About this episode
PPI & CPI Preview: Earnings season is about to commence, followed by the opening of the Buy Back window. Higher yields (and term premiums) are weighing on markets. Term premiums are just a measure of sentiment; watch what companies say, impacted by higher yields. Markets rally to just above the 100-DMA. Lance reviews investor sentiment, credit spreads, and market valuation (which charts). Noting the (limited) impact of taffis on a service-oriented economy. Being "tactically bearish" does NOT mean we are expecting a bear market or a severe market crash. Regarding portfolio management, the difference between being "tactically bullish" or "tactically bearish" is the level of equity risk we take in client portfolios. Over the last two years, we have been "tactically bullish" and have held more significant weightings in equities that have benefitted from market momentum and investor sentiment. However, shifting toward a "tactically bearish" position would suggest rebalancing exposure to more fundamental, value-oriented, dividend-paying companies that will reduce overall portfolio volatility. It also may mean owning less equity exposure and increasing cash levels. Lance & Jonathan review how parents have failed Gen-Z in preparing them for the rigors of life, like changing light bulbs. Lance & Jonathan discuss portfolio strategies. SEG-1: PPI, CPI Previews SEG-2: Investor Sentiment, Credit Spreads, & Market Valuations SEG-3: Gen-Z DIY'ers, Mowing the Lawn, & Building Wealth SEG-4: Highwater Marks & Portfolio Compartmentalization Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Cob96R2cIfw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "PPI Disappoints," is here: https://www.youtube.com/watch?v=QSS21fO4Pho&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Investor Resolutions for 2025," https://www.youtube.com/watch?v=bVOZkx7iz8k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- 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/ #BearishMarket #RiskManagement #InvestingStrategies #MarketVolatility #FinancialInsights #PPI #CPI #Inflation #InvestorResolutions2025 #SmartInvesting #FinancialFreedom #WealthBuilding #MoneyGoals2025 #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators#JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing