(8/15/23) Texas Heat & a trapped racoon (the saga continues…) Is Inflation on the rise again? Earnings estimates growth are predicated on no Recession; could the Fed raise its target inflation rate to 3%? Markets bounce off the 50-DMA, again; what is the risk from Jackson Hole meetings? What’s the best bet for investors, now: Stocks or Bonds? Why own bonds now: The disconnect between the markets and the economy cannot last. What Bonds to buy? Retail Sales expected to show .2% gain (x 12-months = 2.3% inflation expectations. There’s still lots of liquidity in the system, so any recession (inevitable) is going to take time. Winding up earnings season; economic data is not strong.
3:04 – Texas Heat & Trapped Racoons
4:10 – Is Inflation on the Rise Again?
14:25 – Best Bet: Stocks or Bonds?
30:13 – Why Own Bonds?
44:19 – What Bonds to Buy? Winding Up Earnings Season
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, “Downside Risk Ahead of Jackson Hole?” is here:
https://www.youtube.com/watch?v=QvwK7uluIGE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: “Why the Fed Will Cut Rates”
https://www.youtube.com/watch?v=lL8L9O9ZP-E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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Articles mentioned in this report:
Government Bonds Or Stocks? Which Is A Better Choice Now?
https://realinvestmentadvice.com/government-bonds-or-stocks-which-is-a-better-choice-now/
“The Market Is Detached From The Real Economy”
https://realinvestmentadvice.com/the-market-is-detached-from-the-real-economy/
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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