The Real Investment Show (Full Show)

Markets are wrapping up the final week of March, dealing with the uncertainty of the on-again, off-again tariffs. Manager are prepping for the end of the quarter, and will be rebalancing portfolios that are under-weight in stocks; the corporate buy back window is closed, removing a source of buyers. The markets' sharp 10% decline over three weeks appears to have abated, momentum is about to trigge...

Sometimes the best financial advice isn't always the most palatable. And sometimes the things we like turn out to be bad Financial Advice. Richard Rosso and Jonathan McCarty explore common Money Mistakes and offer sound Financial Planning Tips, expose Personal Finance Myths, and caution about Money Advice to Avoid. SEG-1: Impact of DOGE on Government Efficiency SEG-2a: Social Security Anti-fraud M...

Turns out "Forever 21" isn't, with its bankruptcy filing; it's the first day of Spring, with blue bonnets and yellow pollen. Emerging economic data seems to be okay with nothing alarming...yet. Buy back window will close as preparations begin for next earnings season. The FEd reactivates the "Fed Put" with comments at this week's meeting, which creates a bit of moral hazard for investors. The Fed...

UCLA issues its first "Recession Watch" since the 1950's as the media hype ramps up ("If it bleeds, it leads.") Fed meeting preview: No rate cut expectations, but comments regarding Quantitative Tightening will be key for markets. Tuesday's sell off part of the process of markets' finding a bottom. Bonds continue to provide a hedge against stocks. Lance and Danny discuss Lance's demise and how to...

Markets launch into the second half of March, with the closing of the buy back window in sight; economic numbers include Retail Sales (not bad, but not great): Is a Recession near? (Setting the stage for "lyabetes.") Consumers are slowing down, but egg prices are falling ahead of Easter. The markets' value-rally is approaching resistance at the 200-DMA. Bitcoin is a levered proxy for stocks. Gold...

Markets last week ripped through one of the fastest 10% corrections ever; that's what happens when markets are over bought. Media headlines whip investors into a frenzy with Recession talk, ignoring the fact that in order for a moving average to remain the average, markets must ebb and flow, above and below, in order to provide the average. The Government is shedding non-essential employees (which...

We introduce Sarah Buenger, CFP, our in-house college funding expert and Professor of Financial Planning at Texas A&M University. Richard discusses diversification in portfolios vs "sext" stocks, sector rotation, and the Fed's Jobs preview; sentiment doesn't match the markets. Tariff s vs protectionism: disruption is what markets dislike the most. A discussion about social security, and DOGE vs SS...

Lance is preparing for Spring Break Vacation next week (3/10-14); Market rallied Wednesday on possible delays of tariff impositions on Automobiles. Lance reviews potential new tax deductions like we used to have. Deportation forecasts: Previous events did not crash markets. Investor and positioning sentiment are still very negative. (At this point in the broadcast, our streaming connection was los...

President Donald Trump's speech last night kept us up late, running nearly two-hours outlining his plan to offset lower tax revenues with tariffs on other countries. A discussion on reciprocal tariffs; how markets work; where earnings growth comes fromn. Markets are now re-pricing the impact of tariffs (Chart of stock valuations heat map). Lance and Danny discuss the ebb and flow of the U.S. Dolla...

Tariffs take effect as markets are in mid-correction; investors are extremely bearish. Tariffs only impact production side; consumers may choose not to buy at elevated prices. Lance and Jonathan discuss avocados vs mangos. Markets continue to trade in a broad, large range; markets are seeking an interim bottom. Markets are over sold, and money flows are reversing. Is Christina Lance's Agent 99? Tr...

Will Donald Trump's Crypto-reserve translate into a boon for tech stocks and cryptocurrencies? The Atlanta Fed GDP shows negative growth: This does not mean recessionary. Front loading of purchases ahead of tariff imposition will result in pullback from anticipated purchasing later in the year, affecting profits. March is a seasonally strong month. A look at the market rally and rotation trades; t...

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and...

Rich & Matt share thoughts about the late Gene Hackman, followed by market commentary and Bitcoin's behavior: It's NOT a diversifier, but quite speculative. Observations about market performance during the first year of a new presidency. Rich shares his childhood wardrobe prompts (Gene Hackman), and talks PCE preview and the price of eggs. A look at the Social Security Fairness Act provisions that...

It's Nvidia Day today; no matter what happens on Wall Street, tomorrow's activity will hinge on tonight's report. PCE revealed on Friday: This is the one the Fed watches, and it's expected to be weaker. Interestingly, Bonds have outperformed stocks, YTD, so far. Lance discovers RentTheChicken.com; hilarity ensues. Markets take out the 100-DMA, but rally forward; a discussion on stop-losses and kne...

The Chicago Fed's National Activity Index falls to -4.3: Looks like the data is catching up with reality. Excess Savings Metric: Most are in no better financial shape than before the pandemic; implications to companies' earnings that the bottom 90% are beginning to struggle. Markets challenged the 50-DMA and failed on Monday; likely to be in a corrective phase for a while. "If I were President, th...

Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators conti...

Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a...

Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a...

he latest Fed Meeting Minutes are out with a bit of insight; Trump's economic policies appear to be deflationary, as consumer strength is weakening; WalMart and Costco are tempering their forward guidance in anticipation. Palantir CEO is selling LOTS of shares as the Defense Dept. is being pushed by DOGE to cut spending. Market pullbacks may offer investors' opportunity; markets continue to do wel...

The New York Fed Reports an improving economy, and Nvidia cues up its next quarterly report after recovering from the DeepSeek dip. The Fed is on hold, and positive money flows abound on Wall Street. There are no real indicators we're on the cusp of destruction...for now. 2026 EPS estimates are insanely optimistic. Markets pull out another all-time high on Tuesday afternoon. What is the Economy? A...

It is the 90th anniversary of the establishment of Social Security; amazingly, some recipients over the age of 150 are apparently still receiving benefits (!). Could there be a clue here on how to help shore up the fund? Just sayin... Nvidia earnings are on the way; Meta has and a 20-day winning streak, not one down day for the pat6 20-trading days. Its performance as one of the Mag-7 stocks is wh...

Richard is in rare form for Valentine's Day with his unique analysis of latest economic numbers: Expect revisions to lowe the data points. There's no reason for the Fed to lower rates. How we're dealing with stubborn, sticky inflation; price deflation would be a bigger problem; companies have no pricing power. A discussion of egg alternatives and the sources of inflation; higher credit card balanc...

Lance's Valentine's Day PSA (the short version) & Jerome Powell's annual Congressional testimony: Everything is volatile; headline generator. Cracks in the economy are emerging: Jobs numbers are full of "seasonal adjustments:" Indicators that employment and Labor Market are weakening. The impact of hot CPI: Markets hold support and price compression; in a wait-and-see mode. Trump reciprocal tariff...

Today's market activity will hing upon this morning's CPI Print (which showed consumer prices rising higher than expected). WEven more telling will be tomorrow's PPI numbers showing input costs. The question to be answered by investors is what the trend of inflation is, and what the Fed will do next. Will companies be able to pass along higher costs to consumers? What is driving inflation? Oil pri...

Markets are coming to grips with that Trump Tariffs really mean, and are adapting through sector rotations. Lance & Jonathan discuss the prices of eggs & milk and grocery dates. The market defies more negative news because retail investors continue to step in and “buy the dip.” Retail sentiment is quite remarkable. Since the pandemic, retail investors have never been this bullish on the stock mark...