The Real Investment Show (Full Show)

Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance for risk. Jury Duty and the Reflation Trade; Easter + Spring Break impact on March retail sales were underwhelming, following similar disappointment

Tax Day woes and audit fears; earnings season commences; What are companies saying? No corporate buybacks, removing major buyers of assets; pay attention to companies' guidance. Markets last week failed at 20-DMA, and tested 50-DMA as momentum slowed. Is not the time to sell? Use any bounce to rebalance risk, but avoid any knee-jerk reactions. Could this be a "buy-the-dip moment?"

CFP testing results & commentary on professional credentialling; the importance of the Health/Wealth connection; the importance of continuing education (CE); a brief history of JP Morgan and "too big to fail." Inflation is permatory, not transitory. Profit margins are not great because costs are up. Jerome Powell is trying to put out a fire with a water pistol; how many ate cuts no

CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently renewed your policy!) What does the Fed do next? Markets are pricing-in NO rate cuts in June...and maybe not at all this year. Markets trace the 20-DMA, building a rounded top as momentum slows; beginning to confirm a take-down of the 20-

It's CPI Day (with m/m inflation clocking in with a .4% increase, and a y/y gain to 3.8%, hotter than expected). Sheila Jackson-Lee's science experiment; the NFIB Survey does not bode well for small businesses:Sentiment falls to a new low based on poor sales. There remains a dichotomy between headline economic news and what's happening behind the scenes. Markets break below the 20-

Some are disappointed the eclipse did not herald the Rapture; markets are holding firm at 20-DMA. NFIB preview vs CEO Confidence; why small business' mood matters. Interest Rates in different states; no change in bullish market trend (why not to knee-jerk react to market); but trend weakness is become more apparent. Consumer confidence vs Valuation (w/charts); why margin debt is li

Eclipse-mania is out of control. Fed speakers confirm they'll cut rates, but in no rush to do so. Jobs numbers tantalize markets; the impact of immigration on employment. Boomers & Gen-Z plans to splurge on groceries in 2024. Markets takeout the 20-DMA; will the break be confirmed this week? Putting Inflation into proper perspective; the three measures of inflation. The economic ba

Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying it's possible to have no rate cuts this year. Are you really ready for Tax Day? Danny & Jonathan run through some tips and strategies. The advantages and distinctions of IRA's vs Roth's: Tax liability now or later? What are the odds o

In this week's Fedapolooza, Fed spokespersons seem to be growing less hawkish about rates. Inflation is simply a function of supply & demand. There is a high correlation between GDP/CPI and interest rates. When inflation comes down, so will rates. Watching tomorrow's employment report: ADP is a poor predictor of BLS data. The Bernie Madoff trendline remains intact in markets; bulli

The JOLTS survey rate continues to slow, coincident with a slowing economy; interestingly, retail hiring has dropped sharply, despite increased retail demand (another example of divergent indicators). The data might not be as strong as we think. The difference between Fed promises and predictions can be vast. Markets remain in a "perfect" trend channel; what happens when the 20-DMA