About this episode
(4/20/23) Regional Banks seem to be fine as their earnings reports continue to roll-out this week, indicating the turmoil created around SVB and Credit Suisse were a one-off event, and not necessarily a systemic crisis. The interesting correlation between risk-on/risk-off rotation and market performance; we're looking for companies with poor earnings but good stock performance. Is the Worst behind us? Markets remain entrenched in a bullish trend. What can Transportation stocks tell us about the economy? Dow Theory as Economic Indicator; are "leading indicators" really leading? (Service Sector is lagging indicator vs Transportation as leading indicator). Our word of the day is "Rehypothecate." Inflation, Deflation vs Dis-inflation. M2 Money Supply as % of GDP; Money Supply + Velocity = Inflation. Is this time really different? Break-even inflation vs other asset classes. What is Break-even Inflation telling us now? Inflation is a function of demand; Break-even inflation is what the market thinks about inflation. Bank Earnings report indicate SVB was a one-off event; Zion's Bank missed estimates, but not fatally. Markets continue pattern of opening weak, finishing strong; not terrible, but not great, either. New Biden Administration rule requiring borrowers with excellent credit scores to pay a fee for subsidizing mortgages for borrowers with less-than-perfect scores! SEG-1: Earnings Season Continues SEG-2: Dow Theory as Economic Indicator SEG-3: What is Break-even Inflation Telling us Now? SEG-4: Why Gen-Z isn't Working Out at Work 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 on our YouTube channel: https://www.youtube.com/watch?v=TzPRBgB0Mk4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s -------- The latest installment of our new feature, Before the Bell | "Buy Signal Getting Long in the Tooth" is here: https://www.youtube.com/watch?v=BQBDIaGgJqo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Here are articles mentioned in today's show: "The Cash Hoard Of 2023 (And The Sideline Money Myth)" https://realinvestmentadvice.com/the-cash-hoard-of-2023-and-the-sideline-money-myth/ "Four Reasons The Dollar Is Here to Stay- Part 2" https://realinvestmentadvice.com/four-reasons-the-dollar-is-here-to-stay-part-2 ------- Our previous show is here: "Could Markets Run Out of Gas?" https://www.youtube.com/watch?v=x6hqy-0q82c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Register for our next Lunch & Learn: "Transitioning to Medicare" https://us06web.zoom.us/webinar/register/7516747839784/WN_yEQ0iBgwQ2WdIexCLAdpPQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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/ #InvestingAdvice #EarningsSeason #Inflation #BreakEvenInflation #MarketCorrection #Bullishness #Rehypothecate #Markets #Money #Investing