About this episode
(1/30/23) As January comes to a positive close, investors face a wall of worry: A cluster of moving averages are trending upward, a near-record level of cash in money markets, and what if the Fed cuts rates in July? Ah-ha, but what if the Fed raises rates this week by a half-point instead of a quarter?? What will Jerome Powell say? Philadelphian's climbing greased poles to celebrate Eagles' advance to Super Bowl 57; Louisiana Senator John Kennedy's advice on the debt crisis; the big risk to markets this week is what the Fed will say after its Wednesday meeting. Earnings Season rolls-on with typical results from lowered bars to exceed. Key question: What is the quality of earnings? Stocks w missed earnings are doing better than the over-achievers. The key inflation gauge = Money Supply (M2). Monetary Velocity = M2/GDP: How fast is money moving through the economy? Many pundits anticipating a "soft landing," vs making the case for recession. Greenspan: Wages and prices continue to rise, but at a slower pace. SEG-1: Anticipating Jerome Powell's Fed SEG-2: Greased Light Poles & Emergency Measures to Pay Bills SEG-3: What Really Matters this Earnings Season SEG-4: Money Velocity & Prescient Pundits Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ukCFBGZaMGA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Markets Bullish Despite Negative Signs" is here: https://www.youtube.com/watch?v=0QES_TCZSUs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is Working From Home Really More Productive?" https://www.youtube.com/watch?v=kqqiabMxRHc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- 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 RIA Pro: https://riapro.net/home -------- 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 #Inflation #FederalReserve #JeromePowell #WallofWorry #M2 #MoneySupply #VelocityOfMoney #SenJohnKennedy #DebtCeiling #Markets #Money #Investing