(5/18/22) What misses by Amazon, Target, and WalMart are telling us about the state of the consumer, which is the backbone of the economy. Markets remain in a well-defined downtrend, but are working off an over-sold status. All the free money that came into the economy is gone--here comes the post-sugar rush crash. The part of Keynesian Economics that everyone misses; Why proprietary investment vehicles might not be a good idea: No transferability = highly illiquid. Inflation is a monetary phenomenon, not the Russians. What inventory problems at Target & WalMart are signaling; the brilliance of Container Store.
SEG-1: Why Target Missed the Red Bull's Eye
SEG-2: When Consumers Come Down from Their Sugar Rush
SEG-3: The Problem w Propriety Investment Products
SEG-4: The Monetary Phenomenon of Inflation
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, and Senior Advisor, Danny Ratliff, CFA
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=mMA8HHyMwdI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Our Latest "Three Minutes on Markets & Money: Is the Reflex Rally Over?" is here:
https://www.youtube.com/watch?v=BQV7948NgeQ&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1
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Our previous show, "The Year of Shortages & High Inflation," is here:
https://www.youtube.com/watch?v=MhJdOkKpejc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2638s
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Articles mentioned in this podcast:
https://realinvestmentadvice.com/the-disinflationary-impact-of-fed-policy-on-equities/
https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/
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