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6-6-24 Small Caps And Mid Caps Timing Your Investments Post - Economic Slowdown

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Manage episode 422252886 series 1586737
Contenu fourni par The Real Investment Show/Full Show and Lance Roberts. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Real Investment Show/Full Show and Lance Roberts ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when excess stimulus has been absorbed. Lance & Michael break down the crucial moments to consider for small and mid-cap stocks: Current state of mid caps and small caps; Earnings performance of small caps; Economic indicators impacting small caps; Timing for small cap investments; Effect of economic growth or recession on small caps. SEG-1: D-Day and Data (Does Not Support Recession Thesis) SEG-2: Investing in Power Grid Expansion & Alternative Energy Plays SEG-3: The Fed Doesn't Do 'Token' Rate Cuts SEG-4: Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown 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 video here: https://www.youtube.com/watch?v=znjG3-cP3-8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Investments For The Coming Power Grid Expansion- Part 3" https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/ "Deviations From Long-Term Growth Trends Back To Extremes" https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/ "Momentum Chase Is On. What Happens Next?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Nvidia Overtakes Apple at $3 Trillion Market Cap?" is here: https://www.youtube.com/watch?v=dCYSYtjM3MA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Could Roaring Kitty's Wealth Top $1-Billion?" https://www.youtube.com/watch?v=8QzhNqLLV-o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- 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/ #DDay80thAnniversary #Nvidia #MarketCap #Apple #FederalReserve #PowerGridExpansion #AlternativeEnergy #SmalCaps #MidCaps #Earnings #EconomicData #Exposure #InvestmentOpportunities #SlowEconomicGrowth #Recession #FutureInvestments #MarketTrends #EconomicCycles #StockPerformance #Markets #Money #Investing
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1828 episodes

Artwork
iconPartager
 
Manage episode 422252886 series 1586737
Contenu fourni par The Real Investment Show/Full Show and Lance Roberts. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Real Investment Show/Full Show and Lance Roberts ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when excess stimulus has been absorbed. Lance & Michael break down the crucial moments to consider for small and mid-cap stocks: Current state of mid caps and small caps; Earnings performance of small caps; Economic indicators impacting small caps; Timing for small cap investments; Effect of economic growth or recession on small caps. SEG-1: D-Day and Data (Does Not Support Recession Thesis) SEG-2: Investing in Power Grid Expansion & Alternative Energy Plays SEG-3: The Fed Doesn't Do 'Token' Rate Cuts SEG-4: Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown 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 video here: https://www.youtube.com/watch?v=znjG3-cP3-8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Investments For The Coming Power Grid Expansion- Part 3" https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/ "Deviations From Long-Term Growth Trends Back To Extremes" https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/ "Momentum Chase Is On. What Happens Next?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Nvidia Overtakes Apple at $3 Trillion Market Cap?" is here: https://www.youtube.com/watch?v=dCYSYtjM3MA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Could Roaring Kitty's Wealth Top $1-Billion?" https://www.youtube.com/watch?v=8QzhNqLLV-o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- 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/ #DDay80thAnniversary #Nvidia #MarketCap #Apple #FederalReserve #PowerGridExpansion #AlternativeEnergy #SmalCaps #MidCaps #Earnings #EconomicData #Exposure #InvestmentOpportunities #SlowEconomicGrowth #Recession #FutureInvestments #MarketTrends #EconomicCycles #StockPerformance #Markets #Money #Investing
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