5-16-24 It's a Mistake to Be Entirely Out of Equities
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- Опубліковано 15 тра 2024
- Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners' Equivalent Rent. Markets are now anticipating two rate cuts this year. Consumers are showing signs of weakening; hardest hit are Gen-Z & Millennials. Stocks & Bonds rally on weaker CPI; markets are extremely over bought. Look for a re-test of the 50-DMA with market corrective action anticipated. WalMart has decent earnings; consumer spending is what drives the economy. Quality of Employment numbers matter: Full Time vs Part Time Jobs; Why the Government's Employment formula is bogus. How we calculate Inflation now (also bogus). The Risk is never zero. Answering emails: When will the market crash? Being out of the market; more money is lost trying to avoid a crash than is lost during a crash. Market Correction is coming, Debt .will eventually matter (but we'll all be dead by then), a la Japan. Leanring from mistakes getting out of the market. The perils of sitting in cash: Find the other bull market. It's a mistake to be entirely out of equities. The markets' bullish trend has not been broken since March 2009.
2:57 - Markets' Rally on Softer CPI
14:19 - The Risk is Never Zero
30:04 - Debt Will Eventually Matter (but we'll all be dead by then)
44:14 - Market Mistakes Learned the Hard Way
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:
"Stimulus Today Costs Dearly Tomorrow"
realinvestmentadvice.com/stim...
"Moving Average Crossovers Suggest The Bull Is Back"
realinvestmentadvice.com/movi...
"Equities Bounce Back Ending The April Correction"
realinvestmentadvice.com/news...
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The latest installment of our new feature, Before the Bell, "When Bad Market News is Good News" is here:
• 5-16-24 When Bad Marke...
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Our previous show is here: "WIll Bitcion Rise to $420,000?"
• 5-15-24 Will Bitcoin R...
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Lance has changed my outlook on markets. I have tuned out the doom and gloomers. Lance is realistic and objective. Sure there will be a recession and a big downturn some time in the future, but the doom and gloomers have no ability to time when that will happen. Lance taught me to just follow the economic numbers and wait for real signs of a slow down before panicking.
Ugh these kinds of posts are turning me bearish. Capitulation is usually a top or bottom signal.
Yes 👏
Loads of wisdom in almost every podcast, many thanks Lance!
the more I listen to this the more I learn. Well done, breaking investing down to laymen terms. Nice music, good humor, and nice on the "right" political tone.
Thx Lance. Sounded like you had to cover for Mike’s absence today by winging it with the old markets go up, markets go down stories. Good job.
Most employment growth is in 'government', right? I'm not sure that's particularly productive.
Lol 😂
So, you didn’t sell short in 2000? Most obvious “opportunity”?
Thank you Lance love the show❤❤❤
Why do people not know to get in high yield bond fund or ETF or mutual fund when FED starts lowering rates or rates are low/ steady, get out when FE announces rat increases????? So predictable and safe.
Excellent… Thank you very much...
Lance I listen only for your insights. They’re greeeaaaat!
I am in CD's, average 4.5%, 5 years, I am 66, about to retire. But I manage my wife's assets, I have her in stocks/ mutual funds/ ETF's. Only companies that have exceptional forward earning growth, like NVDA, META, AMZN. And a growth Mutual fund, like CONTRA. I am holding some cash in her account for the correction in one to two months as you say. Hope you tell us when, and I know it will not be the exact bottom, no one knows that.
I appreciate you too Lance
Great episode
I never hear you talk about bonds much. when interest rates where near zero, I had much in BGHIX, high yield mutual fund, and ANGL, same but an ETF. They were paying about 4.5% a month, and good capital appreciation. When the FED announced raising rates, I got out, right at the top. went to MM and CD's,it has doe well for me, not lie stock ,market, but I do not want to risk my money, I can live on it til I die at 100. My wife, 100% in stack market, she only 48.
Thanks Lance for another great show. I am a total novice and I've learned so much from your show. Thanks for the reminder to remain optimistic. We all need that!
stick with him as primary guiding financial light and you will do well. he is one of the best.
@@darrenhere5856 Thank you, I agree!!!
You only said it 29 times today. Good job.
thanks!!
I learned from an old timer I saw on UA-cam, "The trend is your friend". Of course you don't want to jump in at the top but its ok to hold during bull runs when some people get scared and jump ship.
This show and "The Compound and Friends" are the only two shows worth watching. I learn some useful from Lance every day, it is taking a master class in the market for Free.
I stopped watching the doomers and my outlook has changed.
What's so wrong with hedging?
@@tatersquad2000 hedging? these fools aren't investing at all, they think the sky is about to fall.