(7/24/23) Will market volatility return with a rebalancing of the NASDAQ and Index Funds: Where will the money go? The Barbenheimer Weekend; GDP & Debr-driven liquidity: The problem of debt servicing. Earnings parade continues: Preview w Domino's Pizza as economic indicator; the importance of understanding earnings & estimates. Are you really getting everything you're paying for? Example: Apple is 1/8th US GDP: How can growth estimates be sustained in slow economy? Can the pace of growth continue to justify the price? Same question applies to MSFT and NVDIA. Texas border crisis: How about an immigration tax? How the stock market has become detached from the economy. The correlation between earnings and economic growth. What's next: How can extreme deviations be sustained? Tipflation: It's out of control. How companies can extract more revenue from customers, and not have to raise wages. There's been no recession (yet) because consumers are meeting increased demand; how much more can companies get? Fed inflation data does not include tipping.
SEG-1: Market Volatility Returns after Barbenheimer Weekend
SEG-2: Earnings Preview & The Domino's Pizza Economic Indicator
SEG-3: Texas Border Issues Stock Market Detachment from Economy
SEG-4: Tipflation & Why There's no Recession...yet
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=Ar-el_kbdCc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell, "Will the NASDAQ Rebalance Matter?" is here:
https://www.youtube.com/watch?v=mBSwcE8Iwhw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "How to Demolish Your Retirement"
https://www.youtube.com/watch?v=fk47pi935lM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Register for our next web event:
https://us06web.zoom.us/webinar/register/6816835709464/WN_ItmsNXpsRs2uKE6xOrJtdg
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Articles mentioned in today's show:
Economic Cycle Set To Improve But Are Bulls Too Bullish?
https://realinvestmentadvice.com/newsletter/
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