Will Coming Week's Inflation & Fed News Cause Markets To Pop Or Drop? | Lance Roberts & Adam Taggart
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- เผยแพร่เมื่อ 29 ส.ค. 2024
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Stocks remain overbought at current levels and volatility remains low.
Portfolio manager Lance Roberts expects markets to tread sideways until next week's CPI data and latest Fed guidance are in.
If they show the economy is indeed slowing down faster than expected and/or inflation is moderating, stocks will likely pop as rate cut hopes will be put back on the table.
But if not, will markets drop? As Lance notes, valuations and earnings forecasts are now at elevated extremes, and any diminishment to the current optimism could start giving investors the jitters.
We discuss these odds, as well as the weakening labor market outlook, the GameStop circus show, concerns about AI demand, and Lance's latest trades in this week's Market Recap.
#gamestop #employment #inflation
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Absolutely, inflation is a significant concern, especially given the current state of the global economy.
Yeah, it's definitely a hot topic right now. The pandemic caused disruptions in supply chains and led to increased government spending, which could contribute to rising prices.
Inflation can erode the purchasing power of your money over time, especially in today's global economy
Exactly. With prices seemingly going up on everything, I'm not sure how to protect my finances
That's where a genuine financial consultant can really be of help. They can analyze your financial situation and recommend strategies to hedge against inflation
Please how do I find a reputable financial consultant?
Honestly, this concerns me and has left me uneasy. Especially this potential depression, no more a recession. I'm unsure about my $130K account strategy, considering the uncertainty of this whole recession mostly.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
I could really use the expertise of this advsors.
Her name is 'MICHELE KATHERINE SINGH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Lance really hedging his bets with "mild recession". Smart money manager. Don't go too hard either way, claim victory regardless. "I play both sides so I always come out on top" - Mac
Yup, Lance is ON Target with, His Views ! I'll continue to, HOLD and draw GREAT,.. CEF / ETF, Dividends for, a While,.. LONGER !.
They ( THIS Dem, Admin ) will, Saddle Trump with, FIXING,.. the NEXT "Mess" ( Recession ),.. coming, Due !
SEEN this Movie Before,.. as, Jimmy Carter's, terrible spending term ( Huge inflation ) and the transition to,.. Ronald Reagan !
Agree with Lance that, "Thing's" are, STILL,. pretty "Good",.. for now !
@@dannyhe4175 oh things are brutal, they just haven't manifested yet into markets or the upper half of society, it certainly will though. That doesn't even get into the geopolitical situation which is certainly heading to some form of WW3 and its looking more and more like Russia is going to park ballistic missiles in Cuba in a tit for tat after Trump completely blew up our relationship with them and now they are turning inot a failed state.
From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.
Some times last week I tried trading all alone but ended up loosing $3K 😢
Please how do I go about it
I'm still a newbie on investment trading and how can I make profits.
Am very grateful for having Mr Alex
He is a licensed broker and a FINRA AGENT here in the States.
Yes!!! That's exactly his name (Alex Robert) so many people have recommended highly about him and am I just starting with him from Brisbane Australia 🇦🇺
Anyone else having this recurring problem, seeing the details always blurred in Lance's presentations? I'm using the phone. Zooming won't help at all.
Yes. Actually today I projected the episode onto the big TV, and it's the first time I could see the charts!
You can see and download all the charts in his website. RIA Advisors.
It's cus his charts are fuzzy and change as often and lagged as markets.
adjust the TH-cam settings to a higher quality video
Happy Saturday, everyone. Thanks for the analysis & things to consider Adam and Lance. Have a great weekend 🎉
I aways learn something with these conversations,thanks guys.😊
Adam, to put some of the boomer generation wealth to good purpose, perhaps create a foundation (Thoughtful Money foundation?) for the purpose of financial education. Then implement the program you are envisioning.
I will begin worrying when the curve un-inverts and the fed drops rates. That's when things get wild, according to history.
It blows my mind I'm some schlub on my couch (albeit with a lot of knowledge and relevant degree) that sees this. History would say that this recession is going to be nasty. We are in uncharted territory of yield curve inversion time, which correlates with severity pretty strongly. I guess theres the narrative of the narrative we are in a new era and the next 40 years won't look like the previous, but outside of that, pretty much every leading indicator is blaring red. No wonder Grantham says we always see it coming, people just get impatient and have ulterior motives. People walk the ground Tom Lee walks on, yet he said small caps were going to skyrocket this year. The market is pretty much NVDA at this point.
@@davidmann2524 ,. TRY Looking at, CHARTS of, the Magnificent 7 and you WILL SEE that,.. 6, yup SIX out of the 7, ARE, doing, GREAT on 3 and, 6 month, basis !
All this, TH-cam, Negativity is, VERY "Bullish",. IMO ! Some Day, the Market WILL "Crash",..YUP,.. SOME,.. Day !
Until THEN,. I'll Draw, CEF / ETF,. DIVIDENDS ( 4 of, which are, Heavily invested In, Mag 7 stocks ) and, "Live",.. the Good Life !
AVOID being, "SCARED Money",. folks as, IT's, a MINDSET if, you want to, Be,.. a WINNER !
Tom Lee, IS, usually, RIGHT ! I'll Also follow, Earnings, the Charts ( Plus TNX and the FED's , "Noise" ) and My,.. Common Sense !
If you really get it you would be using the D word not the R word.
If Lance ever gets truly bearish, if not too late, short everything. Great conversation, guys!
Yeah seriously
@@FierceFurious I didn’t know that. I’m pretty new to the channel. Maybe within the last two months. Lance usually seems pretty optimistic. Thanks for the heads up.
When Adam gets bullish, short everything.
We just need to wait to see what happens when the most accurate of financial inidicators triggers... which is when the yield curve reinverts... however that happens, most likely due to a FED pivot. If it reinverts and 4 weeks later we have not started to fall then we get the soft or no landing. I think the probability of that is almost zero. I think we had the soft / no landing last year and that we have actually been in a recession since Oct of 2023. Next I think is a really nasty recession or even a depression. I am not scared to go out on a limb with a lot of rope.
Adam - I like your idea of identifying wealthy people and can we make explicit the transfer of wealth. How to operationalize this….
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Sandy Barclays program is widely available online..
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Building a good investment portfolio is more complex so I would recommend you seek Sandy’s support.
Adam, long time listener. I love the idea on educating young kids about money. Maybe possibly do a segment on how parents and grandparents can set there children up early. Whether it be taxable acct or possibly Roth? How can we fund our children's Roth acct from an early age...as early as newborns.
It’s always a pleasure listening to you fine gentleman with such great insight ⭐️ (Btw, niceness starts with one person at a time. It’s actually easier 😉). Congrats on the amazing graduation.
What a great show! Thanks again!!
Lance's charts could be larger.
Defenitely so!
Can’t read them!☹️
Thanks for the content fellas !! Appreciate what you do 🙏
Adams speech structure has been improved, nice! Lance Dance is awesome as always
What was this week's word? I didn't get it. Please add to the description of the video.
Thank you Adam and Lance
Pre watch forecast, lance thinks markets might slightly pull back before skyrocketing….unfortunately a lot of the market is doing very poorly as every dollar is going into etfs and ai
Sad no Simple Visor. Getting worried. Lance, you should do a history of the market with Adam one day. Great history.
another great show !!! TY !!!
I did that with my children and it works beautifully. I started early. I even had an investment club when they were in the 6th grade.
I cracked up as soon as I heard Adam’s idea that shit was hilarious I’m gonna try it
Roaring Kitty? What about Bill Ackman? This is the most frustrating thing about Wall Street. Ackman can go on national TV and scare the nation to the benefit of his own position. But Roaring Kitty can’t talk about owning GameStop. Right.
...& Musk w/ DogE Coin!
Pithy. Say it with me, pithy. These discussions are getting too long. You should try to pare down to 45 min to keep my attention. I have too many constraints on my time to watch for 2 hours (8% of my day or 12.5% of my waking hours). I only mentioned this because I am unlikely the only viewer that feels this way. I appreciate what you are trying to accomplish, and I enjoy watching your videos.
Try 2x. That'll get you down to 55', close to your 45' goal!
Adam, similar to your idea at the end, but a way it could work out over lifetimes is what are called "intentional communities" where the spectrum of ages run the whole range from babies to the elderly. Maybe it involves modest, but separate houses (or condos, townhomes, etc.) that are owned by people willing to make the community work. Center an open courtyard in the middle, maybe there's a communal kitchen, perhaps people share transportation trips, or the whole community can take advantage of lower prices due to bulk purchasing, or it may have a communal area where kids could be looked after, maybe by the elderly people there, it could be a stop gap for young families with children saving for a larger home, a safe reasonable rent option for industrious students who don't mind cooking for several others, or maybe middle aged people who aren't elderly, but are single due to divorce or whatever. The point is pooling money for the living space, but also sharing general duties that often make modern life (work, day care, transportation, laundry, cooking, loneliness, home maintenance, etc.) sometimes overwhelming. The point also is bringing people together of different age groups or background that would be a benefit for the whole. This way people get a possible life time or rest of life benefit with others rather than a big pay off at the end. Sure there are a lot of problems that could arise with lazy people or bad attitudes or legal handling difficult, but it could also solve a lot of modern-day problems - if done right.
Amish life. It already exists
@@RonW-wy1qp Nope, you're mistaking a more exclusive group for one that would be more able to appeal to the broader spectrum of the "general public" - the Amish are great, but you can't just take that model and what the Amish find important and expect the general public to take it on. So, I can see you were trying to be a clever guy, but you're actually kind of dumb to suggest it as an equivalent. Stick to being a key board guy and let real thinking be done by your betters, thanx!!
I am just commenting on your investment advice for younger people. This strategy has worked in the past, but I have a feeling with population declining in industrious nations this will not be the case going forward. In the last 10 years the stock market has been a casino, adventially the house wins. Thanks Adam and Lance for the great information!
LANCE FOR PRESIDENT!!! When he dies Adam Taggart who is the VP takes over along with his estate!
So Mr Pantosophic is that mindless robot that follows the herd and sells NVDA at $100, buys it at $1200 and then will sell when the momentum stops at $300. Brilliant. Caring more about not losing clients than standing behind any convictions. Class act.
It pisses me off to no end. Get out of the stock. You don't deserve any of the coming gains. I been a customer of Nvidia long enough, to know how Jensen fs. He's gonna make enterprise pay their kids, kidneys, etc. Other companies raise prices, Jensen, comes for your blood.
Kinda sad to bring up DFV posting a meme as market manipulation when you have bill ackman and a ton of other famous investors on the news talking their books and benefiting their positions ALL THE TIME. That said people should educate themselves to learn to take profit and understand their risks with a stock that is heavily shorted or over valued or any stock for that matter
My eyes are straining to read the tiny screens from RIA. Please enlarge them to full size during the podcast so we can all enjoy them..
I wish I could send you a picture so you could see what I see.
Like the word “exiguous” - sounds big but means extremely tiny.
So how can you alter the Minors accnt so they don’t have access until let say 30 yrs old? Where they will be more responsible than at 18yrs old?
Market ... US Debt ... unsustainable .... question is how long they can keep this market up .... we are in uncharted territory ... yet, all bubbles eventually burst
Just my guess... this bubble of all bubbles in all things pops when the yield curve reinverts. that reinversion will most likely be because the FED drops the FED FUNDS rate to zero very fast. Folks think a FED pivot is bullish. If they were to look at history they would realize that is not the case. Which means most are going to be on the wrong side of the trade. That is exactly how the market works. It is designed to inflict max pain. We are not there yet. There is still some money on the sidelines that needs to push us up a bit higher.
Last week he said we had a sell signal and we ripped
He just throws out market terms in order to sound intelligent. The reality is, he doesn’t know what he’s doing. If he was such an amazing stock picker, he would publish his returns for the world to see and he wouldn’t have missed the AI play.
The higher we rip, the more short I get. My time horizion to cover... is years from now. i look at rips higher at this point as a gift to get better prices on my shorts. Could I be wrong? Of course, but if I am not... I will never have to work again. I am willing to risk that capital for that opportunity.
E-Trade gamed you. They are loving the free advertising you are giving them by blathering on about that nothing story.
Do you not finid it alarming of things that get in the way of free market... like E Trade doing this, like Robinhood did during the Pandemic short craze, and like Trump fans saying short selling is bad? Or are you implying that all of it is already rigged and we are just along for the ride? If it is the later.... than at some point that wipes out a lot of folks and those folks will never come back into the markets. IMHO in order to have a market you need to have both sides of the trade. Taking short sellers away, or taking a way the ability of somone like kitty from going crazy long... is the very essence of market manipulation. I would never do what Kitty did ... I hope he makes crazy money up... and then I hope he makes crazy money down ... GME is one of the 7000 zombie companies that are in existance. How much longer do we think all of those can survive? I know out here in CA companies and restaurants are dropping like flies.
@@bpb5541 What did ETrade do? Announce something it is considering but never intends to do? The "threat" was an advertising gimmick, and Adam played right into it by giving them free air time. Nobody cares about Lame Kitty or his insignificant trading account.
Funny that! Leagal & General UK had a glitch this weekend also.
Lance for President ✅
14'. Hence the "Menlo Bear" pseudonym!
Our anthropomorphic Lance
@1:19:00 Bill Ackman initiated short positions on hospitality stocks prior to his CNBC appearance before shitting on them on air, tanking positions, and collecting green through buying the dip.
Great Conversation. Lance is the best Guest on your show and we are lucky to hear from him every week. Thanks ❤👏👏
"Stocks remain overbought at current levels and volatility remains low.” Shouldn’t volatility begin to waffle around when the market is this much overbought and the spread on the yield curve inversion opening up.?
"And part of me kind of feels like 'Hey Lance! Welcome to the party!' a little bit" hahaha
What a great show haha thank you so much
Thank you very much...
There was a time about 25 years ago I worked 2 low paying jobs and served in the USMCR. When this happens none of your employers withhold enough taxes which leaves you with a big tax bill at the end of the year. A tough learning curve.
Informatic and brilliant,Lance Roberts
TH-cam needs to put the TM vids in my recommendations feed, especially the weekly review. This is the most important vid I watch all week. I don't mind tracking it down, but it's ridiculous that I have to. TH-cam, learn what I like.
Great show 🎉🎉🎉
You have too may interruptions 8 commercials
Please stop having so many interruptions
🎉🎉🎉
People might not like the show anymore because you have too many commercials
Adam discovered the Anna Nicole Smith plan. 🤦🏼♂️
Does Lance ever pay attention to anything outside the borders of the United States?
If/when a recession starts its not starting here, it starts in China or Europe or Japan. And those countries, where it seems to me something is brewing, are selling our debt like its toilet paper.
Has Lance worked into his models what happens if the 10y goes from 4.5% to 9%?
Lance can i be your butler???😊
This can't happen before November, Plugs has to be dragged across the finish line!
The line is "Blue Horse Shoe Loves Anicott Steel". Love that movie...
This video NEEDS to be MORE CONCISE!
they could finish in one hour. good thing youtube has options to increase play speeds
What about the S&P in real money?
LETS GO!.
Sell premium then. Covered calls, iron condors, etc.
Adam, maybe your wife would join in the couple money video since she is a therapist?
Of all companies to mention as alternatives to invidia he mentions COSTCO!? Of all companies he managed to pick THE ONE thats a REAL bubble compared to invidia. I gonna have to stick around for when this market turns. He makes it sound very easy to see it coming and just turn the portfolio around quick. Makes me very suspiscious it will go smooth when everyone is this complacent
It's insider trading if he can front load the stock knowing he can move it 20%+ with a screenshot. He has the inside track on the moves he causes.
I would love to see Jonathan Wellum on the show! Thanks I love these weekly chats with Lance.
If they’re just trying to “smooth”out the data, why is it always revised downwards?
No, it’s for another reason. They’re manipulating sentiment.
Best no nonsense new money show -- share share share to get this show seen
Adam - Get thoughts organized for tutoring families, children.
32:40 costco has a higher forward pe than Nvidia.... But he's OK with costco... Rofl....
Only in America , thank God
It doesn’t matter if the market goes up or down in the next week or month.
That shouldn’t change your investing strategy.
FWIW I think musk as a higher follower then kitty and musk been talking about the market a lot .
Thanks 👍
The reason why they raised the age on RMDs is for the reason you state - they don’t want a massive outflow of equities as the boomers retire.
Lance changing his tune on NVDA but I’m not surprised. 2 weeks ago he was talking about the fundamental picture for NVDA, now he says it’s not fundamental and he has doubts about the whole AI story 🤔
He’s clueless, I’m amazed people still listen to him.
28:00 amd is on Nvidia heels because they're releasing a chip? Seriously, I want you guys to actually listen to what they say. It's idiotic. Intel has been releasing chips and falling further behind. Just because you announce a chip means nothing.
I love my dad, but he knew nothing about money, you two have been like finance dads to me over the last few years an I am so grateful to you both.
Thank you Lance and Adam, you're giving me the education I missed as a kid
Your idea about putting money in your kids' names might have worked years ago, but today money in their name will have significant tax implications as well as affect their options to fund college.
Lost decade, where do we put our money for growth? In T bills now.
The difference with Jim Cramer is that Roaring Kitty can call it right, at least sometimes.
🤣
Nobody worried that the ECB just lowerd rates and the last time was 2001 and 2007 and 2019
The answer to why people start selling their ETFs? A real multi year bear market. When they purly lag in performance on their 6 months investments and when those lag even bigger in the 6 months after that they start selling.
What is the impact of 10 million people coming here?
Then how did they persecute Elon Musk for making stock price targets published
Lance for president!! 😂😂
As a regular listener I have become frustrated with the length of these Saturday programs. Find myself fast forwarding. Too much rambling.
Exactly. AI will not deliver significant revenue for a decade. We are pitting the infrastructure in now, developing the skills now that will enable the AI businesses of the 2040s, like the internet craze did in the 2000s.
1:47:30 - When Adam and Lance don't realize the Fed just flat out dick-slapped them across the face. 🙄
(1) Adam, you DO realize that these Fed events, like the one with Cash&Carry that you mentioned, are staged events designed to justify the Fed doing what it wants to do anyway, right?
(2) What this event is designed to set up is that when the Fed has to choose between fighting unemployment or fighting inflation... it now has cover to raise rates to fight inflation... and let countless Americans get booted from the workforce.
(3) This has been obvious to true Fed watchers, (those you mock as "conspiracy theorists" for knowing this is all an evil planned rigged game) for a LOOOOOONG time, which is why Lance's long dated bond trade has always been a disaster... no matter how many times he changes his story on it.
I wouldn't be surprised to see a Fed hike this week, or by July at the latest. (You do know that Kissinger's Petro-dollar agreement expires tomorrow - July 9th, 2024 - right?)
Equities are about to explode higher. Fed will take rates back close to zero and the asset prices will begin the next bull run..
How many of those new companies being started and included in the birth/death equation are from people who filed for corporate/personal bankruptcy and are just restarting their businesses?
Great discussion as always. Did Lance really say "Jeffery Epstein"? 😂 .....nothing like billions to "you know who" to keep the secrets
Stocks only go up
Your guest has been too bearish with all his data and you want us to subscribe.
Fatal flaw😀
Life is a game, everyone high score starts at 0
😮😮😮 Y A W N N N N
I predict that stock market will drop like a rock, I predict that the stock market will go to the moon, I predict the end of the world, and I will be right on all counts, but without timing my predictions are worthless.
Lance writing off his kids allowance off on his taxes by making them give it to charity lol
too long and some contents are not relevant
26:05 he's long a company he believes is extremely overvalued, with competition coming, because, momentum. Lol. They just closet index, then, back rationalize later. It's hilarious.
"competition is coming for nvidia." Nvidia is new to you.... It's not new to tech people. This idea that no one has ever come for nvidia is hilarious.... All of these companies already tried to compete, and failed... Yet, now that Adam and Lance are paying attention, hur dur Competition!