Markets Continue to Defy the Bears (5/30/23)
The Real Investment Show Podcast
Release Date: 05/30/2023
4-23-24 Five Financial Mistakes to Avoid if You're Retiring Within Five Years
The Real Investment Show Podcast
Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes you should avoid within five years of retirement; dealing with the rule changes. Dealing with and planning for Social Security. What is the...
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4-22-24 Powell Suggests “Higher For Longer”
The Real Investment Show Podcast
After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened to all the Ukraine aid US taxpayers propvided? Inflation is a function of supply & demand; where is the higher demand going to come from?...
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4-22-24 We Are Not Likely Done with Correction
The Real Investment Show Podcast
Markets have had a complete washout after six straight days of declines. The broke the 20-DMA, took out the 50-DMA, and markets didn't even breathe. As of Friday, we're sitting right on the 100-DMA, as we don't think this correction is yet finished. We do expect a rally up to about 5100, with the potential for another retest of the 100-DMA, and possibly even lower. There is now the possibility of a market rally up to a level of resistance, followed by another leg lower, before this correction is complete. Alternatively, we could have another rally straight up, depending upon how the current...
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4-19-24 Did You Pay Your Fair Share of Taxes?
The Real Investment Show Podcast
Markets respond to Israel attack on Iran; Procter & Gamble disappoints; markets are in a churning phase. Fed rate decisions & market behaviors. How much do you really need to survive in retirement (What's your number?) Managing expectations, spending habits, and dependency on Social Securituy; the scinece & art of financial planning; retirement realities. The intimate process of deliverying financial plans; Candid Coffee preview. The three phases of retirement: Go-go, Slow-go, & No-go. Real Investment "'Shrooms." Tax Foundation survey: Do you pay your fair share of federal...
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4-18-24 Are We On Japan's Path to Stagnation?
The Real Investment Show Podcast
Husband Appreciation Day, Mother's Day, cooling Middle East tensions; the is the Fed allowing the system to percolate? Inflation remains sticky. Markets in correction mode; what happens when the 50-DMA breaks? What to do when the market bounces. Is Fd policy tight enough? The market and the Fed are, for once, on the same page. Foreign buyers' participation in auctions is good; markets are too driven by headlines and algorithms. Gen-Z "discoveries" and remakes of '80's movies; commentary on the good music of the late 1900's. Is higher inflation sustainable? The give and take in inflation...
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4-18-24 Do You Buy or Sell Into the Bounce?
The Real Investment Show Podcast
Markets are still in a correction mode, and we've been talking about a looming correction since January, with markets continuing to grind higher along the 20-DMA. When the 20-DMA broke, the computer buying algorithms were tripped. Now we're down about 4% from the peak, working off the initial 5% of the correction. (Fibonacci primciple explained here.) After four-straight says of selling, markets are getting over sold, and preparing for a bounce. The question now becomes, whether to buy the bounce, or sell into the bounce? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO ...
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4-17-24 How to Screw Up Retirement in 12 Easy Steps
The Real Investment Show Podcast
Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance for risk. Jury Duty and the Reflation Trade; Easter + Spring Break impact on March retail sales were underwhelming, following similar disappointment with February & Valentine's Day sales. How long can "buy-now, pay-later" last? How to screw up your retirement; the only way to wealth is by saving money; investing is for protecting wealth against inflation....
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4-17-24 It May Be Time to Rebalance Risk
The Real Investment Show Podcast
Markets have broken the 50-DMA, which certainly says we're in the process of correction. We're on a very defined MACD Sell Signal, markets are oversold, and declining; we are expecting a bounce. We're oversold enough for a counter-trend rally, which should take us back to the 50-DMA: That is the point at which you should lighten up some positions, if needed, and do a little rebalancing. This does NOT mean to cut weight in general. Look for opportunities to rebalance risk. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer...
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4-15-24 Cracks Appear in the Market's Bullish Armor
The Real Investment Show Podcast
Tax Day woes and audit fears; earnings season commences; What are companies saying? No corporate buybacks, removing major buyers of assets; pay attention to companies' guidance. Markets last week failed at 20-DMA, and tested 50-DMA as momentum slowed. Is not the time to sell? Use any bounce to rebalance risk, but avoid any knee-jerk reactions. Could this be a "buy-the-dip moment?" Lance's favorite bowl is like the market: There's a hairline crack. Inflation has been stickier, and higher-for-longer interest rates have been too high for too long. Preview: Tuesday's article on the Reflation...
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4-15-24 Is Now the Time to Sell?
The Real Investment Show Podcast
Markets last week failed at the 20-DMA, and began to test the 50-DMA as momentum began to slow. The narrow trend channel had begun weakening, and the break in the 20-DMA was the first crack to appear in the market's bullishness. The question now is: Do you Sell? By the time markets have confirmed a sell signal, they're already oversold. Don't forget that we're still in the seasonally strong period of the year, and we're moving into what is likely to be a fairly good earnings season. So don't over-react; use whatever rally we get today or tomorrow to rebalance risk in your portfolio. Move...
info_outline(5/30/23) Markets begin the holiday-shortened week on an upbeat note, thanks to an impending Debt Ceiling deal; markets are challenging the Jan '22 Lows. Friday's PCE Report revealed Inflation remaining sticky, which the Fed will have to address. The Debt Ceiling deal is not a "done-deal" yet; if passed as-is, spending will actually increase in 2024. Next Debt Ceiling discussion will be pushed out to 2025, beyond the next election. The risk of market price increases exists as debt ceiling talks continues; Congress uses fuzzy math. What the Fed may do about more inflation; prices are not getting cheaper; increased consumer sending expected to continue, foiling the Fed's plans. Rate hikes aren't working, and markets are beginning to price-in another rate increase at the June 16 Fed meeting. Consumer sentiment indicates also an expectation for higher prices to continue. There's a "new" flu. How markets are defying the bears.
SEG-1: PCE Report: Inflation Remains Sticky - more rate hikes in store?
SEG-2: The Debt Ceiling Deal - Not Done Yet
SEG-3: What the Fed May Do About More Inflation
SEG-4: Markets Continue to Defy the Bears
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles Mentioned in Today's Show:
"Technical Review Of The Market: Bulls In Control"
https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/
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