Sep 28, 2023
(9/28/23) The second Republican debate, Halloween decorations, and a scary market: Understanding what drives the economy. Reviewing oil price history & how commodity prices are driven; markets cycle over time. the VIX & Market volatility: weaker prices = higher volatility. Looking for a reversal in the index as quarter-end rebalancing occurs. GDP Revision: How strong is the economy, really? GDP vs GDI: divergence is a prelude to recession. GDP revisions are rear-view data: Is the Fed in a trap? 7% interest rates are ludicrous; putting "crisis" into perspective. Why things WERE different in 1995: The Yield Curve was not inverted, and did not invert until 1998. Market commentary: Tough week for markets with few drivers and "programmic" selling. Markets are in position to boom ahead of weaker performance next year. Price drives performance and narrative; what's tomorrow's narrative going to be? Group think vs group stink.
SEG-1: What's Driving the Markets Now
SEG-2: Revising GDP: Is the Fed in a Trap?
SEG-3: Why Things WERE Different in 1995
SEG-4: Price Drives the Narrative: What's tomorrow's narrative
going to be?
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 on our YouTube channel:
https://www.youtube.com/watch?v=AyWalCLIvgw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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The latest installment of our new feature, Before the Bell, "What
Quarter-end May Mean for Investors" is here:
https://www.youtube.com/watch?v=6Ej2gT3uvR8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Are We Heading for 7% Interest?"
https://www.youtube.com/watch?v=Ll2W1gh-70g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s
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Articles Mentioned in this Show:
"A Crisis Is Coming: Who Is Swimming Naked?"
https://realinvestmentadvice.com/a-crisis-is-coming-who-is-swimming-naked/
"That 70s Show"
https://realinvestmentadvice.com/that-70s-show/
"Economic Data Points Diverge"
https://realinvestmentadvice.com/economic-data-points-diverge/
"Compound Market Returns Are A Myth?"
https://realinvestmentadvice.com/compound-market-returns-are-a-myth/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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