(1/29/24) Markets look to wrap up January on an upward trend, but this week's FOMC meeting could affect that slope. the problem w economic data on the surface: Increasing GDP growth by adding debt. Who will provide the best policy mix to create stronger growth? Markets continue to rally as lowered earnings estimates and bigger beats provide support. Deviations from averages are difficult to maintain; look for market correction in the weaker month of February. Mega-cap companies are set to report this week and may sell-off. The myth of cash on the sidelines: Where does that money come from? Credit markets & the Federal Reserve: What could happen as more and more Americans own stocks? Buying Blue Chips cheap: the price we're willing to pay has accelerated (watch for article this week on "The Theory of Reflexivity). The Fed is a market manipulator par excellence; there will be payback eventually. You cannot run an economy on monetary manipulation & debt expansion. How markets are like a hive of human intelligence. SEG-1: Wrapping Up Januaryt: The Problem with Surface Data SEG-2: The Myth of Cash on the Sidelines SEG-3: Credit markets & The Federal Reserve SEG-4: Buying Blue Chips Cheap 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=RNSG69aydLo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- The latest installment of our new feature, Before the Bell, "Time to Trim Portfolios?  is here:  https://www.youtube.com/watch?v=4j2RciIkewo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tax Changes for 2024 You Need to Know" https://www.youtube.com/watch?v=wR1pGhFVhOw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2583s -------- Articles Mentioned in this Show: "Money Market “Cash On The Sidelines” – A Myth That Won’t Die" https://realinvestmentadvice.com/money-market-cash-on-the-sidelines-a-myth-that-wont-die/ ------- 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 #MarketRally #MarketCorrection #MoneyMarketMyth #SidelineCash #FederalReserve #GDP #Inflation #EarningsSeason #Markets #Money #Investing