It's Q&A Wednesday, and Lance Roberts examines whether the momentum-driven rally in semiconductors can continue, how the Iran cease-fire breakdown could affect markets, and what investors should watch ahead of the FOMC decision.
We also answer your questions on the differences between the NASDAQ VIX and S&P VIX, whether government policies continue to support elevated real estate prices, investing in Canadian companies through IRAs, the implications of a yield curve un-inversion, portfolio rebalancing strategies, dollar-cost averaging, maintaining the right cash allocation, the rise of inverse ETFs tied to the Magnificent Seven, recent SEC rule changes, and the lawsuit challenging NASDAQ's handling of the proposed SpaceX listing. We also discuss technology versus semiconductor sector leadership and why electricity demand and long-term power contracts are becoming increasingly important investment themes.
0:00 INTRO
1:02 - FOMC Meeting Preview - Iran Cease Fire is Done
5:00 - Consolidation Range Continues; Momentum Trade in mostly Semi-conductors
6:58 - Risks from Iran Action
11:34 - Fight to the death & swats in school
14:11 - NASDAQ VIX vs S&P VIX
16:07 - How much of Real Estate prices are supported by Govt.?
17:04 - Canadian Companies in IRA's?
19:12 - Yield Curve inversion & un-inversions & Risk of Recession
26:13 - Mistakes with Cash in Investing (Cash = Opportunity)
29:17 - The Problem with Dollar Cost Averaging (DCA)
33:03 - Criteria for Rebalancing Portfolio
38:17 - Mag-7 Inverse ETF
39:42 - SEC Rule Changes
44:54 - The Cash Cushion Has Never Been Thinner
46:13 - Technology vs Semi-conductors as sectors
47:11 - Lawsuit against NASDAQ for fast-tracking Space-X
47:43 - Electricity Contracts
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
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Watch today's "Before the Bell" premarket commentary, "Momentum Cracks, But Markets Hold"
https://youtu.be/nO2N4bdLifo
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Watch our previous show, "Could You Spot a Ponzi Scam?"
https://youtube.com/live/36xwcnfxPa0
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Articles mentioned in this report:
"Margin Debt Risk: The Ratios That Mislead Investors,"
https://realinvestmentadvice.com/resources/blog/margin-debt-risk-the-ratios-that-mislead-investors/
"Wage Growth As A Leading Inflation Indicator"
https://realinvestmentadvice.com/resources/blog/wage-growth-as-a-leading-inflation-indicator/
"Mag 7 Stocks: Risk Or Opportunity In The Making?"
https://realinvestmentadvice.com/resources/blog/mag-7-stocks-risk-or-opportunity-in-the-making/
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