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内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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11-6-24 Trump Wins

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Manage episode 448813553 series 1586737
内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
The 2024 Election outcome is sharply affecting pre-market, with Donald Trump's election sending stocks higher. The S&P trendline is aiming for the 6000 or 6100 level. The question that remains is whether markets can sustain that trend. This time is different from the previous Trump win: Interest rates are falling and tax rates are lower now; yet, there are still plenty of questions for investors: what will Trump's tax policy be? What will be the over all impact on the economy? (The Tax Foundation predicts .8% impact to GDP.) Still to be seen in the Congress: What happens with a Republican sweep? What will the Tariff effect be? Fiscal dominance is not an issue. The Fed is likely to reverse QE to QT. What if Trump initiates a round of major infrastructure spending/investment? One thing is clear: Don't chase markets today. If you weren't already in, it will be tough do so now. What are the risks from the Fed and poor holiday retail sales? What are possible effects of a Musk-led "Government Efficiency" Dept.? Some of the things we need to fix will produce negative effect from doing so. Could reducing government trigger Recession? Avoid FOMO today; what matters will be post-inauguration. Lance and Danny discuss the importance of being able to adapt to changing policies; markets are going to do what they do. Love it or hate it, Congress is very much controlled by corporate lobbying interests. Market pullbacks will be short-lived. Buy the dips when you can. Lance explains positioning on Bonds now. SEG-1: Trump Win to Send Stocks Higher SEG-2: The What-if's of Trumpian Policy SEG-3: Don't Chase Markets Today SEG-4: Don't Make Investing Decisions Based on Political Bias Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=xY3WborUcsw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2973s ------- Articles mentioned in this report: "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, "Does Trump Win Translate into S&P 6000?" is here: https://www.youtube.com/watch?v=ZdiZEF5mrVc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Election Day: Plan for Volatility" https://www.youtube.com/watch?v=RYkOUuP1e_Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact#ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #MarketVolatility #InvestmentStrategy #ElectionImpact #PortfolioPreparation #FederalReserve #JeromePowell #EmploymentDate #RetailSales #HolidayShopping #InterestRates #EarningsSeason #EarningsBeatRate #Palantir #Ferrari #SuperMicro #InvestingAdvice #Money #Investing
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1894集单集

Artwork
icon分享
 
Manage episode 448813553 series 1586737
内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
The 2024 Election outcome is sharply affecting pre-market, with Donald Trump's election sending stocks higher. The S&P trendline is aiming for the 6000 or 6100 level. The question that remains is whether markets can sustain that trend. This time is different from the previous Trump win: Interest rates are falling and tax rates are lower now; yet, there are still plenty of questions for investors: what will Trump's tax policy be? What will be the over all impact on the economy? (The Tax Foundation predicts .8% impact to GDP.) Still to be seen in the Congress: What happens with a Republican sweep? What will the Tariff effect be? Fiscal dominance is not an issue. The Fed is likely to reverse QE to QT. What if Trump initiates a round of major infrastructure spending/investment? One thing is clear: Don't chase markets today. If you weren't already in, it will be tough do so now. What are the risks from the Fed and poor holiday retail sales? What are possible effects of a Musk-led "Government Efficiency" Dept.? Some of the things we need to fix will produce negative effect from doing so. Could reducing government trigger Recession? Avoid FOMO today; what matters will be post-inauguration. Lance and Danny discuss the importance of being able to adapt to changing policies; markets are going to do what they do. Love it or hate it, Congress is very much controlled by corporate lobbying interests. Market pullbacks will be short-lived. Buy the dips when you can. Lance explains positioning on Bonds now. SEG-1: Trump Win to Send Stocks Higher SEG-2: The What-if's of Trumpian Policy SEG-3: Don't Chase Markets Today SEG-4: Don't Make Investing Decisions Based on Political Bias Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=xY3WborUcsw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2973s ------- Articles mentioned in this report: "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, "Does Trump Win Translate into S&P 6000?" is here: https://www.youtube.com/watch?v=ZdiZEF5mrVc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Election Day: Plan for Volatility" https://www.youtube.com/watch?v=RYkOUuP1e_Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact#ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #MarketVolatility #InvestmentStrategy #ElectionImpact #PortfolioPreparation #FederalReserve #JeromePowell #EmploymentDate #RetailSales #HolidayShopping #InterestRates #EarningsSeason #EarningsBeatRate #Palantir #Ferrari #SuperMicro #InvestingAdvice #Money #Investing
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