(10/17/23) Earnings Season is in full swing, with Big Banks reporting this week. More interesting than earnings results will be forward outlooks. The unknown is the unintended consequences of COVID-era government funding that has yet to be spent: Those funds could prevent a recession, and even provide the mythical "soft landing" or NO landing the Fed would like to see. Meanwhile, markets continue to consolidate, not going anywhere in a hurry. Three reasons investors under-perform: The Law of Unintended Consequences. A look at the Valuation to Volatility Ratio, and exceptions to the rule. Are consumers still committing "revenge spending" in a post-pandemic economy? Earnings results will ultimately depend upon employment. The slide to 2% inflation doesn't mean prices will come down; the risk of predictions.
SEG-1: Why Forward Guidance Matters More than Earnings
SEG-2: The Law of Unintended Consequences
SEG-3: Valuations, Volatility, and Thomas the Train
SEG-4: Revenge Spending & Corporate Earnings
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=ruR9XJGuRFY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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The latest installment of our new feature, Before the Bell, "Managers' Repositioning to Drive Markets to Year's End" is here:
https://www.youtube.com/watch?v=eKhAebIm9J8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Fear & Loathing on Wall Street"
https://www.youtube.com/watch?v=CEdbEYdVao0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles Mentioned in this Show:
"Consequences Are Always Unintended"
https://realinvestmentadvice.com/consequences-are-always-unintended/
"October Weakness Before The Year-End Run?"
https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Watch our past Candid Coffee:
https://www.youtube.com/watch?v=Sdi_-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s
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