(2/5/24) Getting February underway with an "amazing" Employment Report (with seasonal adjustments!) Full Employment is trending downward; where did 4-million people go?? Interest Rate cuts have been pushed farther out in the year. Markets don't care about economic reports' details. Why Markets continue to do better: They're focused only on the headline data. February is typically a weaker month: Will there be negative rates of return? A visit to Costco illustrates the bifurcated economy: The have's vs the have-not's. Almost all large-cap companies have reported Q4 earnings, and doing "well" (thanks to stock buy-backs). Lowered earnings per share estimates have resulted in higher "beat rates," but no one cares. Why stocks are popular hedges for retirees (with charts: See link below for full article); risking retirement in the markets because the gains are too large to resist. Understanding the Markets' Secular Cycles. How long will the current cycle continue? Gen-Z's "Loud savings" trend on Tik Tok: Being very vocal about things that do not fit within their budget. Dealing with peer pressure to spend money; post-pandemic revenge spending.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,
SEG-1: Getting February Underway; Markets Don't Care
SEG-2: Economics vs Reality: The Costco Indicator
SEG-3: Why Stocks are a Popular Hedge for Future Retirees
SEG-4: Understanding the Secular Cycles in the Market
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Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024:
https://streamyard.com/watch/TJz2bu2Xn9Hu
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Watch today's show video here:
https://www.youtube.com/watch?v=6Bq-hOZP95U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s
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The latest installment of our new feature, Before the Bell, "Markets Really Don't Care About Economic Reports," is here:
https://www.youtube.com/watch?v=5Ix8w3gJHp0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Having the Money Conversation with Kids"
https://www.youtube.com/watch?v=xLj4b6hAiQE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Articles Mentioned in this Show:
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Register for our next Candid Coffee:
https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Contact Us: 1-855-RIA-PLAN
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