Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap: Nice bounce off the 100-DMA; PCE coming: What it means & why it's important.Economic strength is keeping inflation high; can it last? After markets' nice sell off, downside risk still remains. Paying attention to economic reports and supply & demand; looking at Q1 GDP estimates; market review: Tesla & Meta: Narratives are fine, but look at the technicals. Bond auction narratives have been all over the place. Lessons for investors from the NFL: Avoid over-confidence. The difference between college & pro ball = retail vs pro investors. "Zig then the others Zag," Warren Sharp. "Groupthink = group stink," Doug Kass. Markets vs headlines; economic data vs polls; the steakhouse crowd vs the pubs; prices are the problem. The wealth gap plays havoc with inflation, which no one can really measure.
SEG-1: What's Really Happening in Commercial Real Estate
SEG-2: Economic Reports vs Supply & Demand
SEG-3: Lessons for Investors from the NFL Draft
SEG-4: Steakhouse Crowds, Pubs, and Polls
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=f7TjrCiY1s8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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Articles mentioned in this report:
"Overconfidence In NFL Drafts: A Lesson For Investors"
https://realinvestmentadvice.com/overconfidence-in-nfl-drafts-a-lesson-for-investors/
"Economic Warning From The NFIB"
https://realinvestmentadvice.com/economic-warning-from-the-nfib/
"Fed Chair Jerome Powell Suggests “Higher For Longer”
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Downside Risk is Alive and Kicking!" is here:
https://www.youtube.com/watch?v=QDRSELUUdwY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What Does Realistic Retirement Look Like?"
https://www.youtube.com/watch?v=nMvKYdHl_Ik&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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