Are the Magnificent Seven losing their magic?
Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir.
SEG-1: PPI Comes in Flat - Markets Prepare for Correction
SEG-2: What is the FEd Thinking Now?
SEG-3a: Show Changes Coming
SEG-3b: How We Manage Bond Portfolios
SEG-3c: Has the Mag-7 Lost its Magic?
SEG-4a: YouTube Chat
SEG-4b: S&P 500 Realized vs Implied Volatility
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"The Magnificent Seven Are Mediocre"
https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/
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The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:
https://youtu.be/VDnRZFc0Hpw
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Our previous show is here: "SPAC's are Back!,"
https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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https://www.simplevisor.com/register-new
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