfall" losses? Even ESG's require petroleum; the problem of draining the SPR and filling w more expensive oil. 79% look to public sector instead of government to solve problems. SEG-1: Day of the Dead & What the Fed Said SEG-2: Powerball Winners & Losers and the Fed's Cure de Jure SEG-3: Why 79% Think We're Out of Control SEG-4: Why Aren't There "Windfall" Credits for Losses? 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=6w9ko5N7rnQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2743s -------- Our Latest "Three Minutes on Markets & Money: "Can Markets' Rally Continue in November?" is here: https://www.youtube.com/watch?v=c5bhByDPu1Y&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Shrinkflation in Halloween Candy" https://www.youtube.com/watch?v=NBWCmn4Z-Oc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #InterestRateHike #OutOfControl #Inflation #OilPrices #WindfallProfits #Markets #Money #Investing
Can Markets' Rally Continue in November? (11/1/22)
(11/1/22) Following the best October in the Dow since 1975, investors are wondering whether markets can replicate last month's performance. Futures this morning are pointing higher ahead of this week's Fed meeting in which interest rates are expected to get another 75-bp goosing. The real question, however, is whether the Fed is about to begin tapering the velocity or intensity of its rate hikes. The Fed's "Terminal Rate" is expected to be reached in 2023 at 5%. What we need to see is inflation coming down and unemployment starting to rise to force the Fed to back off; the Fed may get a little more than expected in the way of results. So, we continue to suggest using any rally to raise cash, trim risk, and prepare for tougher times in 2023. 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=c5bhByDPu1Y&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 #DowIndustrials #FederalReserve #InterestRates #TerminalRate #Markets #Money #Investing
Shrinkflation in Halloween Candy (10/31/22)
(10/31/22) Market action has been a textbook case of achieving support with no resistance up to 4,100; we're advising selling into the rally and prepare for a negative market trend into the end of the year; The Dow is up 14% for the year; it's the best year of performance since 1938. Watch for the Fed to announce a slowing of its rate hike pace, but not a pivot. Shrinkflation in Halloween candy: Prices are up 30% over last year. Consumer Spending is measured by prices paid, not quantities purchased; a false report. There's no such thing as "excess savings." 60% of consumers now living paycheck-to-paycheck. The concept of taxing the rich by tapping unrealized gains; will they allow the inverse operation: providing loss write-offs for unrealized losses? How to truly measure your portfolio's performance, year-over-year vs longer-term windows of examination. Where is the best place to put money next year? The best-performing sectors for the past two years typically become the worst performers; what are the worst-performing sectors now, before the cycle resets? SEG-1: A Textbook Re-test of Support SEG-2: Halloween Shrinkflation, the Flaw in Consumer Spending Numbers SEG-3: Tricks for Taxing the Rich: Unrealized Gains SEG-4: How to Truly Measure Portfolio Performance Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: -------- Our Latest "Three Minutes on Markets & Money: "Preparing for the Recession of 2023" is here: https://www.youtube.com/watch?v=eAg5r3PiBso&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our previous show is here: "Big Cap Companies Getting Spanked on Poor Earnings" https://www.youtube.com/watch?v=GEGSAOZZEt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2745s -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As "Sugar Rush" Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- 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 #Halloween #Shrinkflation #DowPerformance #ConsumerSpending #Inflation #PaycheckToPaycheck #TaxingTheRich #UnrealizedGains #Markets #Money #Investing
Preparing for the Recession of 2023 (10/31/22)
(10/31/22) Despite the Big Tech Sell-off, the Dow is on track for its best performance since the 1930's, up over 14% heading into today's Halloween session. Markets continue to do technically very well from a bullish perspective. Markets soared above the critical 3,800 level last week, the initial resistance level that would set markets up for a rally. Indeed, the S&P is now positioned to rally up to somewhere between 3,900 and 4,100. Indicators would show there's more room to run for the markets. Any good news from the Fed this week could also get the markets really revving upward. The Fed must reassess its pace of rate hikes, after seeing what they've done to the economy thus far. And if mid-term elections result in congressional grid lock for the next two years, that's yet another catalyst to allow markets to rally up to its next level of resistance at about 4,100. That's also a level at which you're going to want to take profits and trim losers, reduce risk, and raise cash going into 2023 when the recessionary impact of higher rates most certainly will be felt. 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=eAg5r3PiBso&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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 #EarningsSeason #BigTech #DowIndustrials #FederalReserve #InterestRates #Markets #Money #Investing
Why GDP Numbers Aren't as Great as You Might Think (10/28/22)
(10/28/22) Crypto is a risk-on trade: Using Ethereum performance as a leading indicator of the crypto-sector; Meta vs Amazon; Exxon surpasses expectations; the process and practice of trimming profits; risk management in a portfolio. What IS the Metaverse? Did Zuckerberg make a mistake? How Student Loan Forgiveness funds will be used; Houston Astros in World Series & Hater-fans; credit card debt is at highest levels in 20-years; assuming existing mortgages at lower rates; why the latest GDP numbers aren't all that great. How can the economy be fixed? How to manage retirement in ten steps. SEG-1: Using Ethereum as a Leading Indicator on Crypto SEG-2: Meta vs Exxon: A Look Under the Hood SEG-3: Sports Fans, Haters, & Economic Survival SEG-4: Why the Latest GDP Isn't as Great As It Sounds 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=H-NBIN2-HoQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2712s -------- Our Latest "Three Minutes on Markets & Money: "Earnings Disappointments Put Market in a Struggle" is here: https://www.youtube.com/watch?v=et9eMhVM24g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Big Cap Companies Getting Spanked on Poor Earnings" https://www.youtube.com/watch?v=GEGSAOZZEt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2745s -------- Articles mentioned in this podcast: "Ten Steps, Ten Years to Retirement" https://realinvestmentadvice.com/ten-steps-ten-years-to-retirement/ -------- 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 #GDP #EarningsSeason #Ethereum #Exxon #HoustonAstros #WorldSeries #Meta #MetaVerse #Google #Amazon #Retirement #Markets #Money #Investing
Big Cap Companies Getting Spanked on Poor Earnings (10/27/22)
(10/27/22) As markets wrap up October's business, the generals' earnings reports are not at all encouraging: Meta's was only okay, tempered by Mark Zuckerberg's all-in bet on the future of the Metaverse. Markets did end higher than they started, but there remain two levels of resistance to overcome. The Fed's "Operation Twist" and treasury liquidity; the demand for short-term T-bills is outpacing longer-term instruments; Liquidity matters; there's high risk in the Fed stoking inflation with QE; the imbalance between buys and sellers of bonds; voters will decide elections with their pocketbooks as their guide; there is a growing possibility of Recession by 2023; investors want a quick fix, avoiding any pain; yield curve behaviors & signal as telling us it's coming. The problem with Inflation is it's reflected in lagging numbers; cheating fishermen plead not-guilty; beating up the generals; higher growth companies are more susceptible to high interest rates; SEG-1: Wrapping Up October: The Generals Report SEG-2: The Fed's "Operation Twist" & Treasury Illiquidity SEG-3: Throwing Jerome Powell Under the Bus SEG-4: Cheating Fisherman & Beaten-up Companies 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=GEGSAOZZEt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2745s -------- Our Latest "Three Minutes on Markets & Money: "Earnings Disappointments Put Market in a Struggle" is here: https://www.youtube.com/watch?v=et9eMhVM24g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why Americans' Savings Rates Have Fallen Off a CLiff" https://www.youtube.com/watch?v=QeA_MleihDU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2704s -------- Articles mentioned in this podcast: "A Balanced Portfolio Promises a Better 2023" https://realinvestmentadvice.com/a-balanced-portfolio-promises-a-better-2023 "MBS, Convexity Vortex, and a Silver Lining for Bonds" https://realinvestmentadvice.com/mbs-convexity-vortex-and-a-silver-lining-for-bonds -------- 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 #EarningsSeason #FederalReserve #InterestRates #Meta #MetaVerse #Google #Amazon #Markets #Money #Investing
Earnings Disappointments Put Market in a Struggle (10/27/22)
(10/27/22) Meta's disappointing earnings report sets markets up to struggle through today's open; the money side of the business was okay, and Meta's base of users was similarly okay; what worried Wall Street was Mark Zuckerberg's dogged agenda of spending, all-in on the fledgling "metaverse." Investors now wondering where the value is in this company. More earnings disappointments from Google and Microsoft yesterday put markets in a position to have to struggle today to overcome the 50-DMA; Apple and Amazon report tonight, and good news from either company would serve to bolster the mood on The Street. What markets need to do is hold the 3,800 level and rally beyond, which would get us to 4,100, the high point of the year. November brings a reprieve from corporate earnings, but Fed activity and the mid-terms will continue the shape the mood of investors. 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=et9eMhVM24g&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 #EarningsSeason #Meta #Google #Microsoft #Amazon #Markets #Money #Investing
Why Americans' Savings Rates Have Fallen Off a Cliff (10/26/22)
(10/26/22) October historically marks the markets' low point for the year; we're looking to hold on at 3,800, and "softer" language from the Fed next will help. Microsoft's guidance is a disappointment, and Amazon's AWS will, too. Crypto-alert: this is going nowhere. When markets sell off, how much can be recovered? The US Strategic Cheese Reserve (that's a thing); food inflation hitting Thanksgiving menus hard; why American's savings rates have fallen off a cliff; the ugly truth behind retail sales numbers; why the markets cannot outgrow the economy, which is the true source of revenue; tax-loss harvesting strategies. SEG-1: October Marks Markets' Annual Low Historically SEG-2: US Strategic Cheese Reserve; Food Inflation SEG-3: Why the Markets Can't Outgrow the Economy SEG-4: Tax Loss Harvesting Strategies 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=QeA_MleihDU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2704s -------- Our Latest "Three Minutes on Markets & Money: "Was Google's Bad News Already Priced-In? " is here: https://www.youtube.com/watch?v=sriPjev3L_0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show is here: "We're Back Where We Were in June (but it feels worse now)" https://www.youtube.com/watch?v=m3LTO8Lp7J0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2688s -------- 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 #EarningsSeason #SavingsRate #FederalReserve #InterestRates #CongressionalGridlock #StrategicCheeseReserve #Markets #Money #Investing
Was Google's Bad News Already Priced-In? (10/26/22)
(10/26/22) Markets rallied right to the 50-DMA, needing to break through the 3,800 level of resistance, and after the bell, Google and Microsoft released their latest disappointing report cards. The reality is that earnings are now just reverting back to some semblance of normality. If buying in those stocks occurs today, it will suggest these lackluster results were already priced-in by investors. Key today will be whether markets can hold above the 3,800-level; if so, markets will be set to rally upward to about 4,100. A failure to do so today, tomorrow, or Friday will set up for a retest of the 20-DMA, possibly trapping the market in a lower range. Possible positives coming next week might include better language from the Fed about slowing the pace of rate hikes, followed by the mid-term elections in the second week of November, possibly producing a gridlocked Congress. Still to come: Meta and Amazon, which could also show some softness. 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=sriPjev3L_0&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 #EarningsSeason #Google #Microsoft #Amazon #Meta #Markets #Money #Investing
We're Back Where We Were in June (but it feels worse now) (10/25/22)
(10/25/22) As October winds-down, the earnings revelations continue, with some better-than-expected results, but the pain trade is higher; the stock buy back window opens for business on Friday with $5 Billion in daily activity potential being added to the markets; will the Fed make moves to taper rate increases? Recession is a distinct possibility in 2023. Markets historically under-perform head of midterms and out-perform for 12-months following midterm elections. The Fed Effect; potential midterm outcome: Congressional gridlock (which markets love). The F-150 EV vs gasoline version; why Stanly Druckenmiller believes we're in for a "flat" period for the next decade; any Fed intervention will make valuations difficult to justify; the bust in Beyond Meat and the fake steak offering. SEG-1: Earnings Revelations Continue; Pain Trade is Higher SEG-2: Market Performance Pre- and Post-Mid Term Elections SEG-3: What's the Value in Valuation? SEG-4: Beyond Meat Bust 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=m3LTO8Lp7J0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2688s -------- Our Latest "Three Minutes on Markets & Money: "Any Good News Would Be Welcome?" is here: https://www.youtube.com/watch?v=2yHjPLNm7hk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s -------- Our previous show is here: "The Difference Between Inflation and the Cost of Living" hhttps://www.youtube.com/watch?v=NqtqwhHcnNg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s -------- Articles mentioned in this podcast: "Druckenmiller: A Decade Of No Returns" https://realinvestmentadvice.com/druckenmiller-a-decade-of-no-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 #EarningsSeason #MidtermElection #FederalReserve #InterestRates #CongressionalGridlock #StanlyDruckenmiller #Markets #Money #Investing
Any Good News Would Be Welcome (10/25/22)
(10/25/22) What factors could lift markets into the end of the year? Over $1-Trillion worth of authorized stock buy backs become available on Friday, triggering as much as $5 Billion of buying a day coming into the market; mid-term elections are two-weeks away, and historically, stocks have been higher for the twelve months following a mid-term election; a gridlocked congress would provide opportunity for stocks to rally. The Fed, also, is a factor, meeting next week and expected to hike rates 75bp again...but any policy that would slow the pace of interest rate hikes would be viewed as a positive by markets. Markets pierced the 3,800 level yesterday but couldn't hold it; earnings have been coming in a little better-than-expected, and with Microsoft and Google set to report today, and Apple and Amazon in Thursday, any good news would be welcome. 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=2yHjPLNm7hk&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 #EarningsSeason #StockBuyBacks #Apple #Amazon #Google #Microsoft #Markets #Money #Investing
The Difference Between Inflation and the Cost of Living (10/24/22)
(10/24/22) Comcast Cable outage coincides with Astro's weekend watch parties as the home team advances to the World Series. Again. Market Commentary: Setting up for some nice action to end the month, with a possible change in Fed stance on interest rates. The top concerns this election season: Inflation and the economy. The problems from un-educated voters; Nancy-nomics, Inflation, and the cost of living. Is the Fed thinking about talking about a change in interest rate stance? There is no middle class. Don't forget to sell into the rally; there's no place to hide. Odds for a sector rotation in 2023, and the importance of being willing to sell. SEG-1: World Series & Comcast Outage; Markets Set up for Action SEG-2: The Danger of Being an Un-educated Voter: Nancy-nomics SEG-3: Is the Fed Thinking About Talking About Relaxing Rate Hike Pace? SEG-4: Pre-Open Market Commentary; When There's No Place to Hide 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=NqtqwhHcnNg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s -------- Our Latest "Three Minutes on Markets & Money: "Can Markets Muster Continuation of the Rally?" is here: https://www.youtube.com/watch?v=pfhB8hM2yjE&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Fed's Next Crisis" https://www.youtube.com/watch?v=bAGKcQyfCas&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- Articles mentioned in this podcast: "Recession Fatigue" As Consumers Begin To Break" https://realinvestmentadvice.com/recession-fatigue-as-consumers-begin-to-break/ -------- Video's referenced in this broadcast: "Who Will Blink First? The Fed, The Bond Market, Or The Bears?" | Lance Roberts & Adam Taggart https://www.youtube.com/watch?v=-KL-MO36Wn4&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1 --------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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 #MidtermElection #Inflation #CostOfLiving #NancyPelosi #FederalReserve #InterestRates #RecessionFatigue #HoustonAstros #WorldSeries #Markets #Money #Investing
Can Markets Muster Continuation of the Rally? (10/24/22)
(10/24/22) Markets rallied sharply off the 20-DMA on Friday to deliver a 90% upside day for stocks. Futures are pointing higher this morning, begging the question, can markets muster a continuation of the rally over the next few days as we put the wraps on October? 45% of the S&P companies will report earnings this week; the buyback blackout window ends on Friday, and the Fed is set to meet next week, with hopes that talk of ending rate hikes will occur sooner than later; all would be bullish developments for markets. The next level of resistance: 3,800. We recommend using any rally to sell into. 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=pfhB8hM2yjE&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 #MarketRally #StockBuyBackBlackout #EarningsSeason #Markets #Money #Investing
Market Sloppiness on the Way (10/19/22)
(10/19/22) We are well into another "Millennial Earnings Season," where companies are rewarded for lowering estimates in order to beat earnings estimates; everyone gets a participation trophy! A real tell will be Consumer Retail Sales results as an end-of-year measure of consumer strength. Look for market sloppiness for the next week; the none-stages of a Bear Market. Clients re sometimes useful as contrarian indicators. Markets in 2022 have had more negative days than in any other year since 1974; the advantage of adjusting market perspective from year-over-year to two-years ago, or three-years ago. There's no advantage to having a separate Financial Advisor from your Investment Advisor; defining diversification; McDonald's Adult Happy Meals; how much should you pay yourself in retirement? SEG-1: Millennial Earnings Season & Consumer Retail Strength SEG-2: Market Sloppiness , 9-stages of Bear Markets SEG-3: The Benefits of a Broader Market Perspective SEG-4: Defining Diversification; How Much Should You Pay Yourself in Retirement? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: "Can Markets Hit 4100?" is here: https://www.youtube.com/watch?v=Fhk9Jr16kS4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Chase is On" https://www.youtube.com/watch?v=cuHtoVIPvUs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- 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 #NineStagesofBearMarkets #EarningsSeason #ConsumerRetailStrength #Markets #Money #Investing
Is There a Positive Side to Inflation? (10/21/22)
(10/21/22) Higher inflation is no reason to stop making contributions to your retirement savings, regardless of mode: Just alter the allocations. No Shift. What happens after the mid-terms? Inflation isn't budging; the Fed went too far, and we'll see more adverse effects in 2023. There's no place to hide but in Cash. What happens if Yields continue to rise; interest rates can only go so far. When is Inflation is a Good Thing? COLA on Social Security; the IRS Standard Deduction for couples increases to $27,700; Social Security is actually longevity insurance. "Extreme Gen-Z." The Goldman Retirement Study: How to recreate Your Paycheck; Cash flow is the lifeblood of Retirement; guaranteed income in Retirement. SEG-1: The Positive Side of Inflation SEG-2: Why Interest Rates Can Only Go so Far SEG-3: When Higher Inflation is a Good Thing SEG-4: Recreating Your Paycheck 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=NqtqwhHcnNg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s -------- Our Latest "Three Minutes on Markets & Money: "Buyback Blackout Window Nears the End " is here: https://www.youtube.com/watch?v=uXjuD0_GpfA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=3s -------- Our previous show is here: "The Fed's Next Crisis" https://www.youtube.com/watch?v=bAGKcQyfCas&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- 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 #GoodInflation #GuaranteedIncomeInRetirement #CashIsKing #MidTermElection #CongressionalGridlock #FederalReserve #Markets #Money #Investing
Buyback Blackout Window Nears the End (10/20/22)
(10/20/22) The end of October brings the end of the current buyback blackout window, as earnings continue to come in, fast and furiously. Stocks are set to trade upwards this morning as the markets maintain a bullish trend. Interestingly, while markets were setting new lows, divergent indicators weren't, which is a bullish sign. Markets still need to break above 3,800. As we approach month's end and the close of the stock buyback blackout window, that should provide a bid to stocks, and any resulting rally is where you're going to want to sell and take some profits. Market trend is still negative, and as we move into year-end, and the Fed's rate hikes start to take a bite, corporate earnings and corporate profits will be negatively impacted. 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=uXjuD0_GpfA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=3s ------- 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 #MarketRally #StockBuyBackBlackout #EarningsSeason #Markets #Money #Investing
Can Markets Hit 4100? (10/19/22)
(10/19/22) Futures are depressed after two-days of rallying, which is not surprising. Markets did set a new low following last week's CPI report, confirming the divergence we saw in the MAC-D and Relative Strength index, suggesting a short-term bottom at least. Markets are next challenging the 3800 level, followed by 3900, and if successful, on to the 4100 level, which may be the upper limit for the year as 2022 comes to a close. We're recommending using any rally as an opportunity to raise cash and 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=Fhk9Jr16kS4&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 #MarketRally #SP_4100 #EarningsSeason #Markets #Money #Investing
The Chase is On (10/18/22)
(10/18/22) Markets appear to have plenty of fuel for a rally today; tracking the 200-Week Moving Average; the Bear hasn't appeared yet; Halloween spending and pumpkin methane; the chase is on: has the rally commenced? corporate earnings season, lowered estimates, and looking good. Top two concerns of voters: Economy and Inflation. When will the Inflation Reduction Act take effect? Can markets withstand 4.5% rates? Lance's Bitcoin Alert scheme; Why more Americans don't like financial advisors; the financial advisory industry has done it to itself. Investing goal: Protect purchasing power parity for the future. Fishing Cheaters, jewel thieves on Billionaires' Row, and reorganizing Goldman; Microsoft job losses coming. SEG-1: 200-WMA & The Bear: What Happens Next? SEG-2: When Will the Inflation Reduction Act Take Effect? SEG-3: Lance's Bit-Alert; Why American's Don't Like Financial Advisors SEG-4: Fishing Cheaters & Reorganizing Goldman 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=cuHtoVIPvUs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Can Markets Hit 4100?" is here: https://www.youtube.com/watch?v=79zPRrxNUZ0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why We're Not In a Bear Market...Yet" https://www.youtube.com/watch?v=mo1ZORTvldo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2548s -------- 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 #ChasingTheBull #InflationReductionAct #ReorganiztingGoldman #BitCoinAlert #FinancialAdvisors #EarningsSeason #BearMarket #BullMarket #Markets #Money #Investing
Can Markets Hit 4100? (10/18/22)
(10/18/22) Why is the 200-WMA considered critical support for the markets? While we've been in a correction-mode, we're technically not in a bear market...yet...because we haven't violated the bullish trend of the 200-WMA. Looking at the behaviors of the 20-DMA and 50-DMA relative to the 200-WMA is key. How much more steam does this rally have to exploit, and more importantly, what should you do with it? Note, our first target of resistance will be 3,900 on the S&P; if that is achieved, that's the cue to reduce some exposure to equities. Your gut instinct may tempt you otherwise, but no one knows how far this rally might go. Sell some more at 4,100, because we believe that's about as much magnitude as we're going to get in this rally over the next month or so. 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=79zPRrxNUZ0&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 #MarketRally #200_WMA #50_DMA #20_DMA #Markets #Money #Investing
Why We're Not In a Bear Market...Yet (10/17/22)
(10/17/22) Halloween is the second-biggest retail shopping event of the year; earnings season begins today; markets continue to hold onto bottoms, with lots of volatility. After mid-term elections, watch for negative revisions to economic reports. The Roberts' House-hunting begins; the Fed's Third Mandate: Jacking-up asset prices with a litany of actions to boost equities. What happens when stocks outgrow what the economy can generate? Is there such thing as "too much savings?" Why we're not in a bear market...yet. What the technicals show; Emily the Criminal & student loan debt; the efficacy of college degrees; the motivation of fear; the Four Fears of Life. SEG-1: Earnings Season Begins Today SEG-2: The Roberts' House-hunting & The Fed's Third Mandate SEG-3: Why We're Not In a Bear Market...Yet [Video referenced in this segment: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2] SEG-4: "Emily the Criminal" & Efficacy of College Degrees 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=bzLrlDVvSmo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2849s -------- Our Latest "Three Minutes on Markets & Money: "What to Do If the Market Hits 3900" is here: https://www.youtube.com/watch?v=NLQEoQlDaBk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Whole World is Over-leveraged" https://www.youtube.com/watch?v=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- 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 #EarningsSeason #BearMarket #BullMarket #FederalReserve #FedsThirdMandate #EmilyTheCriminal #CollegeDegree #CollegeLoanDebt #Markets #Money #Investing
What to Do If the Market Hits 3900 (10/17/22)
(10/17/22) Last week's roller-coaster market following the latest CPI report, ended the week holding the support line that had been building since the beginning of October. The potential for a rally remains the case: we're looking for markets to hit 3,900, and that will be the point where we want to sell some equities to reduce risk. Trading could remain sloppy for the next few days, but by the end of the month, two things will provide additional octane: The blackout window for stock buy backs will end on October 28, and that activity will return to the market; that will coincide with about 70% of corporate earnings reporting completed. Those earnings will likely be not-as-bad as expected, lending further buoyancy to stocks. 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=NLQEoQlDaBk&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 #MarketRally #EarningsSeason #StockBuyBacks #BlackoutWindow #Markets #Money #Investing
Is Your Financial Advisor Worth It? (10/14/22)
(10/14/22) September CPI is less than August, but still over 8%: is less-bad news now good news? Calculating Halloween Inflation: Trick or Treat? Why are some are delaying retirement: Economics or Boredom? Dealing with inflation: Couponing & Fuel Points. The 8% COLA for Social Security vs means testing and taxation of benefits. Why a drop in Medicare premiums might not make up for last year's increases. Is what you're paying your financial advisor worth the cost? SEG-1: Is Less-bad News Really Good? SEG-2: Delaying Retirement: Economics or Boredom? SEG-3: The SS COLA for 2023 SEG-4: Is Your Financial Advisor Worth It? Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senior Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=bzLrlDVvSmo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2849s -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Whole World is Over-leveraged" https://www.youtube.com/watch?v=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- 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 #Inflation #SocialSecurityCOLA #FinancialAdvisor #ManagementFee #DelayingRetirement #Markets #Money #Investing
The Whole World is Over-leveraged (10/13/22)
(10/13/22) CPI did come in hotter-than anticipated; the Fed's conundrum with QE vs QT; The whole world is over-leveraged; UK pension funds are drowning in it. Collateral calls, when models fail, and banks' stress tests don't mean much; the pension funds in the UK will be a social crisis that creates a financial crisis world wide. Boeing's Dreamlifter nightmare; many financial articles are being written by those who've never lived through a bear market; why experience is important in times like these. There is no more FOMO, no more TINA. Why Jerome Powell is fighting 20-years of bad fiscal policy SEG-1: CPI Preview & The Fed's Continuing Conundrum SEG-2: The Whole World is Over-leveraged SEG-3: Why Experience Matters in Times Like These SEG-4: Bernanke's Nobel Prize & Powell's Fighting 20-years of Fiscal Mistakes 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=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Inflation Report Preview Episode" https://www.youtube.com/watch?v=mdIbOp_ZPnk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- 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 #Inflation #FederalReserve #QuantitativeEasing #QuantitativeTightening #Markets #Money #Investing