5-20-24 Disinflation Remains The Bigger Risk

Рет қаралды 5,361

15 күн бұрын

NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the majority of earnings growth is coming from ten stocks; the impact of retail sales, debt ratios, and falling consumer spending. The connection between retail sales, CPI, PCE, & GDP; NFIB Inflation stats. Stocks are rallying in anticipation of Fed announcement, not stock buyback action. Power outages & Kolaches; Zoom and Palo Alto to report this week. Note the barriers to entry in considering a company's stock.
3:12 - NVDIA & Fed Speakers in Spotlight
14:51 - Teaching AI to Lie & Cheat; Bad News is Good News
30:20 -The Connection between Retail Sales, CPI, PCE, & GDP
44:23 - Power outage, Kolaches, & Barriers to Entry to Consider
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Bad News Is Good News As Markets Set Record Highs"
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The latest installment of our new feature, Before the Bell, "Markets are Prepared for a Bullish Cross" is here:
• 5 20 24 Markets are Pr...
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Our previous show is here: "How Long Will You Live?"
• 5-17-24 How Long Will ...
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Пікірлер: 18

@d.e.brenner2930 12 күн бұрын

Thanks Lance!!!! Thanks RIA!!!!!

@WAMTRADER 13 күн бұрын

Thank you lance

@mmamultiverse75 13 күн бұрын

Thank you Lance and team

@scottbaxter3413 13 күн бұрын

Great show. Hope to catch you live tomorrow!

@martinithechobit 12 күн бұрын

Let go!.

@jerrysteffy7900 12 күн бұрын

What Lance fails to comment upon, but many average investors realize , is that they were not well placed to buy significant volumes of Nvidia, Google, Apple, Tesla etc --even at their prices of a year ago. Or even ETF funds that may have contained these stocks in their managed accounts, did not have balances ( or percentages) that were at significant enough levels to have made good money on the Mag 10 specifically. Institutional investors , or those that could buy large volumes of these stocks, have made a killing the past year but many, many average portfolio balances have benefited only modestly. This narrow rally has been yet another that has benefited a narrow portion of the population. It continues to signify the trend of capital tending to accumulate in the hands of those already possessing very significant wealth in America.

@squarewheel142 13 күн бұрын

If you live where you are on the grid with a hospital or other "important" place your power comes up before a lot of others because they get priority when the power goes out.

@ecosignals 13 күн бұрын

Maybe, MAYBE not. It's more about contracts. Frequently enough, hospitals have such backup facilities, they negotiate preferred rates that they could technically be near last reconnected. In practice though, yes grid ties near major infrastructure has redundancy.

@alstrickland9852 13 күн бұрын

We’re already in a recession since 2020.

@Myousic12 12 күн бұрын

In your dreams?...

@timferguson593 12 күн бұрын

Fiscal spending and a house of cards stock market.

@douglash.8862 13 күн бұрын

I'm ENJOYING, the "Melt Up" and, the Dividends from, My, CEF/ ETF's and,.. PLAN on, HOLDING for, Quite a While ! Earnings, Buy Back's and Charts,. ARE,.. looking GOOD and, the Recession is, a LONG ways, Off for most ( Un-less your, Poor ! ). We'll SEE, the "Melt Up" before,.. the "Draw Back" / consolidation,. IMO !

@ecosignals 13 күн бұрын

CEF Sprott Gold & Silver?

@douglash.8862 13 күн бұрын

@@ecosignals Nope,. All, my, CEF's / ETF's are in, TOP Stocks, Convert / Preferred and SOME Corp Bond, Funds.. Eaton Vance's,.. ETV, EXG, ETW and ETY, Calamos,.. CSQ And, some,.. CHI, FOF,.. plus, Hartford's,. HTD. Most of my stuff, was Bought 2-3 years ago,.. WHEN much, MUCH,.. Cheaper and I Do HOLD about, 20% of, Portfolio, in CASH @ 4.75 % to "ride Out", any, "Down Turns" ! When I Sell this Portfolio,.. I will wait for, a "Downturn" ( Recession ? ) then Buy, Physical,.. Gold / Silver, but,.. Until then, I'll Draw Div's with some GREAT, Cap Gains !

@alexm5632 13 күн бұрын

Lance, have you bought back your apartment? Sound like your sold it too early...

@duncancurry4 13 күн бұрын

It’s not true to say companies can manufacture earnings by buying back shares. Shareholder equity and retained earnings are used to buy back the shares, which changes the p/e ratio, but not the e. You are implying that companies are committing fraud by lying about their earnings, which isn’t true. Smears like this unjustly undermine what little capitalism remains in our mixed economy , paving the way for statism.

@franciscoa242 13 күн бұрын

If PER goes up, what happens to markets?