The Real Investment Show Podcast
It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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The Bull Market Trend is Showing Some Cracks (3/18/24)
03/18/2024
The Bull Market Trend is Showing Some Cracks (3/18/24)
During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally re-aligned with the Fed's "Dot Plot." The share buyback blackout window is imposed starting on Friday, which has been an important factor in the markets' rally. Yet the bullish trend continues; watch Apple as it implements Goggle's Gemini AI into iPhone O/S. Markets continue in their complacency: Watch for a break of the 20-DMA, and for the algo's to kick-in; that will likely signal a market correction. Why Lance's coffee is cold this morning (always read the reviews!) The recession countdown warning is on; the difference between full-time & part time employment numbers & the Economic Cycle; the Tyson Foods employment fiasco; why the economy isn't booming, as advertised; there's a market correction coming (and we need it); the National Association of Realtors (NAR) lawsuit settles, with possible consequences. SEG-1: Markets' Bullish Trend (and complacency) Continues SEG-2: The Recession Countdown Warning SEG-3: The Economy Isn't Booming as Advertised SEG-4: Correction is Coming (and we need it) Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=L-ll-IYbDKA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Household Equity Allocations Suggests Caution" https://realinvestmentadvice.com/household-equity-allocations-suggests-caution/ "Full-Time Employment As A Recession Indicator?" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Watch for a Break in the 20-DMA for Correction Trigger," is here: https://www.youtube.com/watch?v=bv5Bhtu-Klg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Holding Long-term Bonds, but not to Maturity" https://www.youtube.com/watch?v=Tunq-ysXXHA&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketsBullishTrend #InvestingAdvice #MarketCorrection #RecessionCountdownWarning #MarketCorrection #EmploymentAsRecessionIndicator #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30422148
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Watch for a Break in the 20-DMA for Correction Trigger (3/18/24)
03/18/2024
Watch for a Break in the 20-DMA for Correction Trigger (3/18/24)
(3/18/24) In one week's time (while we were on vacation, literally nothing changed in the markets. Markets' bullish trend continues, with future also trending higher this morning. Watch Apple following its agreement to implement Google's Gemini AI into iPhone. The signal you're seeking to reduce equity risk will be a break in the 20-DMA, and as the algorithms begin to sell on that break, that could produce a market correction. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=bv5Bhtu-Klg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketComplacency #MarketCorrectionComing #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion #2024Election #Money #Investing
/episode/index/show/lancerobertsshow/id/30419813
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Holding Long-term Bonds, but not to Maturity (3/8/24)
03/08/2024
Holding Long-term Bonds, but not to Maturity (3/8/24)
Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Rule? Not yet...the impact of lower interest rates on a viable distribution plan; how to create one as Recession looms. Dealing with durations: Holding long-term bonds, but not to maturity. Credit risk in bonds, and the importance of portfolio fluidity. Distribution planning and timing: What are appropriate benchmarks for portfolio performance? Is the 60/40 portfolio dead? (No.) Why we may be at the peak of rate hike cycle; proactivity is the key. Is bailing on market volatility a loser's game? Setting reasonable expectations for portfolio risk; what to do when the fundamentals are skewed. (Getting more "likes" than Lance.) Looking at Bond ETF's and the risk from mass redemptions. SEG-1: Market Commentary: When Will Rate Cuts Hit? SEG-2: Creating Distribution Plans as Recession Looms SEG-3: What Are Appropriate Benchmarks for Portfolio Performance SEG-4: Should You Bail on Market Volatility? Hosted by RIA Advisors Senior Financial Advisors Danny Ratliff, CFP, and Jonathan McCarty, CFA, CFP Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Tunq-ysXXHA&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 -------- Articles mentioned in this report: "Liquidity Problems Are Closer Than You Think" https://realinvestmentadvice.com/liquidity-problems-are-closer-than-you-think/ "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Why Being Complacent About the Market is Dangerous," is here: https://www.youtube.com/watch?v=uPSkUju2wG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Liquidity Problems Are Closer Than You Think" https://www.youtube.com/watch?v=OXVK_PSMGOg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #LiquidityProblems #MarketLiquidity #HowInflationAffectsEconomy #PresidentialElection #JoeBidenSOTUAddress #CorporateTaxIncrease #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30289988
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Liquidity Problems Are Closer Than You Think (3/7/24)
03/07/2024
Liquidity Problems Are Closer Than You Think (3/7/24)
Earnings growth are a function of economic growth; the US Economiy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed's next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why the Fed won't act now; the Banks own the Fed, and Jerome Powell's boss is really Jamie Dimon. If the Fed sees liquidity shrinking, does the market know? Employment & Quit Rate/hiring Rate dichotomies; ADP vs BLS: Data skews make it difficult to tell, but there's no real growth. Being "Bougie Broke:" continuing to buy using buy now/pay later programs: How long can that last? SEG-1: Earnings Are a Function of Economic Growth SEG-2: Market Bubble or Market Top? SEG-3: Who Really Owns the Fed (and who's Jerome Powell's real boss)? SEG-4: Being Bougie Broke: How long can Buy-now, Pay-later last? 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 video here: https://www.youtube.com/watch?v=OXVK_PSMGOg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s -------- Articles mentioned in this report: "Liquidity Problems Are Closer Than You Think" https://realinvestmentadvice.com/liquidity-problems-are-closer-than-you-think/ "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Why Being Complacent About the Market is Dangerous," is here: https://www.youtube.com/watch?v=uPSkUju2wG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Inflation is Affecting the Economy" https://www.youtube.com/watch?v=i3l692sxS5g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #LiquidityProblems #MarketLiquidity #HowInflationAffectsEconomy #SuperTuesday #PresidentialElection #GovernmentMatchTo401ks #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #JeffBezos #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30273883
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Why Being Complacent About the Market is Dangerous (3/7/24)
03/07/2024
Why Being Complacent About the Market is Dangerous (3/7/24)
Same song, second or third verse: Markets continue to trade within a very tight range, not making any huge advances while slowly trading upwards. This is the dangerous part of the market, where complacency sets in. The "Can't stop/won't stop" market attitude is a repeat of exactly what we saw last year with the AI and Nvidia craze, the MACD signal was stuck at a very high level; we were at over-bought levels for an extended period of time...exactly the same situation that we currently have. Don't forget, too, last Summer, we caught that 10% correction. We don't think that's going to repeat today, but sometime over the next few months, especially as the elections draw nearer, you should expect some type of corrective action. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=uPSkUju2wG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketComplacency #MarketCorrectionComing #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion #2024Election #Money #Investing
/episode/index/show/lancerobertsshow/id/30270963
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Proof: How Inflation is Affecting the Economy (3/36/24)
03/06/2024
Proof: How Inflation is Affecting the Economy (3/36/24)
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speakers abound today ahead of the Fed's blackout period. A record-setting Yield Curve Inversion is underway, still without recession. Markets continue to trade in a narrow range, like clockwork; volatility actually declined. Are we at the top, and not a bubble? Correction this year is very likely; Bitcoin joined by Gold as a speculative asset. The proposed government match to 4-01-k's: Nice idea, but few will be able to take advantage; and what about the unintended consequences? the effect of inflation on the economy. Why cap savings? IF the economy is doing so great, why do we feel so bad about it? The Hunger Games & the Kellogg's boycott. SEG-1: Super Tuesday & Market Divergence from Economy SEG-2: Are We at the Top or in a Bubble? SEG-3: The Government Match to 401-k's SEG-4: If the Economy is so Great, Why Do We Feel so Bad? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=i3l692sxS5g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Why No One is Hedging Portfolios," is here: https://www.youtube.com/watch?v=x8AyO87zRqE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Valuation Metrics Suggest Investor Caution" https://www.youtube.com/watch?v=OVRpyk74gSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1243s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HowInflationAffectsEconomy #SuperTuesday #PresidentialElection #GovernmentMatchTo401ks #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #JeffBezos #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30257458
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Why No One is Hedging Portfolios (3/6/24)
03/06/2024
Why No One is Hedging Portfolios (3/6/24)
Markets continue to trade within a very tight range, touching support yesterday. Watch computer algorithms kick-in at the open today to buy the 20-DMA. The current trend is long in the tooth: You typically don't see this level of activity with such low volatility for this long without some kind of corrective move. We don't think there's any reason to worry until we violate that trend line, which WILL happen eventually. Volatility actually declined on Tuesday, and remains at such low levels as we haven't seen since before the 2020 Pandemic Shutdown. No one is expecting a decline, so portfolio insurance is extremely cheap; no one wants to pay to hedge portfolios. Keep an eye on the 20-DMA, because if we break that, there will be bigger selling programs that kick-in. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=x8AyO87zRqE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #HedgingPortfolios #PortfolioInsurance #MemeStocks #MarketMoneyRotation #MarketCorrectionComing #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion #Money #Investing
/episode/index/show/lancerobertsshow/id/30255298
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Valuation Metrics Suggest Investor Caution (3/5/24)
03/05/2024
Valuation Metrics Suggest Investor Caution (3/5/24)
Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Markets are operating in a narrow trend channel, with money rotating out of Magnificent Seven Stocks and into meme stocks. Markets are in the midst of bullish exuberance; Lance's emails are the best contrarian indicator. Valuations are an indicator of sentiment; why FOMO trumps Fundamentals; rationalization and the numbers game: Making up metrics to rationalize valuation: We're still paying too much for equities. Bitcoin & ETF's: The Dark Side of the Coin. Shorting ETF's adds an additional layer of volatility. Peter Schiff: ETF's are the tail wagging the Bitcoin dog. There's more volatility to come in cryptocurrencies. Jeff Bezos now the richest man; what's a few more zeros? SEG-1: Markets in the Midst of Bullish Exuberance SEG-2: Valuation Metrics Suggest Investor Caution SEG-3: Why FOMO Trumps Fundamentals SEG-4: The Dark Side of ETF's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=OVRpyk74gSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1016s -------- Articles mentioned in this report: "Valuation Metrics And Volatility Suggest Investor Caution" https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/ "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "The Markets' Four-Month Advance," is here: https://www.youtube.com/watch?v=ZNHX7Ni-R6Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Warren Buffett's Cash Dilemma" https://www.youtube.com/watch?v=h15FiMIsVwg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=132s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #ValuationMetrics #NoRateCuts #SitckyInflation #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #CashVsValuations #MarketCapGDPRatio #MarketCorrection #JeffBezos #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30239933
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The Markets' Four-Month Advance (3/5/24)
03/05/2024
The Markets' Four-Month Advance (3/5/24)
Markets continue their march ever upward, trading in a very narrow range. This current four-month advance is one of the longest in market history, going back to the '70's for anything like it. The magnitude of the advance is roughly 20%. These massive advances typically occur just before you get a correction. An advance of this duration, accompanied by low volumes of volatility, is not normal. But...underneath the surface, there's a rotation out of the Magnificent Seven Stocks back into more speculative assets, the meme stocks (stocks whose popularity is primarily derived from retail investors through social media). High yield bond funds are doing well now because there's no apparent risk in the market. Historically, this always turns out badly for investors. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=ZNHX7Ni-R6Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #MemeStocks #MarketMoneyRotation #MarketCorrectionComing #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion #Money #Investing
/episode/index/show/lancerobertsshow/id/30237508
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Warren Buffett's Cash Dilemma (3/4/24)
03/04/2024
Warren Buffett's Cash Dilemma (3/4/24)
Markets are entering the three strgonest months of the year; what if interest arwets aren't cut? February was unusually strong for a "weak" month; what happens during Presidential Election years? Looking at Volatility risk. Markets have been up for 16 of the past 18-weeks; such activity generalluy heralds a correction. Warren Buffett's annual letter: What do to with $160-B in cash? The dilemma of cash and valuations; cash held by corporations is at an all-time high; Buffett's favorite metric is Market Capitalization to GDP Ratio. Why it's hard to find "reasonably priced" companies. When investing becomes gambling; the risk of market correction coming. Dumb Money vs Smart Money: Teaching kids to invest, not gamble. SEG-1: Entering Three Strongest Months of the Year SEG-2: Warren Buffett's $160-B Cash Pile SEG-3: When Companies are Strikingly Over-priced SEG-4: Dumb Money vs Smart Money Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=h15FiMIsVwg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=132s -------- Articles mentioned in this report: "Berkshire And The Cash Dilemma" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The AI Chase is Fueling Correction," is here: https://www.youtube.com/watch?v=dqVO5HqcW9A&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Plan for the Social Security Income Cap" https://www.youtube.com/watch?v=TGn5ICWStj0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #WarrenBuffetsCashDilemma #StockBuyBacks #StockValuations #CashHoard #InterestRateCuts #MarketCorrection #BerkshireCashDilemma #BullTrendContinues #CashVsValuations #MarketCapGDPRatio #InvestingVsGambling #MarketCorrection #DumbMoney #SmartMoney #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30220573
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he AI Chase is Fueling Correction (3/4/24)
03/04/2024
he AI Chase is Fueling Correction (3/4/24)
Markets have been 'up" 16 out of the past 18-weeks in a relatively low-volatility, narrow trading channel, creating an ever-larger divergence from the 200-DMA. Markets are up 20% in those 18-weeks. The last time we saw something like this was in 1970. The lows of last October were routed by an AI chase, and here we are again with markets sustained by another AI chase. The length of time that the MACD has been flat at such high levels is unusually long. Each time that has occurred, it has led to more corrective outcomes in the market. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=dqVO5HqcW9A&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #AIChaseEffect #MarketCorrectionComing #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion#Money #Investing
/episode/index/show/lancerobertsshow/id/30219063
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How to Plan for the Social Security Income Cap (3/1/24)
03/01/2024
How to Plan for the Social Security Income Cap (3/1/24)
We're living in the "sticky zone" of inflation; the next shoe to drop will be in Regional Banking; the "Made in USA" tax credit proposal: giving money away to people again? Why 40-somethings don't like Dave Ramsey; how COVID changed the game for Gen-Z; "doing Dave Ramsey" without the mallet. What Dave Ramsey IS right about: 15-year mortgages, real estate, and debt snowball. Carrying debt intelligently; "everything now" is the problem; cultural problem feeds into fiscal problem. Rant; Why Social Media is bad for society. Propaganda about Social Security going away: Taking off the income cap as a fix? How the SS formula works today. SEG-1: Living in the Sticky Zone of Inflation SEG-2: Why Gen-Z Doesn't Like Dave Ramsey SEG-3: Dave Ramsey is Right About Real Estate SEG-4: Carrying Debt Intelligently; How SS Works Today Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=TGn5ICWStj0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Apple's Magic- Are Buybacks Worth Paying Up For?" https://realinvestmentadvice.com/apples-magic-are-buybacks-worth-paying-up-for/ "This Is Nuts – An Entire Market Chasing One Stock" https://realinvestmentadvice.com/this-is-nuts-an-entire-market-chasing-one-stock/ "Small Cap Stocks May Be At Risk According To NFIB Data" https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/ "Conference Board Scraps Its Recession Call" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Are Heading Towards Reversion in Stock Prices," is here: https://www.youtube.com/watch?v=V2cbaFDuxc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=15s ------- Our previous show is here: "Are Buybacks Worth Paying Up For?" https://www.youtube.com/watch?v=2R68Md9VPkw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #StickyInflation #RegionalBanking #WhyDaveRamseyIsRight #WhyDaveRamseyIs Wrong #RealEstateMortgages #DebtRelief #IntelligentDebt #SocialSecurityViability #SocialSecurityIncomeCap #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30188178
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Are Buybacks Worth Paying Up For? (2/29/24)
02/29/2024
Are Buybacks Worth Paying Up For? (2/29/24)
Stock buyback activity is on pace to reach new, all-time highs (and it's only the end of February!) One reason for the gap between large-cap companies and small- and mid-caps is bigger companies' ability to pour cash into buybacks. Will election season cause Wall St. to reduce risk? GDP and Consumer Sentiment numbers all revised downward, but confidence remains high in markets' ability to perform. Lance & Michael discuss volatility in portfolio performance within complacent markets (volatility is negatively correlated with markets.) Indicators are never perfect; avoid basing portfolio on just indicators. Examining the pace of stock buybacks: Are they really of value? Why pay a premium? Buybacks increase share price, not value. Apple vs Tesla: There has been no real innovation from Apple to warrant expensive stock price. Companies buy back stocks at the expense of R&D investment = innovation. PCE preview & commentary: it's a one-month number. What's the trend show? SEG-1: Stock Buybacks on Pace for New All-time Highs SEG-2: Volatility vs Complacency SEG-3: Are Stock Buybacks Really a Value? SEG-4: Why Are Apple Valuations High w/out Innovation? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=2R68Md9VPkw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- Articles mentioned in this report: "Apple's Magic- Are Buybacks Worth Paying Up For?" https://realinvestmentadvice.com/apples-magic-are-buybacks-worth-paying-up-for/ "This Is Nuts – An Entire Market Chasing One Stock" https://realinvestmentadvice.com/this-is-nuts-an-entire-market-chasing-one-stock/ "Small Cap Stocks May Be At Risk According To NFIB Data" https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/ "Conference Board Scraps Its Recession Call" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Are Heading Towards Reversion in Stock Prices," is here: https://www.youtube.com/watch?v=V2cbaFDuxc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=15s ------- Our previous show is here: "11 Pearls of Investing Wisdom from Warren Buffett" https://www.youtube.com/watch?v=w42zyOime0s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=29s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #StockBuyBacks #ConsumerSentimentDownwardRevision #PresidentialElectionSeason #MarketRisk #AppleInnovation #TeslaInnovation #StockSharePrice #StockValuation #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30169658
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Markets Are Heading Towards Reversion in Stock Prices (2/29/24)
02/29/2024
Markets Are Heading Towards Reversion in Stock Prices (2/29/24)
(2/29/24) Markets are operating in a very narrow trend channel; the sell-off on Wednesday occurred when markets touched the top of that channel and backed off, like clockwork. Markets have continued to stair-step higher like this ever since November. The MACD indicator, at an over-bought level, continues to trade flatly as the market grinds higher. There continues to be a negative divergence in momentum. The Volatility Index remains at historically low levels, and this entire structure in the market is not at all healthy. It cannot continue like this indefinitely, and will lead to a reversion in stock prices. The only question is, 'when?' Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=zaW5dngkBys&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketTrendChannel #20-DMA #200-DMA #MACDindicator #NegativeDivergenceInMomentum #LowVolatilityIndex #StockPriceReversion# Money #Investing
/episode/index/show/lancerobertsshow/id/30166783
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11 Pearls of Investing Wisdom from Warren Buffett (2/28/24)
02/28/2024
11 Pearls of Investing Wisdom from Warren Buffett (2/28/24)
Markets continue to trade sideways as the latest earnings season draws to a close. Stock buy-backs will continue for the next three weeks, and then halt in preparation for the NEXT round of earnings reporting. Warren Buffett on buy-backs: Need to occur when companies are under-valued relative to markets for optimal effect; companies are now buying back at high prices. Company stocks are still trading despite 40% reporting negative earnings. What happens when men get sick; Lance answers an email about struggles with higher expenses, despite zero debt; Lance & Danny discuss families' cost-cutting strategies. Wendy's experiments with surge pricing; investing wisdom from Warrenn Buffett: What's he going to do with all that cash? The temptation for "catching-up" in portfolios, and the lure of outsized gains; scam artist, catfishing, and pig butchering. SEG-1: Earnings Season Wraps as Markets Trade Sideways SEG-2: When Men Get Sick; How to Trim Expenses SEG-3: Costs of Kids' Activities & Surge Pricing at Wendy's SEG-4: Catching-up & the Lure of Outsized Gains Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=V2cbaFDuxc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=15s -------- Articles mentioned in this report: "This Is Nuts – An Entire Market Chasing One Stock" https://realinvestmentadvice.com/this-is-nuts-an-entire-market-chasing-one-stock/ "Small Cap Stocks May Be At Risk According To NFIB Data" https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/ "Conference Board Scraps Its Recession Call" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Are Small- and Mid-cap Stocks Playing Catch-up? is here: https://www.youtube.com/watch?v=mn0Jg9v6U_s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "This is Nuts - An Entire Market Chasing One Stock" https://www.youtube.com/watch?v=w42zyOime0s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=29s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #WarrenBuffettInvestingWisdom #EarningsSeasonEnds #StockBuyBacks #WendysSurgePricing #LureOfOutsizedGains #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30151768
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Are Small- and Mid-cap Stocks Playing Catch-up?
02/28/2024
Are Small- and Mid-cap Stocks Playing Catch-up?
(2/28/24) Market futures are not doing a whole lot this morning, which has been the story for stocks the past few days: Small- and Mid-cap stocks look improved in the short term with the recent sideways consolidation. But there is a very big lag between large-cap stocks and the rest of the market. Speculation in Small- and mid-cap stocks is reaching rather extreme levels. About 40% of these companies are trading, but have negative earnings, which will impact valuations going forward. Remember, these smaller companies are more susceptible to any economic slowdown. The Volatility Index continues to remain exceptionally low with no fear in the market. A higher level of volatility could provide the fuel for a change in the markets' fortunes. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=mn0Jg9v6U_s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SmallCapStocks #MidCapStocks #BroaderMarketStocks#Markets #LowVolatilityIndex #Money #Investing
/episode/index/show/lancerobertsshow/id/30150523
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This is Nuts - An Entire Market Chasing One Stock
02/27/2024
This is Nuts - An Entire Market Chasing One Stock
Preparing for this week's economic data releases; what the Fed looks at for Inflation; earnings season concludes with good beat-rate...on lowered expectations. Dow Theory theory and Amazon's joining the S&P 500: When does Nvidia enter the index? Analysts are raising targets for the S&P to 5800 by the end of the year, based on performance of Nvidia and other tech stocks: This is nuts. Markets continue to trade within narrowly-defined trading range based on rising 20-DMA. Marriage Rules are nuts; Nvidia's price-to-sales ratio is un-attainable and un-sustainable. Nvidia's market share gains are other stocks' market share losses. Wall Street's perceptions of the economy vs the rest of us; the dichotomy between headline economics and reality. Why food is taking a bigger bite out of our budgets. Current economic growth is being sustained by debt, public and private. Why childcare has become so expensive. Markets function on Gov't. economic data, despite the disconnect with street reality. SEG-1: Analysts Raising Targets for S&P 5800 by EOY SEG-2: Marriage Rules & Nvidia's Price to Earnings: Nuts SEG-3: Nvidia's Market Share Gains are Others' Losses SEG-4: Headline Inflation vs Economic Reality Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=w42zyOime0s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=29s -------- Articles mentioned in this report: "This Is Nuts – An Entire Market Chasing One Stock" https://realinvestmentadvice.com/this-is-nuts-an-entire-market-chasing-one-stock/ "Small Cap Stocks May Be At Risk According To NFIB Data" https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/ "Conference Board Scraps Its Recession Call" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "20-DMA Remains Key Support for Markets" is here: https://www.youtube.com/watch?v=3xwpy4vnP3c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Small Cap Stocks May Be at Risk" https://www.youtube.com/watch?v=Cvcv-PgF2Yg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #NvidiaEarnings #MagnificentSevenStocks #NvidiaStock #PriceToEarningsRatio #S&P5800 #EconomicSlowdown #HeadlineInflation #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30134483
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20-DMA Remains Key Support for Markets (2/27/24)
02/27/2024
20-DMA Remains Key Support for Markets (2/27/24)
The market is trading within a very defined trend-channel that goes back to November. Every time we get to the top of the trend channel markets sell-off, which is exactly what happened on Monday. As long as the 20-DMA continues to hold, that remains key support for the market. If markets break through the 20-DMA, it will be a indicator of a impending, larger move to the downside. For now, however, there is nothing warranting that action. The rising market and negative divergence in relative strength is a warning sign that market run is getting long in the tooth. There is going to be a correction at some point; are you ready? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=3xwpy4vnP3c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #SP5000 #BullishMarketTrend #NegativeDivergence #RelativeStrength #20DMA #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30132903
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Small Cap Stocks May Be at Risk (2/26/24)
02/26/2024
Small Cap Stocks May Be at Risk (2/26/24)
Stretching February to the absolute limit this week, as earnings season winds down. Next up: Economic activity metrics. Why are economists giving up on Recession, now expecting 2% growth? The difference between what's happening in the economy and the stock market. Recession may be off the table for this year, but it's still coming. There is still no reason to be overly bearish about the market. Why small cap stocks may now be at risk; are all things equal? The case for (or against) small cap stocks: We're not beyond the risk of economic slowdown; be cautious of narratives. Why now is a good time to trim risk. SEG-1: Wrapping up Reporting Season & February SEG-2: Why Small Cap Stocks May Be at Risk SEG-3: We're Not Beyond the Risk of Economic Slowdown SEG-4: Pre-market Commentary: Why It's a Good Time to Trim Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Cvcv-PgF2Yg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s -------- Articles mentioned in this report: "Small Cap Stocks May Be At Risk According To NFIB Data" https://realinvestmentadvice.com/small-cap-stocks-may-be-at-risk-according-to-nfib-data/ "Conference Board Scraps Its Recession Call" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What Happens If We Take Out the 20-DMA?" is here: https://www.youtube.com/watch?v=tU8I7FSiYOk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What to Do When You Regret Retirement?" https://www.youtube.com/watch?v=H73b2Frkhs0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #NvidiaEarnings #MagnificentSevenStocks #SmallCapStocks #RiskOfRecession #EconomicSlowdown #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30112248
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What Happens If We Take Out the 20-DMA? (2/26/24)
02/26/2024
What Happens If We Take Out the 20-DMA? (2/26/24)
Nvidia earnings did extremely well, jolting the entire market higher by 2% on Thursday, and momentum carried the S&P higher on Friday, closing at an all-time high. So how does a company like Nvidia guarantee growth in a company like VISA? Call options on stocks are reaching very high levels, investor sentiment and exuberance are also at very high levels; positioning by portfolio managers is very long on equities. This is not a bad thing within this momentum-driven cycle, there is nothing wrong with markets, so no reason to be overly-bearish. Until we violate the trend line at the 20-DMA, there is not much with which to be concerned. Markets remain over bought, and additional upside is going to be a challenge. The key thing for risk management is what happens if we take out the 20-DMA, which potentially sets up for a bigger contraction. Have we been here before? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=tU8I7FSiYOk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #NVIDIA #VISA #SP5000 #BullishMarketTrend #NegativeDivergence #RelativeStrength #20DMA #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30110703
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What to Do When You Regret Retirement (2/23/24)
02/23/2024
What to Do When You Regret Retirement (2/23/24)
Is Nvidia more than a market darling, and has it entered the "tulip stage?" (We don't know when the tulip will die.) How to invest with the maddening crowd without going mad. Candid Coffee preview (registration link is below!) Couples, Money, & Communication: Make it fun (Amazon shots?) Pensions vs Social Security: the confounding Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) rules. Why you cannot (fully) take both SS and Pensions. What to do when you regret retiring; even transition to retirement is a regret. Why small business owners sabotage their transition. Failing to prioritize health in retirement; the new Score dating app. Why retirees have regrets; How to leave a legacy without heirs. The importance of physical excercise for mental health & wellness. The increasing role of grandparents in family dynamics. SEG-1: Is Nvidia in the Tulip Stage? SEG-2: Couples, Money, & Communication; Social Security, WEP, & GPO Rules SEG-3: What to Do When You Regret Retiring SEG-4: How to Remain Healthy, Happy...and Married in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=H73b2Frkhs0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ "Fed Chair Powell Just Said The Quiet Part Out Loud" https://realinvestmentadvice.com/fed-chair-powell-just-said-the-quiet-part-out-loud/ ------- The latest installment of our new feature, Before the Bell, "Bull Rally Remains Intact," is here: https://www.youtube.com/watch?v=JH-n2TiaxgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are the Magnificent Seven Stocks in a Bubble?" https://www.youtube.com/watch?v=EpXr_ftZR_U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #NvidiaEarnings #MagnificentSevenStocks #TulipStage #CouplesMoney #MoneyTalk #MoneyCommunication #RetirementPlanning #RetirementRegrets #TransitionPlanning #WindfallEliminationProvision #GovernmentPensionOffset #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30081958
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Are the Magnificent Seven Stocks in a Bubble? (2/22/24)
02/22/2024
Are the Magnificent Seven Stocks in a Bubble? (2/22/24)
Has Nvidia become the world's most-valuable company? The S&P is aiming at more all-time highs, but can they hold? Fed minutes reveal no rush to cut rates. The disconnect with markets' expecting more cuts. Will the Fed reduce QT as money flows into markets? Meanwhile, markets continue to test rising trendline at 20-DMA, as consolidation continues. No reason to be bearish on markets...yet. What markets missed from Fed Minutes: the quantity of rate cuts to come. An unexpected risk: Effects of balance sheet run-off as Fed adjusts QT to manage liquidity. The unstoppable market: What is happening to Fed's repo program; the Fed Liquidity Index. Have we returned to a bubble in Magnificent Seven stocks (and are they worthy of current valuations)? The hard part about managing portfolios: How does the Japanese Nikkei hit an all-time high for the first time in 34-years, even as Japan's economy is in recession? How bubbles start: When Prices and Valuations rise faster than the economy. SEG-1: Nvidia: The World's Most-valuable Company SEG-2: No Reason to Be Bearish on Markets...yet SEG-3: The Can't Stop/Won't Stop Market SEG-4: Japanese Nikkei Hits All-time High...finally Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=EpXr_ftZR_U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ "Fed Chair Powell Just Said The Quiet Part Out Loud" https://realinvestmentadvice.com/fed-chair-powell-just-said-the-quiet-part-out-loud/ ------- The latest installment of our new feature, Before the Bell, "Bull Rally Remains Intact," is here: https://www.youtube.com/watch?v=JH-n2TiaxgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Nvidia Break the Market?" https://www.youtube.com/watch?v=rPzraJEgjfg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #NvidiaEarnings #MarketTrendLine #NegativeDivergence #FederalReserve #QuantitativeTightening #FederalReserveLiquidityIndex #JapanNikkeiHitsAllTimeHigh #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30066663
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Bull Rally Remains Intact (2/23/24)
02/22/2024
Bull Rally Remains Intact (2/23/24)
Markets sold off Wednesday to test the primary trendline of the bull rally at the 20-DMA. This behavior confirms, for the moment, that the bull rally remains intact. Thanks to Nvidia's big earnings report yesterday, we're expecting a big jump at the open this morning. There are two key things to watch: We still have this consolidation going on, as markets really haven't gone anywhere for the past couple of weeks. The over-bought condition in relative strength, however, has been declining, creating a negative divergence between markets and relative strength. If, in the short term, relative strength can improve, the sell-signal will flip to "buy," and markets will continue to move higher. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=JH-n2TiaxgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MagnificentSevenStocks #SP5000 #BullishMarketTrend #NegativeDivergence #RelativeStrength #20DMA #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30064703
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Will Nvidia Break the Market? (2/21/24)
02/21/2024
Will Nvidia Break the Market? (2/21/24)
It's Nvidia earnings reporting day, and as tech companies have driven markets of late, the results, and the company's forward guidance, could have a huge effect. Earnings expectations are extremely high; risk of disappointment is high. The S&P is testing a rising trendline at the 20-DMA, against a negative divergence in relative strength. The dichotomy is unsustainable. The Conference Board releases latest survey of leading economic indicators, down for a 23rd consecutive month (but no one is expecting Recession!) What is keeping us out of Recession is remaining liquidity from government cash injections. No Recession because of "strong consumer spending," but is it, really? Spending more at the store, but buying the same or less. WSJ survey shows grocery spending as % of income at a 30-year high. The economic surge of 2021-22 is reversing. New student loan forgiveness schemes = more liquidity to spend. Palo Alto Networks' performance: Know the percentages. An over-valuation correction is coming: why forward guidance matters. SEG-1: Nvidia Day & Risk Evaluation SEG-2: What's Keeping Us Out of Recession? SEG-3: Why Food Spending is at 30-year High SEG-4: Why an Over-valuation Correction is Coming Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=rPzraJEgjfg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ "Fed Chair Powell Just Said The Quiet Part Out Loud" https://realinvestmentadvice.com/fed-chair-powell-just-said-the-quiet-part-out-loud/ ------- The latest installment of our new feature, Before the Bell, "Protect from the Coming Correction," is here: https://www.youtube.com/watch?v=0p2G5Y7jcfY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Don't Fear the All-time Highs" https://www.youtube.com/watch?v=7VYXS-Ed4Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #NvidiaEarnings #NvdiaForwardGuidance #WhatsKeepingUsOutOfRecession #MarketTrendLine #NegativeDivergence #GroceryPriceInflation #FoodPriceInflation #ConferenceBoardLeadingIndicators #SpendingMoreBuyingLess #PaloAltoNetworksPerformance #KnowThePercentages #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30051328
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Protect from the Coming Correction (2/21/24)
02/21/2024
Protect from the Coming Correction (2/21/24)
The big tech names were a drag on the overall market on Tuesday, with the S&P slipping to test the 20-DMA once again, which has been a rising trend line for the past few months. If the market against tests today, and fails, look for the S&P at 4800-ish, at about the 50-DMA. Note, too, along with that rising trend line, a negative divergence in relative strength. When prices are rising as momentum deteriorates, this suggests the need for a correction; what the catalyst might be for that event, no one knows. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=0p2G5Y7jcfY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SP5000 #BullishMarketTrend #NegativeDivergence #RelativeStrength #MomentumDeterioration #MarketCorrection #ReducePortfolioRisk #20DMA #50DMA #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30049733
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Don't Fear the All-time Highs (2/20/24)
02/20/2024
Don't Fear the All-time Highs (2/20/24)
There are "Dow Days" and "NASDAQ Days;" CPI inflation is still transitory; emerging influence of presidential election on Congress' ability to manage debt & spending, M-2 as % of GDP. There is little expectation for earnings growth this year. Markets remain in bullish trend, but a negative day today could trigger MACD Sell-signal. Time to reduce portfolio risk and wait until correction to put capital back to work. Instead of fearing market exuberance, understanding what drives it can provide you with insight and opportunity. A look at Employment data and the frustration of college grads unable to find jobs. The Immigration connection to it all: Why we need (merit-based) immigration: Demography is destiny. SEG-1: Dow Days vs NASDAQ Days: Correction Coming SEG-2: Understanding All-time Highs SEG-3: Employment Data & The Immigration Connection SEG-4: Why We Need to Have (Merit-based) Immigration Today Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=7VYXS-Ed4Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ "Fed Chair Powell Just Said The Quiet Part Out Loud" https://realinvestmentadvice.com/fed-chair-powell-just-said-the-quiet-part-out-loud/ ------- The latest installment of our new feature, Before the Bell, "Markets Remain in Bullish Trend," is here: https://www.youtube.com/watch?v=aype3sudCwk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Should I Delay Social Security?" https://www.youtube.com/watch?v=A_oLzjApvS0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #TransitoryInflation #DowDays #NASDAQDays #ReducingPortfolioRisk #MarketCorrection #UnderstandingAllTimeHigh #EmploymentDynamics #MeritBasedImmigration DemographicsAreDestiny #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30035608
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Markets Remain in Bullish Trend (2/20/24)
02/20/2024
Markets Remain in Bullish Trend (2/20/24)
Markets were closed on Monday, after ending negative on Friday; the market rallied back to previous, all-time highs after touching the 20-DMA for a healthy intra-day correction. The result was a negative week overall, but just barley. Still, the market remains in a bullish trend, but very close to triggering a Sell-signal. With markets being down at the open, if we do have a negative day, we will likely cross into a MACD Sell-signal. That doesn't mean we'll have a big, major correction (we've been here before); but eventually, we are going to get a bigger sell-off. The key is to be prepared for that lower entry point. Now is the time to trim risk from your portfolio and Be Patient. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Don’t Fear All-Time Highs, Understand Them" https://realinvestmentadvice.com/dont-fear-all-time-highs-understand-them/ ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=aype3sudCwk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SP5000 #BullishMarketTrend #ReducePortfolioRisk #20DMA #MACDsellSignal #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/30032483
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Should I Delay Social Security? (2/16/24)
02/16/2024
Should I Delay Social Security? (2/16/24)
The Fed is in no rush to lower rates, based on the latest economic data; we've gone from transitory to permatory inflation; rents are not going to fall, but rates are not going to go up. Fed Gov. Bostick: Rates are not going down until later, based on Labor data. Candid Coffee preview: The problem with Financial Infidelity; does it pay to delay taking Social Security? (It depends...) What's the best claiming strategy? Rich & Danny critique AI-generated Candy Hearts; why RMD's are going to be trickier; the benefits of delay; impact of Roth conversions. What happened to the stretch-IRA? SEG-1: No Rush for Fed to Lower Rates SEG-2: The Problem of Financial Infidelity; Does it Pay to Delay taking SS? SEG-3: AI-generated Candy Hearts; Why RMD's are Going to be Trickier SEG-4: Best Strategies for Company Stock & NUA's Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=A_oLzjApvS0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Is Toyota The Next Tesla?" https://realinvestmentadvice.com/is-toyota-the-next-tesla/ "Divergences And Other Technical Warnings" https://realinvestmentadvice.com/divergences-and-other-technical-warnings/ "This Is Nuts & Why We Reduced Risk On Friday 01-11-20" https://realinvestmentadvice.com/this-is-nuts-why-we-reduced-risk-friday/ "Housing Is Unaffordable. Dems Want To Make It Worse." https://realinvestmentadvice.com/housing-is-unaffordable-dems-want-to-make-it-worse/ "Investors Sentiment Is So Bullish It Is Bearish" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Retail Sales Dip .8%," is here: https://www.youtube.com/watch?v=q8TkxPAzGVw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is Toyota the Next Tesla?" https://www.youtube.com/watch?v=4bcTBUuxKO8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=502s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #LoweringInterestRates #FederalReserveBostick #TransitoryInflation #PermatoryInflation #FinancialInfidelityProblem #DelayingSocialSecurity #TakingSocialSecurity #AIGeneratedCandyHaerts #RMDStrategies #CompanyStockSales #CouplesMoneyHabits #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/29987288
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Is Toyota the Next Tesla? (2/15/24)
02/15/2024
Is Toyota the Next Tesla? (2/15/24)
The post-Valentine's Day afterglow; Markets are not behaving like it's February (typically a weaker month), so far. The NFIB Small Business Survey belies weaker conditions and negative sentiment; there is a correlation between the NFIB and Small Cap Index. Markets continue to do well, despite weaker economic activity; bonds showing promise; NVIDIA captures 3rd place in S&P 500, unseating Amazon & Google. Commentary on pending legislation to reclassify Homelessness as a Healthcare issue; economic data preview: Retail Sales could be weaker; PPI and weaker regional manufacturing reports; the impact of Government Debt is a drag on economic growth; the continuing effects of fiscal stimulus. The Components of CPI: Homeowners Equivalent Rent/Shelter vs PCU (what the Fed looks at); the flaws in sampling data: Focus on trends, not monthly data. The consequences of too much debt, with Japan as an example, now in recession. China, Germany, and Japan are all in recession, yet the US remains immune? Toyota vs Tesla: 9% of US car sales are hybrid. The next advance in battery technology: Solid state Lithium batteries. Toyota is in the lead; Tesla is working on version 2.0 of current battery (no pun intended). SEG-1: Markets Aren't Behaving Like it's February SEG-2: Reclassification of Homelessness; the Impact of Government Debt SEG-3: Looking at the Components of CPI SEG-4: Is Toyota the Next Tesla? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=4bcTBUuxKO8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=502s -------- Articles mentioned in this report: "Is Toyota The Next Tesla?" https://realinvestmentadvice.com/is-toyota-the-next-tesla/ "Divergences And Other Technical Warnings" https://realinvestmentadvice.com/divergences-and-other-technical-warnings/ "This Is Nuts & Why We Reduced Risk On Friday 01-11-20" https://realinvestmentadvice.com/this-is-nuts-why-we-reduced-risk-friday/ "Housing Is Unaffordable. Dems Want To Make It Worse." https://realinvestmentadvice.com/housing-is-unaffordable-dems-want-to-make-it-worse/ "Investors Sentiment Is So Bullish It Is Bearish" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Retail Sales Dip .8%," is here: https://www.youtube.com/watch?v=q8TkxPAzGVw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "It's CPI Day! - the impact that gas prices may have" https://www.youtube.com/watch?v=XG-pTiLGkks&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=195s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SP5000 #RetailSalesDisapploint #WeakerEconomicActivity #ReclassificationOfHomelessness #ToyotaVsTesla #HyrbridAutomobileTechnology #SolidStateLithiumBattery #Markets #Money #Investing
/episode/index/show/lancerobertsshow/id/29972048
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Retail Sales Dip .8% (2/15/24)
02/15/2024
Retail Sales Dip .8% (2/15/24)
Retail Sales were expected to be weaker than expected (sure enough, January Retail sales were down .8%) which could potentially affect today's activity. On a short-term basis, markets are doing fine, bounding off the 20-DMA, and the bullish trend remains intact. The real challenge is the gap between the S&P and the underlying 200-DMA, and the further we move away from that, the harder it will be for prices to continue to move up. At some point, some type of corrective action will occur. Bonds continue to do well after a nice pullback. Bond prices are holding support as we become more oversold. We're looking for additional rotations out of stocks into bonds as markets begin to work off a bit of over-exuberance. NVDIA continues to have a very strong run, surpassing Amazon and Google in terms of market cap, securing its place as the number-three stock in the S&P Index. NVIDIA is up almost 30% this year. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "S&P Index Set To Hit 5000 As Bull Run Continues" https://realinvestmentadvice.com/sp-index-set-to-hit-5000-as-bull-run-continues/ ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=q8TkxPAzGVw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SP5000 #RetailSales #BullishTrend #RetailSalesDisappoint #BullishMarketTrend #20DMA #BondYield #BondPrices #Markets #Money #Investing
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