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Sisällön tarjoaa The Real Investment Show/Full Show and Lance Roberts. The Real Investment Show/Full Show and Lance Roberts tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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10-3-24 When A Crystal Ball Clouds Investor Judgement
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Manage episode 443429764 series 1586737
Sisällön tarjoaa The Real Investment Show/Full Show and Lance Roberts. The Real Investment Show/Full Show and Lance Roberts tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is conspicuously absent from latest Fed discussion notes. Market Breadth continues to soar. You can't make this up: Hurricane (James T.) Kirk: this wlll be comedy gold! Market breadth in an everything market: Too much money chasing too few stocks. Lance & Michael discuss the problem of asset selection vs ETF's. SEG-1: Why a Weaker Jobs Report is Not Recessionary SEG-2: FEMA Rant & JOLTS Preview SEG-3: Hurricane Kirk & Asset Selections vs EFT's SEG-4: Taking the Crystal Ball Challenge RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isnt Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now" https://www.youtube.com/watch?v=KBW83seGZd8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2840s ------- 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/ #JobsReport #JOLTSReport #FEMA #UkraineAid #IllegalImmigrants #HurricaneKirk #JamesTKirk #StarTrekWeather #CrystalBallChallenge #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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1895 jaksoa
MP3•Jakson koti
Manage episode 443429764 series 1586737
Sisällön tarjoaa The Real Investment Show/Full Show and Lance Roberts. The Real Investment Show/Full Show and Lance Roberts tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is conspicuously absent from latest Fed discussion notes. Market Breadth continues to soar. You can't make this up: Hurricane (James T.) Kirk: this wlll be comedy gold! Market breadth in an everything market: Too much money chasing too few stocks. Lance & Michael discuss the problem of asset selection vs ETF's. SEG-1: Why a Weaker Jobs Report is Not Recessionary SEG-2: FEMA Rant & JOLTS Preview SEG-3: Hurricane Kirk & Asset Selections vs EFT's SEG-4: Taking the Crystal Ball Challenge RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isnt Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now" https://www.youtube.com/watch?v=KBW83seGZd8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2840s ------- 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/ #JobsReport #JOLTSReport #FEMA #UkraineAid #IllegalImmigrants #HurricaneKirk #JamesTKirk #StarTrekWeather #CrystalBallChallenge #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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