(10/13/23) The value of delayed gratification is observed in the orgy of early holiday decorations and Rich's self-control involving candy corn math; a discussion of CPI, inflation, and sticky prices…
(10/12/23) Healthcare, Israel, & Fed Minutes: Anticipating today's CPI report (clocking-in at a hotter-than-expected .4%); the sharp changes in oil prices and interest rates; CPI Preview: The Monthly…
(10/12/23) Markets have essentially shunned the war in Israel this week, thus far. Wednesday's Producer Price Index (PPI) did come in a bit hotter-than-expected, and the Fed Minutes released yesterda…
(10/10/23) A brief look at the correlation between Israeli conflict and markets' flight to safety in US bonds. Markets could target 4,300; earnings season kicks off today. Potential Spam calls; the t…
(10/10/23) What is happening overseas has not changed the context or tenor of the markets. Wall Street opened lower and then recovered, as markets assessed the global risks from the conflict in Israe…
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Sr. Advisors Danny Ratliff, CFP, and Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -…
(10/6/23) Elvis Rosso: Yields, Yields, Yields; American's are spending like there's no tomorrow; why we recommend "The Millionaire Next Door;" How to vacation post-pandemic; camping in Buc-cee's. The…
(10/5/23) A sharp slide in gasoline demand and credit card spending could be early evidence of the lag-effect from Fed rate increases finally hitting the economy. The dollar trade has reversed. What…
(10/5/23) Markets continued to sell off Wednesday, now flirting with the 200-DMA. This is a key support level for markets for myriad reasons: Stocks need to firm up at this level if we're going to ge…
(10/4/23) There's a new job opening in Congress: Speaker of the House can be filled by any US citizen. We recommend Newt Gingrich or Judge Ted Poe (likely neither want the gig). Was yesterday's marke…
(10/4/23) Markets sold off Tuesday, part of the needful action we've been writing about: Markets are doing exactly what markets should do. It's been an orderly decline, despite yesterday's sharp sell…
(10/3/23) Investors are looking for stronger economic data; positioning is beginning to emerge for End-of-year; 2024 will be different, with companies' debt maturing and refinancing at higher rates. …
(10/3/23) The Volatility Index (VIX) has been on the rise for the past month, and now seems to have peaked. We're now watching for a buy signal as we get into the seasonally strong period of the year…
(10/2/23) Free the Pumpkins, it's October 2nd! Student Loan payments resume, and markets prepare for another earnings season. Expectations have declined, and markets are setting up for a technical ra…
(10/2/23) Futures are flat after being elevated following Sunday's passage of another Continuing Resolution to keep the Federal Government running for another 45-days (without a budget). We're about …
(9/29/23) Candy Corn martini's & market commentary; why Larry Fink won't be surprised with higher structural inflation: Permatory inflation. No one is ready for rates to be higher for longer. The upt…
(9/28/23) The second Republican debate, Halloween decorations, and a scary market: Understanding what drives the economy. Reviewing oil price history & how commodity prices are driven; markets cycle …
(9/27/23) Volatility in the markets has been very suppressed of late, but that's changing. Weaker prices and the onset of the quarter's end has caused volatility to tick upward. An increase in the V…
(9/27/23) Is Costco's quarterly earnings report is cause for alarm? Consumer Confidence may be waning; Pessimism is returning as an early sign of economic slowdown. The past 8-sessions have been brut…
(9/27/23) The past 8-sessions have been brutal, but normal within the context of a need for a 5 to 10% correction. This seasonal pattern of Summer weakness will present the potential for a rally in t…
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Wed 27 Sep 2023
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