Episode description
This financial newsletter, dated July 19, 2025, from RIA Advisors and authored by Lance Roberts, offers a comprehensive outlook on the current market environment. It highlights the S&P 500’s new all-time highs while cautioning about overbought technical indicators and narrow market breadth, suggesting a need for tactical positioning. The author discusses the surge in company buybacks, which provides significant market support, even as Q2 earnings estimates decline due to tariff concerns. Furthermore, the newsletter analyzes the Nasdaq’s “Golden Cross” technical signal, indicating bullish sentiment but questioning whether fundamental economic conditions support a sustained rally. Finally, it provides portfolio tactics for risk management, including trimming overextended positions, raising cash, and implementing hedges, emphasizing capital preservation amidst shifting market dynamics and upcoming key catalysts like earnings reports and Federal Reserve policy signals.
https://realinvestmentadvice.com/resources/blog/company-buybacks-are-surging
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https://open.spotify.com/show/601vtPzxdHl82EM42Hsulf?si=05017b5b0ace4edc
