4-23-24 Five Financial Mistakes to Avoid if You're Retiring Within Five Years
The Real Investment Show Podcast
Release Date: 04/23/2024
5-3-24 Who'll Win the Tax Cut Battle?
The Real Investment Show Podcast
Apple's results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. It is surprising the market is now down more than 5%. This has been a government-driven economy. Janet Yellen is a Marxist. Who will win the tax cut battle? We'll all lose. It's apsneding problem, not a revenue problem. Why are taxing lines drawn at $400k? The life of a WalMart manager; tax dollars go to waste. New Department of Valuations. Next Lunch & Learn preview: Medicare. Are advisors giving conflicting advice on Social Security? No one wants to...
info_outline
5-2-24 Powell Holds Pat (and the wealth gap becomes a chasm)
The Real Investment Show Podcast
Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on consumers, wjho are becoming more price-conscious. Markets perform a pump & dump on Wedesnday, with stock retesting the 20-DMA...and failing. Pelaton earnings disappoint; the Fed holds rates steady; everything is fine, but they're not cutting rates. Discussion of what this means for markets, liquidity, and reduction of Fed balance sheet. The Treasury's Bond Strategy. Pelaton Drama: CEO Exit; what the Fed said; markets have already priced-in the...
info_outline
5-2-24 Markets Pump & Dump
The Real Investment Show Podcast
Markets traded lower Tuesday, about 30-basis points below Monday's action. However, during the intra-day, markets underwent a massive flip: Stocks retested the 20-DMA following the Fed's announcement to hold rates steady; but in the final hour of trading, markets had a sharp sell-off to complete reverse all the day's gains. Markets will open higher today in an attempt to rally again. Technically speaking, a rising trend of bottoms is begining to emerge, and a consolidation wedge of prices is becoming apparent. This may be indicative of markets getting through the corrective process; May tends...
info_outline
5-1-24 What Happens When Companies Miss?
The Real Investment Show Podcast
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers' elective surgeries are impacting insurors' actuarial tables; the rash of retirees. AMD disappoints because their report was on-target, not better-than-expected. Overall, a mixed-bag of results. What happens when companies miss? META: Is the...
info_outline
5-1-24 The Normality of a 10% Correction
The Real Investment Show Podcast
Markets came off support at the 100-DMA, rallied to the 50-DMA and failed in a first test of resistance. No dramatic surprise. The important thing now is to hold support at the 100-DMA. The month of April was somewhat weak, and historically, that leads to a stronger May; we'll see if that plays out because May tends to be a weaker-performing month, particularly during Presidential Election Years. There is potential for this correction to drag out, and the risk is the extreme deviation which remains at the 200-DMA at around 4,700. There is another 5% decline needed to get down to that level....
info_outline
4-30-24 Bullish Sentiment Index Reverses With Buybacks Resuming
The Real Investment Show Podcast
Fed Meeting preview; earnings season contiunes, buybacks about to resume. What's up the the Yen? Corporations are the net buyers of stocks; the correction is done: There's lots of underlying support for markets; after two good market days, closing above 20-DMA, moving to re-test 50-DMA, but likely to fail, dependent upon Fed comments. Lance & Jonathan discuss the Astro's, dance team tryouts, and the problem with investor negativity. Similarities with AI and Dot-coms: Will this be the next crash? What will create a credit-related event? Why the current correction is done...for now. The...
info_outline
4-30-24 Is a Market Pullback Ahead?
The Real Investment Show Podcast
Futures are somewhat depressed after two good days in the markets, wjhich follow six days of selling. We noted that Sellers live higher, Buyers live lower. Markets closed above the 20-DMA on Monday, and the big test to day will be at the 50-DMA...which will likely fail. A market pullback ahead of tomorrow's Fed announcement would be no surprise. But, if the Fed says something that's perceived as being more hawkish, markets could certainly come down to test the 100-DMA. Comments reiterating plans to cut rates, however, could motivate markets higher above the 50-DMA over the next couple of...
info_outline
4-29-24 Sucker Rally Or The Return Of The Bulls
The Real Investment Show Podcast
Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week: will the Fed halt plans for cuts, and possibily even hike rates? Expectations for strong employment numbers. Markets rally on PCE report, beginning to build a new, bullish trend. This will be a busy earnings week. When the correction comes, how you will play? The liquidity boost from tax receipts in April & October. Retail sales details: Are things as strong as they seem: Paying more to buy the same. Is AI the wave of the future for cargo...
info_outline
4-29-24 Are Markets Building a New Bullish Trend?
The Real Investment Show Podcast
Markets rallied nicely on Friday on the latest PCE report that suggests the economy is doing very well, plus booming quarterly reports from Goodle and Microsoft. In theory a new, bullish trend in the market is beginning to build, with higher lows and higher highs. If we can break out of the convergence of the 20 and 50-DMA's, markets have a shot at re-testing previous highs. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast:...
info_outline
4-26-24 Are You Prepared for Higher Taxes?
The Real Investment Show Podcast
Markets & Earnings Recap, PCE Preview: What is the Fed going to do? Tesla takes it on the chin; Mortgage rates and home prices are on the rise; are homeowners feeling trapped? How far will your money go in retiremetn? Higher taxes are coming; who'll pay the most? Training for Retirement: How to flip the switch from accumulation to de-cumulation; living without that paycheck. Budgeting and spending planning: Where does the money go? Compounding only works if the principal remains untouched. Automating savings. Putting underwear on a payment plan; the ugly truth about automobile financing....
info_outlineMarket 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 income threshold for converting from pre-tax to Roth IRA?
SEG-1: Market Commentary: Are the more declines to come?
SEG-2: How to Manage Funds with Legacy Intent in Mind
SEG-3: Five Financial Mistakes You Should Avoid Before Retirement
SEG-4: Dealing with & Planning for Social Security
Hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch today's show video here:
https://www.youtube.com/watch?v=xQEosrIqf14&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
-------
Articles mentioned in this report:
"Economic Warning From The NFIB"
https://realinvestmentadvice.com/economic-warning-from-the-nfib/
"Fed Chair Jerome Powell Suggests “Higher For Longer”
https://realinvestmentadvice.com/newsletter/
-------
The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here:
https://www.youtube.com/watch?v=eyAp7xhaf_c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "We Are Likely Not Done with Correction"
https://www.youtube.com/watch?v=LAHAa6I5Qv8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s
--------
Register for our next Candid Coffee:
https://streamyard.com/watch/qbNmkhUtAemn
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#LegacyFunds #SocialSecurity #FinancialPlanning #FederalReserve #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #Markets #Money #Investing