HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw
(2/28/23) Monday's markets closed positive, but barely; consumer confidence is low but improving. The difference between stocks & bonds and yields: Stocks do not pay yields. Analysts still expect current markets to be in a trough, but the Fed is still hiking rates, and previous 4.75bp have yet to hit markets or earnings. Making the case for an earnings trough: Profit margins are still relatively high, but they don't exist in Fairyland: the basics of costs vs sales, supply vs demand dynamics: Is Capitalism broken? 32% drop in 401k-Millionairs from 2021 to 2022; only 1% of population has $1-mil+ in a 401k. Why "fixing" Social Security is political suicide; destroying 401k value in a bear market. The invasion of the feral "Super-pigs" from Canada; Vanguard shuns ESG investing; don't let politics influence investing strategy.
SEG-1: How Much Risk is in the Markets?
SEG-2: Supply vs Demand: Is Capitalism Broken?
SEG-3: The Incredibly Shrinking 401k Millionaires
SEG-4: Canadian Bacon Invasion, Don't Allow Politics to Influence Investing Decisions
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=ipgr-zbBOoc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell | "Bull Market or Bull Trap?" is here:
https://www.youtube.com/watch?v=W3OZQr1z_Cw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Messages From the Yield Curve"
https://www.youtube.com/watch?v=WSfTRfacpEQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s
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Articles mentioned in this podcast:
"Capitalism Is Broken If Record Profit Margins Don’t Revert"
https://realinvestmentadvice.com/capitalism-is-broken-if-record-profit-margins-dont-revert/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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#InvestingAdvice #SocialSecurity #PoliticalSuicide #BullMarket #BullTrap #Capitalism #SupplyAndDemand #401kMillionaire #Inflation #Markets #Money #Investing
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