8-11-25 US GDP Shows Cracks - Why You Should Pay Attention

August may be a seasonally-weaker month for markets, but for Summer Weather in Texas, it's hot! Lance shares weekend wedding events, and previews this week's economic data reports: Will inflation stoked by tariffs appear in the numbers? The only question that matters to investors his how the news will affect forward earnings estimates. There is now a 90% probability of a Fed rate cut by September; much will hinge on this week's CPI, PPI, and Retail Sales data. Lance reviews the similarities and differences between the Dot Com bubble and the AI boom. (Lance's ADD is triggered by a story on a TV monitor about adult pacifiers.) Revenues are key to economic growth, and employment is critical. Commentary on debts, deficits, and student loan defaults. Markets are sitting in a contraction zone: 80% of market is not growing. Global growth forecasts are dismal; debt is not the problem. Debts and deficits are a feature of the economy, not a bug. SEG-1a: August Weather & Weddings in Texas SEG-1b: CPI, PPI, & Retail Sales: Will Tariff Inflation Show Up? SEG-2a:The Only Question That Matters - How Does it Affect Earnings? SEG-2b: AI Today is a Lot Like 1999 SEG-2c: Adult Pacifier Distraction SEG-2d: Revenue is What Generates Earnings SEG-2e: Wage Growth Isn't Increasing SEG-2f: IMF Growth Projections SEG-2g: The Debt & Deficits Problem Isn't What You Think Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore’s Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Markets are Set Up for Correction" is here: https://www.youtube.com/watch?v=ajVPyWtMA9I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would a 20% Social Security Reduction Mean for Your Retirement?" https://www.youtube.com/watch?v=2eRpXL4yYQI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #MarketCorrection #MarketRally #AllTimeHighs #USDollar #Gold #USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk #InvestingAdvice #Money #Investing