Thoughtful Money with Adam Taggart Is A Santa Claus Rally Into Year End Still Likely? | Lance Roberts & Adam Taggart
Dec 14, 2024
In this engaging discussion, Lance Roberts, a keen portfolio manager known for his market predictions, delves into year-end market dynamics. He shares insights on the likelihood of a Santa Claus rally amid recent inflation data and bond market struggles. The conversation touches on emotional investment management, ETF trends, and the risks of delaying decisions. Lance emphasizes the importance of proactive strategies and diversification, while reflecting on market corrections and the potential impact of government actions.
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Market Chop and Santa Claus Rally
- Stocks have been choppy due to year-end portfolio rebalancing and mutual fund distributions.
- Expect continued chop, followed by a "Santa Claus" rally as funds buy back desired positions.
Mutual Fund Distributions
- If your mutual fund suddenly drops, it's likely a distribution, not a loss.
- Wait a few days for reinvested dividends or additional shares to appear.
Managing Emotional Risk
- If worrying about an investment keeps you up at night, sell it.
- Manage your emotional risk alongside your investment risk.