The Real Investment Show Podcast

Rich & Danny recap Danny's recent accident; Rich's market summary includes a preview of today's PCE release. Markets are awaiting confirmation of a trend. Dealing with the election fallout on your money; markets have already priced-in everything you know. PCE will move markets today; there is still $500-billion in unspent government funds from the Inflation Reduction Act. Dealing with data breaches. Retirees' biggest worry is about income: What is the biggest source of income for most Americans? Their house & home equity...and SS, a forced pension. Benefits of a HELOC--get one early, and don't touch it. The best use of "buffer...

The S&P Global Services Index is "great," in contradiction to other eocnomic metrics; the first estimate of Q2 GDP is released today (up 2.8%); this will be revised. Important to note the behavior of GDP prior to past recessions, which are always back-dated. 350-days without a 2% correction, until Wednesday. Bill Dudley is calling for lower interest rates now; Lance Roberts & Michael Lebowitz explain the crucial link between consumer confidence and economic performance. Learn how sentiment drives markets and impacts your personal finances: The relationship between financial confidence and spending habits; the effects of market decline on consumer behavior; how sentiment...

We've gone about 350-days since the last 2% correction...until yesterday. Markets fell 2.3% Wednesday, breaking through the 20-DMA to test the 50-DMA. The current sell signal is putting pressure on the market. We've been saying for some time that we're due for a 5% correction; we are now in that process...whether it continues remains to be seen. Market is now sitting on the 50-DMA; if it goes up, it will retest new highs, and this correction will be over. If the market breaks lower, the next level of support is the 100-DMA. This is all a repeat of the action we...

Lance Roberts provides a preview of Q2 GDP results, Temp hiring is tapering, and rising credit card delinquencies (because of unemployment) suggesting economic stress. A three year experiment in Universal Basic Income is an epic failure. Google earnings beat estimates, but YouTube's $1B revenue disappoints(!); Tesla puls back 7% on earnings results. Correction is near, but not today. Danny's accident and Life Challenges as investing lessons: Life is cyclical; theimportance of optimism & risk management. Investing in an election cycle: Trump policies & record vs unknowns about Kamala. Markets will quickly adapt to election outcomes and money will flow into apparent areas of...

Google earnings beat across the board, with one exception: YouTube revenue was less than expected, even though it was up $1B year over year...creating some weakness for the stock this morning. Tesla also missed expectations, and will be down about 7% this morning. The market had broken the 20-DMA, corrected and then moved up to hold Tuesday: Markets are flirting with support. If we take out the 20-DMA, the 50-DMA becomes the next, logical level of support, at around 5,430 on the S&P.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch th...

Measures of inflation are beginning to come down: Shelter costs are expected to decline over the next six-months; jobless claims and consumer delinquencies are on the rise. Markets rally after a three-day correction, retesting the 20-DMA, and back up again, thanks to mega-caps. The current Sell-signal may limit upside. Is the bull market just getting started? Lance explains w charts & graphs. Understanding the importance of safety when investing in corporate bonds. Choose wisely to avoid defaults. The types of corporate bonds considered to be "money good;" the importance of a company's cash balance for interest payment; portfolio disclosure on owning...

Markets last week were very deviated above the 20-DMA, and in need of correction. Well, that snuck up on us all at once with three days of a sharp sell-off taking us below that 20-DMA. Normally, such action is a signal for corrective process...unless markets can get back above the 20-DMA. Which they did. Monday's rally in the S&P was strong enough to lift above the 20-DMA, thanks to trade rotating back towards Mega-caps. So really, all we have had is a retest of the 20-DMA, which keeps us in a bullish trend. The sell-signal that's in place...

Lance discusses the markets' potential reaction to Biden's exit from Presidential race, and whether markets' rotation out of mega-cap stocks is sustainable; a rewind to February market conditions compared to now: A correction is expected before the election. Commentary on keeping market corrections into context; the mega-cap rotation and fewer medium- and small-cap companies from which to choose: 40% of these are unprofitable companies. As companies complete their quarterly reports, buy back will again be enabled, and that activity will add to market volume. Lance explores the potential impact of a Kamala Harris presidency. What sectors could benefit from her leadership...

Back in February/March, we noted how markets were over-extended, overbought, and stretched, anticipating a 5% - 10% correction. The correction hit in April. The first sign of that activity was a break in the 20-DMA. More recently, markets have been grinding higher along the 20-DMA, as before. The average broke on Friday for the first time since April. Markets could rally today and get right back above the 20-DMA...but if we do get into a position in which the market spends a little time below the 20-DMA, there remains risk that markets could drop lower. This means that we could...

Richard Rosso opines on Houston driver, CrowdStrike IT fail, and why he's changed his tune in thinking now might be a good time for the Fed to slip in a rate cut. Does the Fed have performance anxiety? Take care in benchmarking risk; market pullbacks are like a "Thanksgiving Oven," keeping things warm to use later. Study shows Gen-X'ers more likely to delay retirement because of economic anxiety. The importance of self-value in post-retirement; the retirement clock. YouTube query: How do we look at inflation and budget as planners? Managing inflation by by adjusting the inputs: "When life gets in...