Description
In the aftermath of the 2024 Election, attention now turns to today's Fed announcement, with odds makers giving 96% chance of a quarter-percent rate cut. Meanwhile, markets are roiling as foreign investors try to position after the election. Managers are scrambling to re-risk in time for year-end reporting; Wednesday was a huge day for Small Caps. Lance and Michael discuss the frequency of Mexican Food, our up coming 2025 Economic Summit, and what investors should do in response to Tuesday's election. The results argue for the value in a diversified portfolio. Questions remain: Why was Gold getting crushed? What will Trump do? Will there be an economic surprise? A discussion of economic reporting, and prediction the NFIB Confidence Index will surge with the Trump win. Employment data, however, is slightly below average. Why is the Fed cutting rates? Watch for a wall of corporate debt coming due. We're in a "fine" economy; the Fed meeting may seem boring, but read between the lines. Will there be a Fed surprise? Half-percent rate cut vs NO rate cut? Watch for language changes in Fed statement. Trump Tariffs do not necessarily promote growth. Will we see '70's-style inflation? Can the Fed control the yield curve? (Operation Twist) Most of the Fed's sway is in what they say. SEG-1: Post-election Analysis & Fed Meeting Preview SEG-2: Election Reaction: What Do We Do Next? SEG-3: Economic Reporting Preview SEG-4: Fed Control of Yield Curve; Why is Gold Surging? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=XA3421RaEAY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Why Is Gold Surging?" https://realinvestmentadvice.com/why-is-gold-surging/ "Election Day! Plan For Volatility" https://realinvestmentadvice.com/election-day-plan-for-volatility/ "The Presidential Election Cometh" https://realinvestmentadvice.com/newsletter/ "Corporate Buybacks: A Wolf In Sheep’s Clothing" https://realinvestmentadvice.com/corporate-buybacks-a-wolf-in-sheeps-clothing/ ------- The latest installment of our new feature, Before the Bell, "Markets Are Back! " is here: https://www.youtube.com/watch?v=Lb3hFtjlQ38&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Trump Wins!" https://www.youtube.com/watch?v=xY3WborUcsw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2973s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #GoldSurges #FedDay #FederalReserve #InterestRates #YieldCurve #OperationTwist #JeromePowell #NFIBconfidenceIndex #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact #ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #InvestmentStrategy #ElectionImpact #PortfolioPreparation #EmploymentDate #RetailSales #HolidayShopping #InterestRates #EarningsSeason #EarningsBeatRate #MexicanFood #InvestingAdvice #Money #Investing
Nvidia absolutely slayed their quarterly earnings report, reporting an incredible 55% profit margin on their chips, with $35-billion in revenues (I know, Lance said, "Trillion;" it's Billion.) Stocks may trade down a bit this morning, but still within a very bullish trend. Palo Alto Networks also...
Published 11/21/24
It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking for lowered expectations in 2025, as President Trump faces a waning economy. Meanwhile, markets have had a good test of support at the 20-DMA....
Published 11/20/24