"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart

"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart

The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts. And while he doesn't think an economic calamity necessarily lies ahead, we don't need one to justify a material downward correction in stocks. Stocks are valued based on their earnings forecast, and right now, forecasts are rosy. But there are multiplying signs that trouble lies ahead, especially in terms of consumer spending. If the economy does indeed slow from here, earnings will fall and stock prices will suffer. Right now, stocks are NOT priced for slowing earnings. Lance and I discuss this risk to asset prices, as well as Nvidia's recent earnings, the AI story in general, the struggling majority of American households and Lance's firm's latest trades in this week's Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #nvidia #inflation #stockmarketcorrection

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Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil ...

23 Heinä 0s

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What are bonds telling us right now about investor confidence & expected inflation?What is oil telling us about the prospects to an end to the Iran-US war?And what are gold prices telling us now that ...

23 Heinä 0s

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIs the re-escalation of the US-Iran war threatening ...

21 Heinä 0s

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Housing analyst Melody Wright expects home prices to start notably softening later this year.Why?Because a wave of distressed sellers looks very likely to hit the housing market by then.So far, seller...

19 Heinä 1h 14min

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

While there a no immediate signs of danger, portfolio manager Lance Roberts warns that if the softening semiconductor sector keeps falling from here, trouble will likely start.He thinks it more likely...

18 Heinä 1h 34min

A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors ​

A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors ​

A market reversal is inevitable at this point.So cautions high net worth money manager Chance Finucane of Oxbow Advisors.He explains why in today's video, as well as how he and the team at Oxbow are p...

16 Heinä 1h 10min

What's More Likely: A Rally Or Rout From Here? | New Harbor Financial

What's More Likely: A Rally Or Rout From Here? | New Harbor Financial

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe team at New Harbor Financial returns for their m...

16 Heinä 1h 13min

Get Ready For A.I.-Mageddon | Fred Hickey

Get Ready For A.I.-Mageddon | Fred Hickey

AI-linked stocks account for a record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These comp...

14 Heinä 1h 16min

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