Podcast appearances and mentions of sam stovall

Sam Stovall thinks oil prices can move over $100 a barrel, with a base case of $65/barrel. Looking at stocks, he says that the ones that are “most beat up” tend to see the biggest rebounds, and points to a few potential opportunities. Previewing the FOMC announcement, he says economic data shows no need for a cut right now, but thinks there will be a 25-basis-point cut in September.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this  

“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tariffs on for his entire term. He sees an impact on carmakers, which will send a ripple across the entire car market, new and used. Aerospace could also become an issue. He thinks Canada and Mexico could carve out some exceptions through quotas, but the E.U. is more “difficult.” Right now, his stock picks include Pure Storage (PSTG), MSCI (MSCI), and Southern Copper (SCCO).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Sam Stovall examines the latest inflation data believing it to be a possible reason the Fed could consider cutting rates as soon as the June FOMC meeting. Within the report, he looks at the 4.0% year-over-year increase in Shelter prices. Sam believes the Fed could cut rates twice this year, and sees an upward trend in equities citing the 200-day moving average as a technical study to track.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Sam Stovall says growth is slowing and inflation is rising, adding that we might be headed for the dreaded “stagflation.” However, he thinks recession is unlikely, looking at historical markers. On trade, he says that a trade deficit isn't necessarily a bad thing, going back several centuries. He argues that the market pullback could be over already.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

“Those that were beaten down the most tend to rebound the quickest and the highest.” Sam Stovall looks at historical market trends and previews the economic data this week. He also surveys earnings expectations for the year, noting a projected decline in small caps. “Financials are likely to do well,” he adds, with one of his picks being CME. He also likes RTX.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sam Stovall thinks investors are “hiding out” and waiting for the “conditional correction to unwind.” He notes that the market hasn't made any down moves over 2%, despite a dozen 1%+ moves roiling the market. He's watching the 200-day SMA as the catalyst for a down move but says that the market tends to recover quickly even from a 5-10% pullback.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sam Stovall, chief investment strategist at CFRA Research, says 2025 will finish up a positive year, but it will likely be a year of single-digit gains that will be a struggle to achieve because the market is starting the year with stretched valuations and other headwinds. While he doesn't see a recession in the offing, Stovall sees other conditions making the market sluggish, ranging from the presidential cycle to the regular run of a bull market and more. Todd Rosenbluth, head of research at VettaFi, reviews the big stories in the exchange-traded fund business from 2024 and how some of those issues will keep playing out for ETFs and investors in the new year. Plus, in the Market Call, Jeff Auxier of the Auxier Focus Fund discusses business-centric, long-term investing.

Sam Stovall looks at historical stock market performances during the 1Q of a new president's term – despite Trump's repeat, Grover Cleveland-esque win, Stovall thinks we should treat it with the same expectation. “After an up year, you want to own last year's winners,” he says, especially the top three performers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Sara Eisen and Brian Sullivan talked 2024's top trends and broke down the outlook for 2025 with CFRA's Sam Stovall. The team also discussed top picks across Energy and Tech out of RBC and Jefferies – as the Nasdaq fell to end the week. Also in focus: Bitcoin under pressure, falling below $95K in the hour; What a Trump presidency could mean for China with one former Trade Representative warning of pain ahead; and a look at Silicon Valley's immigration debate. Squawk on the Street Disclaimer

CFRA's Sam Stovall believes December's due for another rally, and while there could be a correction next year he reveals a 2025 Year-End Target of $6585 for the SPX. His team has set a 2.4% GDP growth estimate in 2025, keeping the case for a "soft landing" intact. He does point to valuations trading at lofty levels, and believes a correction could be helpful. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Sam Stovall walks through targets for the S&P 500, GDP growth, PCE growth, and other metrics. He discusses the 3Q earnings season and what investors can learn from S&P 500 results. He also talks about what the market expects from a second Trump administration and where to look for opportunity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 hit its 50th all-time high of the year. Can the rally continue? CFRA's Sam Stovall brought the team his predictions, while one business leader projected more M&A activity ahead. Also in focus: Bitcoin all-time highs, rent vacancies falling for the first time in 2 years, and a deep-dive on one outperforming sector on the year: the airlines.  Squawk on the Street Disclaimer

Explore the fascinating interplay between Federal Reserve policies and market trends with our guest, Sam Stovall, Chief Investment Strategist at CFRA Research. Ever wondered how election years shape market behavior? We unravel historical patterns that suggest why 2023's equity markets showed resilience and what might be on the horizon for 2024, including the potential for higher volatility and strategic investment opportunities. Stovall shares insights into how past election years have paved the way for market strength, offering a valuable context for today's investors.Join us as we assess the state of the current bull market, highlighting the performance disparities between small-cap and large-cap stocks. Curious about what keeps small-caps from reaching new highs? We delve into the factors at play, from investor preference for tech giants to the looming shadow of interest rate hikes by the Fed. We also turn our attention to the shifting yield narratives and their implications on the global stage, particularly in light of China's economic maneuvers and the commodity market's response.In our conversation on sector rotation and long-term investment strategies, we explore the nuanced relationships between gold prices, fiscal policies, and investor sentiment. Learn why the healthcare sector could be a hidden gem for growth, driven by demographic shifts and technological advancements. We also tackle the big questions around global equity performance and the potential rotations within the market, all while stressing the importance of diversification and historical awareness in navigating uncertain times. Don't miss out on these insights that could shape your investment strategy for the future.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Sam Stovall walks through the latest jobs report and what to expect ahead of the U.S. election. He says the market may have baked in a victory for Trump and if he loses that trade will have to unwind. He also discusses the earnings season, saying “guidance isn't giving us much direction.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. And he joined me for an enlightening and actionable discussion on current market conditions and attractive investment opportunities for this MoneyShow MoneyMasters Podcast segment.We start by discussing the three primary forces that drove markets higher in Q3...and that will continue to influence them in Q4. They include Chinese economic stimulus, fading inflation pressures, and a Federal Reserve that has already cut interest rates once and will continue to cut over the next several months. He next discusses the 2024 presidential election, including what recent market performance says about the two candidates' chances to win in November – and how stocks typically perform in the first year of a new presidential administration. Our conversation then pivots to which sectors should show the strongest earnings growth in the coming 12 months...when (and when not) to consider rotating out of leaders and in to laggards...as well as what top stocks in sectors like healthcare, industrials, and utilities look particularly attractive based on CFRA's methodology.We start wrapping up by talking about what Sam expects the dollar, gold, and global stocks to do in the next few quarters, and what opportunities that will present to investors. Finally, he previews what he plans to discuss at the 2024 MoneyShow MoneyMasters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall, Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is sponsored by KraneShares and Public. . Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028. . Visit: https://kraneshares.com/ to learn more about their innovative investment solutions tailored to three key pillars: China, Climate, and Uncorrelated Assets. Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule   Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated here: public.com/disclosures/fixed-income-disclosure and here: public.com/disclosures/apex-fractional-bond-disclosure. See public.com/disclosures/bond-account to learn more. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet's Dana D'Auria and CFRA's Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs' portfolio manager Greg Tuorto on top picks in small caps. Needham's Laura Martin on what to expect when Netflix reports next week. Plus, Melius' Ben Reitzes and Roth's Rohit Kulkarni break down what is moving beneath the surface in tech stocks.  

Sam Stovall, chief market strategist for CFRA Research, says the market needs to "digest its gains," which he expects to turn into a "low teens selloff," but that will be a bull  market correction and not a catastrophic event like the 2008 financial crisis. Stovall expects the Federal Reserve to  make cuts starting in September, but he notes that the central bank is going to wait until it absolutely must make a move rather than making any change simply because the market is anticipating one, and he notes that could portend trouble because the Fed has historically waited too long before acting. Also on the show -- and agreeing with the idea that the market is strong but due for a selloff is Jeffrey Bierman, chief market technician at TheoTrade.com, and the founder of TheQuantGuy.com. He says the market is driven by "the 4 N's," which involve a market that is numb to all news, neutralized against all volatility, that has normalized inflation and momentum trading and that has "negated all valuation." That has set up a market that can keep going despite an economy that is slowing. Plus, Chip Lupo discusses WalletHub's 2024 Credit Card Debt Survey, which showed that credit-card balances are on the rise and that nearly half of Americans are still paying down the credit card bills they ran up last summer, which does not bode well for how things will look for their credit when Labor Day rolls around.

Sam Stovall, Chief Investment Strategist at CFRA, rejoins The Express to put stock market pullbacks in perspective, and why the recent declines are to be expected and relatively minor given historical averages. Plus, there is a growing chorus of Fed presidents who don't think interest rate cuts are warranted at all this year given the hot labor market and persistent inflation. Do investors and savers need to get used to, "higher until whenever", for interest rates, which might explain the heaviest inflows into money market funds that we've witnessed all year? Also, glam-metal legends KISS sells its catalogue and its NIL for $300 million as Name, Image and Likeness moves from the field to the recording industry. https://www.bespokepremium.com/ https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_040524A.pdf https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8624383 https://www.sifma.org/people/sam-stovall/ https://www.investopedia.com/name-image-likeness-8558991 https://pophouse.se/news/pophouse-acquires-the-music-catalogue-brand-name-and-ip-of-legendary-rock-band-kiss/ https://www.cfraresearch.com/about/ https://www.amazon.com/Books-Sam-Stovall/s?rh=n%3A283155%2Cp_27%3ASam+Stovall

Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surveys are in contrast to economists ratcheting-up growth expectations: No one is expecting a recession. Liquidity continues to boost bullish mood on Wall Street. The market has steadily climbed for past 5-months, creating record deviations; for now, no fear. Valuations are a measure of market psychology: "If everybody has bought, who is left to buy?" - Sam Stovall. When Technicals & Fundamentals align (the problem for most investors is that they're too slow). All elements are now present for a reversion to the mean; just need a catalyst. What will turn buyers into sellers? The impact of more, earlier retirees on actuarial tables and Larry Fink's paycheck. Capitalism & The Wealth Gap; the decline in EV sales; why more people aren't saving more. SEG-1: Regional Economic Surveys Weaken SEG-2: Valuations Are a Measure of Market Psychology SEG-3: When Fundamentals & Technicals Align SEG-4: Retiring Too Early and Living Too Long Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=XKNtRTENGiI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=14s ------- Articles mentioned in this report: "Technical Measures And Valuations: Does Any Of It Matter?" https://realinvestmentadvice.com/technical-measures-and-valuations-does-any-of-it-matter/ "Market Bubble? A Function Of Psychology" https://realinvestmentadvice.com/newsletter/ "Retirement Crisis Faces Government And Corporate Pensions" https://realinvestmentadvice.com/retirement-crisis-faces-government-and-corporate-pensions/ ------- The latest installment of our new feature, Before the Bell, "Markets Will Retest the 200-DMA " is here: https://www.youtube.com/watch?v=FdsIUq3U-Lk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Market Bubbles a Function of Psychology?" https://www.youtube.com/watch?v=LzgkNEySf6I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- 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/ #MarketValuations #MarketTechnicals #MarketBubblePsychology #MarketCorrectionIsComing #FederalReserveRateCuts #FedDotPlot #ContinuingResolution #SocialSecurity #LarryFink #InvestingAdvice #Markets #Money #Investing

Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surveys are in contrast to economists ratcheting-up growth expectations: No one is expecting a recession. Liquidity continues to boost bullish mood on Wall Street. The market has steadily climbed for past 5-months, creating record deviations; for now, no fear. Valuations are a measure of market psychology: "If everybody has bought, who is left to buy?" - Sam Stovall. When Technicals & Fundamentals align (the problem for most investors is that they're too slow). All elements are now present for a reversion to the mean; just need a catalyst. What will turn buyers into sellers? The impact of more, earlier retirees on actuarial tables and Larry Fink's paycheck. Capitalism & The Wealth Gap; the decline in EV sales; why more people aren't saving more. SEG-1: Regional Economic Surveys Weaken SEG-2: Valuations Are a Measure of Market Psychology SEG-3: When Fundamentals & Technicals Align SEG-4: Retiring Too Early and Living Too Long Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=XKNtRTENGiI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=14s ------- Articles mentioned in this report: "Technical Measures And Valuations: Does Any Of It Matter?" https://realinvestmentadvice.com/technical-measures-and-valuations-does-any-of-it-matter/ "Market Bubble? A Function Of Psychology" https://realinvestmentadvice.com/newsletter/ "Retirement Crisis Faces Government And Corporate Pensions" https://realinvestmentadvice.com/retirement-crisis-faces-government-and-corporate-pensions/ ------- The latest installment of our new feature, Before the Bell, "Markets Will Retest the 200-DMA " is here:  https://www.youtube.com/watch?v=FdsIUq3U-Lk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Market Bubbles a Function of Psychology?" https://www.youtube.com/watch?v=LzgkNEySf6I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- 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/ #MarketValuations #MarketTechnicals #MarketBubblePsychology #MarketCorrectionIsComing #FederalReserveRateCuts #FedDotPlot #ContinuingResolution #SocialSecurity #LarryFink #InvestingAdvice #Markets #Money #Investing

Sam Stovall, chief market strategist for CFRA Research, says that he expects the stock market to surprise investors in 2024 "the way it did in 2023," producing the kind of double-digit gains that are typical of the second year of a bull market. Once the market gets into the third year of the current bull run -- in 2025, after the presidential election -- he expects a turn because "that's when bull markets tend to die an early death." Stovall notes that while he thinks the market could take a pause or minor correction before resuming its climb, he expects leadership to change from large caps -- which he says are trading at a 30 percent premium to the Standard & Poor's 500 average price/earnings ratio over the last 20 years -- to small and mid-cap stocks, which have been trading at a steep discount. Todd Rosenbluth, head of research at VettaFi, picks a specialized sector play -- the VictoryShares WestEnd U.S. Sector fund -- as his ETF of the Week, and Cullen Roche, chief investment officer at the Discipline Funds, talks exchange-traded funds in the Market Call.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Christina Minardi, Executive VP of Growth & Development at Whole Foods Market & Amazon, discusses the launch of WFM Daily Shop concept and the future of grocery retail. Christina Padgett, Head of Leveraged Finance at Moody's, shares her thoughts on the private credit market. Andrew Golden, President of Princeton University Investment Co. and Bloomberg News Higher-Education Finance Reporter Janet Lorin reflect on the Princeton investment chief's career. Bloomberg News Technology Reporter Matt Day provides the details of his Businessweek story Humanoid Robots at Amazon Provide Glimpse of Automated Workplace. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA. Hosts: Tim Stenovec and Sonali Basak. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

This week, we're expecting the JOLTS and nonfarm payrolls reports. With inflation still holding above the Fed's target and some weakness in the latest durable goods and retail sales reports, February's nonfarm payrolls report will carry some extra weight. Charles Schwab's chief investment strategist, Liz Ann Sonders and their chief fixed income strategist, Kathy Jones, join us for a discussion about how the market is anticipating these reports, especially the jobs report– which will be the week's marquee data point. We'll also be looking to see what these reports tell us about the state of the consumer. Then, ahead of Target and Costco's earnings results, WSJ reporter Sarah Nassauer joins to talk about how those reports may show us how shoppers are balancing wants and needs. And with Super Tuesday fast approaching we'll hear from Sam Stovall, chief investment strategist at CFRA Research, about how this election can move the markets and what the likely presidential rematch between Donald Trump and Joe Biden means for investors.  Further Reading Hotter-Than-Expected Inflation Clouds Rate-Cut Outlook  Nasdaq Approaches Its Record High  U.S. Shoppers Cut Back in January  For more coverage of the markets and your investments, head to WSJ.com. 

 Sam Stovall, CFRA Chief Investment Strategist, advises going for breadth in equity investments next year. Mark Gurman, Bloomberg News Chief Correspondent, recaps another robust year for Apple and discusses the ongoing legal saga with the Apple Watch. Terry Haines, Pangaea Policy Founder, says markets may be undervaluing geopolitical and US domestic risks. Angela Stent, Brookings Institution Senior Fellow, breaks down the latest in the Russia-Ukraine war amid Russia's largest missile barrage since the invasion began. Josh Weinstein, Carnival CEO, walks through a year that saw record demand for the international cruise line.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Major averages notched their third straight positive session. Wells Fargo's Scott Wren and CFRA's Sam Stovall break down the market action. Jefferies analyst Brent Thill breaks down Oracle's revenue miss. Caruso Founder Rick Caruso talks rumors of a Macy's sale and the broader state of commercial real estate. CRISPR Therapeutics CEO Sam Kulkarni on his company's partnership with Vertex Pharma leading to breakthrough FDA approval for a sickle cell treatment, the first in US to be approved that uses CRISPR gene-editing technology. 

Sam Stovall, Chief Investment Strategist at CFRA Research, dives into the latest market insights, sharing his expert analysis on critical factors impacting the market, from the historical significance of the presidential cycle to the potential effects of geopolitical tensions and interest rate fluctuations. Gain valuable perspectives on recession risks, earnings outlook, and sector performance as Stovall navigates through the current economic landscape. Discover actionable insights and a thoughtful examination of the market's potential trajectory in this episode for investors seeking a comprehensive understanding of the financial landscape in 2023. The bottom line? Stovall thought buying made sense at the end of October...and the rallies since then have proven him right. Plus, he still thinks the outlook is positive heading into 2024. Your next chance to catch Sam in person is the Investment Masters Symposium Sarasota, scheduled for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Learn more about the conference and register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

It was the best week of the year for the major averages. G Squared Private Wealth's Victoria Greene and CFRA's Sam Stovall break down the market action. Founders Fund's Keith Rabois talks where VC money is headed right now, plus the role of corporate America in geopolitics. Former NEC Deputy Director Bharat Ramamurti talks the cooler-than-expected October jobs report and what it means for the Fed. Redfin CEO Glenn Kelman on his stock's volatile week and a potential landmark court case. BitGo was chosen as the custodian of FTX creditor money; CEO Mike Belshe joins to discuss what's next after Sam Bankman-Fried's trial. Piper Sandler's Craig Johnson on key technical levels.

James Cakmak, Partner and Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from Alphabet and Microsoft. Bloomberg News International Affairs Columnist Marc Champion discusses Israel's former Prime Minister Ehud Olmert seeing a way forward in the Middle East without Hamas. Bloomberg Businessweek Columnist Max Chafkin provides the details of his Businessweek Newsletter story Wikipedia Stands as the Last Good Website. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

The S&P 500 index has had a rough few weeks ... what's in store for it. Sam Stovall from CFRA Research joins me. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to ⁠⁠⁠⁠⁠⁠⁠www.justwealth.com

The clock is ticking towards the United Auto Workers' noon deadline today for "serious progress" from Ford, General Motors, and Stellantis. American Enterprise Institute's James Pethokoukis explains what's at stake. Plus, surging yields are sending stocks to their lowest levels in months. Principal Asset Management's Seema Shah discusses. And, what's ahead for the final trading day of the week? CFRA Research's Sam Stovall weighs in.

Sam Stovall is Chief Investment Strategist at CFRA Research. In this interview, the author of The Seven Rules of Wall Street and expert on market momentum, valuation, and sector analysis explains why investors likely face a slippery slope in the markets this September. He discusses the reasons behind the seasonal weakness, while also explaining why investors are better served by rotating their holdings rather than retreating from markets entirely. Plus, he reiterates his call for a strong year overall, in part because S&P 500 earnings trends should improve in Q3, Q4, and beyond.Furthermore, Sam covers why the Federal Reserve is likely done hiking interest rates, why the latest employment and inflation trends are so encouraging, and how the presidential election cycle should benefit stocks. Finally, he gives a sneak peek at what he'll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit OrlandoMoneyShow.com for more info.

Bloomberg Intelligence Senior Analyst for US Regional Banks Herman Chan discusses US bank stocks declining on Tuesday after Moody's Investors Service lowered its ratings for 10 small and midsize lenders. Bloomberg News Senior Technology Reporter Dana Hull talks about how Tesla's new CFO now has two jobs and a lot of question marks. Kweilin Ellingrud, Director and Senior Partner at McKinsey Global Institute, shares the details on a report about Generative AI and the future of work in America. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan's Jack Caffrey and Invesco's Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA's Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic's stock fell to earth, and a big change for Florida real estate.

 Bloomberg News Detroit Bureau Chief David Welch reports on General Motors adapting its electric vehicles to Tesla's Superchargers, following Ford's lead and all but ensuring it will become an industry standard in the US. Solidus VP of Regulatory Affairs Kathy Kraninger shares her thoughts on the SEC suing Coinbase and Binance. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the health effects from the pollution caused by the Canadian wildfire. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

President Biden and House Speaker McCarthy are set to resume face-to-face debt ceiling negotiations at The White House today. 22V Research's Kim Wallace brings the latest. Plus, during the past earnings season, the phrase “AI” was mentioned more than 140 times by executives at Alphabet, Meta, and Microsoft. Reuters Breaking Views' Felix Martin discusses the future for innovation. And, global stocks hit record highs last week as investors look for opportunities outside of the U.S. NewEdge Wealth's Ben Emons, Rose Advisors at Hightower's Patrick Fruzzetti, and CFRA's Sam Stovall set up the trading week ahead.

Ryan and Sonu are joined by CFRA's Sam Stovall for a discussion on the current state of the markets. In between sharing market insights, Sam lightens the mood with some of his typical humor.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Apple is higher this year, with the stock finishing Q1 with its best gains since Q3 of 2020. D.A. Davidson's Tom Forte explains what's ahead for the company. Plus, on the heels of crude's pop, the S&P 500 energy sector is coming off an almost 5% gain -- its best gain in six months. Cowen's Jason Gabelman discusses which stocks are best positioned. And, a new note from JPMorgan says the probability of a recession has likely increased. Blanke Schein Wealth Management's Robert Schein and CFRA's Sam Stovall explain the impact on the markets.

Stop ignoring the cycle.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                             Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                             The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Cybersecurity stocks have been performing well this year, and even more so in just the past week since Palo Alto Networks beat analysts' forecasts. Tenable CEO Amit Yoran dives into how his company is doing. Plus, fresh housing data is on tap this week amid continued headwinds in the housing market. National Association of Realtors' Lawrence Yun explains what to expect. And, fear may be re-entering the market, with the VIX climbing to its highest level since March 2020. Blanke Schein Wealth Management's Robert Schein and CFRA's Sam Stovall discuss the week ahead.

Futures fall on hot inflation data. Sam Stovall discusses the takeaways from recent market performance. He talks about the Personal Income and Outlays for January 2023. He then previews the next FOMC meeting on March 21st and 22nd. He goes over the S&P 500 sector weightings and market trends to keep on your radar. He also looks that the earnings calendar with Occidental Petroleum (OXY) and Zoom Video (ZM) on Monday, Target (TGT) and Autozone (AZO) on Tuesday, premarket, and AMC Entertainment (AMC) and Rivian (RIVN) on Tuesday, postmarket. Tune in to find out more about the stock market today.

Netflix is gearing up to report Q4 results after the bell as investors look for insight into subscriber and revenue growth since it launched its ad tier in November. Big Technology's Alex Kantrowitz explains what to expect. Plus, the Investment Company Institute says a record amount of funds flowed into money market accounts at the end of last year, topping the previous peak in 2020. Girard's Timothy Chubb gives his outlook on the markets. And, renewed recession worries are curbing stocks' run to start the new year, but is there a reason to still be bullish? CFRA's Sam Stovall weighs in.

Bloomberg News Hedge Fund Reporter Hema Parmar discusses how a tech rout has frustrated investors trying to pinpoint the value of private companies. Bloomberg Businessweek Editor Joel Weber and Businessweek National Correspondent Josh Green talk about Josh's Businessweek Magazine cover story Secret to DeSantis Success Is Ignore Trump and Attack Business. Dr. Keri Althoff, Associate Professor of Epidemiology at the Johns Hopkins Bloomberg School of Public Health, shares her thoughts on post-holiday Covid concerns. Angela Stent, Senior Fellow at the Brookings Institution, discusses Russian President Putin's surprise cease-fire announcement. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

No rest for US investors on the final trading day before Christmas as the market opens mostly lower despite an encouraging new look at the Fed's favorite measure of inflation. Investors are perhaps focusing a bit more on new durable goods numbers which fell more than 2% last month, which was much worse than expected. Joining us to try and sort things out is CFRA Chief Investment Strategist Sam Stovall, author of The Seven Rules of Wall Street.  Also on today's show: Rick Cotton, the Executive Director of the Port Authority of New York and New Jersey, talks about the port's explosive growth and how it's helping alleviate supply chain issues.To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Sam Stovall, chief market strategist for CFRA Research says that investors in 2023 will find out "the difference between an all-weather radial tire and a 30-percent total return," with one being "a Goodyear and the other a great year." Dad jokes aside, his look ahead for the New Year includes the idea that 2023 will not be a repeat of 2022, and while there will still be significant volatility, he otherwise thinks that the market's leadership will turn over, with lagging sectors coming to the fore and the few hot places of the market receding. Moreover, he expects solid returns from the stock and bond market, though he thinks it may take until the second half of the year for those gains to materialize. Also on the show, Ed Carson of Investor's Business Daily discusses the rebound in investor optimism -- it was a big move, though the IBD/TIPP Economic Optimism Index remains in pessimistic territory -- and Louis Navellier of Navellier and Associates talks growths tocks in the Market Call.

I think we're basically in an oversold situation, too much negativity, and as a result, we had that snap upward, says Sam Stovall. He discusses how the markets are mixed as stocks continue Thursday's CPI-inspired rally. He also talks about how the S&P 500 is on pace for best week since June. He then goes over how the Fed will react to the latest inflation data, as well as the chances of a market rally into the end of the year. Tune in to find out more about the stock market today.

Netflix launches its ad-tier today as the streaming wars continue. Big Technology's Alex Kantrowitz explains what this means for the company. Plus, investors are still digesting the Federal Reserve's fourth straight 75 basis point rate hike and Fed Chairman Jay Powell's promise to keep his foot on the gas. Federated Investors' Linda Bakhshian discusses the implications on the markets. And, what's in store for the trading day ahead? Hennessy Funds' Josh Wein and CFRA's Sam Stovall weigh in.

Another volatile day on Wall Street as investors fear the Federal Reserve's rate hikes could push the economy into recession. Fairlead's Katie Stockton says the market has long-term downward momentum and investors should be skeptical of any bounces right now. But CFRA's Sam Stovall says October is typically a bottoming month for the market and thinks we could be setting up for an end of year relief rally. Wells Fargo's Mike Mayo on what the latest Fed rate hike means for the banks and which financial stocks he thinks are the most attractive. UBS' Colin Bristow upgrading shares of Eli Lilly and explains why its new weight loss drug could be the "biggest drug ever". And Mizuho's Dan Dolev downgrading Block and says corporate mismanagement is blocking growth.