The Real Investment Show Podcast

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (8/3/21) Ahead of this month's Jackson Hole meeting, the Fed is stuck in a box: Improving economy, stronger employment, and rising inflation--which should push them to raise rates and taper QE. But, the Bond market is signaling that the economy is NOT all that strong, yet. So long as QE remains in place, market fundamentals don't really matter. There's currently a lot of headroom above the 50-DMA; there is a large deviation between market prices and the 200-DMA. The farther we get into the Buy Signal, the closer we're getting to triggering another MACD Sell Signal. Equally important from the Fed is their outlook for growth in the economy, with one eye on what's happening with interest rates. The 10-year Treasury rate nailed it in terms of where economic growth was going to be pegged--at 6.5% in March vs expectations of 13%. Something is not right within the economic complex. Yields are declining, and another Buy signal is imminent. We're looking for a reduction in economic policy, weaker growth, and the potential for weaker market growth. The shifting of risk will move money back into bonds, and push yields still lower. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/market-rally-continues-as-earnings-beat-estimates-07-30-21/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Stocks #Money #Finance

SEG-1: Why August is the Worst Month of the Year SEG-2: COVID, Transveganism, & Stunting Economic Growth SEG-3: How to Resist COVID; The Afterpay Indicator SEG-4: What Works for Investors 100% of the Time -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/market-rally-continues-as-earnings-beat-estimates-07-30-21/ https://realinvestmentadvice.com/a-grossly-defective-product-how-strong-is-the-economy-really/ -------- Today's Three Minutes on Markets & Money is here: https://youtu.be/cefcKBNVe-g -------- Our previous episode of "Financial Fitness Friday" is here: https://youtu.be/iY8YoAW2PeU -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

(8/2/21) August tends to be one of the weaker months of the year; we've now gone six months without a negative market result. The risk of correction is heightened, the longer we go without a correction. The Money Flow Buy signal is in place, but much of the intertia has been consumed, limiting upside opportunities. COVID lockdowns, weaker economic growth, and potentially disappointing manufacturing numbers could weigh down markets. Plus, with the Jackson Hole conference offering the potential for official tapering news from the Fed, there are issues that could pull markets down. Be risk averse! - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/market-rally-continues-as-earnings-beat-estimates-07-30-21/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Stocks #Money #Finance

SEG-1: Market Commentary/Changing Concept of Retirement SEG-2: Will Social Security Be There for You? SEG-3: The Friar Tucking by Robinhood; IRA Dad Talk SEG-4: Coming Events, "Bollinger," the RIA Mascot; COLA Changes -------- Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Our previous episode on "What Olympics, Delta-variant, & Fed Have in Common" is here: https://youtu.be/EALC7F7ElgY -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

SEG-1: Olympic Tapering vs Fed Tapering SEG-2: What the Fed Said SEG-3: Why Does the Fed Matter So Much? (They never get it right) SEG-4: Shifting From Inflation to Deflation -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/just-how-transitory-is-inflation/ -------- Today's Three Minutes on Markets & Money: https://youtu.be/igNv3eRKb0k -------- Our previous episode on "What Follows the Pandemic Boom" is here: https://youtu.be/OkP0geZBsWs -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (7/29/21) It's the day following the Fed's admission they're thinking about tapering Quantitative Easing...the earnings parade continues with Apple, Facebook facing a demographic timebomb, Microsoft, AMD and NVDIA, Amazon, and Comcast. Q2 earnings have been great--as compared to the 2nd quarter of 2020--duh! The challenge will be next year's Q2 performance. Risk to earnings exists because of slower consumer spending as stimulus checks' effects come to an end. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Stocks #Money #Finance

SEG-1: Masking, Markets, & Minsky Moment SEG-2: Corporate Earnings Parade: What Happens When Economy Slows? SEG-3: Simone Biles & Investing Mentality SEG-4: YouTube Q&A: Valuations & What to Do w Cash? Fed Extraction from QE -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP -------- Articles Mentioned in this show: https://realinvestmentadvice.com/just-how-transitory-is-inflation/ -------- Today's Three Minutes on Markets & Money: https://youtu.be/ckjQRx_uRvY -------- Our previous episode on "How Stability Creates Instability" is here: https://youtu.be/AExVWcd8_kw -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (7/28/21) Why markets are annoying: Markets are over-extended, and a dichotomy between the major markets and their lesser brothers on Wall Street. S&P in a very bullish trend with a buy signal in place; NASDAQ bouncved off 20-DMA yesterday, also very positive. But...underlying indexes aren't doing as well--and a buy signal that doesn't offer much to buy is worth, what? International stocks have nothing really happening, despite money flows. What happens if someone starts to jigger with currencies? (We're looking at YOU, China!) A stronger dollar does not bode well for commodities, oil, and energy. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-the-markets-next-minsky-moment/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Stocks #Money #Finance

SEG-1: Earnings Week Continues SEG-2: The Risk of Low Market Volatility SEG-3: Implications of Cali Power Limitations SEG-4: YouTube Q&A: Capitalism vs Socialism Economics; Gold Prices; Fed Rate Supression? -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/3-reasons-why-there-really-is-no-housing-shortage/ https://realinvestmentadvice.com/technically-speaking-the-markets-next-minsky-moment/ -------- Today's Three Minutes on Markets & Money: https://youtu.be/3BOI7SrY-wk -------- Our previous episode on "Corporate Earnings Olympics" is here: https://youtu.be/b7qJJAQtBO4 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (7/27/21) Markets' rally continues, but the deviation between current market price and 50-DMA is getting more extreme. The longer this trend continues, the greater the chance for correction--now estimated to be at about 4%. Money flows remain strong, and Buy Signals have been triggered--providing some upward lift to markets. Hitorically, long periods of low volatility always lead to periods of high volatility--thank you, Mr. Minsky. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-the-markets-next-minsky-moment/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Stocks #Money #Finance