InvestTalk

Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio

Thu, 11 Jun 2026 00:03:26 +0000

Friday's stronger-than-expected jobs report sent stocks tumbling and reignited fears that the Federal Reserve may be forced to raise rates rather than cut them. With gold falling sharply and bond markets repricing, investors need to understand what a potential rate hike cycle means for their portfolios.

Today's Stocks & Topics: Hingham Institution for Savings (HIFS), Market Wrap, Constellation Energy Corporation (CEG), Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio, Investing in Industrials, PayPal Holdings, Inc. (PYPL), Markets and the War, Micron Technology, Inc. (MU), Simon Property Group, Inc. (SPG), Uber Technologies, Inc. (UBER).

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Is the AI Trade Over? The Bear Case Against Hyperscaler Spending

Wed, 10 Jun 2026 00:06:21 +0000

After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.

Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market.

Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies

Tue, 09 Jun 2026 00:04:06 +0000

With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive index investing is still the right default strategy. We weigh the evidence on when active management or factor-based strategies may genuinely add value — and when they don't.

Today's Stocks & Topics: Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Space Exploration Technologies Corp. (SPCX), PPG Industries, Inc. (PPG), Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies, Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Bitcoin Strategy, NVIDIA Corporation (NVDA), IPOs Time.

Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities

Sat, 06 Jun 2026 00:05:31 +0000

(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually every continent. We examine how investors can think about the long-term defense sector tailwind without simply chasing headlines.)

Today's Stocks & Topics: Lincoln National Corporation (LNC), Market Wrap, AT&T Inc. (T), The Clorox Company (CLX), Insulet Corporation (PODD), Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities, The Hartford Insurance Group, Inc. (HIG), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, WESCO International, Inc. (WCC), KPP Newsletter, Fidelity Total Bond Fund (FTBFX), Vanguard Short-Term Bond Index Fund ETF Shares (BSV), Lithium.

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security

Fri, 05 Jun 2026 00:03:09 +0000

A new survey finds that net worth — not income — is the dominant driver of financial anxiety, suggesting that many high earners are far less financially secure than their paychecks imply. We dig into what this means for how everyday investors should be building and measuring their financial progress.

Today's Stocks & Topics: Carvana Co. (CVNA), Market Wrap, Expand Energy Corporation (EXE), Vista Shares Electrification Supercycle ETF (POW), Comfort Systems USA, Inc. (FIX), Centrus Energy Corp. (LEU), Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security, Freeport-McMoRan Inc. (FCX), Marvell Technology, Inc. (MRVL), Archer-Daniels-Midland Company (ADM), CF Industries Holdings, Inc. (CF), Million Dollar Retirement?

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected

Thu, 04 Jun 2026 00:03:32 +0000

Gold is dipping even as the Middle East conflict intensifies and inflation worries mount — a counterintuitive move that has investors scratching their heads about where to find safety. We explore what's really driving gold prices and whether the precious metal still belongs in a defensive portfolio.

Today's Stocks & Topics: Treasury Bill, Market Wrap, Schwab U.S. Dividend Equity ETF (SCHD), Martin Marietta Materials, Inc. (MLM), Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected, Select STOXX Europe Aerospace & Defense ETF (EUAD), Salesforce, Inc. (CRM), Uranium Royalty Corp. (UROY), AstraZeneca PLC (AZN).

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing

Wed, 03 Jun 2026 00:06:45 +0000

Treasury yields are edging higher as U.S.-Iran military exchanges rattle markets and inflation expectations climb, creating a challenging environment for fixed income investors. We decode what's driving yield movement right now and whether bond investors should be repositioning for a higher-for-longer world.

Today's Stocks & Topics: Tenet Healthcare Corporation (THC), Market Wrap, Phibro Animal Health Corporation (PAHC), Mueller Industries, Inc. (MLI), Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing, Janus Henderson AAA CLO ETF (JAAA), Barrett Business Services, Inc. (BBSI), The IPO Market, Dividend Reinvestment, Vanguard Mid-Cap Index Fund ETF Shares (VO).

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

How to Invest in Volatile Markets Without Panic

Tue, 02 Jun 2026 00:03:11 +0000

Investors are being told to “stay calm,” but markets today are reacting to more than earnings and interest rates. Supply chains, tariffs, geopolitical conflicts, and shipping disruptions are now directly impacting portfolios. So how do you invest without making emotional decisions?

Today's Stocks & Topics: NIKE, Inc. (NKE), Market Wrap, Games Workshop Group (GWKSY), Intuit Inc. (INTU), How to Invest in Volatile Markets Without Panic, Rheinmetall AG (RNMBY), Space Exploration Technologies Corp. (SPCX), Big 3 IPOs.

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

Sat, 30 May 2026 00:06:47 +0000

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom.

Today's Stocks & Topics: Tutor Perini Corporation (TPC), Market Wrap, Vanguard International Growth Adm (VWILX), SPDR Gold MiniShares (GLDM), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, International Business Machines Corporation (IBM), Quantum Computing Stocks, Investment Fees and Taxes, Eli Lilly and Company (LLY), Oil Prices this Summer.

SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?

Fri, 29 May 2026 00:03:08 +0000

Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should think about participating.

Today's Stocks & Topics: CarMax, Inc. (KMX), Market Wrap, EQT Corporation (EQT), ONEOK, Inc. (OKE), Trailing Stop, Micron Technology, Inc. (MU), SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?, Johnson & Johnson (JNJ), Xtrackers Nifty 500 India ETF (IND), iShares MSCI India ETF (INDA), Vanguard Short-Term Corporate Bond Index Fund ETF Shares (VCSH), Vanguard Total Bond Market Index Fund (BND), NetEase, Inc. (NTES), Roth Conversion.

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside

Thu, 28 May 2026 00:05:21 +0000

Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside, Frontline PLC (FRO), P.E. Ratio Calculation, Check Point Software Technologies Ltd. (CHKP), ServiceNow, Inc. (NOW), Banks.

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors

Wed, 27 May 2026 00:04:08 +0000

Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broader market sentiment.

Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Starbucks Corporation (SBUX), Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors, Textron Inc. (TXT), Amplify Cybersecurity ETF (HACK), Spacex (SPCX) Going Public, 3M Company (MMM), Consumer Sentiment.

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Best of Caller Questions - Memorial Day

Mon, 25 May 2026 23:00:48 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.

Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026

Sat, 23 May 2026 00:11:01 +0000

Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.

Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026, Halliburton Company (HAL), EchoStar Corporation (SATS), ETFs, Ryder System, Inc. (R), Zoetis Inc. (ZTS).

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up:

https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth

Fri, 22 May 2026 00:08:11 +0000

Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis.

Today's Stocks & Topics: AAON, Inc. (AAON), Market Wrap, Builders FirstSource, Inc. (BLDR), UFP Industries, Inc. (UFPI), Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth, When to Sell, Vanguard Total Stock Market Index Fund ETF Shares (VTI), Vanguard S&P 500 ETF (VOO), Mortgage Rates, Chord Energy Corporation (CHRD), The Wendy's Company (WEN), Bond Markets

Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

June 30th, 2026 - 12:00 pm

To sign up:

https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg

War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings

Thu, 21 May 2026 00:04:36 +0000

Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.

Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity.

Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors

Wed, 20 May 2026 00:05:15 +0000

Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.

Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices.

Market Volatility Isn’t the Problem — Emotional Investing Is

Tue, 19 May 2026 00:06:41 +0000

Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.

Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modine Manufacturing Company (MOD), Eaton Corporation plc (ETN), International Business Machines Corporation (IBM), New Fed Chair Kevin Warsh, Super Ads.

AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?

Sat, 16 May 2026 00:04:50 +0000

Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.

Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.

US Dollar Outlook 2026: Strength, Weakness, and What's Driving It

Fri, 15 May 2026 00:03:45 +0000

The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for international investments, commodities, and the average American investor.

Today's Stocks & Topics: Super Micro Computer, Inc. (SMCI), Market Wrap, Tigo Energy, Inc. (TYGO), Genco Shipping & Trading Limited (GNK), Edgewood Growth Fund Retail Class (EGFFX), US Dollar Outlook 2026: Strength, Weakness, and What's Driving It, Janus Henderson AAA CLO ETF (JAAA), iShares 0-3 Month Treasury Bond ETF (SGOV), ServiceNow, Inc. (NOW), Brown & Brown, Inc. (BRO), Intuit Inc. (INTU).

Is Goldman Sachs Right About the Fed Rate Cut Forecast?

Thu, 14 May 2026 00:10:58 +0000

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.

Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).

Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?

Wed, 13 May 2026 00:05:45 +0000

Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the safe haven investors think it is in today's complex macro environment.

Today's Stocks & Topics: The PNC Financial Services Group, Inc. (PNC), Market Wrap, Mobileye Global Inc. (MBLY), Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?, Wingstop Inc. (WING), Colgate-Palmolive Company (CL), Inflation Soaring, State Street Energy Select Sector SPDR ETF (XLE), Palantir Technologies Inc. (PLTR), "NACHO" - Not A Chance Hormuz Open.

The Market Is Hot, But This Is Where Investors Get Hurt

Tue, 12 May 2026 00:06:04 +0000

Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is telling investors not to get comfortable yet.

Today's Stocks & Topics: Venture Global, Inc. (VG), Market Wrap, Netflix, Inc. (NFLX), KLA Corporation (KLAC), AI and Investment Advice, Devon Energy Corporation (DVN), The Market Is Hot, But This Is Where Investors Get Hurt, The TJX Companies, Inc. (TJX), Free Cash Flow.

The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing

Sat, 09 May 2026 00:04:42 +0000

Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling that AI monetization is moving decisively beyond Silicon Valley and into mainstream corporate finance. This is a landmark moment for understanding where the real AI money is flowing.

Today's Stocks & Topics: CVS Health Corporation (CVS), Market Wrap, Domino's Pizza, Inc. (DPZ), The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing, Value Stocks, Invesco S&P SmallCap Energy ETF (PSCE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Rising Cost of Jet Fuel, FactSet Research Systems Inc. (FDS), KPP Newsletter, Memory Chips Stocks.

China Iran Oil Sanctions and the Escalating US-China Economic Cold War

Fri, 08 May 2026 00:04:01 +0000

China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners, marking a significant escalation in the economic conflict running parallel to the Middle East military one. For global investors, this move signals that the US-China economic cold war is intensifying in ways that could reshape supply chains, commodities, and emerging market exposure.

Today's Stocks & Topics: Sprott Uranium Miners ETF (URNM), Market Wrap, Honda Motor Co., Ltd. (HMC), Should Young Investors Keep Buying?, PayPal Holdings, Inc. (PYPL), McKesson Corporation (MCK), The Petro Dollar, Franklin International Core Dividend Tilt Index ETF (DIVI), Inflation, Abbott Laboratories (ABT).

Is a Recession Coming in 2026? How Markets Sleepwalk into Economic Downturns

Thu, 07 May 2026 00:04:26 +0000

Analysts are warning that markets are exhibiting 'misplaced euphoria' even as geopolitical tensions in the Middle East threaten an oil-driven economic slowdown. History shows that markets often fail to price in recession risk until it's too late—so how do you know when optimism becomes dangerous complacency?

Today's Stocks & Topics: Diamondback Energy, Inc. (FANG), Market Wrap, Trading, Oklo Inc. (OKLO), Zoom Communications, Inc. (ZM), The Stock Market, Is a Recession Coming in 2026? How Markets Sleepwalk Into Economic Downturns, Becton, Dickinson and Company (BDX), Becton, Union Pacific Corporation (UNP), Valero Energy Corporation (VLO), Inflation.

How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

Wed, 06 May 2026 00:07:20 +0000

US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year.

Today's Stocks & Topics: Pacer US Cash Cows 100 ETF (COWZ), Markt Wrap, Space X IPO, Fiserv, Inc. (FISV), Terex Corporation (TEX), How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio, E.L.F. Beauty, Inc. (ELF), Shopify Inc. (SHOP), Abercrombie & Fitch Co. (ANF), Customers Bancorp, Inc. (CUBI), How Companies Survive Without Profits, Q1 GDP Growth Rate.

The Aluminum Crisis of 2026: Why Aluminum Prices are Skyrocketing

Tue, 05 May 2026 00:18:33 +0000

Global aluminum supply is tightening fast, and investors are starting to notice. The real question is whether this is just a short-term commodity spike…or the beginning of a major re-rating in aluminum stocks.

Today's Stocks & Topics: Carrier Global Corporation (CARR), Market Wrap, Adobe Inc. (ADBE), Bay Area Rental Market, NVR, Inc. (NVR), The Aluminum Crisis of 2026: Why Aluminum Prices are Skyrocketing, Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG), Vanguard Total Stock Market Index Fund ETF Shares (VTI), Shorting, ASML Holding N.V. (ASML), Private Equity.

China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage

Sat, 02 May 2026 00:08:39 +0000

While Western nations grapple with the fallout from the Iran conflict, China's clean tech exporters are cashing in, and its industrial profits are still growing — all while Beijing quietly expands its economic pressure toolkit under cover of a trade truce with Trump. We unpack China's strategic positioning and what it means for global trade and US investors.

Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, Welltower Inc. (WELL), China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage, WEC Energy Group, Inc. (WEC), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Chevron Corporation (CVX), Oil Mayors, KPP Newsletter, Kimbell Royalty Partners, LP (KRP), Intel Corporation (INTC).

Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?

Fri, 01 May 2026 00:03:27 +0000

Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest.

Today's Stocks & Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree Enhanced Commodity Strategy Fund (GCC), Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?, Teck Resources Limited (TECK), The Charles Schwab Corporation (SCHW), Covered Call Options, Economic Growth Numbers, Lululemon Athletica Inc. (LULU), GDP Ratio.

The Apartment Concession Wave: What Record Landlord Giveaways Tell Us About the Rental Market

Thu, 30 Apr 2026 00:07:40 +0000

Nearly 40% of landlords are now offering concessions to attract tenants — free months of rent, waived fees, gift cards — a sign that the apartment market is fundamentally shifting in favor of renters after years of landlord dominance. We break down what this tells us about housing supply, shelter inflation, and the investment case for real estate right now.

Today's Stocks & Topics: Taseko Mines Limited (TGB), Market Wrap, Uber Technologies, Inc. (UBER), iShares Core MSCI EAFE IMI Index ETF (TSX:XEF), The Apartment Concession Wave: What Record Landlord Giveaways Tell Us About the Rental Market, Quantum Computing Inc. (QUBT), IonQ, Inc. (IONQ), VanEck Morningstar Wide Moat ETF (MOAT), Trading.

America's New Oil Crown: How the Iran War Made the US the World's Swing Producer

Wed, 29 Apr 2026 00:12:44 +0000

The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.

Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.

The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money

Tue, 28 Apr 2026 00:07:48 +0000

SpaceX and OpenAI are heading for the public markets with combined valuations approaching 3 trillion dollars; but by the time retail investors get access, has the real opportunity already passed? We will break down the IPO cycle most investors don't understand, why hype distorts valuation, and the five things you should watch before buying into any mega-IPO.

Today's Stocks & Topics: Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Market Wrap, VICI Properties Inc. (VICI), Top 5 Technical Indicators, The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money, AstraZeneca PLC (AZN), AbbVie Inc. (ABBV), Sunbelt Rentals Holdings, Inc. (SUNB), Roth vs. Traditional I-R-S.

*Correction: In this episode, we incorrectly stated that Robinhood was worth $2 billion. At the time of airing, Robinhood’s market capitalization was approximately $75 billion.

Prediction Markets Come to Wall Street: The Citadel Bet

Sat, 25 Apr 2026 02:10:58 +0000

Citadel Securities is reportedly exploring prediction markets as trading scales up, a development that could fundamentally change how financial markets incorporate real-world event probabilities into prices. We will examine what prediction markets are, how they work, and what their mainstream adoption means for investors.

Also in this podcast: INTU - Intuit Inc., AMAT - Applied Materials Inc., BKNG - Booking Holdings Inc., AMD - Advanced Micro Devices Inc.; also, a listener question on 'asset allocation'; plus Luke's MARKET WRAP UP, and his topic talking points: “Consumer Sentiment” and “AI Investment Decisions Warning”; and Luke reviewed treasury rates, metal prices, and oil and gas prices.

Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?

Fri, 24 Apr 2026 00:14:11 +0000

Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in.

Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trump and the Economy, Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?, VanEck Alternative Asset Manager ETF (GPZ), Medtronic plc (MDT), Abbott Laboratories (ABT), Jobs and Immigration Crackdown, Algonquin Power & Utilities Corp. (AQN), The Home Depot, Inc. (HD), The Global Economy.

AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins

Thu, 23 Apr 2026 00:00:08 +0000

Some grocery chains are deploying AI to slash food waste and improve profit margins, a trend that reflects a broader shift in how artificial intelligence is creating real, measurable returns in unexpected corners of the economy. We examine how AI-driven operational efficiency is becoming a competitive moat — and what it means for investors looking beyond the obvious AI plays.

Today's Stocks & Topics: MNTN, Inc. (MNTN), Automatic Data Processing, Inc. (ADP), Market Wrap, Technical Indicators, Netflix, Inc. (NFLX), AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins, iShares Ultra Short Duration Bond Active ETF (ICSH) vs. Money Market Accounts, Alarm.com Holdings, Inc. (ALRM), Target Corporation (TGT), Deglobalization.

What Happens to Your 401k When You Leave a Job?

Wed, 22 Apr 2026 00:03:15 +0000

Millions of Americans change jobs every year without fully claiming the retirement contributions, unvested stock, and other compensation they've earned — and it adds up to billions in lost wealth over a lifetime. We break down the key financial steps every worker should take before handing in their resignation letter.

Today's Stocks & Topics: Avis Budget Group, Inc. (CAR), Market Wrap, iShares MSCI Switzerland ETF (EWL), Franklin FTSE Switzerland ETF (FLSW), Tractor Supply Company (TSCO), What Happens to Your 401k When You Leave a Job?, Super Micro Computer, Inc. (SMCI), ServiceNow, Inc. (NOW), Intel Corporation (INTC), Energy Forecast, Badger Meter, Inc. (BMI), Private Credit.

Best of Caller Questions

Tue, 21 Apr 2026 00:00:33 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Best of Caller Questions

Fri, 17 Apr 2026 23:00:39 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.

The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos

Fri, 17 Apr 2026 00:04:02 +0000

Despite an Iran war, a Hormuz blockade, oil topping $100, and failed peace talks, the stock market has shown remarkable resilience — leaving many investors puzzled and cautious in equal measure. We dig into what's really holding markets up and whether this resilience is a sign of strength or dangerous complacency.

Today's Stocks & Topics: TransMedics Group, Inc. (TMDX), Arxis, Inc. Class A Common Stock (ARXS), Market Wrap, Carriage Services, Inc. (CSV), Addus HomeCare Corporation (ADUS), National HealthCare Corporation (NHC), The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos, Universal Display Corporation (OLED), Oracle Corporation (ORCL), US Jobless Claims, Cavco Industries, Inc. (CVCO), U.S. Day Trading Rules.

Is a Custodial Investment Account Right for Your Kids?

Thu, 16 Apr 2026 00:04:13 +0000

Research shows that children who develop healthy relationships with money early in life end up in significantly better financial shape as adults, yet most schools still don't teach personal finance. We explore practical strategies for instilling sound financial habits in kids and how those habits compound over a lifetime.

Today's Stocks & Topics: CEMEX, S.A.B. de C.V. (CX), Market Wrap, Salesforce, Inc. (CRM), Comcast Corporation (CMCSA), Space X IPO, Is a Custodial Investment Account Right for Your Kids?, National Healthcare Properties, Inc. (NHP), Defense Spending, Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX), Palomar Holdings, Inc. (PLMR).

No Tax on Tips: What the IRS Ruling Actually Means for Workers and the Economy

Wed, 15 Apr 2026 00:07:29 +0000

The IRS has published its official list of occupations that qualify for the new 'no tax on tips' provision, giving millions of service workers potential tax relief. We examine the economic impact of this policy, who really benefits, and what it might mean for consumer spending patterns.

Today's Stocks & Topics: Dutch Bros Inc. (BROS), Market Wrap, Nestlé S.A. (NSRGF), Nestlé S.A. (NSRGY), No Tax on Tips: What the IRS Ruling Actually Means for Workers and the Economy, HF Sinclair Corporation (DINO), The International Monetary Fund and Global Economy, Sandisk Corporation (SNDK), Western Digital Corporation (WDC), The Curve Steepener and the War.

Introduction: InvestTalk Podcast

Tue, 14 Apr 2026 19:21:15 +0000

Navigating the stock market and building a secure financial future can feel overwhelming, but you don’t have to do it alone. Welcome to InvestTalk. Every weekday, we provide unbiased financial guidance, break down market trends, and most importantly, answer your questions live. Whether you are wondering about asset allocation, retirement planning, or a specific stock, we are here to help you make smarter money decisions.

Independent thinking and shared success start right here. Hit that "Follow" button so you never miss an episode, and let's start building your wealth today.

Call 888-99-CHART to hear your questions answered live on the show.

Independent Thinking, Shared Success | InvestTalk.com

Do Corporate Stock Buybacks Signal Attractive Entry Points for Investors?

Tue, 14 Apr 2026 00:03:02 +0000

Companies like CrowdStrike are taking advantage of their struggling stock prices by increasing buyback activity, reflecting management confidence despite market volatility. This trend raises questions about whether corporate buybacks signal attractive entry points for investors.

Today's Stocks & Topics: AppLovin Corporation (APP), Market Wrap, Hess Midstream LP (HESM), MPLX LP (MPLX), Roblox Corporation (RBLX), Do Corporate Stock Buybacks Signal Attractive Entry Points for Investors?, Sysco Corporation (SYY), ICICI Bank Limited (IBN), Interest Rates.

The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities

Sat, 11 Apr 2026 00:04:48 +0000

The Iran crisis is forcing a fundamental reevaluation of global logistics and infrastructure investments as companies seek alternative supply routes. Shipping companies and logistics providers are adapting to new realities while infrastructure spending becomes increasingly strategic.

Today's Stocks & Topics: iShares Gold Trust (IAU), Market Wrap, Atlassian Corporation (TEAM), Winmark Corporation (WINA), Enel SpA (ENLAY), Berkshire Hathaway Inc. (BRK-B), The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities, Brown & Brown, Inc. (BRO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, The Bobby Bonilla Story.

What Are Treasury Bond Yields Forecasting for Investors in 2026?

Fri, 10 Apr 2026 00:05:23 +0000

Treasury yields are holding steady as traders assess mixed signals on Middle East de-escalation amid ongoing conflict uncertainties. The bond market is trying to balance safe-haven demand against persistent inflation concerns from energy price spikes.

Today's Stocks & Topics: International Paper Company (IP), Market Wrap, Roche Holding AG (SWX:RO), Microsoft Corporation (MSFT), Altria Group, Inc. (MO), What Are Treasury Bond Yields Forecasting for Investors in 2026?, Salesforce, Inc. (CRM), The U.S.-Iran Ceasefire and the U.S. Economy, HOA Fees.

Employment Growth 2026: Jobs Resilience Amid Geopolitical Crisis

Thu, 09 Apr 2026 00:11:10 +0000

The US labor market posted its largest jobs gain in 15 months, showing remarkable resilience despite escalating Middle East tensions. However, analysts warn that prolonged geopolitical conflicts could create headwinds for future employment growth.

Today's Stocks & Topics: NiSource Inc. (NI), Market Wrap, 101 Technical Analysis and Chart Reading, Dell Technologies Inc. (DELL), Dividend vs. Value Investment, Foreign vs. Domestic Investments, Employment Growth 2026: Jobs Resilience Amid Geopolitical Crisis, Riley Exploration Permian, Inc. (REPX), McKesson Corporation (MCK), Treasuries, Intel Corporation (INTC), Enbridge Inc. (ENB).

Aerospace Defense Contractors: The New Military Investment Cycle

Wed, 08 Apr 2026 00:03:39 +0000

Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.

Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.

Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs

Tue, 07 Apr 2026 00:05:47 +0000

Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally.

Today's Stocks & Topics: Sterling Infrastructure, Inc. (STRL), Market Wrap, Fair Isaac Corporation (FICO), Company Stock Allocation, PulteGroup, Inc. (PHM), Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs, CNX Resources Corporation (CNX), Dutch Bros Inc. (BROS), Celsius Holdings, Inc. (CELH), Skyward Specialty Insurance Group, Inc. (SKWD), Value Stocks.

Good Friday - Best of Caller Questions

Fri, 03 Apr 2026 23:00:14 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years

Fri, 03 Apr 2026 00:04:20 +0000

Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal.

Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years, iShares U.S. Medical Devices ETF (IHI), The Greenbrier Companies, Inc. (GBX), EQT Corporation (EQT), Liberation Day Anniversary, New Tariff Structure.

Is Currency Market Volatility Creating New Investment Opportunities?

Thu, 02 Apr 2026 00:05:22 +0000

The U.S. dollar is flexing its muscles as the world's ultimate safe haven, surging against major currencies as global uncertainty drives flight-to-quality flows. Meanwhile, the Euro is struggling as European economies face the double whammy of energy price shocks and growth concerns, reshaping currency markets worldwide.

Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Diageo plc (DEO), Exxon Mobil Corporation (XOM), Aberdeen India Fund, Inc. (IFN), Is Currency Market Volatility Creating New Investment Opportunities?, Jackson Financial Inc. (JXN), Vanguard Materials ETF (VAW), KPP Management of ETFs, Mueller Water Products, Inc. (MWA), Large Language Models (LLMs) and AI.

Are Growth vs Value Stocks Ready for a Major Reversal?

Wed, 01 Apr 2026 00:06:40 +0000

Technology stocks are suffering their worst week in nearly a year as investors realize that even the most innovative companies can't escape the gravitational pull of rising interest rates and economic uncertainty. The sell-off is forcing a reassessment of sky-high valuations and growth assumptions that dominated markets for years.

Today's Stocks & Topics: STAAR Surgical Company (STAA), Market Wrap, Conagra Brands, Inc. (CAG), Are Growth vs Value Stocks Ready for a Major Reversal?, Hewlett Packard Enterprise Company (HPE), Vanguard Value Index Fund ETF Shares (VTV), RCI Hospitality Holdings, Inc. (RICK), Jobs Report, SLB N.V. (SLB), Job Advice, Gold.

Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?

Tue, 31 Mar 2026 00:07:56 +0000

Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering rate cuts. The central bank's delicate balancing act between economic growth and price stability faces its biggest test since the pandemic.

Today's Stocks & Topics: Evolv Technologies Holdings, Inc. (EVLV), Market Wrap, Vontier Corporation (VNT), Micron Technology, Inc. (MU), Applied Materials, Inc. (AMAT), Gen Digital Inc. (GEN), Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?, PayPal Holdings, Inc. (PYPL), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Diamondback Energy, Inc. (FANG), Synchrony Financial (SYF), Consumer Staple Stocks, EssilorLuxottica Société anonyme (EL.PA), Cheniere Energy, Inc. (LNG).

Are Home Prices and Mortgage Rates Creating a Housing Crisis?

Sat, 28 Mar 2026 01:58:41 +0000

The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real estate investors and homebuyers are navigating unprecedented uncertainty in what's typically the industry's strongest season.

Today's Stocks & Topics: PFE - Pfizer Inc; PTLO - Portillos Inc; NGVC Natural Grocers by Vitamin Cottage Inc; ISOP; ACIC -

American Coastal Insurance Corp; a question from our YouTube channel viewers: MOS - Mosaic Company; plus Luke's market wrap, Luke’s metals, oil, and Luke's talking points: 'Global Shipping Crisis' and US-China Trade'; Tariff Anniversary.

Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?

Fri, 27 Mar 2026 00:03:30 +0000

The FDA's approval of a higher-dose Wegovy marks Novo Nordisk's aggressive push to reclaim market share in the exploding weight loss drug sector. Pharmaceutical investors are watching closely as competition intensifies in what could become a trillion-dollar market.

Today's Stocks & Topics: Berkshire Hathaway Inc. (BRK.B), Market Wrap, Snap Inc. (SNAP), Caterpillar Inc. (CAT), Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?, CDW Corporation (CDW), Petrochemical Companies, Lumen Technologies, Inc. (LUMN), Mortgage Rates, Mueller Industries, Inc. (MLI), Fertilizer Market.

Defense Spending Boom: Military Contractors Hit the Jackpot

Thu, 26 Mar 2026 00:05:32 +0000

President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era.

Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Investment: Ground-floor, Defense Spending Boom: Military Contractors Hit the Jackpot, Warrior Met Coal, Inc. (HCC), The Bond Market, Kinsale Capital Group, Inc. (KNSL), VICI Properties Inc. (VICI), The Top 1%.

Prediction Market Platforms: How Polymarket and Sports Betting Are Reshaping Finance

Wed, 25 Mar 2026 00:06:45 +0000

Major League Baseball's exclusive partnership with Polymarket signals the growing acceptance of prediction markets in mainstream finance. These platforms are evolving from niche betting sites to legitimate forecasting tools that could reshape how markets price risk and uncertainty.

Today's Stocks & Topics: SM Energy Company (SM), Market Wrap, Federal Agricultural Mortgage Corporation (AGM), Private Equity vs. Private Credit, How to Shorth a Stock, Zebra Technologies Corporation (ZBRA), Prediction Market Platforms: How Polymarket and Sports Betting Are Reshaping Finance, Microsoft Corporation (MSFT), 401/457 Plans, Alphabet Inc. (GOOGL), Denison Mines Corp. (DNN), Current Economic and the 2008 Financial Crisis.

Are Flight to Safety Assets Still Working in 2026?

Tue, 24 Mar 2026 00:08:01 +0000

Swiss money managers are expecting increased inflows from Gulf nations as regional conflicts drive capital flight to safer jurisdictions. Meanwhile, emerging market funds are seeing outflows as investors seek stability amid global uncertainty.

Today's Stocks & Topics: Interactive Brokers Group, Inc. (IBKR), Market Wrap, Xylem Inc. (XYL), WD-40 Company (WDFC), Costco Wholesale Corporation (COST), Are Flight to Safety Assets Still Working in 2026?, Super Micro Computer, Inc. (SMCI), Hertz Global Holdings, Inc. (HTZ), The Oil Industry, Micron Technology, Inc. (MU), Stock Performance.

Labor Market Iran War Impact: Jobs Data Shows Resilience

Sat, 21 Mar 2026 00:01:05 +0000

US jobless claims continue to show a sluggish but stable labor market, with low layoffs anchoring economic stability even as global conflicts rage. However, economists warn that prolonged Iran war tensions could eventually threaten this labor market strength.

Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, OneMain Holdings, Inc. (OMF), Labor Market Iran War Impact: Jobs Data Shows Resilience, VanEck Uranium and Nuclear ETF (NLR), The Hershey Company (HSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), Cost of Borrowing in the UK, KPP Newsletter, The US Economy and the Iran War.

Should You Invest During War Volatility? Market Strategy Guide

Fri, 20 Mar 2026 00:07:25 +0000

Jim Cramer and other market veterans are advising investors not to let Iran war-induced volatility scare them out of quality stocks. The key is distinguishing between temporary geopolitical noise and fundamental business changes.

Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, Buying Credit Cards Companies, Rheinmetall AG (RNMBY), Fortinet, Inc. (FTNT), Should You Invest During War Volatility? Market Strategy Guide, Watsco, Inc. (WSO), Valvoline Inc. (VVV), Countries Impacted by High Oil Prices, New Car Prices.

Will Mortgage Rates Kill the Spring Housing Market?

Thu, 19 Mar 2026 00:05:05 +0000

Mortgage rates have jumped to their highest levels since September, dealing another blow to an already struggling spring housing market. The combination of elevated rates and economic uncertainty is forcing potential buyers to reconsider their plans.

Today's Stocks & Topics: UL Solutions Inc. (ULS), Precious Metals, Copper, Investing Apps, Eli Lilly and Company (LLY), Hertz Global Holdings, Inc. (HTZ), Sibanye Stillwater Limited (SBSW), Will Mortgage Rates Kill the Spring Housing Market?, Suburban Propane Partners, L.P. (SPH), Inflation, Alcoa Corporation (AA), Century Aluminum Company (CENX), Consumer Spending.

How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?

Wed, 18 Mar 2026 00:03:45 +0000

Even households earning six figures find themselves 'on thin ice' in today's K-shaped economy, where economic gains are unevenly distributed. Rising costs and financial pressures are exposing vulnerabilities across income levels that seemed secure just years ago.

Today's Stocks & Topics: Canadian Imperial Bank of Commerce (CM), Market Wrap, ProShares UltraPro QQQ (TQQQ), How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?, Mastercard Incorporated (MA), Meta Platforms, Inc. (META), Defense Contracts, Take-Two Interactive Software, Inc. (TTWO), Data Centers.

Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications

Tue, 17 Mar 2026 00:05:27 +0000

Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple sectors.

Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Prudential Financial, Inc. (PRU), Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications, Are We in Trouble?, Meren Energy Inc. (MRNFF), Altria Group, Inc. (MO), Substantially Equal Periodic Payments (SEPP-72t), Shale Oil.

Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost

Sat, 14 Mar 2026 00:04:20 +0000

apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.

Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.

Emerging Market Exodus: When Global Tensions Trigger Capital Flight

Fri, 13 Mar 2026 00:05:32 +0000

India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.

Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.

Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy

Thu, 12 Mar 2026 00:04:15 +0000

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.

Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.

Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy

Wed, 11 Mar 2026 00:11:52 +0000

Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.

Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.

The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm

Tue, 10 Mar 2026 00:05:34 +0000

CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.

Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS), Vanguard Total International Stock Index Fund ETF Shares (VXUS), Bonds, Adobe Inc. (ADBE), The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm, ConocoPhillips (COP), 401k Match, Credit Markets, iShares MSCI Mexico ETF (EWW), Lincoln National Corporation (LNC), Oil Supply.

Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures

Sat, 07 Mar 2026 01:14:07 +0000

Wholesale prices rose sharply in the latest report, pointing to persistent inflation that could complicate Federal Reserve policy decisions. This unexpected uptick in producer prices suggests the inflation fight is far from over, despite earlier optimism about cooling price pressures.

Today's Stocks & Topics: Hertz Global Holdings, Inc. (HTZ), Market Wrap, Ball Corporation (BALL), KPP Newsletter, Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures, Whirlpool Corporation (WHR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, ADMA Biologics, Inc. (ADMA), Jobs Report, Nucor Corporation (NUE), AbbVie Inc. (ABBV).

The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces

Fri, 06 Mar 2026 01:03:20 +0000

Block is planning to lay off nearly half its workforce in what it calls a 'deliberate and bold' embrace of AI, while eBay cuts 800 jobs citing AI transformation. This wave of AI-driven layoffs raises critical questions about the future of work and whether these productivity gains will translate to sustainable profits for shareholders.

Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, Gold Royalty Corp. (GROY), The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces, Lululemon Athletica Inc. (LULU), Mobileye Global Inc. (MBLY), The Global Economy and The Middle East Conflict, The Citrini Report, Aluminum Supply.

Market Rotation Panic: February's Wild Swings Set Stage for March Volatility

Thu, 05 Mar 2026 01:04:17 +0000

February's 'panic' rotation in stocks has created extreme market turbulence as investors flee from one sector to another. With the S&P 500 caught in an extremely narrow trading range, what's happening beneath the surface could determine the market's next major move.

Today's Stocks & Topics: Autoliv, Inc. (ALV), Market Wrap, Novo Nordisk A/S (NVO), Market Rotation Panic: February's Wild Swings Set Stage for March Volatility, Main Street Capital Corporation (MAIN), Stop Order Above the Price, Oil Prices, Grab Holdings Limited (GRAB), Grupo México, S.A.B. de C.V. (GMBXF), RTX Corporation (RTX), Defense Stocks.

Best of Caller Questions

Wed, 04 Mar 2026 00:00:36 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.

The S&P 500 Identity Crisis: Historic Shifts Reshape America's Index

Tue, 03 Mar 2026 01:09:32 +0000

The S&P 500 is undergoing a historic transformation that could fundamentally reshape the stock market landscape. With the Magnificent Seven experiencing a brutal February and sectoral rotations accelerating, America's flagship index is evolving in unprecedented ways.

Today's Stocks & Topics: MPLX LP (MPLX), Market Wrap, Pullback in Precious Metals?, Invesco S&P MidCap 400 GARP ETF (GRPM), Options, The S&P 500 Identity Crisis: Historic Shifts Reshape America's Index, Vanguard Energy Index Fund ETF Shares (VDE), Uber Technologies, Inc. (UBER), Oil Markets, The Wendy's Company (WEN), When to take Social Security, Small Caps ETFs.

The 24/7 Stock Market Revolution: Trading Never Sleeps

Sat, 28 Feb 2026 01:03:17 +0000

The traditional 4 p.m. closing bell is becoming obsolete as stocks transform into "24/7 digital cash" with round-the-clock trading. This fundamental shift in market structure is changing how investors think about timing, liquidity, and global market dynamics.

Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, Microsoft Corporation (MSFT), The 24/7 Stock Market Revolution: Trading Never Sleeps, Oracle Corporation (ORCL), Retirement Allocation, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “AI Layoffs”, Sprouts Farmers Market, Inc. (SFM), Sunrun Inc. (RUN).

Gold's $5,000 Mountain: Precious Metals Navigate Volatile Terrain

Fri, 27 Feb 2026 01:05:53 +0000

Gold is gathering momentum and pushing above $5,000, though its been a little bumpy for precious metals investors. As geopolitical tensions rise and inflation concerns persist, the traditional safe haven is testing new psychological levels.

Today's Stocks & Topics: Emerson Electric Co. (EMR), Third Annual InvestTalk Market Madness, Market Wrap, Coca-Cola Consolidated, Inc. (COKE), The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Nexstar Media Group, Inc. (NXST), Cencora, Inc. (COR), Franklin FTSE Japan ETF (FLJP), iShares JPX-Nikkei 400 ETF (JPXN), Ciena Corporation (CIEN), VanEck Uranium and Nuclear ETF (NLR), Insider Purchases.

Housing Market Revival: Construction Surge Signals New Chapter

Thu, 26 Feb 2026 01:05:03 +0000

Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.

Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.

The Great American Stock Exodus: When U.S. Markets Lose Their Crown

Wed, 25 Feb 2026 01:07:38 +0000

U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks.

Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Bonds, Blue Owl Capital Inc. (OWL), iShares MSCI Japan ETF (EWJ), WisdomTree Japan Opportunities Fund (OPPJ), Tariffs and Trades, CrowdStrike Holdings, Inc. (CRWD), Cloudflare, Inc. (NET), SM Energy Company (SM), Block, Inc. (XYZ).

Japan's Political Shift & The Nikkei Surge

Tue, 24 Feb 2026 01:04:03 +0000

Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen.

Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com, Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Roper Technologies, Inc. (ROP), The Commodity Industry, Canadian Natural Resources Limited (CNQ), Lyft, Inc. (LYFT), Jobs Report.

Behavioral Finance: Your Brain vs. Your Portfolio

Sat, 21 Feb 2026 01:12:20 +0000

Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.

Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).

Trade Wars & Wine: The New Global Tariff Map

Fri, 20 Feb 2026 01:01:50 +0000

A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.

Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.

The "Core and Explore" Portfolio Strategy

Thu, 19 Feb 2026 01:00:53 +0000

We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.

Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).

Semiconductors: The "Custom Chip" War

Wed, 18 Feb 2026 01:04:14 +0000

It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.

Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).

Presidents' Day - Best of Caller Questions

Tue, 17 Feb 2026 00:00:33 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Housing: The "Spring Season" Starts Now

Sat, 14 Feb 2026 01:02:58 +0000

Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines.

Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com, Inc. (AMZN), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Fastenal Company (FAST), Corporate Bonds, Dillard's, Inc. (DDS), SPS Commerce, Inc. (SPSC), Rollback Tariffs Plans.

The "Lunar New Year" Liquidity Pump

Fri, 13 Feb 2026 01:07:46 +0000

Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bankâ€¦ and whether itâ€™s a trap for foreign investors.

Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.

The "Valentine's" Financial Audit

Thu, 12 Feb 2026 01:04:07 +0000

Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.

Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.

The "Super Bowl" Consumer Hangover

Wed, 11 Feb 2026 01:05:24 +0000

A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.

Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.

The "Midterm" Year Pattern

Tue, 10 Feb 2026 01:02:57 +0000

2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4.

Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).

The "Grid" Bottleneck: AI vs. Utilities

Sat, 07 Feb 2026 01:11:06 +0000

Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.

Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.

Tax Season: The "Refund" Stimulus

Fri, 06 Feb 2026 01:09:24 +0000

As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.

Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.

The "Capex" War: Meta vs. Microsoft

Thu, 05 Feb 2026 01:07:59 +0000

Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.

Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).

The Super Bowl Indicator

Wed, 04 Feb 2026 01:05:52 +0000

As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.

Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).

The "Insurance" Inflation Spike

Tue, 03 Feb 2026 01:03:28 +0000

New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.

Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.

Japan's "Rate Shock": The Carry Trade Unwinds

Sat, 31 Jan 2026 01:05:36 +0000

While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.

Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices.

The Fed's January Decision

Fri, 30 Jan 2026 01:12:46 +0000

The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation.

Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Technology Finance Corp. (OTF), Bond Options, ONEOK, Inc. (OKE), Taxes, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF).

The "Zombie Company" Purge

Thu, 29 Jan 2026 01:05:24 +0000

Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.

Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.

The "Forever Renter" Economy

Wed, 28 Jan 2026 01:05:02 +0000

Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership.

Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.

The "Silver" Industrial Boom

Tue, 27 Jan 2026 01:04:06 +0000

Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.

Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn Physical Gold Shares ETF (SGOL), Graco Inc. (GGG), Debt, Brunswick Corporation (BC), Old Dominion Freight Line, Inc. (ODFL), Netflix, Inc. (NFLX), Gold.

Big Tech Earnings: The "Profitability" Test

Sat, 24 Jan 2026 01:04:21 +0000

As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.

Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.

The Office-to-Apartment Transformation

Fri, 23 Jan 2026 01:01:47 +0000

With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.

Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACGL), “The Office-to-Apartment Transformation”, Constellation Software Inc. (CNSWF), Caterpillar Inc. (CAT), Amplify Junior Silver Miners ETF (SILJ), Silver and Gold.

The "Private Credit" Crack

Thu, 22 Jan 2026 01:03:28 +0000

As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).

Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.

Copper: The "New Oil" Breakout

Wed, 21 Jan 2026 01:05:57 +0000

Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.

Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).

Martin Luther King Jr. Day - Best of Caller Questions

Tue, 20 Jan 2026 00:00:13 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

The "Cyber" Supercycle: The New Utility

Sat, 17 Jan 2026 01:06:54 +0000

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.

Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.

The Iran Escalation: The "Strait" Jacket on the Economy

Fri, 16 Jan 2026 01:07:36 +0000

With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins.

Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Corporation (BC), How Much Minerals Should Allocate in a Portfolio, Free Cash Flow, CDW Corporation (CDW), Roll a R.E. Portfolio to Something Else.

CPI Day: The "Sticky 3%" Problem

Thu, 15 Jan 2026 01:03:08 +0000

Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.

Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vanguard Total International Stock Index Fund ETF Shares (VXUS), SoFi Technologies, Inc. (SOFI), Nu Holdings Ltd. (NU), Doximity, Inc. (DOCS), Bank Earnings.

Emerging Markets: The 2026 Value Play?

Wed, 14 Jan 2026 01:05:29 +0000

With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.

Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper.

Housing: The "Lock-In" Thaw

Tue, 13 Jan 2026 01:05:55 +0000

With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.

Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil.

The Yield Curve "Un-Inversion"

Fri, 09 Jan 2026 01:06:10 +0000

The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.

Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, United Parcel Service, Inc. (UPS), Rollover 403b to Roth I-R-A, Cardinal Health, Inc. (CAH), Winners and Loser Around the Tax Cuts and Tariffs.

The 2026 "Great Rotation": Tech vs. The Old Economy

Thu, 08 Jan 2026 01:06:16 +0000

As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.

Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.

The "January Barometer"

Wed, 07 Jan 2026 01:00:50 +0000

Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.

Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k Contributions, Hewlett Packard Enterprise Company (HPE), PayPal Holdings, Inc. (PYPL), Hyatt Hotels Corporation (H), America’s Economy, Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI).

The "Cash Trap" of 2026

Tue, 06 Jan 2026 01:03:06 +0000

For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.

Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Investment Opportunities, Alcoa Corporation (AA), Kaiser Aluminum Corporation (KALU), Foreign Stocks.

The Return of "Active" Management?

Sat, 03 Jan 2026 01:05:33 +0000

In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.

Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap Trust, Inc. (RVT), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Software Stocks, ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Suncor Energy Inc. (SU).

New Year's Day - Best of Caller Questions

Fri, 02 Jan 2026 00:00:01 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

New Year's Eve - Best of Caller Questions

Thu, 01 Jan 2026 00:00:57 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan.

The "Dogs of the Dow" 2026 Strategy

Wed, 31 Dec 2025 01:24:55 +0000

We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index.

Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amplify CWP International Enhanced Dividend Income ETF (IDVO), Covered Calls, iShares Russell 2000 ETF (IWM), Pacer US Small Cap Cash Cows 100 ETF (CALF), International Stocks, Owens Corning (OC), Precious Metals, Red Cat Holdings, Inc. (RCAT), The Fed Minutes.

Best of Caller Questions

Tue, 30 Dec 2025 00:00:38 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.

The 2026 Corporate "Maturity Wall"

Sat, 27 Dec 2025 02:55:47 +0000

Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates.

Today's Stocks & Topics: RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridge Financial Solutions, Inc; a question from our YouTube channel viewers: EZPW – EZCorp, Inc; plus Luke's market wrap, Luke’s metals, oil, and interest rates report, and Luke's talking points: 'AI Debt’ and “Permian Basin Risks’

Christmas Day - Best of Caller Questions

Fri, 26 Dec 2025 00:00:54 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.

The 2025 InvestTalk Holiday Special is Here!

Thu, 25 Dec 2025 00:00:26 +0000

In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festive roadmap to help you secure your financial future.

Pre-Positioning for the “January Effect” (Small Caps)

Wed, 24 Dec 2025 01:00:52 +0000

Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips.

Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, American Airlines Group Inc. (AAL), Steel Dynamics, Inc. (STLD), Mortgage Rates, Stock Screeners, Xylem Inc. (XYL), HCA Healthcare, Inc. (HCA), PayPal Holdings, Inc. (PYPL), Wall Street and Tariffs.

Active Management's Edge in Fixed Income

Tue, 23 Dec 2025 01:03:51 +0000

Active Management's Edge in Fixed Income

Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.

Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.

De-Dollarization: Risks of the Weaponized Dollar

Sat, 20 Dec 2025 01:05:11 +0000

Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.

Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.

Water Scarcity: The $3.4 Trillion Infrastructure Gap

Fri, 19 Dec 2025 01:07:13 +0000

We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.

Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).

CRE Distress: Where Are the Opportunities?

Thu, 18 Dec 2025 01:03:48 +0000

Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.

Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.

The Nation's Unsustainable Fiscal Path

Wed, 17 Dec 2025 01:05:58 +0000

The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.

Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.

Global Divergence: Europe Stalls, US Chugs Along

Tue, 16 Dec 2025 01:01:02 +0000

Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.

Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.

Institutional "Window Dressing" Season

Sat, 13 Dec 2025 01:04:59 +0000

As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.

Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.

The "Super Catch-Up": New 2026 401(k) Limits

Fri, 12 Dec 2025 01:09:15 +0000

The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-Up" provision from the Secure 2.0 Act.

Today's Stocks & Topics: Nomura Energy Transition ETF (PWER), Market Wrap, “The "Super Catch-Up": New 2026 401(k) Limits”, Warner Bros. Discovery, Inc. (WBD), Vera Therapeutics, Inc. (VERA), How to Short a Stock, Vanguard Mid-Cap Index Fund ETF Shares (VO), Vanguard Small-Cap Value Index Fund ETF Shares (VBR), The Domestic Oil Industry, Svenska Handelsbanken AB (publ) (SVNLY), GE Vernova Inc. (GEV), Investing vs. Gambling.

The Discount Retail Signal: Is the Consumer "Trading Down"?

Thu, 11 Dec 2025 01:01:37 +0000

Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.

Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).

The Holiday Debt Trap: BNPL "Phantom Debt"

Wed, 10 Dec 2025 01:03:29 +0000

Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately.

Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firefly Aerospace Inc. (FLY), Commodities, Netflix, Inc. (NFLX), Entergy Corporation (ETR).

US Dollar Volatility: The Choppy Path to Stabilization in 2026

Tue, 09 Dec 2025 01:22:10 +0000

We will examine the volatile 2026 forecast for the U.S. dollar, which Morgan Stanley predicts will decline to a 2021 low by mid-year before staging a significant rebound.

Today's Stocks & Topics: Warner Bros. Discovery, Inc. (WBD), Market Wrap, Defiance AI & Power Infrastructure ETF (AIPO), “US Dollar Volatility: The Choppy Path to Stabilization in 2026”, Stryker Corporation (SYK), Intuitive Surgical Inc. (ISRG), Impinj, Inc. (PI), U.S. Consumer Sentiment, Fidelity ZERO Large Cap Index (FNILX), U.S. Global Jets ETF (JETS), A-I and Shopping.

AI's Credit Market Footprint: Financing the Data Center Boom

Sat, 06 Dec 2025 01:05:16 +0000

We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" means for the stability and "spreads" of the investment-grade credit market.

Today's Stocks & Topics: Upwork Inc. (UPWK), Market Wrap, Vanguard Total Stock Market Index Fund ETF Shares (VTI), “AI's Credit Market Footprint: Financing the Data Center Boom”, Costco Wholesale Corporation (COST), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Target Date Funds (TDFs), Onto Innovation Inc. (ONTO), Palo Alto Networks, Inc. (PANW), Mega Mergers.

The American Supply Chain Renaissance

Fri, 05 Dec 2025 01:09:11 +0000

We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring and nearshoring... in order to prioritize speed and proximity in manufacturing.

Today's Stocks & Topics: Novo Nordisk A/S (NVO), Market Wrap, Sterling Infrastructure, Inc. (STRL), Safe Haven Investment, Dow Inc. (DOW), “The American Supply Chain Renaissance”, Rio Tinto Group (RIO), The Private Loan Market, StartEngine, TETRA Technologies, Inc. (TTI).

Warning Signs: Is the Market P/E Ratio Justified?

Thu, 04 Dec 2025 01:04:58 +0000

We will debate whether the S&P 500's historically high Shiller P/E (P/E10) ratio is justified by today's economic environment, or if the current market valuation—nearly matching the 2000 peak—signals an unsustainable bubble.

Today's Stocks & Topics: Axon Enterprise, Inc. (AXON), Market Wrap, Invesco NASDAQ 100 ETF (QQQM), “Warning Signs: Is the Market P/E Ratio Justified?”, FactSet Research Systems Inc. (FDS), Abrdn Physical Silver Shares ETF (SIVR), iShares Silver Trust (SLV), Copper Supply and Demand, Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Brookfield Asset Management Ltd. (BAM), Rockwell Automation, Inc. (ROK), Cameco Corporation (CCJ), Modine Manufacturing Company (MOD), Vanguard and 401k.

Navigating Divergent Commodity Markets

Wed, 03 Dec 2025 01:07:33 +0000

Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors.

Today's Stocks & Topics: Tecnoglass Inc. (TGLS), Market Wrap, Pan American Silver Corp. (PAAS), “Navigating Divergent Commodity Markets”, International Exposure, Netflix, Inc. (NFLX), Oil Pipelines, Covered Calls ETFs, Target Corporation (TGT), Walmart Inc. (WMT), Japan Bond Rates.

The "6-Figure HSA" Retirement Strategy

Tue, 02 Dec 2025 01:07:23 +0000

A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you?

Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, Inc. (LDOS), The Auto Industry, Emerging Markets Bonds.

Black Friday - Best of Caller Questions

Sat, 29 Nov 2025 00:00:06 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Thanksgiving Day Special - Best of Caller Questions

Fri, 28 Nov 2025 00:00:13 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Buffett's $382 Billion Cash Pile

Thu, 27 Nov 2025 01:00:59 +0000

We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.

Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squibb Company (BMY), The Federal Reserve, Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Netflix, Inc. (NFLX), Barrick Mining Corporation (B), How A-I Influences Shopping.

The "Dovish" Pivot: December Rate Cut Odds Jump

Wed, 26 Nov 2025 01:04:06 +0000

Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.

Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE Europe ETF (VGK), NICE Ltd. (NICE), Black Friday, Buying Options, Stride, Inc. (LRN), ‘Big Short’ investor Michael Burry on A-I.

Gold or Bitcoin? The New Safe-Haven Showdown

Tue, 25 Nov 2025 01:04:40 +0000

We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what type of investor each one is really built for.

Today's Stocks & Topics: Fidelity MSCI Real Estate Index ETF (FREL), Quanta Services, Inc. (PWR), Market Wrap, “Gold or Bitcoin? The New Safe-Haven Showdown”, Vanguard Total World Stock Index Fund ETF Shares (VT), The Scotts Miracle-Gro Company (SMG), Blue Owl, CD Rates, American Electric Power Company, Inc. (AEP), Vistra Corp. (VST), NextEra Energy, Inc. (NEE), PayPal Holdings, Inc. (PYPL), Teradyne, Inc. (TER), Bonds.

Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?

Sat, 22 Nov 2025 01:05:33 +0000

We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors.

Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?”, Themes ETF Trust - Leverage Shares 2X Long SPOT Daily ETF (SPOG), Crypto, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Retirement, Unusual Machines, Inc. (UMAC), Adient plc (ADNT), Palantir Technologies Inc. (PLTR), Private Equity.

High-Yield Savings vs. T-Bills: Where Should Your Cash Live?

Fri, 21 Nov 2025 01:05:29 +0000

We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash.

Today's Stocks & Topics: California Resources Corporation (CRC), DoorDash, Inc. (DASH), Market Wrap, Grupo Cibest S.A. (CIB), “High-Yield Savings vs. T-Bills: Where Should Your Cash Live?”, Humana Inc. (HUM), Converting a Traditional I-R-A to a Roth I-R-A, Jobs Report, BrightSpring Health Services, Inc. (BTSG), Carnival Corporation & plc (CCL), Eastman Chemical Company (EMN), Corporate Bonds.

Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?

Thu, 20 Nov 2025 01:04:48 +0000

We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.

Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.

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“The Forgotten 401(k): Are You Leaving Money on the Table?”

Wed, 19 Nov 2025 01:01:32 +0000

In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.

Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).

Don’t Outlive Your Nest Egg: Strategies to Make Savings Last

Tue, 18 Nov 2025 01:03:05 +0000

We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk.

Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategies to Make Savings Last, Small Cap Stocks, WW International, Inc. (WW), Elon Musk's $1 Trillion Pay Package, Amdocs Limited (DOX), Federal National Mortgage Association (FNMA), Social Media.

Annuities Demystified: Types, Payouts, and Trade-Offs

Sat, 15 Nov 2025 01:06:45 +0000

We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.

Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China’s Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.

Boomers are less bullish on ETFs—should they be?

Fri, 14 Nov 2025 01:01:01 +0000

New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a good reason for it.

Today's Stocks & Topics: Vanguard Long-Term Corporate Bond Index Fund ETF Shares (VCLT), East West Bancorp, Inc. (EWBC), Boomers are less bullish on ETFs—should they be?, McKesson Corporation (MCK), Fidelity 401k Plan, Insurance Companies and Private Equity Markets, Robo Global Robotics and Automation Index ETF (ROBO), Cardinal Health, Inc. (CAH), Streaming Prices, Vanguard Health Care Index Fund ETF Shares (VHT), Index Concentration.

50-Year Mortgages: Quick Fix or Costly Mistake?

Thu, 13 Nov 2025 01:03:19 +0000

We will examine why ultra-long loans may lower payments but slow equity-building and raise lifetime interest costs, and what that means for housing affordability.

Today's Stocks & Topics: Silver, Market Wrap, The Procter & Gamble Company (PG), 50-Year Mortgages: Quick Fix or Costly Mistake?, Mueller Industries, Inc. (MLI), SPDR Portfolio S&P 600 Small Cap ETF (SPSM), U.S. Insurance Companies, iShares Gold Trust (IAU), Leggett & Platt, Incorporated (LEG), SPDR S&P 500 ETF (SPY), Oil and Gas Demand.

Value Investing 101: How to Spot Undervalued Stocks

Wed, 12 Nov 2025 01:01:44 +0000

We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth.

Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, Baxter International Inc. (BAX), Zimmer Biomet Holdings, Inc. (ZBH), Value Investing 101: How to Spot Undervalued Stocks, Interactive Brokers Group, Inc. (IBKR), How to Calculate Company's Debt, Marten Transport, Ltd. (MRTN), Labor Market, FIGS, Inc. (FIGS), Meta Platforms, Inc. (META), Clearway Energy, Inc. (CWEN), Waste Management, Inc. (WM), A-I Spending.

Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids

Tue, 11 Nov 2025 01:02:36 +0000

We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus.

Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction After A Year Of Trump's Election, OppFi Inc. (OPFI), Barclays PLC (BCS), The Trade Desk, Inc. (TTD), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), A-I and Earnings.

Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge

Sat, 08 Nov 2025 01:08:35 +0000

We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know.

Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.

Gold’s Enduring Role: From Ancient Coins to Bitcoin Era

Fri, 07 Nov 2025 01:03:22 +0000

From the gold standard to modern bitcoin comparisons, we will explore why gold still matters in the digital age—and how it fits into today’s portfolio.

Today's Stocks & Topics: Tema Electrification ETF (VOLT), Market Wrap, AirJoule Technologies Corporation (AIRJ), Honeywell International Inc. (HON), Gold’s Enduring Role: From Ancient Coins to Bitcoin Era, Lululemon Athletica Inc. (LULU), Global Equities, Publicly Traded Sports Teams, Aveanna Healthcare Holdings Inc. (AVAH), Housing.

Housing Market Forecast 2026: What’s Coming Next?

Thu, 06 Nov 2025 01:25:10 +0000

We will talk about an expert-driven look at where home prices, interest rates and buyer demand are headed—and what that means for investors and homeowners.

Today's Stocks & Topics: The Buckle, Inc. (BKE), Tariffs, Market Wrap, The Walt Disney Company (DIS), Housing Market Forecast 2026: What’s Coming Next?, NIKE, Inc. (NKE), Stride, Inc. (LRN), Lemonade, Inc. (LMND), Supreme Court vs. Trump Tariffs, EQT Corporation (EQT), A-I Advertising, Pool Corporation (POOL), The Boston Beer Company, Inc. (SAM), FAA Orders Cuts in Flights.

How to Roll Over an Old 401(k)

Wed, 05 Nov 2025 01:04:40 +0000

Is deciding what to do with an orphan 401(k) on your to-do list? We will look at the seven steps for getting it done.

Today's Stocks & Topics: LightPath Technologies, Inc. (LPTH), Market Wrap, How to Roll Over an Old 401(k), Pan American Silver Corp. (PAAS), Atlanta Braves Holdings, Inc. (BATRK), CDOs: Collateralized Debt Obligation, Oil-Dri Corporation of America (ODC), Essex Property Trust, Inc. (ESS), Zoetis Inc. (ZTS).

Emergency Savings: More Than Just a Cushion

Tue, 04 Nov 2025 01:07:05 +0000

We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting.

Today's Stocks & Topics: Ulta Beauty, Inc. (ULTA), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), SSR Mining Inc. (SSRM), Emergency Savings: More Than Just a Cushion, Relative Strength, Lumen Technologies, Inc. (LUMN), Best Market Performance, Bitcoin, PureCycle Technologies, Inc. (PCT), Sentiment.

The “Go Live Your Life” Rule: Rethinking Retirement Spending

Sat, 01 Nov 2025 00:03:21 +0000

Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rule” in retirement.

Today's Stocks & Topics: Fiserv, Inc. (FI), Market Wrap, Fed Rate Cuts, the “Go Live Your Life” Rule: Rethinking Retirement Spending, QUALCOMM Incorporated (QCOM), Three-Buckets Retirement Strategy, Bonds, Leveraged ETFs, Powell Industries, Inc. (POWL), Direxion Daily S&P500 Bull 3X Shares (SPXL), Winmark Corporation (WINA), Home Sales, Rio Tinto Group (RIO).

Babies, Capitalism & a Demographic Crossroads

Fri, 31 Oct 2025 00:06:39 +0000

We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions.

Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporation (PCRHY), A-I might replace Junior Bankers, Gold and Uranium Sectors, AbbVie Inc. (ABBV), Vertex Pharmaceuticals Incorporated (VRTX), A-I Financial Models.

Global Portfolio Insights: Lessons from Around the World

Wed, 29 Oct 2025 23:59:37 +0000

We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.

Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, Inc. (CPAY), Nuclear Energy, A-I Stocks.

AI, Jobs & Investors: Growing Divides in the Workplace

Wed, 29 Oct 2025 00:03:23 +0000

We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts.

Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold Corporation (KGC), Vanguard Total International Stock Index Fund ETF Shares (VXUS), The Fed.

Generative AI in Finance: 5 Ways to Budget, Plan, and Save

Tue, 28 Oct 2025 00:09:55 +0000

We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios.

Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources, Inc. (CIVI).

Is a Securities-Based Line of Credit (SBLOC) Right for You?

Sat, 25 Oct 2025 00:04:06 +0000

We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs.

Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.

Decoding the Market: 4 Strategies to Anticipate Stock Trends

Fri, 24 Oct 2025 00:02:52 +0000

We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed.

Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American Outperformance, JPMorgan Chase.

What's Behind the Incredible Gold rally?

Thu, 23 Oct 2025 00:01:31 +0000

Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward?

Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Holdings Limited (TCEHY), Luxury Goods, Baker Hughes Company (BKR), Caterpillar Inc. (CAT), Eaton Corporation plc (ETN), Monday.com Ltd. (MNDY), Walmart and Chat GPT Partnership.

When and How to Change Financial Advisors

Wed, 22 Oct 2025 00:07:32 +0000

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional.

Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.

How Asset Tokenization is Revolutionizing Global Finance

Tue, 21 Oct 2025 00:01:00 +0000

We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and radically accessible to everyone.

Today's Stocks & Topics: Pool Corporation (POOL), Silver, Murphy USA Inc. (MUSA), AT&T Inc. (T), Market Wrap, How Asset Tokenization is Revolutionizing Global Finance, Illumina, Inc. (ILMN), TransAlta Corporation (TAC), Gold and Equities, Financial literacy.

Should You Panic? The Real Impact of a Government Shutdown on Your Investments

Sat, 18 Oct 2025 00:03:20 +0000

We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broader economy, and why your long-term strategy remains the best defense.

Today's Stocks & Topics: Neptune Insurance Holdings Inc. (NP), Market Wrap, Coloplast A/S (CLPBY), Games Workshop Group PLC (GMWKF), Should You Panic? The Real Impact of a Government Shutdown on Your Investments, Sanofi (SNY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Shutdown, United Parcel Service, Inc. (UPS), Kenon Holdings Ltd. (KEN), The KPP Newsletter, Ramaco Resources, Inc. (METC), Warrior Met Coal, Inc. (HCC), Sign of Short-Term Market Strains.

The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?

Fri, 17 Oct 2025 00:13:11 +0000

Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment.

Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.

Best of Caller Questions

Wed, 15 Oct 2025 23:00:06 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis

Wed, 15 Oct 2025 00:00:06 +0000

States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any reduction in promised Social Security benefits.

Today's Stocks & Topics: AutoZone, Inc. (AZO), Market Wrap, Exxon Mobil Corporation (XOM), The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis, BlackRock, Inc. (BLK), EnerSys (ENS), Economic Growth, Poorly Managed Companies, Civitas Resources, Inc. (CIVI), Canadian Natural Resources Limited (CNQ), Tariffs and Credit Markets.

3 Costly Mistakes Novice Investors Need to Avoid Right Now

Tue, 14 Oct 2025 00:03:57 +0000

Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's volatile markets.

Today's Stocks & Topics: Cal-Maine Foods, Inc. (CALM), Market Wrap, Idaho Strategic Resources, Inc. (IDR), 3 Costly Mistakes Novice Investors Need to Avoid Right Now, Prysmian S.p.A. (PRYMF), Lumen Technologies, Inc., Tariffs, KBR, Inc. (KBR), Pre-Tax Allocation vs. Roth I-R-A, The Procter & Gamble Company (PG), Young People Are Not Buying Homes.

AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?

Sat, 11 Oct 2025 00:06:19 +0000

AI-powered data centers are significantly more "copper-intensive" than traditional facilities, and their rapid global build-out is set to clash with years of underinvestment in new mines.

Today's Stocks & Topics: The Carlyle Group Inc. (CG), Market Wrap, Retirement, AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?, Archer-Daniels-Midland Company (ADM), Freeport-McMoRan Inc. (FCX), KPP Newsletter, Budget Changes, Verizon Communications Inc. (VZ), Vanguard Utilities Index Fund ETF Shares (VPU), Service Corporation International (SCI), Trade Tensions with China.

Will Mortgage Rates Keep Dropping?

Fri, 10 Oct 2025 00:03:24 +0000

After the Federal Reserve's recent rate cut, analysts from Fannie Mae and the National Association of Home Builders (NAHB) have released their forecasts for the 30-year fixed mortgage rate.

Today's Stocks & Topics: Global X Dow 30 Covered Call & Growth ETF (DYLG), Market Wrap, LKQ Corporation (LKQ), Will Mortgage Rates Keep Dropping?, Starbucks Corporation (SBUX), Data Sources, Leverage ETFs, Barrick Mining Corporation (B), Wheaton Precious Metals Corp. (WPM), Paul Mueller Company (MUEL), Gold.

The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk

Thu, 09 Oct 2025 00:03:58 +0000

OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story.

Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Sprouts Farmers Market, Inc. (SFM), The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk, Gevo, Inc. (GEVO), Rio Tinto Group (RIO), Taking Social Security, Valterra Platinum Limited (ANGPY), Fixed Income, Novo Nordisk A/S (NVO).

Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn

Wed, 08 Oct 2025 00:03:10 +0000

In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you.

Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).

Emerging Markets are Finally Rallying

Tue, 07 Oct 2025 00:11:22 +0000

There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation.

Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company (EMN).

Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension

Sat, 04 Oct 2025 00:05:50 +0000

In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.

Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension, Schneider Electric S.E. (SBGSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, A-I Second Order Winners, How to Select a Mutual Fund, Nutrien Ltd. (NTR).

Gold Rush or Golden Trap? The Truth About Precious Metals IRAs

Fri, 03 Oct 2025 00:05:05 +0000

We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas".

Today's Stocks & Topics: Martin Marietta Materials, Inc. (MLM), Market Wrap, Albertsons Companies, Inc. (ACI), Gold Rush or Golden Trap? The Truth About Precious Metals IRAs, Alibaba Group Holding Limited (BABA), PULSAR HELIUM INC. (PSRHF), The Rise of Landlords, Smith & Wesson Brands, Inc., Unum Group (UNM), Applied Materials, Inc. (AMAT), ProShares Ultra S&P500 (SSO), Crypto Treasury Companies.

Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026

Thu, 02 Oct 2025 00:03:31 +0000

Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act).

Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026, Schlumberger Limited (SLB), Zebra Technologies Corporation (ZBRA), Alternative Investments, AbbVie Inc. (ABBV), Gold.

The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store

Wed, 01 Oct 2025 00:04:45 +0000

In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hike that contributes to overall inflation. (We will also look into policy options for increasing consumer transparency.)

Today's Stocks & Topics: Universal Technical Institute, Inc. (UTI), Market Wrap, American Bitcoin Corp (ABTC), The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store, KBR, Inc. (KBR), How Interest Rates Affect the Economy, Dolly Varden Silver Corporation (DVS), Modine Manufacturing Company (MOD), Vertiv Holdings Co (VRT), Government Shutdown, Roth I-R-A & K1, U.S. Credit Markets.

The Sunk Cost Fallacy: Why You Can't Walk Away

Tue, 30 Sep 2025 00:15:36 +0000

The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the story.

Today's Stocks & Topics: Fox Factory Holding Corp. (FOXF), Market Wrap, Albemarle Corporation (ALB), The Sunk Cost Fallacy: Why You Can't Walk Away, Paying Mortgage vs. Investing, Diamondback Energy, Inc. (FANG), Centene Corporation (CNC), A-I Data Centers, Target Corporation (TGT), First Majestic Silver Corp. (AG), New York Real Estate.

Is $2 Million Enough to Retire Comfortably?

Sat, 27 Sep 2025 00:01:46 +0000

I will look into what a $2 million nest egg really means for retirement— and how lifestyle, spending, and smart planning can determine whether it’s truly enough.

Today's Stocks & Topics: Everest Group, Ltd. (EG), Market Wrap, National Grid plc (NGG), Datavault AI Inc. (DVLT), Is $2 Million Enough to Retire Comfortably?, Momentum Trading, Avantis US Small Cap Value ETF (AVUV), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Safe-Haven, Philip Morris International Inc. (PM), Altria Group, Inc. (MO), Advanced Micro Devices, Inc. (AMD).

What Is a Blue-Chip Stock?

Fri, 26 Sep 2025 00:03:20 +0000

Here's a one-sentence Description: A blue-chip stock is a share in a large, financially stable company with a long track record of reliable performance and often consistent dividends.

Today's Stocks & Topics: Tilray Brands, Inc. (TLRY), Market Wrap, Alger Concentrated Equity ETF (CNEQ), What Is a Blue-Chip Stock?, Silver and Gold, Franklin Bitcoin ETF (EZBC), APA Corporation (APA), The Auto Industry and The U.S. Economic, Visa Inc. (V), Mastercard Incorporated (MA), Jackson Financial Inc. (JXN), Sturm, Ruger & Company, Inc. (RGR), Utilities.

Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy

Thu, 25 Sep 2025 00:00:23 +0000

There is concern that the new $100,000 H-1B visa fee could discourage companies from hiring foreign workers, potentially affecting U.S. businesses, innovation, and overall economic growth.

Today's Stocks & Topics: Cencora, Inc. (COR), Market Wrap, Sprouts Farmers Market, Inc. (SFM), Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy, Chagee Holdings Limited (CHA), Toast, Inc. (TOST), Lifecycle Investing, Active Management Account, Target Corporation (TGT), Neos Enhanced Income Aggregate Bond ETF (BNDI), Lithium Americas Corp. (LAC), Crypto Companies.

Top 4 Signs You’ve Over-Diversified Your Portfolio

Wed, 24 Sep 2025 00:01:55 +0000

Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than protection.

Today's Stocks & Topics: XPO, Inc. (XPO), Market Wrap, Tax Lost Harvesting, Infosys Limited (INFY), Palo Alto Networks, Inc. (PANW), Top 4 Signs You’ve Over-Diversified Your Portfolio, Newmont Corporation (NEM), Barrick Mining Corporation (B), Dollar Cost Average, Invesco S&P SmallCap Energy ETF (PSCE), Vanguard Total World Stock Index Fund ETF Shares (VT), Rates and Inflation.

The Retirement Generation Gap: Boomers vs. Gen X

Tue, 23 Sep 2025 00:01:10 +0000

We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future.

Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generation Gap: Boomers vs. Gen X, Accenture plc (ACN), Roth I-R-A, Market Value, Income ETFs, Pacer US Small Cap Cash Cows 100 ETF (CALF), First Trust Water ETF (FIW), Tariff-Driven Cargo Surge.

Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings

Sat, 20 Sep 2025 00:03:33 +0000

When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings.

Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings, KPP Newsletter, ProShares Ultra Bloomberg Natural Gas (BOIL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Mortgage Rates, Commodities, Berkshire Hathaway Inc. (BRK-B), NVIDIA Corporation (NVDA), Newmont Corporation (NEM).

Is Your 401(k) Doing Everything It Could Be?

Thu, 18 Sep 2025 23:58:47 +0000

If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great.

Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POWL), Employer Changing Retirement Plans, Navitas Semiconductor Corporation (NVTS).

AI vs. Human: Can You Trust a Robot with Your Money?

Wed, 17 Sep 2025 23:59:19 +0000

In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions.

Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. Human: Can You Trust a Robot with Your Money?, ALLY - Ally Financial Inc., GCT - GigaCloud Technology Inc., First Rate Cut of the Year, SGOV - iShares 0-3 Month Treasury Bond ETF, TSM - Taiwan Semiconductor Manufacturing ADR, ASML - ASML Holding NV, ADMA - Adma Biologics Inc., Gold.

The Millionaire Mindset: How Successful People Think About Money

Wed, 17 Sep 2025 00:12:12 +0000

In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth.

Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful People Think About Money, ETFs that Pay Weekly Dividend, Stock Support, BIIB - Biogen Inc., Mortgage Rates, BHP - BHP Group Limited ADR, RIO - Rio Tinto plc ADR.

The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts

Tue, 16 Sep 2025 00:04:23 +0000

In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months).

Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts, VT - Vanguard Total World Stock ETF, Cash Allocation, New Trade: Running Hot, MORN - Morningstar Inc., SFM - Sprouts Farmers Market Inc., LULU - Lululemon Athletica Inc., The Labor Market.

Best of Caller Questions

Fri, 12 Sep 2025 23:00:26 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Best of Caller Questions

Fri, 12 Sep 2025 00:00:39 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?

Thu, 11 Sep 2025 00:00:54 +0000

In this segment, we break down the estimated 2.7% cost-of-living adjustment for 2026 and explore why experts are concerned this moderate boost may not be enough to cover rising expenses for retirees.

Today's Stocks & Topics: DIS - Walt Disney Co., Market Wrap, EBAY - EBay Inc., The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?, BBNX - Beta Bionics Inc., TOST - Toast Inc., NX - Quanex Building Products Corp., Recent Copper Mining Deals, BALL - Ball Corp., DOV - Dover Corp., TECK - Teck Resources Ltd., A-I and U.S. Market Returns.

The Crypto Retirement Debate: Is a Small Bet the Key to Future Wealth?

Wed, 10 Sep 2025 00:01:08 +0000

In this episode, we weigh the potential for a small cryptocurrency allocation to enhance your retirement returns against the significant risks of its extreme volatility and unpredictable regulatory landscape.

Today's Stocks & Topics: AGX - Argan, Inc., Market Wrap, LRN - Stride Inc., The Crypto Retirement Debate: Is a Small Bet the Key to Future Wealth?, ZM - Zoom Communications Inc., Recommended Proportion of Gold, GLDM - SPDR Gold MiniShares Trust, Lumber Prices, DLR - Digital Realty Trust Inc., MSM - MSC Industrial Direct Co., Inc.,

Why Investors Shouldn’t Ignore AI’s Impact

Tue, 09 Sep 2025 00:01:19 +0000

AI is rapidly transforming investment strategies and financial services, driving innovation and personalization in wealth management while presenting long-term opportunities that investors must actively monitor.

Today's Stocks & Topics: TGS - Transportadora de Gas del Sur ADR, Market Wrap, MKC - McCormick & Co., Inc., Why Investors Shouldn’t Ignore AI’s Impact, WDH - Waterdrop Inc. ADR, Buying Stocks for a 10-year-old, Gen Z Chasing 90% Yields, LYFT - Lyft Inc., B - Barrick Mining Corp, Target Price to Sell.

What Is Identity Theft and How Can You Prevent It?

Sat, 06 Sep 2025 00:00:28 +0000

Identity theft occurs when someone uses another person's private data without permission and then commits fraud, so it is important to learn the warning signs.

Today's Stocks & Topics: DUOL - Duolingo Inc., Market Wrap, ICU - Sea Star Medical Holding Corp., What Is Identity Theft and How Can You Prevent It?, LUGDF - Lundin Gold Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Jobs Report, SWK - Stanley Black & Decker Inc., KPP Newsletter, Process to Sell Shares, LULU -

Lululemon Athletica Inc.

Gold Moves Beginner Investors Should Make Before the Next Price Surge

Fri, 05 Sep 2025 00:00:43 +0000

With gold prices nearing record highs, beginner investors should be exploring different gold investment options— before prices go higher.

Today's Stocks & Topics: OMF - OneMain Holdings Inc., Market Wrap, ARE - Alexandria Real Estate Equities Inc., APLD - Applied Digital Corporation, Influx of Capital, Credit Card Interest Rates, TGT - Target Corp.

Generation X Faces Unique Retirement Challenges — Can They Catch Up?

Thu, 04 Sep 2025 00:08:39 +0000

With strategic planning, Generation X still has a path to financial security— but they have to overcome significant retirement hurdles—including limited savings and rising debt.

Today's Stocks & Topics: DELL - Dell Technologies Inc., GEV - GE Vernova Inc., Market Wrap, Generation X Faces Unique Retirement Challenges — Can They Catch Up?, TTD - Trade Desk Inc., CAVA - Cava Group Inc., SG - Sweetgreen Inc., A-I and Shopping, IVOL -

Quadratic Interest Rate Volatility and Inflation Hedge ETF, AVB - Avalonbay Communities Inc., 401k Risk.

How a Fed Interest Rate Cut Could Impact Your Finances Soon

Wed, 03 Sep 2025 00:03:00 +0000

An anticipated Fed rate cut this month could lower borrowing costs, reduce savings yields, and influence mortgage rates.

Today's Stocks & Topics: AMPX - Amprius Technologies Inc., Market Wrap, OKE - Oneok Inc., How a Fed Interest Rate Cut Could Impact Your Finances Soon, ULTY – Yield Max Ultra Option Income Strategy ETF, EVR - Evercore Inc, Consumer Spending, Delisted Stocks, CARR - Carrier Global Corp.

Best of Caller Questions - Labor Day Special

Mon, 01 Sep 2025 23:00:14 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Best of Caller Questions

Sat, 30 Aug 2025 00:50:34 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.

Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

Fri, 29 Aug 2025 00:07:40 +0000

To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures.

Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?, TTEK - Tetra Tech Inc., WRBY - Warby Parker Inc, Nvidia Earnings, VEEV - Veeva Systems Inc., REGN - Regeneron Pharmaceuticals Inc., Gambling in America.

Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?

Thu, 28 Aug 2025 00:04:14 +0000

If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence.

Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?, R - Ryder System Inc., TSM - Taiwan Semiconductor Manufacturing ADR, Enterprise Software, Financial Terminology, ADBE - Adobe Inc., 401k Rollover, MATX - Matson Inc.

Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers.

Wed, 27 Aug 2025 00:01:32 +0000

There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts.

Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc., Earnings Forecast, Supply and Lack of Immigration, HOOD - Robinhood Markets Inc., Copper Projects.

12 Totally Free Ways to Save Money Fast and Boost Your Passive Income

Mon, 25 Aug 2025 23:59:56 +0000

There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves.

Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to Save Money Fast and Boost Your Passive Income, CELH - Celsius Holdings Inc., Stagflation, MAA - Mid-America Apartment Communities Inc., INVH - Invitation Homes Inc., Retirement Accounts, Labor Market and Lack of Immigration.

Wages Are Falling Behind Inflation, Leaving Many Workers Struggling

Sat, 23 Aug 2025 00:08:41 +0000

Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Falling Behind Inflation, Leaving Many Workers Struggling, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pros and Cons of 351 Exchange, EXEL - Exelixis Inc., Inflation, AVGO - Broadcom Inc., TT - Trane Technologies Plc., COST - Costco Wholesale Corp., The De Minimis Exemption.

Best of Caller Questions

Thu, 21 Aug 2025 23:00:23 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

New Student Loan Repayment Policies Following Trump’s Budget Bill

Thu, 21 Aug 2025 00:03:32 +0000

Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers.

Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financial Ratios, AOS - A.O. Smith Corp., WULF – Tera Wulf Inc., A-I and the Growth in the Market, FDS - FactSet Research Systems Inc., CWST - Casella Waste Systems Inc. Cl A, EXPE - Expedia Group Inc., U.S. Retailers.

Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans

Wed, 20 Aug 2025 00:01:27 +0000

With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas.

Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Market, Gains and Taxes, BWXT - BWX Technologies Inc., Artificial Intelligent, AVB - Avalonbay Communities Inc., DE - Deere & Co., Interest Rates.

Why Investors Who Trade More Often Tend to Make Less

Tue, 19 Aug 2025 00:00:08 +0000

Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies.

Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?, Fed Rate Cut, DASH - DoorDash Inc., BX - Blackstone Inc., Credit Markets.

Strategic Interdependence Is Rewiring the Global Economy

Sat, 16 Aug 2025 00:03:37 +0000

The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience.

Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time to Buy Stocks?, ADBE - Adobe Inc., KPP Newsletter, Tariffs and Inflation, BRY - Berry Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, EBAY - EBay Inc., CAH - Cardinal Health, Inc., Housing Market.

Top Recession-Proof Investments to Protect and Grow Your Portfolio

Thu, 14 Aug 2025 23:57:27 +0000

U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns.

Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO - Capstone Copper, Jobs Report, Compound Frequency, COPX - Global X Copper Miners ETF, US and China Economies.

The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI

Thu, 14 Aug 2025 00:04:47 +0000

A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders.

Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI, TBIL - F/m US Treasury 3 Month Bill ETF, SGOV - iShares 0-3 Month Treasury Bond ETF, TLRY - Tilray Brands Inc., Private Equity, PLD - Prologis Inc, DVN - Devon Energy Corp.

Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends?

Wed, 13 Aug 2025 00:01:56 +0000

Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing.

Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How to Invest in the Bond Market, Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends?, ASPI - ASP Isotopes Inc., BTC - Grayscale Bitcoin Mini Trust ETF, CORT - Corcept Therapeutics Inc., SKX - Skechers U S A Inc., BKE - Buckle Inc., EMN - Eastman Chemical Co.

Is the U.S. Dollar Really on the Brink of Collapse?

Mon, 11 Aug 2025 23:59:46 +0000

Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency.

Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, Strategy for a Potential Recession, APP - Applovin Corp., Jobs Report, US Consumers Are Eating Out Less.

Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?

Sat, 09 Aug 2025 00:07:23 +0000

Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020.

Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of America Inc., Sitting on Cash, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Nature of Market Forecasting, VTV - Vanguard Value ETF, LLY – Lilly (Eli) & Co., SHYG - iShares 0-5 Year High Yield Corporate Bond ETF.

Can Millennials Ever Catch Up to Boomer Wealth?

Fri, 08 Aug 2025 00:02:30 +0000

Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing.

Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillips, CVS - CVS Health Corp., Gold, Dividend Reinvestment Plan, AXP - American Express Co., Fear and Risk, De Minimis Exemption.

Why You Shouldn’t Invest Your Emergency Fund

Thu, 07 Aug 2025 00:00:50 +0000

Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access.

Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Farmers Market Inc., BBY - Best Buy Co. Inc., UPS - United Parcel Service, Inc., Investor Biases.

How Big Tech Plans to Feed AI’s Voracious Appetite for Power

Wed, 06 Aug 2025 00:03:06 +0000

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures.

Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc.

Where and How to Invest Your Long-Term-Care ‘Bucket’

Tue, 05 Aug 2025 00:07:59 +0000

Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations.

Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, KLG - WK Kellogg Co., ADBE - Adobe Inc., A-I and Job Cuts, VICI - VICI Properties Inc., Bonds, Artificial Intelligence in Daily Life.

Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline

Sat, 02 Aug 2025 00:07:26 +0000

Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement.

Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Market, CAN - Accenture PLC Cl A, Is A-I Boom Bigger than the Dot Com Bubble?

How to Build and Maintain a Good Credit Score

Fri, 01 Aug 2025 00:01:49 +0000

Learn actionable steps for achieving and keeping a strong credit score, including timely payments, maintaining low credit usage, monitoring your credit reports, and responsible credit activity.

Today's Stocks & Topics: ALSN - Allison Transmission Holdings Inc., Market Wrap, QCOM - Qualcomm Inc., How to Build and Maintain a Good Credit Score, IIPR - Innovative Industrial Properties Inc., Pacaso, HKHHY - Heineken Holding N.V. ADR, Las Vegas Losing Tourism, Dependent Care Flexible Spending Account, AEM - Agnico Eagle Mines Ltd., Large, Mid or Small Caps Distribution, Liquidity.

Understanding Behavioral Finance: How Psychology Shapes Financial Decisions

Thu, 31 Jul 2025 00:00:58 +0000

Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality.

Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market Wrap, Understanding Behavioral Finance: How Psychology Shapes Financial Decisions, UNM - Unum Group, IAU - iShares Gold Trust, After Hours Trading, Gross Domestic Product (GDP), Reverse Stock Split, NOTE – Fiscal Note Holdings Inc., KNSL - Kinsale Capital Group Inc, US Companies Borrowing Cost, SNY - Sanofi ADR.

7 Things You May Not Know About Reinvesting Dividends

Wed, 30 Jul 2025 00:00:38 +0000

It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions.

Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen Therapeutics Inc., NLR - VanEck Uranium & Nuclear ETF, LNW - Light & Wonder Inc., Retail Trade, Compound Analysis, ADBE - Adobe Inc., Crypto Lending.

Seven Financial Considerations When Downsizing for Retirement

Tue, 29 Jul 2025 00:04:59 +0000

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more.

Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.

6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop)

Sat, 26 Jul 2025 00:09:20 +0000

Many taxpayers unknowingly pay more than they owe, with big tax refunds, incorrect filing status, missed deductions, and poor withholding adjustments.

Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, MSTR - MicroStrategy Inc., 6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop), ZIM - ZIM Integrated Shipping Services Ltd., KPP Newsletter, Who’s Paying the Tariffs USA, ALE - Allete Inc., ZBRA - Zebra Technologies Corp. Cl A,

How Investors Compare Companies to Find True Value

Fri, 25 Jul 2025 00:07:44 +0000

A relative valuation model is a financial tool that helps investors assess a company’s worth by providing a clearer picture of whether a stock may be fairly priced within its industry.

Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sector, PSC - Principal U.S. Small-Cap ETF, RNMBY - Rheinmetall AG ADR, Private Equity.

U.S. Housing Market Flashes Warning Signs for the Economy

Thu, 24 Jul 2025 00:05:40 +0000

High mortgage rates and declining home sales are raising concerns about a potential housing market drag on the broader U.S. economy.

Today's Stocks & Topics: BRC - Brady Corp. Cl A, Market Wrap, Taxes and ETFs, U.S. Housing Market Flashes Warning Signs for the Economy, FINV - FinVolution Group ADR, KINS - Kingstone Cos. Inc., Earnings, Home Prices, CTRA - Coterra Energy Inc., PDI - PIMCO Dynamic Income Fund, 24 Hour Trading Proposal.

Stablecoins: The Game-Changer Reshaping Cryptocurrency Stability

Wed, 23 Jul 2025 00:03:36 +0000

Stablecoins, digital currencies pegged to assets like the US dollar, are revolutionizing the crypto landscape by offering the stability and reliability that traditional cryptocurrencies often lack.

Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, RL - Ralph Lauren Corp. Cl A, Stablecoins: The Game-Changer Reshaping Cryptocurrency Stability, NVDA - NVIDIA Corp., Plans for Kids, CNC - Centene Corp., Tariffs War.

Budgeting Methods to Suit Every Lifestyle

Tue, 22 Jul 2025 00:01:50 +0000

You can confidently manage your finances and reach your savings goals in a way that fits your unique financial situation, if you implement various popular budgeting methods.

Today's Stocks & Topics: GLOB - Globant S.A., UPS - United Parcel Service Inc. Cl B, Market Wrap, Budgeting Methods to Suit Every Lifestyle, Is the Stock Market Manipulated?, Ethereum, QS - QuantumScape Corp. Cl A, Bitcoin Mining, Earnings Season, OPEN - Opendoor Technologies Inc., Are Consumers Running Out of Steam?

The 3 Biggest Misconceptions About Dividend Stocks

Sat, 19 Jul 2025 01:30:46 +0000

Many investors believe dividend stocks are always safe and reliable, but there are key misconceptions that can lead to poor investment choices-- if not carefully examined.

Today's Stocks & Topics: LEU - Centrus Energy Corp. (ASE), CHKP - Check Point Software Technologies Ltd. (NAS), TLN - Talen Energy Corp. (NAS), FUTU - Futu Holdings Ltd. ADR (NAS), VAW - Vanguard Materials ETF (ETF), a question from our YouTube channel viewers: DFAR - Dimensional US Real Estate ETF (ETF); plus Luke's market wrap, and Luke's talking point: 'Fed Independence'

What Is Coast FIRE?

Fri, 18 Jul 2025 01:35:13 +0000

Coast FIRE is a strategy where you save and invest enough early in life so that your retirement nest egg can grow on its own through compounding, allowing you to stop making new retirement contributions.

Today's Stocks & Topics: GPN - Global Payments Inc. (NYS), BRKB - Berkshire Hathaway Inc. Cl B (NYS), AKAM - Akamai Technologies Inc. (NAS), PANW - Palo Alto Networks Inc. (NAS), NVO - Novo Nordisk A/S ADR (NYS), a listener question about 'trailing stops', questions from our YouTube channel viewers: HPE - Hewlett Packard Enterprise Co. (NYS) vs. CARR - Carrier Global Corp. (NYS), NEM - Newmont Corp. (NYS); plus Justin's market wrap, and Justin's talking point: 'Purchasing Power Parity'

Why Stock Investors Should Take a Closer Look at REITs

Thu, 17 Jul 2025 01:32:09 +0000

With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields.

Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Myers Industries Inc. (NYS), NVR - NVR Inc. (NYS), O - Realty Income Corp. (NYS), questions from our YouTube channel viewers: ELS - Equity Lifestyle Properties Inc. (NYS), and TPL - Texas Pacific Land Corp. (NYS); plus Luke's market wrap, and Lukes's talking points: 'U.S. Producer Prices' and 'Stablecoins'

Understanding the Differences Between Good Debt and Bad Debt

Wed, 16 Jul 2025 01:20:40 +0000

Long-term financial growth can be supported by good debt, while bad debt typically carries high costs and offers limited financial benefits.

Today's Stocks & Topics: FPI - Farmland Partners Inc. (NYS), DASH - DoorDash Inc. (NAS), OPRA - Opera Ltd. ADR (NAS), CASY - Casey's General Stores Inc. (NAS), questions from our YouTube channel viewers: CAL - Caleres Inc. (NYS), and NUCL vs URNG - ; plus Justin's market wrap, and Justin's talking points: 'Bank Performance'-- mega vs regional, and 'What Is Dutch Disease?'-- The U.S. exports dollars and takes on debt... (Justin explains)

Trump Threatens 25% Tariff on Apple iPhones Not Made in the U.S.

Tue, 15 Jul 2025 01:10:22 +0000

In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices.

Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel viewers: PGR - Progressive Corp. (NYS); plus Justin's market wrap, and Justin's talking points: 'Earnings Season'.

Why 2025 Is a Pivotal Year for America's Budget

Sat, 12 Jul 2025 01:40:04 +0000

The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025.

Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), VGT - Vanguard Information Technology ETF (ETF), BCC - Boise Cascade Co. (NYS), CCJ - Cameco Corp. (NYS), a question from our YouTube channel viewers: ENVA - Enova International Inc. (NYS); plus Luke's market wrap, and Luke's talking points: 'Tariffs and Fed Rate', and 'Risky ETFs'; plus oil and metal prices and a preview of the KPP Premium Newsletter.

Gen X Can't Count on the Great Wealth Transfer for Retirement

Fri, 11 Jul 2025 01:40:07 +0000

Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning.

Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental International Equity ETF (ETF), a listener question about CDs and T-Bills, a question from our YouTube channel viewers: BJ - BJ's Wholesale Club Holdings Inc. (NYS); plus Justin's market wrap, and Justin's talking points: 'Ponzi Finance' -- "When uncertainty rises, being able to finance yourself with your own cash flow becomes very important."; and the 50% Copper Tariffs.

How to Invest in Nuclear Energy’s Biggest Revival in Decades

Thu, 10 Jul 2025 01:30:03 +0000

Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies.

Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO - Cavco Industries Inc. (NAS), a listener question about corporate bonds, a question from our YouTube channel viewers: NEE; plus Justin's market wrap, and Justin's talking point: Dallas Fed GDP Growth Report with respect to immigration dynamics.

Does the Big, Beautiful Bill Eliminate Taxes on Social Security?

Wed, 09 Jul 2025 02:30:24 +0000

President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.

Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.

Will Tariffs Raise Home Prices?

Tue, 08 Jul 2025 00:03:15 +0000

The newly enacted 50% tariffs on imported steel and aluminum are raising construction costs for builders, which are likely to be passed on to homebuyers-- thereby worsening affordability.

Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., Market Wrap, IQV - IQVIA Holdings Inc., REZ - iShares Residential & Multisector Real Estate ETF, Will Tariffs Raise Home Prices?, Closed-End Funds, ZROZ - PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF, SGOV - iShares 0-3 Month Treasury Bond ETF, NET - Cloudflare Inc. Cl A, New Tariffs for Japan, South Korea, Malaysia and South Africa, PYPL - PayPal Holdings Inc., ITA - iShares U.S. Aerospace & Defense ETF, Housing.

Friday 4th of July Show - Best of Caller Questions

Fri, 04 Jul 2025 23:00:46 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You

Fri, 04 Jul 2025 00:01:31 +0000

Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025.

Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You, MUSA - Murphy USA Inc., FLO - Flowers Foods Inc., The Labor Market, Comparing Past Performance, PCT - PureCycle Technologies Inc., STLD - Steel Dynamics Inc., Central Banks & Asset Allocation.

The Hidden Risks of Passive Investing’s Market Dominance

Thu, 03 Jul 2025 00:03:48 +0000

As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks.

Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2^nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflare Inc. Cl A, TFC - Truist Financial Corp., The Hidden Risks of Passive Investing’s Market Dominance, MP - MP Materials Corp., EQIX - Equinix Inc., Personal Savings & Spending.

4 Key Questions to Consider Before Allocating Crypto in Your Portfolio

Wed, 02 Jul 2025 00:04:31 +0000

To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility.

Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse Split, BSRTF - BSR Real Estate Investment Trust, PANW - Palo Alto Networks Inc.

Are Trump Accounts the Best College Savings Option for Families?

Mon, 30 Jun 2025 23:59:07 +0000

Trump Accounts, proposed in the "One Big Beautiful Bill", would provide every eligible newborn with a $1,000 government-funded, stock index-tracking investment account but experts note that 529 plans offer greater flexibility and more favorable tax treatment for college savings.

Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Market Wrap, Are Trump Accounts the Best College Savings Option for Families?, PINS - Pinterest Inc., YELP - Yelp Inc., The Young Consumer, BJ - BJ's Wholesale Club Holdings Inc., Foreign Investing.

Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises

Sat, 28 Jun 2025 00:01:23 +0000

U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year.

Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL - Halliburton Co., NVO - Novo Nordisk A/S ADR, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Trade Negotiations with Canada, OSCR - Oscar Health Inc., KKR - KKR & Co. Inc., VIS - Vanguard Industrials ETF, ITA - iShares U.S. Aerospace & Defense ETF.

How US Tariffs on China Boosted Mexican Exports and Employment

Fri, 27 Jun 2025 00:03:44 +0000

Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico’s workforce through "trade diversion effects".

Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palantir Technologies Inc., How US Tariffs on China Boosted Mexican Exports and Employment, DOC - Healthpeak Properties Inc., ALAB - Astera Labs Inc., Banks, UDMY - Udemy Inc., MRVL - Marvell Technology Inc., DKS - Dick's Sporting Goods Inc., Nuclear Power.

How Natural Gas Is Powering the AI Data Center Boom

Thu, 26 Jun 2025 00:00:09 +0000

With AI and cloud data centers rapidly outpacing the capacity of traditional power grids, alternative solutions-—where data centers generate electricity on-site from natural gas-—are emerging as a fast, reliable, and cost-effective way to meet soaring energy demands.

Today's Stocks & Topics: PSIX - Power Solutions International Inc., Market Wrap, CCJ - Cameco Corp., How Natural Gas Is Powering the AI Data Center Boom, Fractional Shares, GIS - General Mills Inc., Gold, LULU - lululemon athletica inc., Selling XHB - SPDR S&P Homebuilders ETF to buy a Vanguard Coinbase ETF.

Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy

Wed, 25 Jun 2025 00:01:22 +0000

The Strait of Hormuz is a vital maritime choke point through which about 20% of the world’s oil and a significant share of liquefied natural gas are shipped daily.

Today's Stocks & Topics: EMN - Eastman Chemical Co., How Much Physical Precious Metals Justin Owns?, Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy, DOW - Dow Inc., BIIB - Biogen Inc., The Labor Market, Difference from a 403b and regular 401k, BCS - Barclays PLC ADR, FINV - FinVolution Group ADR, The Dollar.

What is Tokenized Real Estate?

Tue, 24 Jun 2025 00:00:02 +0000

The property market is set to be revolutionized with "tokenized real estate" because it will enable fractional ownership, increased liquidity, and open up new investment opportunities.

Today's Stocks & Topics: MRK - Merck & Co. Inc., Market Wrap, FM - First Quantum Minerals Ltd., Using Ratios to Determine If a Stock Is Overvalued or Undervalued, UBER - Uber Technologies Inc., VDE - Vanguard Energy ETF, US Exchanges and Chinese Stocks, UNM - Unum Group, DECK - Deckers Outdoor Corp., CROX - Crocs Inc., LYV - Live Nation Entertainment Inc., COP - ConocoPhillips, HMY - Harmony Gold Mining Co. Ltd. ADR.

Using Ratios to Determine If a Stock Is Overvalued or Undervalued

Sat, 21 Jun 2025 00:32:22 +0000

Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value.

Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola Co., Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.

Juneteenth - Best of Caller Questions

Thu, 19 Jun 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.

Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty

Thu, 19 Jun 2025 00:04:01 +0000

Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program’s future.

Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty, T - AT&T Inc., GOOG - Alphabet Inc. Cl C, Retail Investors, Retirement Saving Plans, CFFN - Capitol Federal Financial Inc., 401k Rollover, Stablecoins.

Mid-Year Stock Market Outlook

Wed, 18 Jun 2025 00:06:10 +0000

Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability.

Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales Subversive Democratic Trading ETF, GOP - Unusual Whales Subversive Republican Trading ETF, PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, The Fed and Interest Rates, VST - Vistra Corp., XLU - Utilities Select Sector SPDR ETF, Ocean Shipping Rates.

Trump's Tax Bill Could Raise Taxes on Foreign Companies

Tue, 17 Jun 2025 00:11:47 +0000

There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump’s tax bill that could impose steep new taxes on foreign investors.

Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NUE - Nucor Corp., LMT - Lockheed Martin Corp., SUN - Sunoco L.P., I-R-A Rollover, Rising tensions in the Middle East, ASIX – Advan Six Inc., CHWY - Chewy Inc. Cl A, Unemployment Rate For New Grads.

Investors Eye Latin America for Wall Street Diversification

Sat, 14 Jun 2025 00:05:06 +0000

Investors are increasingly looking to Latin America for attractive yields and diversification because the region’s strong currencies and unique economic narratives present new opportunities outside the U.S. market.

Today's Stocks & Topics: USB - U.S. Bancorp, Market Wrap, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Investors Eye Latin America for Wall Street Diversification, XOM - Exxon Mobil Corp., Manufacturing, MCD - McDonald's Corp., KPP Newsletter, UPS - United Parcel Service Inc. Cl B, Private Credit Funds.

The Bull Case for Stocks Is Growing on Wall Street

Fri, 13 Jun 2025 00:02:42 +0000

There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks.

Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundamental International Equity ETF, Ted Cruz On Eliminate Interest On Bank Reserves, ECO - Okeanis Eco Tankers Corp., RICK - RCI Hospitality Holdings Inc., Gold Alternatives: Silver and Platinum.

Which US Stock Sectors Face the Greatest Risk from Tariffs?

Thu, 12 Jun 2025 00:05:25 +0000

Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage.

Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market Wrap, AMGN - Amgen Inc., Which US Stock Sectors Face the Greatest Risk from Tariffs?, CLX - Clorox Co., GGG - Graco Inc., China Deal, Consumer Sentiment, Health Sector, Oil Prices, CMI - Cummins Inc., Oil Production.

3 Tricky Decisions Every Retirement Plan Must Address

Wed, 11 Jun 2025 00:04:52 +0000

Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity.

Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buying Annuities, PHM - PulteGroup Inc., SPGI - S&P Global Inc., China and Tariffs, CSL - Carlisle Cos., ITW - Illinois Tool Works Inc., ARE - Alexandria Real Estate Equities Inc.

Drop in International Tourism Hits U.S. Economy and Local Jobs

Tue, 10 Jun 2025 00:00:41 +0000

Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S.

Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Economy and Local Jobs, Alternative Investments, IRM - Iron Mountain Inc., DOW - Dow Inc., JETS - U.S. Global Jets ETF, Tariffs and the Consumers.

Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes

Sat, 07 Jun 2025 00:05:21 +0000

Facing rising prices, many Americans are scaling back or changing their summer travel and leisure plans to save money and avoid financial strain.

Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, CUBE – Cube Smart, EXR - Extra Space Storage Inc., PSA - Public Storage, Current Bond Market, Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes, Preferred Dividend Stocks, IYT - iShares Transportation Average ETF, Inflation Data, ANEB - Anebulo Pharmaceuticals Inc., NKE - Nike Inc. Cl B, URA - Global X Uranium ETF, The US Dollar.

What Homeowners Need to Know Before Borrowing Against Home Equity

Fri, 06 Jun 2025 00:00:54 +0000

Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value.

Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Large, Mid or Small Caps, PCTY - Paylocity Holding Corp., Silver, Tariffs and Inflation, VOD - Vodafone Group PLC ADR, AZTA - Azenta Inc., PINS - Pinterest Inc., U.S Economy and Foreign Students.

Aviation Takes Off Despite Global Economic Challenges

Thu, 05 Jun 2025 00:13:25 +0000

The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand.

Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Good News About 401k, AFG - American Financial Group Inc., AFGC - American Financial Group Inc. 5.125% Sub. Deb. due 2059, WEN - Wendy's Co.,

Treasuries, AVUV - Avantis U.S. Small-Cap Value ETF.

Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials

Wed, 04 Jun 2025 00:01:34 +0000

A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households.

Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials, WOLTF - Wolters Kluwer N.V., WTKWY - Wolters Kluwer N.V. ADR, The Dow vs. The S&P 500, A-I Impacting News and Media, CCJ - Cameco Corp., Jamie Dimon on Bitcoin.

How Often Should You Switch Savings Accounts for 5% Yields?

Tue, 03 Jun 2025 00:03:22 +0000

Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table.

Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - Apple Inc., Treasure Yields and The Dollar, MP - MP Materials Corp.

More Economists Now Predict Home Prices Will Drop in 2025

Sat, 31 May 2025 00:09:24 +0000

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year.

Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy Inc., NU - Nu Holdings Ltd. Cl A, Current Market Situation, MO - Altria Group Inc., Value Stock, Investing for Kid’s Future, Beautiful Bill: Section 899.

Japan Bond Yield Surge Raises Carry Trade Unwind Concerns

Thu, 29 May 2025 23:58:43 +0000

Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets.

Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - VanEck Semiconductor ETF, APH - Amphenol Corp. Cl A., The Travel Industry, OKE - ONEOK Inc., CRI - Carter's Inc., KBH - KB Home.

3 Measures of Risk That Affect Your Portfolio

Wed, 28 May 2025 23:59:16 +0000

Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices.

Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar General Corp., History of Asian Investors, FLJP - Franklin FTSE Japan ETF, Gold & Silver.

How to Retire with Little Savings

Wed, 28 May 2025 00:04:07 +0000

Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more.

Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources Inc., Canadian Mutual Funds, Setting a Limit Order, A-I and Your Job, Global Funds, VT - Vanguard Total World Stock ETF, AVGE - Avantis All Equity Markets ETF, AVGV - Avantis All Equity Markets Value ETF, TTC - Toro Co., International Bond Markets.

Best of Caller Questions - Memorial Day 2025

Mon, 26 May 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.

Institutional Crypto Adoption Depends on Solving Risk Management Challenges

Sat, 24 May 2025 00:00:32 +0000

The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets.

Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adoption Depends on Solving Risk Management Challenges, Individual Bond Ratings, PYPL - PayPal Holdings Inc., Investing in a 30-year Treasury, Retailers, CELH - Celsius Holdings Inc., Bond Yields.

China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps

Fri, 23 May 2025 00:08:13 +0000

China’s fossil fuel production declined in April, but year-on-year output of natural gas, crude oil, and coal still rose— as the government prioritized supply security despite falling prices.

Today's Stocks & Topics: MJ - Amplify Alternative Harvest ETF, Market Wrap, China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps, Real Estate Co-Op, FANG - Diamondback Energy Inc., Market Valuations, IBP - Installed Building Products Inc., Price Support, Trump Administration Reverses Course.

Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money

Thu, 22 May 2025 00:06:37 +0000

Moody’s downgrade of the U.S. credit rating to Aa1 is expected to push up borrowing costs for consumers-impacting mortgage, auto loan, and credit card rates-while highlighting growing fiscal challenges for the nation.

Today's Stocks & Topics: FRSH - Freshworks Inc. Cl A, Market Wrap, FRSH - Freshworks Inc. Cl A, DG - Dollar General Corp., Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money, Where to Invest After 70, UNH - UnitedHealth Group Inc., Equity Fund Flows, SRS - ProShares UltraShort Real Estate, RSG - Republic Services Inc., Education Plans, The Privacy and Civil Liberties Oversight Board (PCLOB).

Restart of Student Loan Repayments Could Squeeze Consumer Spending and Slow Economic Growth

Wed, 21 May 2025 00:08:30 +0000

The resumption of federal student loan payments is reducing consumers’ purchasing power, leading to tighter household budgets and potentially dampening economic growth due to lower consumer spending.

Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, TEVA - Teva Pharmaceutical Industries Ltd. ADR, UPS - United Parcel Service Inc. Cl B, VRNA - Verona Pharma PLC ADR, Restart of Student Loan Repayments Could Squeeze Consumer Spending and Slow Economic Growth, Credit Card Debt, The Big Beautiful Bill, CTRA - Coterra Energy Inc., NET - Cloudflare Inc. Cl A, Japan, O - Realty Income Corp., The FCC Investigating Several Chinese Companies.

Why Real Estate and Gold Aren’t Always the Best Long-Term Investments

Mon, 19 May 2025 23:58:41 +0000

While many Americans favor real estate and gold as top long-term investments, financial advisors explain why stocks typically offer higher returns and greater diversification.

Today's Stocks & Topics: ORI - Old Republic International Corp., Market Wrap, Why Real Estate and Gold Aren’t Always the Best Long-Term Investments, ASPI - ASP Isotopes Inc., O - Realty Income Corp., Minerals and Modern Warfare, The Crypto Market, IBIT - iShares Bitcoin Trust ETF, ALG - Alamo Group Inc., BA - Boeing Co., Banks’ Leverage.

Bond Market’s Power Grows as Rising Rates Loom

Sat, 17 May 2025 00:03:12 +0000

The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains.

Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market’s Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.

Best of Caller Questions

Fri, 16 May 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.

What is Shareholder Yield?

Wed, 14 May 2025 23:57:52 +0000

When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks.

Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Volatility on the US Economy, EQIX - Equinix Inc., BROS - Dutch Bros Inc.

How Buffett Did It

Wed, 14 May 2025 00:00:29 +0000

The game strategy implemented by legendary investor Buffet has been far more complex than only making great stock picks and collecting insurance premiums.

Today's Stocks & Topics: BAC - Bank of America Corp., How Buffett Did It, Market Wrap, LMB - Limbach Holdings Inc., PFE - Pfizer Inc., How to Measure the Health of a Dividend, Cash Flow, UNH - UnitedHealth Group Inc., CAMT - Camtek Ltd., DAC - Danaos Corp., The Dollar & Foreign Investors.

6 Ways to Use AI to Improve Your Financial Life

Tue, 13 May 2025 00:00:15 +0000

Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter.

Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML Holding N.V., The Trade Deal, Investing in USA, Emerging Market, KO - Coca-Cola Co., Berkshire Hathaway.

Will Mortgage Rates Drop in a Recession?

Sat, 10 May 2025 00:07:08 +0000

As recession fears grow, experts say mortgage rates may not fall as much as in past downturns, and there are several reasons.

Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, Will Mortgage Rates Drop in a Recession, GHM - Graham Corp., GGG - Graco Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, GWW - W.W. Grainger Inc., Tariffs Impact on The Economy, APPF - AppFolio Inc.

Why Your Emergency Fund Should Be $35,000 in 2025

Thu, 08 May 2025 23:59:48 +0000

Rising costs and economic uncertainty make financial preparedness more important than ever.

Today's Stocks & Topics: JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, Market Wrap, AZO - AutoZone Inc., APP - AppLovin Corp., Why Your Emergency Fund Should Be $35,000 in 2025, VEMT - Vanguard USD Emerging Markets Government Bond UCITS ETF, CRWV - CoreWeave Inc. Cl A, Supply Chain, FOUR - Shift4 Payments Inc., CCJ - Cameco Corp., MOD - Modine Manufacturing Co., Corporate Buybacks.

How Will Declining Immigration Impact the US Economy?

Thu, 08 May 2025 00:00:45 +0000

For starters, stricter immigration policies could significantly disrupt industries like agriculture and construction.

Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Market Wrap, HSTM - HealthStream Inc., How Will Declining Immigration Impact the US Economy? TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., EXR - Extra Space Storage Inc., Economic Risks on the Horizon, X - United States Steel Corp., SPYD - SPDR Portfolio S&P 500 High Dividend ETF, Retail Investors, DECK - Deckers Outdoor Corp., ADDDF - Adidas AG, Buying Back Shares.

Americans Are Losing Billions to Sports Betting-At What Cost?

Wed, 07 May 2025 00:05:57 +0000

Since 2018, Americans have wagered nearly $450 billion but there's a dark side with gamblers experiencing increased debt, bankruptcies, and reduced savings.

Today's Stocks & Topics: TGT - Target Corp., Oil, Market Wrap, JEPI - JPMorgan Equity Premium Income ETF, IIPR - Innovative Industrial Properties Inc., Social Security, BRY - Berry Corp., How to Begin Investing at 18?, Jobs Report.

5 Estate Planning Tips for 2025

Mon, 05 May 2025 23:59:47 +0000

Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions.

Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG - Booking Holdings Inc., ISRG - Intuitive Surgical Inc., Gold and Silver, Ford and Trump’s Tariffs, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, QCOM - Qualcomm Inc., SHOP - Shopify Inc., Tariffs on the Film Industry.

Fewer Than Half of Americans Plan to Travel This Summer

Sat, 03 May 2025 00:01:42 +0000

A recent Bankrate survey reveals that the affordability factor has been cited by 65% of expected non-travelers-- and this group may be budgeting for 'staycations'.

Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., XYZ - Block Inc., UBER - Uber Technologies Inc., Fewer Than Half of Americans Plan to Travel This Summer, KPP Newsletter, SSNC - SS&C Technologies Holdings Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, US Equity Funds, Cash-Out Refinancing, KR - Kroger Co., KO - Coca-Cola Co., AMD - Advanced Micro Devices Inc., HSY - Hershey Co., VALE - Vale S.A. ADR, Japan vs. Trade War.

Is AI Revolution Under Threat from Tariffs?

Thu, 01 May 2025 23:59:34 +0000

A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants.

Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Kansas City Ltd., CNI - Canadian National Railway Co., IDXX - IDEXX Laboratories Inc., GDP, KO - Coca-Cola Co., PEP - PepsiCo Inc., Housing Market, UNM - Unum Group, EL - Estee Lauder Cos. Cl A, McDonald’s Financial Numbers.

Sharp Decline in Chinese Freight Vessel Traffic Hits Major U.S. West Coast Ports

Thu, 01 May 2025 00:03:40 +0000

Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs.

Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlation, CDs and Taxes, AIT - Applied Industrial Technologies Inc., NVST - Envista Holdings Corp., BBY - Best Buy Co. Inc., KKR and Capital Group Launch Hybrid Funds.

Amazon Drops Plan to Show Tariff Charges on Product Listings

Wed, 30 Apr 2025 00:00:28 +0000

Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos.

Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, Amazon Drops Plan to Show Tariff Charges on Product Listings, TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., VPU - Vanguard Utilities ETF, FUTY - Fidelity MSCI Utilities Index ETF, Tariffs and Advertising Business, Investment Portfolio Percentage, Gold, SBUX - Starbucks Corp., BJ - BJ's Wholesale Club Holdings Inc. (NYS), Oil Prices.

A Simple Guide to Investing in Gold

Tue, 29 Apr 2025 00:06:30 +0000

Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold.

Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GOOG - Alphabet Inc. Cl C, Economic Impact of the Tariffs, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, FLJP - Franklin FTSE Japan ETF, Foreign Stocks vs. Domestic Stocks.

What Does Stagflation Mean for Your Wallet?

Fri, 25 Apr 2025 23:47:08 +0000

Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning.

Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KPP Newsletter, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Value vs. Growth, DLTR - Dollar Tree Inc., DG - Dollar General Corp., Dollar Cost Averaging, ELF - E.L.F. Beauty Inc., Consumer Sentiment.

Why Should You Care If the US Dollar Falls?

Thu, 24 Apr 2025 23:57:34 +0000

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life.

Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - CME Group Inc. Cl A, The Beige Book, Trading Earnings Reports, TOL - Toll Brothers Inc., MAS - Masco Corp., IBIT - iShares Bitcoin Trust ETF, UNH - UnitedHealth Group Inc., Tariffs Impact on Domestic Production.

How Much Money Do Americans Think They Need to Retire?

Thu, 24 Apr 2025 00:03:41 +0000

A recent survey explored Americans’ perceptions of the ideal retirement savings amount, and it highlighted the gap between expectations and reality.

Today's Stocks & Topics: PRIM - Primoris Services Corp., Market Wrap, SPG - Simon Property Group Inc., CPT - Camden Property Trust, MAA - Mid-America Apartment Communities Inc., NKE - Nike Inc. Cl B, Trade Tensions with China, AGCO - AGCO Corp, Credit Delinquencies, Investing Apps, ERND - iShares USD Ultrashort Bond UCITS ETF, Trump Considering Reducing Tariffs on Chinese Imports.

Five Essential Applications of Generative AI in Finance

Tue, 22 Apr 2025 23:59:39 +0000

Generative AI is transforming finance by enhancing budgeting, financial planning, education, literacy games, and debt negotiation simulations.

Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Five Essential Applications of Generative AI in Finance, VUCP - Vanguard USD Corporate Bond UCITS ETF, Dentists and Private Equity Firms, Tariffs and China, TDOC - Teladoc Health Inc., ZM - Zoom Communications Inc., AA - Alcoa Corp., What is a Bear Market.

Best of Caller Questions

Tue, 22 Apr 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's Deep Seek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).

Best of Caller Questions - Good Friday

Fri, 18 Apr 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

Trump's Unpredictable Tariff Policy Presents Buying Opportunities

Fri, 18 Apr 2025 00:02:59 +0000

Market experts are suggesting that long-term investors could find buying opportunities amidst the uncertainty of President Trump's tariff policies.

Today's Stocks & Topics: MU - Micron Technology Inc., Market Wrap, GOOGL - Alphabet Inc. Cl A, PSK - SPDR ICE Preferred Securities ETF, Trump's Unpredictable Tariff Policy Presents Buying Opportunities, LCID - Lucid Group Inc., KPP Newsletter, Private Credit, Investing Options, KKR - KKR & Co. Inc., UDR - UDR Inc., Money Flows.

Should You Pay Off Low-Interest Student Loans Before Buying a Home?

Thu, 17 Apr 2025 00:04:17 +0000

There are several factors to consider... like interest rates, your long-term stability, and financial goals.

Today's Stocks & Topics: DOCN – Digital Ocean Holdings Inc., Market Wrap, Should You Pay Off Low-Interest Student Loans Before Buying a Home?, Gold, SIEGY - Siemens AG ADR, MSFT - Microsoft Corp., GOOG - Alphabet Inc. Cl C, Demand for Gold in Asia, VST - Vistra Corp., TEM - Tempus AI Inc., Precious Metals Stocks, NVDA - NVIDIA Corp., DOGE Savings.

Do Recessions Have a Silver Lining?

Tue, 15 Apr 2025 23:53:07 +0000

Key lessons from past recessions and depressions include the role of economic downturns in correcting market imbalances, shaping consumer and business behavior, influencing investment strategies, and driving long-term economic recovery and growth.

Today's Stocks & Topics: BOH - Bank of Hawaii Corp., Market Wrap, SMCI - Super Micro Computer Inc., Do Recessions Have a Silver Lining, Stocks with Two Symbols, CASY - Casey's General Stores Inc., Tariffs and Investments, TAP - Molson Coors Beverage Co. Cl B, BABA - Alibaba Group Holding Ltd. ADR, Stock Selloff.

What are Junk Bonds?

Tue, 15 Apr 2025 00:00:08 +0000

Junk bonds offer higher yields but come with a greater risk of default, making them a complex and potentially lucrative investment option for those willing to accept increased uncertainty.

Today's Stocks & Topics: ALB - Albemarle Corp., Market Wrap, AGX - Argan Inc., F - Ford Motor Co., What are Junk Bonds?, GPN - Global Payments Inc., EMN - Eastman Chemical Co., Wealthy Investors Portfolios, Investing for Kids Future, WM - Waste Management Inc., RSG - Republic Services Inc., MCB - Metropolitan Bank Holding Corp., The Job Market.

Should You Convert Your Tax-Deferred Savings to a Roth?

Fri, 11 Apr 2025 23:49:50 +0000

It’s important to weigh the pros and cons of converting your tax-deferred retirement savings to a Roth IRA by considering factors like tax implications, financial goals, and long-term benefits.

Today's Stocks & Topics: LLY - Eli Lilly & Co., Market Wrap, CVX - Chevron Corp., Should You Convert Your Tax-Deferred Savings to a Roth?, KPP Newsletter, Oil Stocks, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Role of the Dollar, Panic Sell, DRD - DRDGOLD Ltd. ADR, IAG - IAMGOLD Corp., VZ - Verizon Communications Inc., T - AT&T Inc., Tariffs and Cars.

Supercharge Your Savings in Your 40s and 50s

Fri, 11 Apr 2025 00:09:06 +0000

There are several actionable strategies and tools to maximize retirement savings in your 40s and 50s, including catch-up contributions, HSAs, Roth IRA conversions, and leveraging technology.

Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, Roth I-R-A, PYPL - PayPal Holdings Inc., Supercharge Your Savings in Your 40s and 50s, FANG - Diamondback Energy Inc., Economic Indicators, Tariffs and Bonds, Brazil, Gold, Treasury Inflation Protected Securities (TIPS).

Trump's Tariff Turmoil Drives Oil Prices, So Low Drilling Isn't Always Profitable

Thu, 10 Apr 2025 00:03:43 +0000

Escalating trade tensions and tariff implementations have caused a significant drop in oil prices, to the point where some U.S. oil producers are finding it challenging to maintain profitability in drilling operations.

Today's Stocks & Topics: SD - SandRidge Energy Inc., Market Wrap, MOH - Molina Healthcare Inc., MDT - Medtronic PLC, Trump's Tariff Turmoil Drives Oil Prices, So Low Drilling Isn't Always Profitable, Roth Conversions, O - Realty Income Corp., Tariff Pause, FLEX - Flex Ltd., MYR - GMYR Group Inc., MCO - Moody's Corp., TGT - Target Corp., U.S. Homeowners Wealth.

Mounting Pressure on Fed as Wall Street Bets on Rate Cut

Wed, 09 Apr 2025 00:00:41 +0000

Markets and President Trump are increasing pressure on the Federal Reserve to implement near-term rate cuts amid escalating tariff turmoil and growing economic uncertainty.

Today's Stocks & Topics: OXY - Occidental Petroleum Corp., BAM - Brookfield Asset Management Ltd. Cl A, BN - Brookfield Corp., Mounting Pressure on Fed as Wall Street Bets on Rate Cut, PCLO – Pharma Cielo Ltd., Tariff Consequences, Roth I-R-A, Bonds, IIPR - Innovative Industrial Properties Inc., PLTR - Palantir Technologies Inc., Junk Bond Selloff.

Tariff Fallout: Bond Yields Plummet as Investors Seek Safety

Tue, 08 Apr 2025 00:11:58 +0000

Investors are flocking to safe-haven assets amid market turmoil triggered by recent tariff announcements, and global bond yields have sharply declined.

Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Timing, ACN - Accenture PLC Cl A, Tariff Fallout: Bond Yields Plummet as Investors Seek Safety, DELL - Dell Technologies Inc. Cl C, Market Wrap, J - Jacobs Solutions Inc., Swing Trading, PANW - Palo Alto Networks Inc., GDL - GDL Fund, IAU - iShares Gold Trust, Oil Prices.

Hyundai's Georgia EV Plant: A Strategic Bet on Electric and Hybrid Vehicles

Fri, 04 Apr 2025 23:59:26 +0000

Hyundai has officially opened its new $7.6 billion electric vehicle plant in Georgia, marking a significant investment in U.S. manufacturing.

Today's Stocks & Topics: AMRC - Ameresco Inc. Cl A, DIS - Walt Disney Co., Market Wrap, GFL - GFL Environmental Inc., Tariffs, Hyundai's Georgia EV Plant: A Strategic Bet on Electric and Hybrid Vehicles, WBD - Warner Bros. Discovery Inc. Series A, KPP Newsletter, The Weakening US Dollar, K - Kellanova, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Business Cycles, Uncertainty.

Trump's 'Liberation Day' Tariffs: A Global Trade Shift

Thu, 03 Apr 2025 23:59:34 +0000

President Trump's so-called April 2 "Liberation Day" tariffs promise to significantly alter U.S. trade policy with potentially far-reaching impacts on global markets, consumer prices, and economic stability.

Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Wrap, MACD Divergence, DVN - Devon Energy Corp., EWW - iShares MSCI Mexico ETF, ATKR - Atkore Inc., Trump's 'Liberation Day' Tariffs: A Global Trade Shift, Market Madness, Dividends, SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., Previous Tariffs, VOYA - Voya Financial Inc., Trump's Tariffs Policy.

Best of Caller Questions

Thu, 03 Apr 2025 00:10:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.

Can We Afford to Ignore Financial Literacy?

Tue, 01 Apr 2025 23:55:39 +0000

It is critically important to improve financial knowledge because alarming statistics are revealing there are widespread gaps in budgeting, saving, and credit understanding among U.S. adults.

Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, RBC - RBC Bearings Inc., Can We Afford to Ignore Financial Literacy?, FDX - FedEx Corp., RYCEY - Rolls-Royce Holdings, Gold Miners, VYM - Vanguard High Dividend Yield ETF, DOW - Dow Inc., A-I and Different Industries.

Goldman Sachs Raises Recession Odds

Mon, 31 Mar 2025 23:57:17 +0000

Due to heightened economic uncertainty and potential downturns in the global economy, Goldman Sachs has increased its recession odds.

Today's Stocks & Topics: NUE - Nucor Corp., Marker Wrap, OPRA - Opera Ltd. ADR, Goldman Sachs Raises Recession Odds, Treasury Bills, GOLD - Barrick Gold Corp., Performance in the First Quarter, LULU - Lululemon Athletica Inc., AXP - American Express Co., Short Term Trend, Nuclear Industry, European Ownership in U.S.

Investors Flock to Gold ETFs Amid Bitcoin's February Dip

Sat, 29 Mar 2025 00:00:06 +0000

Investors favor the stability of gold ETFs and they are pouring billions into commodities-focused funds like SPDR Gold Shares.

Today's Stocks & Topics: BRBR - BellRing Brands Inc., Market Wrap, CLPBF - Coloplast A/S Series B, Investors Flock to Gold ETFs Amid Bitcoin's February Dip, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Market Madness, Investing in a Second Home, NVDA - NVIDIA Corp., VST - Vistra Corp., Consumer Sentiment, KPP Newsletter, CEG - Constellation Energy Corp., I-R-As, Fidelity Stablecoin, T - AT&T Inc., VZ - Verizon Communications Inc., TMUS - T-Mobile US Inc., Are Foreign Investors Returning to China?

Wall Street's Diversification Strategies Shine in Uncertain Market

Fri, 28 Mar 2025 00:06:07 +0000

Diversified investment strategies are outperforming traditional U.S. equity-focused approaches, and this highlights a significant shift in Wall Street's investment landscape.

Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Capital One’s CDs, Wall Street's Diversification Strategies Shine in Uncertain Market, NEM - Newmont Corp., Market Madness, MMTRS - Mills Music Trust, ADI - Analog Devices Inc., Oil Industry, GPK - Graphic Packaging Holding Co., FMC - FMC Corp., CTVA - Corteva Inc., Pet Industry.

This Tax Season is A Peak Time for Scams Amid IRS Uncertainty

Thu, 27 Mar 2025 00:00:57 +0000

As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers.

Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezzle Inc, Annuities, Market Madness, CORT - Corcept Therapeutics Inc., The Oil Market, SBSW - Sibanye-Stillwater Ltd. ADR, WELL - Welltower Inc., The Live Music Industry.

China Unveils Plan to Boost Domestic Spending and Combat Tariffs

Wed, 26 Mar 2025 00:01:41 +0000

Amid ongoing trade tensions with the United States, authorities in China say they will stimulate domestic consumption and reduce reliance on exports.

Today's Stocks & Topics: PVH - PVH Corp., Market Wrap, Vanguard Sector ETFs, China Unveils Plan to Boost Domestic Spending and Combat Tariffs, NFLX - Netflix Inc., Market Madness, MMM - 3M Co., Private Sector Debt, Yield Curve, WOOF - Petco Health & Wellness Co. Inc., SNAP Funding.

Accelerating US Money Supply Growth: A Sign of Big Changes for the Stock Market?

Tue, 25 Mar 2025 00:05:29 +0000

Stock market analysts are suggesting that, with the U.S. money supply growing at a fast pace, smaller companies could benefit as access to capital improves.

Today's Stocks & Topics: OKLO - Oklo Inc., Market Wrap, WBA - Walgreens Boots Alliance Inc., KBH - KB Home, CALF - Pacer US Small Cap Cash Cows ETF, Accelerating US Money Supply Growth: A Sign of Big Changes for the Stock Market?, Market Madness, CGW - Invesco S&P Global Water Index ETF, Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF, Private Equity, O - Realty Income Corp., VICI - VICI Properties Inc., Young People and Roth I-R-As.

Recency Bias: How Recent Events Skew Investment Decisions

Sat, 22 Mar 2025 02:40:00 +0000

“Recency bias”, is a cognitive error that occurs when investors overemphasize RECENT information, and it can lead to irrational decisions– like panic selling during market downturns or chasing asset bubbles.

Today's Stocks & Topics: MOS - Mosaic Co. (NYS), SPY - SPDR S&P 500 ETF Trust (ETF), SPLG - SPDR Portfolio S&P 500 ETF (ETF), questions from our YouTube channel viewers: NKE - Nike Inc. Cl B (NYS), RL - Ralph Lauren Corp. Cl A (NYS), KSPI - Kaspi.kz JSC ADR (NAS); plus Luke's market wrap, plus Luke's Market Madness update, and Luke's talking points: Car biz is difficult-- focus on Tesla, Hedge funds caught off guard.

Social Security’s Uncertain Future Sparks Debate Over Privatization

Fri, 21 Mar 2025 02:00:00 +0000

As Social Security faces funding challenges, some experts argue privatization could offer higher returns, while critics warn that privatization risks undermining the program’s safety and predictability.

Today's Stocks & Topics: RIO - Rio Tinto PLC ADR (NYS), ETSY - Etsy Inc. (NAS), AVGO - Broadcom Inc. (NAS), TTI - Tetra Technologies Inc. (NYS); questions from our YouTube channel viewers: RTO - Rentokil Initial PLC ADR (NYS), CNQ - Canadian Natural Resources Ltd. (NYS), JAAA or PAAA ; plus Justin's market wrap, plus Justin's Market Madness update, and Justin's talking points: Trump wants to drill for oil, Amount of $ in the U.S. market.

How Much Are You Paying for Financial Advice?

Thu, 20 Mar 2025 03:15:00 +0000

It's essential that investors ask the right questions because understanding the true cost of financial advice can be complex.

Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF (ETF), IIPR - Innovative Industrial Properties Inc. (NYS), TREX - Trex Co. Inc. (NYS), PHO - Invesco Water Resources ETF (ETF), PIO - Invesco Global Water ETF (ETF); questions from our YouTube channel viewers: GO - Grocery Outlet Holding Corp. (NAS), and Exposure to international markets; plus Justin's market wrap, and Justin's talking points: The BofA global research report, Consumer weakness in some categories.

US-Russia Thaw Sparks Investor Optimism in Russian Markets

Wed, 19 Mar 2025 00:04:42 +0000

As diplomatic relations between the US and Russia show signs of improvement, investors are increasingly optimistic about Russian assets, driving gains in the ruble and in stock markets.

Today's Stocks & Topics: GIB - CGI Inc. Cl A, Market Wrap, Annuities, HSBC - HSBC Holdings PLC ADR, Potential for Market Correction, MSCI - MSCI Inc., US-Russia Thaw Sparks Investor Optimism in Russian Markets, DAKT - Daktronics Inc., GWW - W.W. Grainger Inc., Is it Better to Know Less About Investing?

Fed Faces Stagflation Risks as Inflation and Economic Uncertainty Grow

Tue, 18 Mar 2025 00:01:14 +0000

Federal Reserve Chairman Jerome Powell must navigate the dual challenges of persistent inflation and weakening economic confidence.

Today's Stocks & Topics: CLH - Clean Harbors Inc., Market Wrap, Fed Faces Stagflation Risks as Inflation and Economic Uncertainty Grow, BWXT - BWX Technologies Inc., Backdoor Roth I-R-As, MEDP - Medpace Holdings Inc., Long Term Equities, ROG.SW - Roche Holding AG, KNSL - Kinsale Capital Group Inc., Is it Healthy Correction?

Best of Caller Questions - 3/14/2025

Fri, 14 Mar 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.

Best of Caller Questions - 3/13/2025

Thu, 13 Mar 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.

Best of Caller Questions - 3/12/2025

Wed, 12 Mar 2025 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).

3 Reasons a Bear Market Could Be Looming

Wed, 12 Mar 2025 00:05:34 +0000

The potential for a bear market in 2025 is heightened by factors such as ongoing economic uncertainty, the impact of tariffs on global trade, and concerns over inflation and valuation levels in the stock market.

Today's Stocks & Topics: MTH - Meritage Homes Corp., Taking a Loss, Market Wrap, MKSI - MKS Instruments Inc., DELL - Dell Technologies Inc. Cl C, LOVE - Lovesac Co., SSTK - Shutterstock Inc., TKO - TKO Group Holdings Inc., GAMB - Gambling.com Group Ltd., Saving for Retirement.

1 in 3 Americans Experienced Financial Fraud in the Past Year

Tue, 11 Mar 2025 00:00:13 +0000

A new Bankrate survey reveals that a staggering 34% of U.S. adults have experienced financial fraud or scams in the past year, with nearly 2 in 5 losing money as a result.

Today's Stocks & Topics: HRI - Herc Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., LNC - Lincoln National Corp., 1 in 3 Americans Experienced Financial Fraud in the Past Year, Oil & Energy, Tariff War, STLD - Steel Dynamics Inc., EUAD - Select STOXX Europe Aerospace & Defense ETF, Tesla Sales.

Mortgage Rates Fall: Should You Buy or Refinance?

Sat, 08 Mar 2025 01:05:50 +0000

With mortgage rates decreasing for various loan types, potential homebuyers might find more favorable conditions for purchasing and current homeowners should carefully evaluate their circumstances.

Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, CRWD - CrowdStrike Holdings Inc. Cl A, Market Wrap, Mortgage Rates Fall: Should You Buy or Refinance, VZ - Verizon Communications Inc., T - MUST-Mobile US Inc., T - AT&T Inc., Sectors, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, EQT - EQT Corp., 401k as a Rainy-Day Fund, VGK - Vanguard FTSE Europe ETF, GPRK - GeoPark Ltd., Department of Government Efficiency – DOGE.

Recession Indicator Flashes Warning: Investors Prepare

Fri, 07 Mar 2025 00:57:42 +0000

The inverted yield curve, a key recession indicator, is signaling investors to prepare for a potential economic downturn.

Today's Stocks & Topics: MRVL - Marvell Technology Inc., URI - United Rentals Inc., K - Kellanova, CGXU - Capital Group International Focus Equity ETF, AI - C3.ai Inc., Recession Indicator Flashes Warning: Investors Prepare, GRND - Grindr Inc., IESC - IES Holdings Inc., NFLX - Netflix Inc., MSFT - Microsoft Corp., AMZN - Amazon.com Inc., Trade War Impact.

Google, Meta Execs Blast Europe Over Strict AI Regulation

Thu, 06 Mar 2025 01:03:20 +0000

As the EU moves forward with its AI Act and other tech regulations, executives from Google and Meta have criticized the policies.

Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Google, Meta Execs Blast Europe Over Strict AI Regulation, DV – Double Verify Holdings Inc., CE - Celanese Corp., CW - Curtiss-Wright Corp., Changing World Order Means to Your Money, SWK - Stanley Black & Decker Inc., Housing.

America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt

Tue, 04 Mar 2025 01:14:13 +0000

U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures.

Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS).

Is Pre-IPO Investing Worth the Risk?

Sat, 01 Mar 2025 01:00:25 +0000

The lure of the high-stakes world of pre-IPO investing teases astronomical returns, but there are hidden risks and uncertainties.

Today's Stocks & Topics: FSLR - First Solar Inc., Market Wrap, Annuities, CLX - Clorox Co., Is Pre-IPO Investing Worth the Risk?, EADSY - Airbus SE ADR, BAESF - BAE Systems PLC, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, VRT - Vertiv Holdings LLC, FDP - Fresh Del Monte Produce Inc., Trump and The Stock Market.

Average Retiree Spending: Will You Have Enough?

Fri, 28 Feb 2025 00:59:19 +0000

With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime.

Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada.

Choosing Between Dollar-Cost and Value Averaging

Thu, 27 Feb 2025 00:59:24 +0000

Investors can choose between two savvy strategies that help mitigate market volatility and potentially boost returns.

Today's Stocks & Topics: AOS - A.O. Smith Corp., Market Wrap, CCB - Coastal Financial Corp., Choosing Between Dollar-Cost and Value Averaging, Viewer Comment, AVGE - Avantis All Equity Markets ETF, COWZ - Pacer U.S. Cash Cows 100 ETF, The Bond Market, HII - Huntington Ingalls Industries Inc., SHEL - Shell PLC ADR, OKE - ONEOK Inc., BIGGQ - Big Lots Inc., Egg Prices.

Big Tech Embraces Hydrogen and Nuclear Power for AI Data Centers

Wed, 26 Feb 2025 01:01:15 +0000

Power demands for artificial intelligence will soar and the big tech giants are exploring hydrogen and nuclear energy solutions.

Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, SBIT - ProShares UltraShort Bitcoin ETF, Big Tech Embraces Hydrogen and Nuclear Power for AI Data Centers, SII - Sprott Inc., Quantitative Analysis, NVR - NVR Inc., Economic News, Defense Spending, Investing a Million Dollars, BKIE - BNY Mellon International Equity ETF., Best Performing Sectors.

1 in 5 Americans Are Doom Spending

Tue, 25 Feb 2025 00:59:16 +0000

According to CreditCards.com, a new report indicates that 1 in 5 Americans are engaging in hoarding and "doom spending"——with this behavior driven by anxiety about the future.

Today's Stocks & Topics: TEM - Tempus AI Inc., Market Wrap, POWL - Powell Industries Inc., ATKR - Atkore Inc., BALT - Innovator Defined Wealth Shield ETF, 1 in 5 Americans Are Doom Spending, FNV - Franco-Nevada Corp., Short Interest, CMCO - Columbus McKinnon Corp, Value Investing, KVYO - Klaviyo Inc., Quantitative Tightening (QT).

Warren Buffett's 2025 Letter to Shareholders Arrives Soon: Watch This Number

Sat, 22 Feb 2025 01:06:10 +0000

Berkshire Hathaway shareholders will soon get insight into the company's performance and market outlook.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., INSW - International Seaways Inc., WMT - Walmart Inc., Market Wrap, Warren Buffett's 2025 Letter to Shareholders Arrives Soon: Watch This Number, OXY - Occidental Petroleum Corp., CVX - Chevron Corp., ULTA - Ulta Beauty Inc., ZBRA - Zebra Technologies Corp. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, VXUS - Vanguard Total International Stock ETF, PLTR - Palantir Technologies Inc., Registered Index Linked Annuity (RILA).

How to Lower Health Costs in the New Year

Fri, 21 Feb 2025 01:01:05 +0000

To avoid financial surprises, it's crucial to understand your health plan's coverage, network, and potential out-of-pocket expenses.

Today's Stocks & Topics: TTC - Toro Co., Market Wrap, WPC - W. P. Carey Inc., How to Lower Health Costs in the New Year, GILT - Gilat Satellite Networks Ltd., Senior Living, OHI - Omega Healthcare Investors Inc., Stagflation, BBY - Best Buy Co. Inc., KPGHF - Kelly Partners Group Holdings Ltd., BND - Vanguard Total Bond Market ETF, BNDX - Vanguard Total International Bond ETF, Lumber Tariffs.

How to Safeguard Your Finances Amid Rapidly Changing Economic Policy

Thu, 20 Feb 2025 01:04:06 +0000

To navigate turbulent economic times, you'll need proactive financial planning and smart investment strategies.

Today's Stocks & Topics: AUR - Aurora Innovation Inc., TOL - Toll Brothers Inc., How to Safeguard Your Finances Amid Rapidly Changing Economic Policy, EQH - Equitable Holdings Inc., VST - Vistra Corp., Inflation, ALL - Allstate Corp., CDE - Coeur Mining Inc., Securities and Exchange Commission (SEC) Crackdown.

Great Wealth Transfer Taking Longer Than Expected

Wed, 19 Feb 2025 00:59:47 +0000

Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer.

Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold.

Best of Caller Questions - Presidents' Day

Tue, 18 Feb 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).

US Treasuries: Who Owns US Debt?

Sat, 15 Feb 2025 00:58:51 +0000

Foreign governments like China and Japan, along with U.S. institutions and individuals, play a critical role in holding America’s $36 trillion debt.

Today's Stocks & Topics: DXPE - DXP Enterprises Inc., Purchasing CDs, VTWO - Vanguard Russell 2000 ETF, Market Wrap, FMC - FMC Corp., US Treasuries: Who Owns US Debt?, ECPG - Encore Capital Group Inc., XHB - SPDR S&P Homebuilders ETF, VNQ - Vanguard Real Estate ETF, MU - Micron Technology Inc., ANF - Abercrombie & Fitch Co., Long Term U.S. Treasury Yields.

This Recent Development Could Be a Game Changer for Bitcoin

Fri, 14 Feb 2025 01:04:18 +0000

The U.S. decision to consider a strategic Bitcoin reserve could trigger a global FOMO-driven buying spree by other nations and central banks.

Today's Stocks & Topics: RCAT - Red Cat Holdings Inc., Market Wrap, ALSN - Allison Transmission Holdings Inc., This Recent Development Could Be a Game Changer for Bitcoin, Treasury Inflation Protected Securities (TIPS), TT - Trane Technologies PLC, European Stocks, PEP - PepsiCo Inc., EAT - Brinker International Inc., 401k, The Trump Trade.

Gold: Better for Short-Term or Long-Term Investing Now?

Thu, 13 Feb 2025 01:03:55 +0000

Financial experts are closely analyzing gold's investment potential, considering its merits as both a short-term trading asset and a long-term wealth preservation strategy in the current economic climate.

Today's Stocks & Topics: PLD - Prologis Inc., Market Wrap, AVB - Avalonbay Communities Inc., Gold: Better for Short-Term or Long-Term Investing Now?, POWL - Powell Industries Inc., CRI - Carter's Inc., Inflation, TROW - T. Rowe Price Group Inc., KSCP - Knightscope Inc., GCT - GigaCloud Technology Inc., The Trump Trade.

Best of Caller Questions

Wed, 12 Feb 2025 00:32:46 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Financial Literacy: Why Teens Need Money Skills

Tue, 11 Feb 2025 01:05:14 +0000

Individuals are empowered to make smart money decisions when they learn about budgeting, investing, and strategic financial planning.

Today's Stocks & Topics: UAA - Under Armour Inc. Cl A, Market Wrap, FNV - Franco-Nevada Corp., PYPL - PayPal Holdings Inc., Financial Literacy: Why Teens Need Money Skills, XLI - Industrial Select Sector SPDR ETF, VIS - Vanguard Industrials ETF, Gold, Sports Betting, NKE - Nike Inc. Cl B, YMAG - YieldMax Magnificent 7 Fund of Option Income ETF, ARDX - Ardelyx Inc., Treasury Secretary Scott Bessent.

What to Consider Before You Invest in Alternatives

Sat, 08 Feb 2025 00:59:32 +0000

For diversification and the potential of higher returns, a new economic paradigm points to the advantages of adding alternative investments to your portfolio.

Today's Stocks & Topics: WOLF - Wolfspeed Inc., Market Warp, SWKS - Skyworks Solutions Inc., ACT - Enact Holdings Inc., ADM - Archer Daniels Midland Co., PLTR - Palantir Technologies Inc., What to Consider Before You Invest in Alternatives, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AGX - Argan Inc., XLU - Utilities Select Sector SPDR ETF, TBBB - BBB Foods Inc., FLNC - Fluence Energy Inc.

10 Questions to Ask a Financial Advisor

Fri, 07 Feb 2025 01:04:03 +0000

When choosing an advisor for a secure financial future, there are critical questions you should ask.

Today's Stocks & Topics: URBN - Urban Outfitters Inc., Market Wrap, Emerging Markets – Brazil, EWZ - iShares MSCI Brazil ETF, EWZS - iShares MSCI Brazil Small-Cap ETF, 10 Questions to Ask a Financial Advisor, DG - Dollar General Corp., Safe Investment, India, PAX - Patria Investments Ltd., VRT - Vertiv Holdings LLC, CRDO - Credo Technology Group Holding Ltd., LDOS - Leidos Holdings Inc.

Shein, Temu, Amazon Haul Face Price Surge as US Closes Loophole

Thu, 06 Feb 2025 01:01:40 +0000

Trump's new tariffs threaten to disrupt e-commerce giants like Shein, Temu, and Amazon Haul by eliminating duty-free imports under $800.

Today's Stocks & Topics: NNE - Nano Nuclear Energy Inc, OKLO - Oklo Inc., FLR - Fluor Corp., Market Wrap, Shein, Temu, Amazon Haul Face Price Surge as US Closes Loophole, Tariffs on China Can Affect Vietnam?, CE - Celanese Corp., China Reacts To US Trade Tariffs, TNXP - Tonix Pharmaceuticals Holding Corp., ALAR - Alarum Technologies Ltd. ADR, MMM - 3M Co., Stocks and Taxes, Chinese Economy.

What to Know about Financial Planning for Long Term Care

Wed, 05 Feb 2025 01:04:28 +0000

Initiating long-term care financial planning begins with creating a comprehensive and balanced strategy.

Today's Stocks & Topics: XRP USD, Market Wrap, DELL - Dell Technologies Inc. Cl C, What to Know about Financial Planning for Long Term Care, NUE - Nucor Corp., NE - Noble Corp. PLC, 24 Hour Trading, GNTX - Gentex Corp., FSM - Fortuna Mining Corp., RVMD - Revolution Medicines Inc.

How Would a New BRICS Currency Affect the US Dollar?

Tue, 04 Feb 2025 01:01:26 +0000

To reduce reliance on the US dollar and reshape the global financial system, The BRICS nations are advancing discussions on creating a new reserve currency.

Today's Stocks & Topics: NVDA - NVIDIA Corp., SCCO - Southern Copper Corp., UPS - United Parcel Service Inc. Cl B, Profits, Market Wrap, How Would a New BRICS Currency Affect the US Dollar?, FIHL - Fidelis Insurance Holdings Ltd., TSCO - Tractor Supply Co., Tariffs, CEG - Constellation Energy Corp., MSFT - Microsoft Corp., Portfolio Diversification.

Higher Income Americans are Showing Signs of Financial Stress

Sat, 01 Feb 2025 00:59:19 +0000

Rising costs, inflation, and economic uncertainties are causing unprecedented financial stress among high-income Americans.

Today's Stocks & Topics: RPRX - Royalty Pharma PLC, Market Wrap, UGI - UGI Corp., Higher Income Americans are Showing Signs of Financial Stress, KP Newsletter, ORCL - Oracle Corp., Lending Growth, EME - EMCOR Group Inc., GHM - Graham Corp., Natural Gas.

Insurers are Dropping HOAs, Threatening the Condo Market

Fri, 31 Jan 2025 00:59:20 +0000

As insurance companies increasingly drop coverage for homeowners' associations, potential buyers are deterred, and the market could be destabilized.

Today's Stocks & Topics: BCE - BCE Inc., UPS - United Parcel Service Inc. Cl B, WHR - Whirlpool Corp., Market Wrap, Insurers are Dropping HOAs, Threatening the Condo Market, CLS - Celestica Inc., PYPL - PayPal Holdings Inc., The Fed Meeting, Roth 403b vs. Roth I-R-A, AOS - A.O. Smith Corp., Oil Companies and The Electricity Market.

How the Federal Reserve Impacts Your Money

Thu, 30 Jan 2025 01:03:31 +0000

From borrowing costs and job markets to personal savings and investment opportunities, the Federal Reserve's interest rate decisions profoundly affect nearly every aspect of the economy.

Today's Stocks & Topics: PII - Polaris Inc., Market Wrap, RISR – Folio Beyond Alternative Income & Interest Rate Hedge ETF, Fixed Annuities, How the Federal Reserve Impacts Your Money, CNQ - Canadian Natural Resources Ltd., VRT - Vertiv Holdings LLC, Digital Dollar Ban, BCC - Boise Cascade Co., VZ - Verizon Communications Inc.

Mortgage Scam Alert: How Criminals Are Stealing Your Home Equity

Wed, 29 Jan 2025 01:03:10 +0000

The Federal Communications Commission has uncovered a sophisticated mortgage lending scheme implemented by scammers who seek payment through unconventional methods.

Today's Stocks & Topics: NVDA - NVIDIA Corp., Market Wrap, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Mortgage Scam Alert: How Criminals Are Stealing Your Home Equity, IFP - Interfor Corp., Long-Term Treasuries, AIRR - First Trust RBA American Industrial Renaissance ETF, ITRN - Ituran Location & Control Ltd., Cryptocurrency, BRKB - Berkshire Hathaway Inc. Cl B, The Stock Market and Artificial Intelligent.

How to File your 2024 Tax Return for Free

Tue, 28 Jan 2025 00:58:10 +0000

Taxpayers have multiple avenues to file their tax returns without incurring additional costs, including free online software programs and government-sponsored filing services.

Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, CCJ - Cameco Corp., How to File your 2024 Tax Return for Free, VTI - Vanguard Total Stock Market ETF, China's DeepSeek, Immigration and the Economy, EQR - Equity Residential, AIRR - First Trust RBA American Industrial Renaissance ETF, AAPL - Apple Inc., The Fed.

What’s a Financial Go Bag and Why Do You Need It?

Sat, 25 Jan 2025 01:01:25 +0000

Individuals can protect, and quickly access, their most important financial documents and resources during unexpected emergencies or disasters if they prepare a "financial go bag".

Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, TTI - Tetra Technologies Inc., CROX - Crocs Inc., What’s a Financial Go Bag and Why Do You Need It?, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, JNJ - Johnson & Johnson, The Thrift Savings Plan (TSP) for Retirement, Equity Risk Premium, BAH - Booz Allen Hamilton Holding Corp., Inflationary Fiscal Policy, Tariffs.

How to Use Artificial Intelligence to Invest

Fri, 24 Jan 2025 01:06:41 +0000

Powerful "AI" tools that enhance decision-making processes and portfolio management are revolutionizing investment strategies.

Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, HWM - Howmet Aerospace Inc., How to Use Artificial Intelligence to Invest, BMY - Bristol Myers Squibb Co., LNN - Lindsay Corp., Insurance Premiums, DAL - Delta Air Lines Inc., EVVTY - Evolution Gaming Group AB ADR, Private Equity.

25% Tariffs: What Will Cost More from Mexico and Canada?

Thu, 23 Jan 2025 00:59:25 +0000

New tariffs bring a potential for rising costs on key imports like automotive parts, agricultural products, industrial machinery, electronics, and consumer goods.

Today's Stocks & Topics: AXON - Axon Enterprise Inc., Market Wrap, DG - Dollar General Corp., TSCO - Tractor Supply Co., 25% Tariffs: What Will Cost More from Mexico and Canada?, ARLP - Alliance Resource Partners L.P., U.S. Oil and Gas Industry, RGTI - Rigetti Computing Inc., PLBY - PLBY Group Inc., DB - Deutsche Bank AG, Cannabis ETFs, CRWD - CrowdStrike Holdings Inc. Cl A, Private Equity.

8 Common Investing Mistakes to Avoid

Wed, 22 Jan 2025 00:59:52 +0000

Critical errors, such as poor portfolio diversification and inadequate long-term planning strategies, can undermine financial growth.

Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, JEPI – J.P. Morgan Equity Premium Income ETF., 8 Common Investing Mistakes to Avoid, AAPL - Apple Inc., Crypto Currency, Destroyed Homes by Fires and Mortgages, APH - Amphenol Corp. Cl A, VCTR - Victory Capital Holdings Inc. Cl A, Corporate Debt Insurance.

Best of Caller Questions - Martin Luther King Jr. Day

Tue, 21 Jan 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.

Down Payment Strategies for Home Buyers: How Much Do You Really Need?

Sat, 18 Jan 2025 00:59:37 +0000

Depending on loan type, credit score, and financial circumstances, homebuyers can choose from various mortgage options.

Today's Stocks & Topics: XOVR – ER Shares Private-Public Crossover ETF, Market Wrap, EMN - Eastman Chemical Co., ZS - Zscaler Inc., How to Analyze ETFs, RSPU - Invesco S&P 500 Equal Weight Utilities ETF, FXU - First Trust Utilities Alpha DEX Fund, U.S. Debt Ceiling, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Hidden Risks From Your Financial Advisor.

10 ETF Investment Strategies (and How They Work)

Fri, 17 Jan 2025 01:09:31 +0000

Investors can leverage ten distinct Exchange-Traded Fund (ETF) investment strategies to diversify their portfolios, optimize returns, and manage risk across different market conditions.

Today's Stocks & Topics: MSTY - YieldMax MSTR Option Income Strategy ETF, Market Wrap, EPRT - Essential Properties Realty Trust Inc., CVNA - Carvana Co. Cl A, 10 ETF Investment Strategies (and How They Work), HEES - H&E Equipment Services Inc., EW - Edwards Lifesciences Corp., Two Major Risks Entering 2025, SCHP - Schwab U.S. TIPs ETF, SPLG - SPDR Portfolio S&P 500 ETF, SBLK - Star Bulk Carriers Corp.

5 Common Mistakes with Money Market Accounts

Thu, 16 Jan 2025 01:03:30 +0000

Investors often make critical errors when managing money market accounts, including inefficiently allocating capital to these low-yield financial instruments.

Today's Stocks & Topics: NRG - NRG Energy Inc., Market Wrap, EXPI - eXp World Holdings Inc., 5 Common Mistakes with Money Market Accounts, LRCX - Lam Research Corp., VNQ - Vanguard Real Estate ETF, TROW - T. Rowe Price Group Inc., Private Credit, PANW - Palo Alto Networks Inc., GNRC - Generac Holdings Inc., AAON - AAON Inc., Inflation Data and Banks Earnings.

Global Economic Growth Stagnates at 2.8% in 2025, UN Report Warns

Wed, 15 Jan 2025 01:04:59 +0000

According to the United Nations, developing countries in particular are vulnerable to economic pressures, the challenges of weak investment, and high debt.

Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Market Wrap, IBP - Installed Building Products Inc., Global Economic Growth Stagnates at 2.8% in 2025, UN Report Warns, Rental Properties Insurance, Mortgage Rates, AMD - Advanced Micro Devices Inc., SPHQ - Invesco S&P 500 Quality ETF, YUM - Yum! Brands Inc, The Bourbon Boom, BF.B - Brown-Forman Corp. Cl B

Innovative Strategies to Generate Passive Income and Build Wealth

Tue, 14 Jan 2025 01:01:21 +0000

Passive income offers a powerful method to supplement earnings and create financial resilience by generating money through alternative sources beyond traditional employment.

Today's Stocks & Topics: PAYC - Paycom Software Inc., Market Wrap, MU - Micron Technology Inc., SD - SandRidge Energy Inc., Innovative Strategies to Generate Passive Income and Build Wealth, EXP - Eagle Materials Inc., Investing in ETFs or Stocks, Bond Yields Around the World, REITs Sector, Oil Sanctions Against Russia.

Real Estate vs. Stocks: Which is the Better Investment?

Sat, 11 Jan 2025 01:06:39 +0000

Investors face a crucial decision when choosing between real estate and stocks to grow their wealth.

Today's Stocks & Topics: KDP - Keurig Dr Pepper Inc., AMAT - Applied Materials Inc., Real Estate vs. Stocks: Which is the Better Investment?, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, PLTR - Palantir Technologies Inc., NCLH - Norwegian Cruise Line Holdings Ltd., U.S. Labor Report, 529 Plan, SCCO - Southern Copper Corp., Long Term Shares, Bank Regulations.

Is a High-Yield Savings Account Still Worth It?

Fri, 10 Jan 2025 01:03:33 +0000

Despite recent Federal Reserve rate cuts, these accounts still provide yields around 4%, significantly outperforming the average savings rate of 0.43%.

Today's Stocks & Topics: ADBE - Adobe Inc., O - Realty Income Corp., HIG - Hartford Financial Services Group Inc., Is a High-Yield Savings Account Still Worth It?, Restricted Stock Units (RSUs), Debt Ceiling, CCJ - Cameco Corp., UEC - Uranium Energy Corp., MRO - Melrose Industries PLC, STAG - STAG Industrial Inc., UFPI - UFP Industries Inc., Creative Destruction.

Five Trends Shaping Oil, Gas, and Energy in 2025

Thu, 09 Jan 2025 01:03:23 +0000

The energy sector stands at a critical crossroads in 2025, with complex geopolitical and technological dynamics reshaping global energy strategies.

Today's Stocks & Topics: HRB - H&R Block Inc., Market Wrap, VAW - Vanguard Materials ETF, UHT - Universal Health Realty Income Trust, Five Trends Shaping Oil, Gas, and Energy in 2025, MSM - MSC Industrial Direct Co., The Fed Meeting, Employee Stock Options, NDSN - Nordson Corp., K - Kellanova, KLG - WK Kellogg Co., ENB - Enbridge Inc., Investors and Trump 2.0.

Resetting Your Finances for 2025: Strategies for Economic Changes

Wed, 08 Jan 2025 01:03:23 +0000

Anticipated economic shifts, including lower interest rates, changes in government policy, and the potential for rising inflation, will make it crucial to adjust your personal finance strategies.

Today's Stocks & Topics: PRCT - PROCEPT BioRobotics Corp., AAP - Advance Auto Parts Inc., Market Wrap, PLTR - Palantir Technologies Inc., Resetting Your Finances for 2025: Strategies for Economic Changes, CDE - Coeur Mining Inc., AMG - Affiliated Managers Group Inc., New ETFs, GOLD - Barrick Gold Corp., CCI - Crown Castle Inc.

Don’t Compare Your Retirement Investments to the S&P 500

Tue, 07 Jan 2025 01:06:03 +0000

Judicious retirement planning should be more nuanced than simply tracking the performance of the S&P 500.

Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, OLP - One Liberty Properties Inc., China’s Industrial Overcapacity, LMT - Lockheed Martin Corp., Buying Corporate Bonds, Don’t Compare Your Retirement Investments to the S&P 500, COP - ConocoPhillips, PPG - PPG Industries Inc., BWXT - BWX Technologies Inc., Productivity.

Best of Caller Questions

Sat, 04 Jan 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.

Best of Caller Questions

Fri, 03 Jan 2025 01:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.

Best of Caller Questions - New Year's Day

Thu, 02 Jan 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.

Best of Caller Questions - New Year's Eve

Wed, 01 Jan 2025 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Best of Caller Questions

Tue, 31 Dec 2024 01:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.

Beware of Store Credit Cards: A Hidden Path to Debt Disaster

Sat, 28 Dec 2024 01:01:50 +0000

Consumers should be cautious, as these cards typically carry extremely high interest rates that can quickly turn savings into substantial debt.

Today's Stocks & Topics: DG - Dollar General Corp., Market Wrap, PANW - Palo Alto Networks Inc., Beware of Store Credit Cards: A Hidden Path to Debt Disaster, Investment Loss, T - AT&T Inc., The Stock Market, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, PFE - Pfizer Inc., PDI - PIMCO Dynamic Income Fund, National Gas Industry.

8 Essential Financial Ratios Every Investor Should Know

Fri, 27 Dec 2024 01:01:44 +0000

Investors can evaluate potential stock investments by analyzing key metrics like earnings per share, price-to-earnings ratio, and return on equity.

Today's Stocks & Topics: FIS - Fidelity National Information Services Inc., Market Wrap, INTC - Intel Corp., 8 Essential Financial Ratios Every Investor Should Know, COST - Costco Wholesale Corp., 401k and Tax Impact, Options Market, OXY - Occidental Petroleum Corp., OKE - ONEOK Inc., UBER - Uber Technologies Inc., JNJ - Johnson & Johnson.

Best of Caller Questions - Christmas Day

Thu, 26 Dec 2024 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Best of Caller Questions - Christmas Eve

Wed, 25 Dec 2024 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

New Retirees May Need to Rethink the 4% Rule

Tue, 24 Dec 2024 01:02:58 +0000

Due to lower anticipated returns on stocks, bonds, and cash, experts are projecting a lower "safe" withdrawal rate.

Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, ET - Energy Transfer LP, ODFL - Old Dominion Freight Line Inc., New Retirees May Need to Rethink the 4% Rule, EQT - EQT Corp., CTRA - Coterra Energy Inc., The Fed, MU - Micron Technology Inc., IIPR - Innovative Industrial Properties Inc., China Chip War, OKLO - Oklo Inc., DORM - Dorman Products Inc.

China Sees Record $45.7 Billion Capital Outflow in November

Sat, 21 Dec 2024 01:36:27 +0000

China's capital markets experienced a record net outflow of $45.7 billion in November, marking the largest monthly deficit in this category.

Today's Stocks & Topics: LDOS - Leidos Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., TRIP - Tripadvisor Inc., China Sees Record $45.7 Billion Capital Outflow in November, IIPR - Innovative Industrial Properties Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Cost, CCL - Carnival Corp., Consumer Spending, Short Selling vs. Put Options, 401k Withdrawal.

Expert Tips for Saving Money During the Holiday Season

Fri, 20 Dec 2024 01:03:42 +0000

As the holiday season approaches, there are valuable strategies to help consumers navigate festive spending without breaking the bank.

Today's Stocks & Topics: DHR - Danaher Corp., NKE - Nike Inc. Cl B, Market Wrap, MU - Micron Technology Inc., Expert Tips for Saving Money During the Holiday Season, Covered Calls, DOW - Dow Inc., ETFs Analysis, Liquidity Numbers, IONQ - IonQ Inc., OKE - ONEOK Inc.

Dow Jones Faces Longest Losing Streak Since 1978

Thu, 19 Dec 2024 01:04:39 +0000

Investor caution, ahead of the Federal Reserve's coming interest rate decision, is the probable trigger for eight consecutive days of losses in the Dow Jones Industrial Average.

Today's Stocks & Topics: MTW - Manitowoc Co., CIVI - Civitas Resources Inc., Oil, Protect Yourself from Identity Theft, DHI - D.R. Horton Inc., KBH - KB Home, DRIP Stocks, HSY - Hershey Co., The Fed and Interest Rates, PRU - Prudential Financial Inc., WSM - Williams-Sonoma Inc., ORI - Old Republic International Corp., Nuclear Energy.

Protect Yourself from Identity Theft

Wed, 18 Dec 2024 01:05:52 +0000

With identity theft on the rise, it's crucial to take proactive steps to safeguard personal information.

Today's Stocks & Topics: AAON - AAON Inc., Market Wrap, Covered Calls, VLTO - Veralto Corp., Protect Yourself from Identity Theft, QCOM - Qualcomm Inc., TJX - TJX Cos., DDS - Dillard's Inc., Sentiment, DVN - Devon Energy Corp., U.S. – China Trade War.

The Delicate Balance of U.S. Stocks in 2025

Tue, 17 Dec 2024 01:00:45 +0000

Wall Street strategists anticipate a potentially challenging year ahead for U.S. stocks, with projections suggesting modest returns amid heightened policy uncertainty and elevated market valuations.

Today's Stocks & Topics: TGT - Target Corp., Market Wrap, LECO - Lincoln Electric Holdings Inc., LECOLincoln Electric Holdings Inc., The Delicate Balance of U.S. Stocks in 2025, SLB - Schlumberger Ltd., BBWI - Bath & Body Works Inc., Chapman University Economic Forecast, JRS - Nuveen Real Estate Income Fund, TER - Teradyne Inc., VICI - VICI Properties Inc., Trade Policy.

The Santa Rally Gains Traction Amid Positive Economic Signals

Sat, 14 Dec 2024 01:03:33 +0000

In spite of a strong stock market rally, analysts are cautioning about potential volatility in early 2025.

(The so-called "Santa rally" is fueled by positive economic indicators and supportive Federal Reserve policies but there is some concern regarding high valuations and geopolitical risks.)

Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, TSLA - Tesla Inc., ONTO - Onto Innovation Inc., The Santa Rally Gains Traction Amid Positive Economic Signals, Equity and Retirement, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Budget Deficit, REGN - Regeneron Pharmaceuticals Inc., UMC - United Microelectronics Corp. ADR, SPMO - Invesco S&P 500 Momentum ETF, Robotaxis.

What is Investment Suitability?

Fri, 13 Dec 2024 01:01:45 +0000

Investment suitability is a crucial concept that ensures investments align with an investor's risk tolerance, financial goals, and personal circumstances.

(Governed by FINRA Rule 2111, it requires advisors and brokers to recommend investments that are appropriate for their clients' profiles, considering factors such as age, financial situation, and investment objectives.)

Today's Stocks & Topics: GBX - Greenbrier Cos. Inc., NSRGY - Nestle S.A. ADR, BJ - BJ's Wholesale Club Holdings Inc., Market Wrap, What is Investment Suitability, MSTR - MicroStrategy Inc., GCT – Giga Cloud Technology Inc., Price Index Numbers, BAC - Bank of America Corp., GBTC - Grayscale Bitcoin Trust ETF, EZBC - Franklin Bitcoin ETF, PHG -Koninklijke Philips N.V. ADR, Merger Between Advertisement Business.

Gold Prices Surge Amid Geopolitical Tensions in Syria

Thu, 12 Dec 2024 00:59:37 +0000

Concerns over the regime change in Syria and its implications for regional stability have prompted a flight to traditional safe-haven assets like gold.

Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, LULU - Lululemon Athletica inc., WTV - WisdomTree U.S. Value Fund, SVOL - Simplify Volatility Premium ETF, Gold Prices Surge Amid Geopolitical Tensions in Syria, VITL - Vital Farms Inc., BITX - 2x Bitcoin Strategy ETF, Money Markets to Stocks, FBTC - Fidelity Wise Origin Bitcoin Fund, WMMVY - Wal-Mart de Mexico S.A.B. de C.V. ADR, ASO - Academy Sports & Outdoors Inc., Tariffs-Deportation and The Housing Industry.

Should Central Banks Target Financial Conditions?

Wed, 11 Dec 2024 01:06:14 +0000

U.S. financial markets are experiencing unprecedented overvaluation, and as market valuation becomes a target for investment behavior, it loses reliability as an economic health indicator.

Today's Stocks & Topics: Stop Orders, Market Wrap, SPGI - S&P Global Inc., PLD - Prologis Inc., Should Central Banks Target Financial Decisions?, Inherited IR-A, RYAN - Ryan Specialty Holdings Inc., VSGX - Vanguard ESG International Stock ETF, Trailing Stops, Timing the Market, WTV - WisdomTree U.S. Value Fund, SCHD - Schwab US Dividend Equity ETF, Trump and the Oil Industry Production.

Property Tax Liens: A Niche Investment Opportunity

Tue, 10 Dec 2024 01:05:41 +0000

For those knowledgeable about real estate, property tax liens might offer a unique investment avenue.

Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, Tariffs, Property Tax Liens: A Niche Investment Opportunity, SBLK - Star Bulk Carriers Corp., Taking Profits, PGR - Progressive Corp., Foreign Companies in China, AMD - Advanced Micro Devices Inc., OLED - Universal Display Corp., VEEV - Veeva Systems Inc. Cl A, Europe and a Possible Trade War.

Biden's Tech Blockade: Semiconductor Showdown with China

Sat, 07 Dec 2024 01:00:06 +0000

The U.S. will impose an aggressive set of export controls targeting China's semiconductor industry.

Today's Stocks & Topics: RING - iShares MSCI Global Gold Miners ETF, Market Wrap, FTNT - Fortinet Inc., Biden's Tech Blockade: Semiconductor Showdown with China, WMT - Walmart Inc., DVN - Devon Energy Corp., Europe’s Defense Budget, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Company's Debt, Artificial Intelligence in Financial Markets, BX - Blackstone Inc., Meme Coins.

Should You Retire Abroad?

Fri, 06 Dec 2024 00:54:59 +0000

Data from the Social Security Administration shows that the number of American retirees choosing to live abroad has surged.

Today's Stocks & Topics: AVAV - AeroVironment Inc., Market Wrap, UBER - Uber Technologies Inc., Should You Retire Abroad, 529-Plan, WMT - Walmart Inc., SLP - Simulations Plus Inc., LLY - Eli Lilly & Co., Trump’s Views on Too-Big-to-Fail for Your Bank Account, NVT - nVent Electric PLC, Current Market Topics, EXPE - Expedia Group Inc., Saudi Arabia and Oil Markets.

US Manufacturing Continues to Struggle with Tariff Uncertainty

Thu, 05 Dec 2024 01:01:43 +0000

Trade tensions have created an unpredictable environment, impacting production decisions and investment strategies.

Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., Market Wrap, Small Caps, DIS - Walt Disney Co., CELH - Celsius Holdings Inc., US Manufacturing Continues to Struggle with Tariff Uncertainty, Bonds, RIVN - Rivian Automotive Inc. Cl A, Trade War, 403B Plan, RTX - RTX Corp., LOGI - Logitech International S.A., BLDR - Builders First Source Inc., Buy Now Pay Later.

How Home Equity Can Boost Your Earnings in 2025

Wed, 04 Dec 2024 01:16:46 +0000

U.S. homeowners are sitting on $330,000 in average equity which could be used to strategically leverage enhanced earning potential.

Today's Stocks & Topics: GOOGL - Alphabet Inc. Cl A, Roth I-R-A Contributions, UPS - United Parcel Service Inc. Cl B, AEO - American Eagle Outfitters Inc., Market Wrap, How Home Equity Can Boost Your Earnings in 2025, ET - Energy Transfer LP, Transfer 401k and I-R-A to a New Employer, BA - Boeing Co., LRCX - Lam Research Corp., The Dollar, ET - Energy Transfer LP, Copper.

U.S. Economy Gives Thanks: Wall Street and Main Street Rejoice

Tue, 03 Dec 2024 01:05:39 +0000

With 2.8% GDP growth projected for Q3, and optimism surrounding potential economic policies, both investors and everyday Americans have reasons to celebrate this holiday season.

Today's Stocks & Topics: NEM - Newmont Corp., Market Wrap, TEX - Terex Corp., FOXA - Fox Corp. Cl A, U.S. Economy Gives Thanks: Wall Street and Main Street Rejoice, Reversion to the Mean, The Consumer, CCJ - Cameco Corp., DNN - Denison Mines Corp., DIS - Walt Disney Co., VFC - VF Corp., Germany.

Best of Caller Questions - Steve Peasley

Sat, 30 Nov 2024 00:00:00 +0000

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.

Best of Caller Questions - Thanksgiving Edition

Fri, 29 Nov 2024 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Over Half of U.S. Workers Plan to Rely on Social Security for Retirement

Thu, 28 Nov 2024 00:59:33 +0000

An alarming trend underscores the urgent need for individuals to rethink their retirement strategies and explore additional savings options.

Today's Stocks & Topics: KLAC - KLA Corp., Market Wrap, BUD - Anheuser-Busch InBev S.A. ADR, Over Half of U.S. Workers Plan to Rely on Social Security for Retirement, ALSN - Allison Transmission Holdings Inc., TSLA - Tesla Inc., Roth I-R-A, China’s Stimulus Package, DPZ - Domino's Pizza Inc., DELL - Dell Technologies Inc. Cl C, Trump’s Cabinet picks?

Direct Indexing vs. ETFs: Which Investment Strategy Wins the Game?

Wed, 27 Nov 2024 01:06:24 +0000

One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification.

Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.

How to Celebrate Thanksgiving Without Overspending

Tue, 26 Nov 2024 01:03:01 +0000

With prices for Thanksgiving expenses up by 19%, you'll want practical tips for celebrating affordably.

Today's Stocks & Topics: APLE - Apple Hospitality REIT Inc., Market Wrap, XSVM - Invesco S&P Small Cap Value with Momentum ETF, How to Celebrate Thanksgiving Without Overspending, Dividend Reinvestment, LBRT - Liberty Energy Inc., Betting on Inflation, Trend Following, AMLP - Alerian MLP ETF, Corporate Insiders.

How Much Life Insurance Do You Need?

Sat, 23 Nov 2024 00:59:20 +0000

The amount of coverage you need depends on various factors, including your annual income, outstanding debts, future expenses, and your family's specific financial obligations.

Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, Market Wrap, EXLS - ExlService Holdings Inc., How Much Life Insurance Do You Need?, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, International and Emerging Market Stocks, CF - CF Industries Holdings Inc., Credit Card Interest Rates, Return of Equity and Return of Assets, WBD - Warner Bros. Discovery Inc. Series A, GEHC - GE HealthCare Technologies Inc., IEP - Icahn Enterprises L.P., Turkey Dinner Cost.

Why Millions of Americans Are Financially Unprepared

Fri, 22 Nov 2024 01:06:09 +0000

In the U.S., nearly 14% of retirees rely almost entirely on the average Social Security check of $1,920 per month.

Today's Stocks & Topics: PLAY - Dave & Buster's Entertainment Inc., Market Wrap, HEI - Heico Corp., ETR - Entergy Corp., Why Millions of Americans Are Financially Unprepared, UNG - United States Natural Gas Fund L.P., CL - Colgate-Palmolive Co., Earnings Season, Quant Investing, WHR - Whirlpool Corp., FRFHF - Fairfax Financial Holdings Ltd., The Holiday Season is Here.

HSA Costs to Watch Out For!

Thu, 21 Nov 2024 01:03:15 +0000

When dealing with Health Savings Accounts (HSAs), it's important to avoid common pitfalls and consider factors that can help maximize savings.

Today's Stocks & Topics: TGT - Target Corp., Market Wrap, CRH - CRH PLC, FMCC - Freddie Mac, ULTA - Ulta Beauty Inc., HSA Costs to Watch Out For!, SOLV - Solventum Corp., Vanguard, CE - Celanese Corp., XOP - SPDR S&P Oil & Gas Exploration & Production ETF, Conflicting Opinions on Inflation.

Are Incomes Finally Catching Up to Debt?

Wed, 20 Nov 2024 01:06:32 +0000

The debt-to-income ratio has declined slightly because average earnings have increased by 6.2% annually since the pandemic.

Today's Stocks & Topics: PSQH - PSQ Holdings Inc. Cl A, Market Wrap, HIMX - Himax Technologies Inc. ADR, META - Meta Platforms Inc., QS – Quantum-Scape Corp. Cl A, MDT - Medtronic PLC, Are Incomes Finally Catching Up to Debt?, COPX - Global X Copper Miners ETF, The Trump Trade, SPNS - Sapiens International Corp. N.V., NKE - Nike Inc. Cl B, The Federal Work Force, Treasuries, TTEK - Tetra Tech Inc.

New RMD Rules for Retirees in 2024!

Tue, 19 Nov 2024 01:03:20 +0000

Retirees will be impacted by significant changes to Required Minimum Distributions (RMDs) in the SECURE 2.0 Act.

Today's Stocks & Topics: KKR - KKR & Co. Inc., UBER - Uber Technologies Inc., Market Wrap, New RMD Rules for Retirees in 2024!, DELL - Dell Technologies Inc. Cl C, AAON - AAON Inc, URI - United Rentals Inc., Bitcoin, ALV - Autoliv Inc., TDG - TransDigm Group Inc.

5 Essential Financial Moves to Make Before 2024 Ends!

Sat, 16 Nov 2024 01:01:27 +0000

Maximizing retirement contributions and reviewing your investment strategy are just two of five vital tasks you should complete this year.

Today's Stocks & Topics: DKNG - DraftKings Inc. Cl A, Market Wrap, ZBRA - Zebra Technologies Corp. Cl A, 5 Essential Financial Moves to Make Before 2024 Ends!, FLIN - Franklin FTSE India ETF, FLMX - Franklin FTSE Mexico ETF, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Small Caps, MLI - Mueller Industries Inc., Gas-Pipeline Producers, The Fed and Rates.

Warren Buffett's Cash Stash: Are We Headed for a Market Meltdown?

Fri, 15 Nov 2024 01:01:15 +0000

Market bulls are expressing concern over Berkshire Hathaway's record $157 billion stockpile of cash.

Today's Stocks & Topics: ING - ING Groep N.V. ADR, Market Wrap, DEO - Diageo PLC ADR, Warren Buffett's Cash Stash: Are We Headed for a Market Meltdown?, Investing Factors, SMCI - Super Micro Computer Inc., Copper, FLR - Fluor Corp., GLPI - Gaming & Leisure Properties Inc., ZION - Zions Bancorp N.A., Comments Made by Jerome Powell, Chair of the Federal Reserve of the United States.

Beware: Holiday Scams are on the Rise!

Thu, 14 Nov 2024 00:59:54 +0000

As the holiday season approaches, fraudsters are intensifying their tactics in hopes of catching unsuspecting shoppers off guard.

Today's Stocks & Topics: JXN - Jackson Financial Inc., CCJ - Cameco Corp., Market Wrap, SCCO - Southern Copper Corp., Beware: Holiday Scams are on the Rise. NVDA - NVIDIA Corp., The Dollar, NOG - Northern Oil & Gas Inc., CHDN - Churchill Downs Inc., RYI - Ryerson Holding Corp., Trump’s Next Treasury Secretary.

Why Is Gold Falling After Trump’s Election Win?

Wed, 13 Nov 2024 01:01:20 +0000

Driven by surging bond yields and a strengthening dollar, gold prices dropped 3% following Trump's victory.

Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, VICI - VICI Properties Inc., Covered Call Strategy, GOLD - Barrick Gold Corp., Why Is Gold Falling After Trump’s Election Win?, SMCI - Super Micro Computer Inc., RTX - RTX Corp., Lilium Applies For Insolvency In Germany, LPLA - LPL Financial Holdings Inc., MRK - Merck & Co. Inc.

How to Accurately Value Real Estate: 3 Proven Strategies for Investors

Tue, 12 Nov 2024 01:12:04 +0000

From analyzing comparable sales to estimating construction costs and future income potential, there are techniques that offer powerful insights into real estate valuation.

Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, FNMA - Fannie Mae, How to Accurately Value Real Estate: 3 Proven Strategies for Investors, RDDT - Reddit Inc., ONON - On Holding AG, Headlines, TMDX - TransMedics Group Inc., TWLO - Twilio Inc. Cl A, TSLA - Tesla Inc.

Spotting Breakout Stocks: 7 Essential Strategies for Investors

Sat, 09 Nov 2024 01:03:45 +0000

From analyzing competitive advantages to tracking market trends and monitoring volume patterns, investors can learn to spot the next big winner.

Today's Stocks & Topics: WU - Western Union Co., Market Wrap, Economy Numbers, JPM - JPMorgan Chase & Co., Spotting Breakout Stocks: 7 Essential Strategies for Investors, LUMN - Lumen Technologies Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, SMCI - Super Micro Computer Inc., ADM - Archer Daniels Midland Co., Regulation Wish List, Foreign Stocks, The Federal Reserve.

Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?

Fri, 08 Nov 2024 01:06:21 +0000

The unexpected surge in Treasury yields is signaling a potential shift in market expectations for future interest rate cuts.

Today's Stocks & Topics: USB - U.S. Bancorp, UI - Ubiquiti Inc., Market Wrap, Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?, REITs Space, LII - Lennox International Inc., Mortgage Rates, Tariffs, TSCO - Tractor Supply Co., MLI - Mueller Industries Inc., India, Low Contribution Limits.

Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?

Thu, 07 Nov 2024 01:00:59 +0000

The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape.

Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?, CROX - Crocs Inc., 457 Rollover, The Return of Trumponomics, Trump's Tariffs.

Wall Street's Hot Streak: Will the Stock Market Keep Soaring?

Wed, 06 Nov 2024 01:03:47 +0000

With seasonal trends and positive economic indicators at play, many experts anticipate continued stock market growth.

Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, NVT - nVent Electric PLC, MUSA - Murphy USA Inc., HAYW - Hayward Holdings Inc., Wall Street's Hot Streak: Will the Stock Market Keep Soaring?, CCJ - Cameco Corp., The Presidential Election, NEM - Newmont Corp., VRT - Vertiv Holdings LLC, MU - Micron Technology Inc., PANW - Palo Alto Networks Inc., Apartment Buildings and Rents.

Flipping Houses vs. Renting: Which Real Estate Investment Strategy is Right for You?

Tue, 05 Nov 2024 01:01:21 +0000

Understanding these distinct approaches helps align real estate investments with your financial objectives.

Today's Stocks & Topics: FCTE - SMI 3Fourteen Full-Cycle Trend ETF, Market Wrap, SMCI - Super Micro Computer Inc., PLBY - PLBY Group Inc., Flipping Houses vs. Renting: Which Real Estate Investment Strategy is Right for You?, SOFI - SoFi Technologies Inc., SPLV - Invesco S&P 500 Low Volatility ETF, The Trump Trades, AIT - Applied Industrial Technologies Inc., KR - Kroger Co., SFM - Sprouts Farmers Market Inc.

Common Gold Investing Mistakes to Avoid This November

Sat, 02 Nov 2024 00:00:04 +0000

As gold prices fluctuate, it's crucial for investors to be aware of the typical pitfalls in gold investing.

Today's Stocks & Topics: CINF - Cincinnati Financial Corp., CVE - Cenovus Energy Inc., Market Wrap, NXPI - NXP Semiconductors N.V., CELH - Celsius Holdings Inc., Common Gold Investing Mistakes to Avoid This November, BUD - Anheuser-Busch InBev S.A. ADR, MNKD - MannKind Corp., Credit Card Networks, Starting a Roth I-R-A, Tech Earnings.

IMF Chief Warns of Global Economic Risks: Low Growth and High Debt Ahead

Fri, 01 Nov 2024 00:05:27 +0000

The International Monetary Fund is cautioning that the world's economy is threatened by a low growth, high debt scenario.

Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, PHUN - Phunware Inc., IMF Chief Warns of Global Economic Risks: Low Growth and High Debt Ahead, INGM - Ingram Micro Holding Corp., Home Builders, TEX - Terex Corp., FOUR - Shift4 Payments Inc., LLY - Eli Lilly & Co., META and Microsoft.

What is the Halloween Strategy?

Wed, 30 Oct 2024 23:59:21 +0000

There is a theory which postulates that stocks perform better from October 31st to May 1st—however the investment planning usefulness of that so-called "Halloween strategy" is debatable.

Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., BG - Bunge Global S.A., Market Wrap, What is the Halloween Strategy?, AIFF - Firefly Neuroscience Inc., Stock Splits, Closed-End Funds, MEGI - NYLI CBRE Global Infrastructure Megatrends Term Fund, US Shippers Avoiding East Coast Ports, NXST - Nexstar Media Group Inc. Cl A, NVR - NVR Inc., The Fed.

Industrial Sector Spotlight: What to Watch This Earnings Season

Wed, 30 Oct 2024 00:01:45 +0000

With peak earnings season approaching, the industrial sector is poised for significant insights as major companies prepare to report.

Today's Stocks & Topics: Moving Averages, SVM - Silvercorp Metals Inc., STLD - Steel Dynamics Inc., Market Wrap, Industrial Sector Spotlight: What to Watch This Earnings Season, UFPI - UFP Industries Inc., Covered Calls, RYLD - Global X Russell 2000 Covered Call ETF, Election Potential Outcome, MU - Micron Technology Inc., XYL - Xylem Inc., Social Security Withdraw, Commercial Real Estate.

Mortgage Rates Were Supposed to Come Down. Instead, They're Rising

Tue, 29 Oct 2024 00:04:00 +0000

Several key factors contribute to persistently high rates, including inflation concerns, Federal Reserve monetary policies, and broader economic uncertainties.

Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, IBM - International Business Machines Corp., Market Wrap, ICLR - Icon PLC, RCL - Royal Caribbean Group, Mortgage Rates Were Supposed to Come Down. Instead, They're Rising, IBRX - ImmunityBio Inc., New but Old CEOs, NEM - Newmont Corp., Value Stocks, GGG - Graco Inc., RMBS - Rambus Inc., YORW - York Water Co., Soft Landing and No-Landing.

How to Set Up an Effective Allowance System for Your Children

Sat, 26 Oct 2024 00:00:25 +0000

An allowance can help children learn about saving, spending, and budgeting, in order to build essential money management skills.

Today's Stocks & Topics: BECN - Beacon Roofing Supply Inc., HCA - HCA Healthcare Inc., AVT - Avnet Inc., Market Wrap, How to Set Up an Effective Allowance System for Your Children, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, CIVI - Civitas Resources Inc., CNQ - Canadian Natural Resources Ltd., GPN - Global Payments Inc., Valuations and Interest Rates, JOBY - Joby Aviation Inc., WPM - Wheaton Precious Metals Corp., FNILX - Fidelity ZERO Large Cap Index Fund, SCHD - Schwab US Dividend Equity ETF, Bank Earnings.

US Set to Restrict AI Investments in China

Fri, 25 Oct 2024 00:03:50 +0000

The United States is preparing to implement new rules that will limit American investments in artificial intelligence technologies in China.

(The motivation is to address national security concerns and maintain a competitive edge in AI development for the U.S.)

Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, RPM - RPM International Inc., US Set to Restrict AI Investments in China, BKE - Buckle Inc., IAU - iShares Gold Trust, IAUM - iShares Gold Trust Micro, New Labor Market Data, ABX - Barrick Gold Corp., OGN - Organon & Co., Selling Covered Calls, Crash in the Horizon?, TLT - iShares 20+ Year Treasury Bond ETF, EM Funds.

What Happens When You Pay Off Your Mortgage?

Thu, 24 Oct 2024 00:04:15 +0000

Updating your homeowner’s insurance and managing property taxes are just two things you'll need to do after you've made your final mortgage payment.

Today's Stocks & Topics: IRM - Iron Mountain Inc., CCL - Carnival Corp., Market Wrap, TTEK - Tetra Tech Inc., NEM - Newmont Corp., What Happens When You Pay Off Your Mortgage?, Bitcoin, Home Sales Worst Year, NTDOY - Nintendo Co. Ltd. ADR, MMM - 3M Co., Owning Silver and Gold, Gold and The Global Financial System, LEG - Leggett & Platt Inc.

2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments

Wed, 23 Oct 2024 00:00:49 +0000

The IRS will increase the standard deduction and make adjustments across various tax rates.

Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, SYNA - Synaptics Inc., Dividend Reinvestment Plan (DRIP), 2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments, RIVN - Rivian Automotive Inc. Cl A, ASO - Academy Sports & Outdoors Inc., Maturity Wall on Corporate Credit, Rollover Options, PLNH - Planet 13 Holdings Inc., Dividend Stocks, Cash versus Equity.

Grocery Prices Are Down Since 2019—So Why the Frustration?

Tue, 22 Oct 2024 00:12:00 +0000

Many consumers resent rising costs, and the psychological effects of 'price perception' are real.

Today's Stocks & Topics: AAP - Advance Auto Parts Inc., IMMR - Immersion Corp., DIS - Walt Disney Co., NNE - Nano Nuclear Energy Inc., Grocery Prices Are Down Since 2019—So Why the Frustration?, USLM - U.S. Lime & Minerals Inc., Market Wrap, The Wheel Strategy, Self-Employed Retirement Plans, GSK - GSK PLC ADR, COHR - Coherent Corp., ORAN - Orange S.A. CEDEAR.

9 Costly Retirement Investing Mistakes to Avoid

Sat, 19 Oct 2024 00:01:09 +0000

Failing to diversify your portfolio and overlooking the effects of inflation are two of the nine common investing blunders.

Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, GIB.A - CGI Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, 9 Costly Retirement Investing Mistakes to Avoid, KPP Newsletter, AMZN - Amazon.com Inc., Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Global Inflation, SNOXX - Schwab Treasury Obligations Money Inv., XOM - Exxon Mobil Corp., TXG - 10x Genomics Inc., Soft Landing, ILPT - Industrial Logistics Properties Trust, A-I Chips.

Did Uber Just Win Big from Tesla's Robotaxi Reveal?

Fri, 18 Oct 2024 00:03:35 +0000

Tesla's recent Cybercab launch has sent ripples through the market, but it looks like Uber emerged as a significant winner.

Today's Stocks & Topics: UNP - Union Pacific Corp., DJT - Trump Media & Technology Group Corp., Market Wrap, SWKS - Skyworks Solutions Inc., Did Uber Just Win Big from Tesla's Robotaxi Reveal?, POWL - Powell Industries Inc., The American Economy, If Trump Wins and The Stock Market, NTR - Nutrien Ltd., LAKE - Lakeland Industries Inc., Gold.

Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting

Thu, 17 Oct 2024 00:06:21 +0000

While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion.

Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting, ALSN - Allison Transmission Holdings Inc., ALB - Albemarle Corp., URA - Global X Uranium ETF, Investment Risk, Price Targets, ALSN - Allison Transmission Holdings Inc., RBLX -Roblox Corp., Interest Rates.

2025 Social Security COLA Announced: What Retirees Need to Know

Wed, 16 Oct 2024 00:00:15 +0000

In the smallest increase since 2021, the Social Security Administration has set the 2025 cost-of-living adjustment (COLA) at 2.5%.

Today's Stocks & Topics: WDS - Woodside Energy Group Ltd. ADR, Market Wrap, QQQM - Invesco NASDAQ 100 ETF, 2025 Social Security COLA Announced: What Retirees Need to Know, BTG - B2Gold Corp., PBI - Pitney Bowes Inc., China's Stimulus, Rollover I-R-A, BLDR - Builders First Source Inc., Buying a Preferred Stock, VALE - Vale S.A. ADR.

The Surprising Business Driving Costco's Growth in 2024

Mon, 14 Oct 2024 23:59:13 +0000

Costco is well-positioned for ongoing success as it is experiencing impressive growth, largely thanks to its booming e-commerce sector and the rising demand for convenience among shoppers.

Today's Stocks & Topics: REZ - iShares Residential & Multisector Real Estate ETF, Market Wrap, WMS - Advanced Drainage Systems Inc., SSNC - SS&C Technologies Holdings Inc., SIRI - Sirius XM Holdings Inc., The Surprising Business Driving Costco's Growth in 2024, GILD - Gilead Sciences Inc., BAX - Baxter International Inc., The Fed's Data Dependency, Investing in Industrials, UPST - Upstart Holdings Inc., China, HIFS - Hingham Institution for Savings, SBRA - Sabra Healthcare REIT Inc.

The Financial Impact of Natural Disasters: What You Need to Know

Fri, 11 Oct 2024 23:59:32 +0000

Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies.

Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financial Impact of Natural Disasters: What You Need to Know, SAMG - Silvercrest Asset Management Group Inc. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, New Sectors, Retirement Funds, AXS - AXIS Capital Holdings Ltd., Inflation and Social Security.

Strong Jobs Data: What It Means for Interest Rates and the Markets

Thu, 10 Oct 2024 23:59:30 +0000

Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts.

Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., NVO - Novo Nordisk A/S ADR, The Catastrophe Bond Market, NANR - SPDR S&P North American Natural Resources ETF, A - Agilent Technologies Inc., JNJ - Johnson & Johnson, CVE - Cenovus Energy Inc., TD Bank Settlement.

Strategies for RMDs: What to Do When You Don't Need the Money

Thu, 10 Oct 2024 00:04:08 +0000

Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.

(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.)

Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.

How to Save Big on Homeowners Insurance

Tue, 08 Oct 2024 23:59:28 +0000

Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings.

Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dollar, LEU - Centrus Energy Corp., IIPR - Innovative Industrial Properties Inc., CIVI - Civitas Resources Inc., Federal Deficit.

5 Critical Year-End Tax Deadlines for Retirees

Tue, 08 Oct 2024 00:00:59 +0000

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.

Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.

HELOC Pros and Cons: Is It Right for You in 2024?

Sat, 05 Oct 2024 00:03:45 +0000

Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity.

Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasury ETF, IBGL - iShares EUR Govt Bond 15-30 Year UCITS ETF, KPP Newsletter, Oil Prices, VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral, SBUX - Starbucks Corp., VHT - Vanguard Health Care ETF, NTNX - Nutanix Inc. Cl A, Mortgage Rates and Interest Rates.

How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks

Fri, 04 Oct 2024 00:06:07 +0000

Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment.

(Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.)

Today's Stocks & Topics: LNC - Lincoln National Corp., CSCO - Cisco Systems Inc., How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks, Market Wrap, NVDA - NVIDIA Corp., CSL - Carlisle Cos., CVS - CVS Health Corp., CVNA - Carvana Co. Cl A, KNSL - Kinsale Capital Group Inc., Recessions.

Apple's AI Strategy: Economic Implications of iPhone 16 Rollout

Thu, 03 Oct 2024 00:01:51 +0000

Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue.

Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Technology Inc., ELS - Equity Lifestyle Properties Inc., Home Prices, OPFI - OppFi Inc., UBER - Uber Technologies Inc., JELD - JELD-WEN Holding Inc., Oil Production.

Global Economy 2024: Stabilization Amidst Challenges

Wed, 02 Oct 2024 00:03:10 +0000

The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability.

Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amidst Challenges, COR - Cencora Inc., BRO - Brown & Brown Inc., WTW - Willis Towers Watson PLC, China’s Economy, GOLD - Barrick Gold Corp., CDs, HUM - Humana Inc., MMM - 3M Co.

Best of Caller Questions

Tue, 01 Oct 2024 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.

What is Intrinsic Value?

Sat, 28 Sep 2024 00:04:28 +0000

Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing.

Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iShares Canadian Fundamental Index ETF, ZVC - BMO MSCI Canada Value Index ETF, Dividends, What is Intrinsic Value?, GNTX - Gentex Corp., Most Bullish Sector in 2025, Silver, SNOW - Snowflake Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Interest Rates.

Understanding Leverage in Real Estate Investing

Fri, 27 Sep 2024 00:02:54 +0000

Leverage in real estate investing is often misunderstood because it can amplify both gains and losses.

(I'll share real-world examples like Vornado and NexPoint.)

Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund Institutional, China’s Economy.

How Much Credit Card Debt is Too Much?

Thu, 26 Sep 2024 00:00:35 +0000

Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended.

Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PYPL - PayPal Holdings Inc., FL - Foot Locker Inc., Bonds, SMCI - Super Micro Computer Inc., Shippers Preparing for Potential East Coast Port Strike.

Microsoft and BlackRock's $30 Billion AI Gambit

Tue, 24 Sep 2024 23:59:21 +0000

A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power.

Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, Microsoft and BlackRock's $30 Billion AI Gambit, KHC - Kraft Heinz Co., QLYS - Qualys Inc., Justice Department vs. VISA, VFH - Vanguard Financials ETF, YY - JOYY Inc. ADR, SBUX - Starbucks Corp., Annuities Sales.

The Fed's Rate Cut: Reigniting Inflation Fears?

Tue, 24 Sep 2024 00:06:37 +0000

The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability.

Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., The Fed's Rate Cut: Reigniting Inflation Fears?, AVGE - Avantis All Equity Markets ETF, Refinancing Your Mortgages, NXST - Nexstar Media Group Inc. Cl A, PLNT - Planet Fitness Inc. Cl A, ARM - Arm Holdings PLC ADR, GLD - SPDR Gold Shares, Delinquencies in the Office Market.

Beware of AI Voice Cloning Scams: Protect Yourself

Sat, 21 Sep 2024 01:55:00 +0000

As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information.

Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becoming a victim.

Also in this podcast: UNP - Union Pacific Corp. (NYS); STRW - Strawberry Fields REIT Inc. (ASE); FDS - FactSet Research Systems Inc. (NYS); GLD - SPDR Gold Shares (ETF); RIO - Rio Tinto PLC ADR (NYS); CIVI - Civitas Resources Inc. (NYS); also, a listener question on 'moving averages'; plus Luke's MARKET WRAP UP, and his topic talking points: “Where to move money?” and “Nuclear Power Baseline Energy”; and Luke reviewed treasury rates, metal prices, and oil and gas prices.

Federal Reserve Cuts Interest Rates: What It Means for You

Fri, 20 Sep 2024 01:45:00 +0000

In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market.

>> In particular, Justin answers the question: When will the average consumer feel the effects of Fed rate cuts?

Also in this podcast: AEP - American Electric Power Co. Inc. (NAS); VRN - Veren Inc. (NYS); SCHW - Charles Schwab Corp. (NYS); VFC - VF Corp. (NYS); VCIT - Vanguard Intermediate-Term Corporate Bond (ETF) vs. VGIT - Vanguard Intermediate-Term Treasury ETF (ETF); PGR - Progressive Corp. (NYS); ELS - Equity Lifestyle Properties Inc. (NYS); also, a listener question on 'value stocks'; plus Justin's MARKET WRAP UP, and his topic talking points: "529 Plans" and "Pig Butchering Scam". (Vulnerable people are losing big money to organized crime.)

Data Centers: The Billion-Dollar Real Estate Investment Boom

Thu, 19 Sep 2024 01:40:00 +0000

With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.

(The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)

Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".

Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA

Wed, 18 Sep 2024 01:45:00 +0000

By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals.

(This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.)

Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (NAS); NXRT - NexPoint Residential Trust Inc. (NYS); FANG - Diamondback Energy Inc. (NAS); HII - Huntington Ingalls Industries Inc. (NYS); and a caller question asking about the best way to set-up a college funding mechanism-- for a newborn; also, Justin's MARKET WRAP UP, plus his topic talking points: "Federal Deficit" and "Mid Cap Stocks".

Tesla's Returns on Capital: Are They on the Rise?

Tue, 17 Sep 2024 01:40:00 +0000

In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years.

(This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights into its future growth potential.)

Also in this podcast: MCHP - Microchip Technology Inc. (NAS); DVN - Devon Energy Corp. (NYS); TEX - Terex Corp. (NYS); STWD - Starwood Property Trust Inc. (NYS); PYPL - PayPal Holdings Inc. (NAS); and a caller question on Options; also, Justin's MARKET WRAP UP, plus his topic talking points: "Efficient Market Hypothesis" and "Fed Meeting-Basis Point Cut?".

Experts Advise Moving Cash as Money Market Accounts Surge

Sat, 14 Sep 2024 01:45:00 +0000

As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities.

Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Berkshire Hathaway Inc. Cl B (NYS); UEC - Uranium Energy Corp. (ASE); MEDP - Medpace Holdings Inc. (NAS); and Luke's MARKET WRAP UP plus his topic talking points: "Thematic ETFs" and "Apple Tech as hearing aids".

Oil Prices Plummet: What’s Behind the Drop to the $60s?

Fri, 13 Sep 2024 02:45:00 +0000

This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts

Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward?

Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF); CSV - Carriage Services Inc. (NYS); SNSXX - Schwab US Treasury Money Fund;Investor (FUND); RMD - ResMed Inc. (NYS); GNTX - Gentex Corp. (NAS); MU - Micron Technology Inc. (NAS); SNPS - Synopsys Inc. (NAS)D; COWZ - Pacer U.S. Cash Cows 100 ETF (ETF); and Justin's MARKET WRAP UP plus his topic talking points: Corporate investing in China the Biden administration has been tough invoking tariffs on China.

U.S. Money Supply Drops to Great Depression Levels

Thu, 12 Sep 2024 02:30:00 +0000

In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns.

Also in this podcast: CVX - Chevron Corp. (NYS); LULU - lululemon athletica inc. (NAS); AQN - Algonquin Power & Utilities Corp. (NYS); SBUX - Starbucks Corp. (NAS); RTX - RTX Corp. (NYS); KOF - Coca-Cola Femsa S.A.B. de C.V. ADR (NYS); CVCO - Cavco Industries Inc. (NAS); TROW - T. Rowe Price Group Inc. (NAS); plus a question about 'margin investing', Justin's MARKET WRAP UP and his topic talking points: REITs and Market Rotation.

Debunking Dave Ramsey's Stock Market Claims: Are 12% Returns Realistic?

Wed, 11 Sep 2024 03:00:00 +0000

There are many financial experts who express skepticism regarding radio host Ramsey’s figures, and instead emphasize the importance of understanding the variability of stock market returns when considering investment strategies.

Also in this podcast: KRO - Kronos Worldwide Inc. (NYS); DG - Dollar General Corp. (NYS); CHRD - Chord Energy Corp. (NAS); EXPE - Expedia Group Inc. (NAS); AIZ - Assurant Inc. (NYS); WEC - WEC Energy Group Inc. (NYS); plus caller question on "shorting", Luke's topic talking points: AI and the tech sector and Office vacancy rates.

Are Rental Prices Finally Coming Down in America?

Tue, 10 Sep 2024 02:45:00 +0000

Recent trends indicate that rental prices in the U.S. may be on the decline, with asking prices for "new-lease" rents rising by less than 2% over the past year. This marks a significant slowdown compared to previous years. It comes at a time when many tenants face financial constraints and a surge in new construction offers more options.

Also in this podcast: TPH - Tri Pointe Homes Inc. (NYS); KRP - Kimbell Royalty Partners L.P. (NYS); VCSH - Vanguard Short-Term Corporate Bond ETF (ETF); PTY - PIMCO Corporate & Income Opportunity Fund (FUND); CARR - Carrier Global Corp. (NYS); Plus Luke's MARKET WRAP for today 9/9/24; and questions on Google's regulatory issues, Retirement funding levels to live on after retiring; and Luke's bonus topic talking points: The busiest bonds week in 3 years at a time when we had record breaking levels of U.S. debt, and Efficiency in the stock market ... is the market efficient?

The September Effect: Should You Really Sell Your Stocks?

Sat, 07 Sep 2024 02:15:00 +0000

The "September Effect" is a well-known phenomenon in the stock market, characterized by historically poor performance during the month of September. This trend can be attributed to various factors, including seasonal patterns, economic conditions, and the influence of upcoming presidential elections on market behavior. This raises an important question: should investors be concerned about the September Effect and how might it impact their investment strategies?

Also in this podcast: MOAT - VanEck Morningstar Wide Moat ETF (ETF); AVGO - Broadcom Inc. (NAS); BAC - Bank of America Corp. (NYS); NXTR - NexPoint Residential Trust Inc. (NYS); FNV - Franco-Nevada Corp. (NYS); ASML - ASML Holding N.V. (NAS); Dividend irrelevance theory; Plus, Justin's talking points: Market performance data and election results, Stakeholder capital; Gold, silver, oil, gasoline prices; plus review of Treasury rates.

Why Gold Prices Are Soaring

Fri, 06 Sep 2024 00:00:20 +0000

Why Gold Prices Are Soaring

As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it could mean for the future of investment strategies.

Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Market Wrap, Asset Allocation, NVR - NVR Inc., Why Gold Prices Are Soaring, ETFs Only Portfolio, China's GDP, BITO - ProShares Bitcoin Strategy ETF, TGB - Taseko Mines Ltd., Active ETFs, Top 5 Technical Indicators, RICK - RCI Hospitality Holdings Inc.

Green Fintech Revolution: The $540 Billion Market Reshaping Finance

Wed, 04 Sep 2024 23:59:59 +0000

Green fintech is revolutionizing the financial industry, with the market expected to reach $540 billion by 2029, growing at a CAGR of 22.4%. This growth is driven by the increasing demand for sustainable finance solutions, the integration of blockchain technology, and supportive government regulations. Major financial institutions such as BlackRock, Goldman Sachs, and HSBC are actively investing in this rapidly expanding sector, highlighting its potential to reshape the future of finance.

Today's Stocks & Topics: CVCO - Cavco Industries Inc., Market Wrap, HIMS - Hims & Hers Health Inc., Green Fintech Revolution: The $540 Billion Market Reshaping Finance, 529 Plan, CVX - Chevron Corp., Investment-Advisor Security, The Oil Industry, CELH - Celsius Holdings Inc.

Value Investing's Comeback: 4 Reasons It's Set to Outperform Growth

Wed, 04 Sep 2024 00:03:16 +0000

Value investing strategies are making a comeback, positioning themselves to outperform growth-oriented approaches that have dominated in recent years. Several key factors are contributing to the potential narrowing of the valuation gap between value and growth stocks, including changing market conditions and shifting investor sentiment. As a result, patient investors employing a 'rope-a-dope' strategy may find themselves rewarded in the evolving market landscape.

Today's Stocks & Topics: WSM - Williams-Sonoma Inc., AEHR - Aehr Test Systems, AEP - American Electric Power Co. Inc., Market Wrap, Portfolio Management, Value Investing's Comeback: 4 Reasons It's Set to Outperform Growth, Roth I-R-A Contributions, SCCO - Southern Copper Corp., Thematic ETFs, IBN - ICICI Bank Ltd. ADR, Housing Market, MPW - Medical Properties Trust Inc.

Best of Caller Questions - Labor Day Edition

Mon, 02 Sep 2024 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Yuan Carry Trade: A Rising Forex Strategy Amid Yen Weakness

Fri, 30 Aug 2024 23:59:26 +0000

The yuan carry trade is emerging as a viable strategy for investors, particularly as the yen carry trade faces challenges due to Japan's monetary policy. With China's dovish approach and stable interest rates, traders are finding attractive opportunities in the yuan market. This shift highlights the yuan's potential as a more resilient option in the forex landscape, especially in uncertain economic conditions.

Today's Stocks & Topics: DELL - Dell Technologies Inc. Cl C, Market Wrap, BKNG - Booking Holdings Inc., Yuan Carry Trade: A Rising Forex Strategy Amid Yen Weakness, FHLC - Fidelity MSCI Health Care Index ETF, MO - Altria Group Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Cybersecurity Risk, Dividend vs. Value Investment, International Exposure, ENB - Enbridge Inc., The Rental Market.

Utility Stocks Surge: AI Revolution Transforms Traditional Market Signals

Fri, 30 Aug 2024 00:03:36 +0000

The recent rally in utility stocks is challenging traditional market indicators, as artificial intelligence and electrification trends drive unprecedented growth in electricity demand. This shift is transforming utilities from defensive plays to potential growth opportunities, with companies like NextEra Energy and WEC Energy Group positioned to benefit from the surge in power consumption by AI technologies and data centers. The changing dynamics in the utility sector may signal a broader market evolution rather than an economic warning.

Today's Stocks & Topics: ULTA - Ulta Beauty Inc., Market Wrap, FOUR - Shift4 Payments Inc., Utility Stocks Surge: AI Revolution Transforms Traditional Market Signals, OKTA - Okta Inc. Cl A, ALAR - Alarum Technologies Ltd. ADR, IYH - iShares U.S. Healthcare ETF, VHT - Vanguard Health Care ETF, Labor Market, BNS - Bank of Nova Scotia, 401k Advisor, China's Economy.

Bitcoin's Critical Week: Fed-Driven Surge and Nvidia's Influence

Thu, 29 Aug 2024 00:04:43 +0000

This week is set to be crucial for Bitcoin and the cryptocurrency market, following a notable price surge influenced by the Federal Reserve's recent decisions. The anticipated earnings report from Nvidia may further impact market trends, underscoring the relationship between technology stocks and digital currencies.

Today's Stocks & Topics: ALRM - Alarm.Com Holdings Inc., GEN - Gen Digital Inc., Market Wrap, Bitcoin's Critical Week: Fed-Driven Surge and Nvidia's Influence, 401k to Roth I-R-A Strategy, Ways to Build Your Credit, CX - Cemex S.A.B. de C.V. ADR, TOL - Toll Brothers Inc., Warren Buffet and Berkshire Hathaway, JD - JD.com Inc. ADR.

How the 2024 Presidential Election Could Affect Your Financial Health

Wed, 28 Aug 2024 00:04:46 +0000

The upcoming presidential election may significantly influence personal finances and investment strategies, particularly in areas such as taxes, healthcare, and retirement savings. Proposed policy changes could affect tax rates, insurance costs, and retirement account regulations, leading to potential shifts in financial planning. It's important for individuals to consider these factors and maintain a diversified portfolio while focusing on long-term investment goals, as markets typically perform positively over time, regardless of political outcomes.

Today's Stocks & Topics: AVGE - Avantis All Equity Markets ETF, Market Wrap, CHE - Chemed Corp., ENLAY - Enel S.p.A. ADR, How the 2024 Presidential Election Could Affect Your Financial Health, MJ - Amplify Alternative Harvest ETF, AQN - Algonquin Power & Utilities Corp., The NFL and Private Equity, MU - Micron Technology Inc., SCHD - Schwab US Dividend Equity ETF, VOO - Vanguard S&P 500 ETF, Libya and Oil Supply, Exxon Forecast.

Understanding Trusts: Secure Your Wealth and Legacy

Tue, 27 Aug 2024 00:00:47 +0000

Trusts serve as powerful tools in estate planning, offering a secure way to protect assets and facilitate smooth wealth transfer to beneficiaries. They provide numerous advantages, including the ability to bypass probate, potentially reduce tax liabilities, and maintain greater control over asset distribution. Understanding the fundamentals of trust planning is essential for anyone seeking to develop a comprehensive estate management strategy, as trusts can be tailored to meet specific financial goals and family circumstances.

Today's Stocks & Topics: INTC - Intel Corp., Market Wrap, AXON - Axon Enterprise Inc., Understanding Trusts: Secure Your Wealth and Legacy, Options Trading, OUSM - ALPS O'Shares U.S. Small-Cap Quality Dividend ETF, Dividends, Jerome Powell on Interest Rates, AAP - Advance Auto Parts Inc., Anti-Trust Regulations, TMDX – Trans Medics Group Inc., How Much Debt a Company Has.

Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?

Sat, 24 Aug 2024 00:05:43 +0000

The financial industry grapples with the question of who should bear the cost of scam-induced fraud losses: consumers or banks. Authorized push payment (APP) fraud presents unique challenges for fraud detection systems, as victims unwittingly authorize transactions. Financial institutions are implementing advanced technologies and strategies to combat these scams, while regulators explore new policies to protect consumers and hold banks accountable in the evolving digital banking landscape.

Today's Stocks & Topics: SNOW - Snowflake Inc., Market Wrap, SWK - Stanley Black & Decker Inc., BROS - Dutch Bros Inc., Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?, CELH - Celsius Holdings Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Fossil Fuel, NEM - Newmont Corp., Deglobalization, REPX - Riley Exploration Permian Inc., JXN- Jackson Financial Inc., GD - General Dynamics Corp.

3 Essential Mortgage Moves Before the Fed Cuts Rates

Thu, 22 Aug 2024 23:59:28 +0000

As the Federal Reserve hints at potential rate cuts, now is the time to optimize your mortgage strategy. Learn how to assess your current mortgage rate, determine if refinancing is right for you, and plan for future expenses with cash-out refinancing.

Today's Stocks & Topics: IP - International Paper Co, Market Wrap, CF - CF Industries Holdings Inc., Short Interest, 3 Essential Mortgage Moves Before the Fed Cuts Rates, SBUX - Starbucks Corp., CVX - Chevron Corp., Behavior Biases, PHM - PulteGroup Inc., LTC - LTC Properties Inc., AGNC - AGNC Investment Corp., IRM - Iron Mountain Inc., Equities.

Bank Run Alert: 91 US Lenders, Including JPMorgan, at Serious Risk

Wed, 21 Aug 2024 23:59:38 +0000

A recent report reveals that 91 US lenders, including major banks like JPMorgan Chase, BNY Mellon, and State Street, are at serious risk of bank runs. Discover the factors contributing to this potential crisis and what it means for the financial industry.

Today's Stocks & Topics: CLH - Clean Harbors Inc., Market Wrap, 401 and 427 Plans, Bank Run Alert: 91 US Lenders, Including JPMorgan, at Serious Risk, STNE - StoneCo Ltd. Cl A, Dual Direction Funds, Best Performing Stocks of All Time, Transferring Funds from a 401k to a Roth 401k, NI - NiSource Inc., New Real Estate Industry Rules.

Massive Data Breach: 2.9 Billion Records Exposed

Wed, 21 Aug 2024 00:02:55 +0000

In a shocking data breach, hackers have allegedly stolen 2.9 billion records, including Social Security numbers, from National Public Data. This breach could affect millions across the U.S., U.K., and Canada. Learn how to protect your personal information and what steps you should take immediately to safeguard your identity.

Today's Stocks & Topics: GTLB - GitLab Inc. Cl A, Market Wrap, CNH - CNH Industrial N.V., BDT - Bird Construction Inc., Massive Data Breach: 2.9 billion records exposed, RSPU - Invesco S&P 500 Equal Weight Utilities ETF, CXDO - Crexendo Inc., China’s Trading Data Restrictions, PHM - PulteGroup Inc., RICK - RCI Hospitality Holdings Inc., STRL - Sterling Infrastructure Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Equity Flows.

Best of Caller Questions

Tue, 20 Aug 2024 00:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.

Biden's Rent Control Proposal: What It Means for Landlords and Tenants

Sat, 17 Aug 2024 00:03:56 +0000

President Biden's proposal aims to cap rent increases at 5% for corporate landlords or risk losing federal tax breaks, impacting over 20 million rental units. The plan addresses concerns about excessive profits by large property owners while balancing tenant protection and housing development incentives. How could these changes reshape the rental market and influence housing affordability across the U.S.?

Today's Stocks & Topics: ACIC - American Coastal Insurance Corp., Market Wrap, PRU - Prudential Financial Inc., ABBV - AbbVie Inc., Biden's Rent Control Proposal: What It Means for Landlords and Tenants, FF – Future Fuel Corp., REX - Rex American Resources Corp., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Consumer Spending, KKR - KKR & Co. Inc., KPP Premium Newsletter, AGX - Argan Inc., AMLP - Alerian MLP ETF, Mortgage Rates.

Best of Caller Questions

Thu, 15 Aug 2024 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Butterfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.

Exploring Fractional Real Estate: A New Investment Opportunity

Thu, 15 Aug 2024 00:01:16 +0000

Fractional real estate investing allows multiple investors to own shares of a property, making it accessible without the need to purchase an entire property. This investment method provides opportunities for rental income and property appreciation, with legal agreements outlining investor rights and responsibilities. Could fractional real estate be the key to diversifying your investment portfolio while providing access to high-value properties with lower capital requirements?

Today's Stocks & Topics: GBX - Greenbrier Cos. Inc., Market Wrap, IBKR - Interactive Brokers Group Inc., How Long to Hold an Investment, NVO - Novo Nordisk A/S ADR, Exploring Fractional Real Estate: A New Investment Opportunity, DIS - Walt Disney Co., PYPL - PayPal Holdings Inc., NKE - Nike Inc. Cl B, Inflation, NXT - Nextracker Inc., Expense Ratios, Hedge Funds vs FCC, MLI - Mueller Industries Inc., A-I and CEOs.

How Fed Rate Cuts Impact Stocks, Bonds, and Cash Investments

Tue, 13 Aug 2024 23:59:29 +0000

With the Federal Reserve likely to lower rates starting in September, understanding the impact on financial markets is crucial. Fed rate cuts can influence stocks, bonds, and cash investments, with the reasons behind these cuts often being more significant than the cuts themselves. These changes can affect yields on T-bills, savings accounts, and the broader market, necessitating potential portfolio adjustments to navigate the evolving economic landscape.

Today's Stocks & Topics: CM - Canadian Imperial Bank of Commerce, MPWR - Monolithic Power Systems Inc., COST - Costco Wholesale Corp., Market Wrap, How Fed Rate Cuts Impact Stocks, Bonds, and Cash Investments, What's Wrong with Edward Jones, XLV - Health Care Select Sector SPDR ETF, VHT - Vanguard Health Care ETF, ATKR - Atkore Inc., TM - Toyota Motor Corp. ADR, Market Volatility, CAT - Caterpillar Inc., AMAT - Applied Materials Inc., NXPI - NXP Semiconductors N.V., Bonds.

Sunk Cost Fallacy: How It Impacts Your Investment Decisions

Mon, 12 Aug 2024 23:56:41 +0000

The sunk cost fallacy is a cognitive bias where individuals or businesses continue investing in a project due to past investments, despite current costs outweighing the benefits. This bias often leads to irrational decision-making, influenced by factors such as loss aversion and emotional attachment. Understanding and recognizing the sunk cost fallacy can help improve decision-making by focusing on future costs and benefits rather than irrecoverable past expenses.

Today's Stocks & Topics: WHD - Cactus Inc. Cl A, Market Wrap, UBER - Uber Technologies Inc., CIVI - Civitas Resources Inc., Sunk Cost Fallacy: How It Impacts Your Investment Decisions, CSIQ - Canadian Solar Inc., ALV - Autoliv Inc., The VIX, OPEC, INTC - Intel Corp., VOOG - Vanguard S&P 500 Growth ETF, QQQM - Invesco NASDAQ 100 ETF, CVX - Chevron Corp., SBUX - Starbucks Corp., Hedge Funds.

China's Trade Tides Turn: Exports Hit 3-Month Low as Imports Surge

Sat, 10 Aug 2024 00:00:22 +0000

In July, China's export growth slowed to its lowest level in three months, raising concerns about the country's economic momentum. Meanwhile, imports showed solid gains, indicating a potential shift in demand dynamics. What does this mean for the global market and China's economic outlook?

Today's Stocks & Topics: STAA - Staar Surgical Co., Finance Books, ABT - Abbott Laboratories, Market Wrap, China's Trade Tides Turn: Exports Hit 3-Month Low as Imports Surge, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, KPP Premium Newsletter, Selling Shares in Private Company, HLLY - Holley Inc., BWA - BorgWarner Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, SOUN - SoundHound AI Inc., Two Speed Economy.

7 Insurance Stocks Set to Surge in Demand After CrowdStrike Outage

Fri, 09 Aug 2024 00:04:12 +0000

The cybersecurity landscape is evolving rapidly, with companies like CrowdStrike at the forefront. This analysis explores 7 insurance stocks poised to benefit from increased demand in the cyber insurance market, projected to double by 2027. How will these companies, including CrowdStrike, shape the future of cybersecurity and potentially boost your investment portfolio?

Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, WRB - W.R. Berkley Corp., PLTR - Palantir Technologies Inc., 7 Insurance Stocks Set to Surge in Demand After CrowdStrike Outage, IWN - iShares Russell 2000 Value ETF, New Retirement Plans Rules, AXP - American Express Co., Portfolio Diversification, KNSL - Kinsale Capital Group Inc., Covered Call ETFs, CVS - CVS Health Corp.

The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts

Thu, 08 Aug 2024 00:04:50 +0000

The Great Wealth Transfer is unfolding in surprising ways, significantly affecting millennials and Gen Z. Key trends include delayed inheritances and shifting expectations around wealth distribution. How will these changes impact on your financial planning and future wealth opportunities?

Today's Stocks & Topics: IOSP - Innospec Inc., Market Wrap, NXT - Nextracker Inc., IMNN - Imunon Inc., The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts, 401/457 Plans, The Insurance Industry vs. Retirement Savings, LUMN - Lumen Technologies Inc., LSTR - Landstar System Inc., MATX - Matson Inc., AMAT - Applied Materials Inc., Is the US Heading into Recession?

2024 Global Economy: Resilience Challenges Rate Cut Expectations

Wed, 07 Aug 2024 00:01:36 +0000

The global economy is showing unexpected resilience in 2024, challenging predictions of rate cuts by major central banks. This shift raises questions about the future of inflation, growth forecasts, and central bank policies. What does this mean for investors and policymakers?

Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, FXY - Invesco CurrencyShares Japanese Yen Trust, 2024 Global Economy: Resilience Challenges Rate Cut Expectations, METC - Ramaco Resources Inc. Cl A, FIX - Comfort Systems USA Inc., Volatility, CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, TPL - Texas Pacific Land Corp., Hedge Funds.

2024 Average 401(k) Balance by Age: Are You Saving Enough?

Tue, 06 Aug 2024 00:00:38 +0000

Understanding how your retirement savings compare to others can provide valuable insights into your financial planning. According to Vanguard's latest data, the average 401(k) balance varies significantly by age, reflecting different stages of career and savings habits.

Today's Stocks & Topics: CDW - CDW Corp., Market Wrap, ADX - Adams Diversified Equity Fund Inc., EQT - EQT Corp., 2024 Average 401(k) Balance by Age: Are You Saving Enough?, HCC - Warrior Met Coal Inc., ACMR - ACM Research Inc. Cl A, SOFI - SoFi Technologies Inc., DNN - Denison Mines Corp., Following the Money.

July Jobs Report: Unemployment Rises to 4.3% Amid Slow Job Growth

Sat, 03 Aug 2024 01:02:22 +0000

The July jobs report reveals a surprising jump in unemployment to 4.3%, with only 114,000 jobs added, signaling a potential labor market slowdown. This unexpected shift could impact Federal Reserve policy, interest rates, and the overall economic outlook. How might these developments affect your personal finances and investment strategies?

Today's Stocks & Topics: WDFC - WD-40 Co, Market Wrap, AIO - Virtus Artificial Intelligence & Technology Opportunities Fund, July Jobs Report: Unemployment Rises to 4.3% Amid Slow Job Growth, ZBRA - Zebra Technologies Corp. Cl A, The Oil Industry, WWW - Wolverine World Wide Inc., FNDF - Schwab Fundamental International Equity ETF, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, The Yen.

10 Tips for Securing the Best HELOC Rates

Fri, 02 Aug 2024 00:00:21 +0000

Understanding how to secure the best home equity line of credit (HELOC) rates is essential for homeowners looking to leverage their equity. Key factors include maintaining a strong credit score, reducing your debt-to-income ratio, and shopping around among lenders. By comparing offers, understanding the terms, and following these tips, borrowers can make informed decisions to obtain favorable interest rates on their HELOCs.

Today's Stocks & Topics: SOLV - Solventum Corp., Market Wrap, OKLO - Oklo Inc., 10 Tips for Securing the Best HELOC Rates, KPP Management of ETFs, FTNT - Fortinet Inc., AMZN - Amazon.com Inc., QCOM - Qualcomm Inc., DDOG - Datadog Inc. Cl A, META - Meta Platforms Inc., BA - Boeing Co., TPR - Tapestry Inc., Tesla’s Profit Report.

Best of Caller Questions

Wed, 31 Jul 2024 23:00:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.

Budgeting for Retirement? Don't Forget Healthcare's Hidden Costs

Tue, 30 Jul 2024 23:59:21 +0000

Retirees face significant healthcare expenses, with average annual costs reaching $6,883 per person, driven by Medicare premiums, out-of-pocket expenses, and potential long-term care needs. These costs are influenced by factors such as inflation in healthcare services, increased longevity, and advancements in medical treatments. Understanding these expenses and implementing strategies like Health Savings Accounts (HSAs) and long-term care insurance can help retirees better prepare for and manage healthcare costs in their later years.

Today's Stocks & Topics: LVS - Las Vegas Sands Corp., Taking Profits, Market Wrap, OC - Owens Corning, Budgeting for Retirement? Don't Forget Healthcare's Hidden Costs, LUMN - Lumen Technologies Inc., Buying in Credit Card Companies, Gold Prices, WSO - Watsco Inc.,

SBUX - Starbucks Corp., KHC - Kraft Heinz Co., MCD - McDonald's Corp., Regulation.

Musk's $5 Billion Bet: Tesla to Fund His xAI Startup?

Tue, 30 Jul 2024 00:07:18 +0000

Elon Musk proposes a massive $5 billion investment from Tesla into his AI startup xAI, subject to shareholder approval. This bold move could reshape the AI landscape and Tesla's future, as xAI aims to compete with tech giants like Google and OpenAI. Discover the potential implications for Tesla, the AI industry, and Musk's growing tech empire.

Today's Stocks & Topics: TTWO - Take-Two Interactive Software Inc., Market Wrap, Interest Rates, Musk's $5 Billion Bet: Tesla to Fund His xAI Startup?, COP - ConocoPhillips, The Yen Carry Trade, SYK - Stryker Corp., TGT - Target Corp., SLB - Schlumberger Ltd., INTC - Intel Corp., Inherited I-R-As Rules.

"High-Yield Savings vs. CDs: Which is Best for Your Money?"

Sat, 27 Jul 2024 00:06:41 +0000

High-yield savings accounts and certificates of deposit (CDs) offer different advantages for savers, with varying interest rates, accessibility, and terms. High-yield savings accounts typically provide more flexibility and easier access to funds, while CDs often offer higher interest rates for fixed terms. Understanding these differences can help individuals choose the best option based on their financial goals and liquidity needs.

Today's Stocks & Topics: ROKU - Roku Inc. Cl A, Market Wrap, HIG - Hartford Financial Services Group Inc., GM - General Motors Co., "High-Yield Savings vs. CDs: Which is Best for Your Money?", RCL - Royal Caribbean Group, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, PCE and Consumer Spending, Balancing a Portfolio, VRT - Vertiv Holdings LLC, PCAR - Paccar Inc., Insider Buying, OMF – One Main Holdings Inc., BMY - Bristol Myers Squibb Co., Passive Investing.

Warren Buffett Sells $1.48B in BoA: Why Now?

Thu, 25 Jul 2024 23:59:28 +0000

Warren Buffett recently sold approximately $1.48 billion worth of Bank of America shares, marking his first sale since 2019. Buffett's decision may reflect cash management for succession planning, concerns over rising corporate taxes, and potential dissatisfaction with Bank of America's recent performance amidst significant unrealized losses. What does this mean for investors?

Today's Stocks & Topics: HSY - Hershey Co., Market Wrap, CAVA - CAVA Group Inc., I-R-A Money, Warren Buffett Sells $1.48B in BoA: Why Now?, FLTR - VanEck IG Floating Rate ETF, AOS - A.O. Smith Corp., U.S. Economy, S&P 500, TWLO - Twilio Inc. Cl A, Trading and Election News, UPS - United Parcel Service Inc. Cl B, COPX - Global X Copper Miners ETF, GDX - VanEck Gold Miners ETF, UFPI - UFP Industries Inc.

Tech Giants' Race to Fix AI Data Crisis

Wed, 24 Jul 2024 23:59:26 +0000

Major AI companies are facing a critical shortage of training data as websites restrict access and high-quality sources become scarce. This emerging crisis is impacting industry leaders like OpenAI and Google, who are exploring solutions such as million-dollar deals with publishers and the generation of synthetic data. The shortage of training data could significantly reshape the AI landscape by 2026, raising questions about the future of AI development and the ethical use of data.

Today's Stocks & Topics: UPS - United Parcel Service Inc. Cl B, Market Wrap, APTV - Aptiv PLC, ADRs vs. Buying Foreign Stocks, AI Data Crisis: Tech Giants Scramble for Solutions, TELL - Tellurian Inc., ANF - Abercrombie & Fitch Co., Hottest Job Market in a Generation Is Over, EL - Estee Lauder Cos. Cl A, Asset Allocation, SM - SM Energy Co., Corporate Carbon Credits, Investing in Other Markets, Target Audience: Xbox.

Retirement Plan Changes: What the IRS Update Means for You

Wed, 24 Jul 2024 00:02:39 +0000

The IRS has issued new guidance on early distributions from retirement plans, providing clarity on exceptions to the 10% additional tax for unforeseeable or emergency personal or family expenses and for survivors of domestic abuse. Understanding the key points of this updated guidance is crucial to ensure it aligns with your retirement goals and minimizes potential penalties.

Today's Stocks & Topics: MCD - McDonald's Corp., UNH - UnitedHealth Group Inc., PM - Philip Morris International Inc., Market Wrap, Retirement Plan Changes: What the IRS Update Means for You, AES - AES Corp., Utility Companies, AAPL - Apple Inc., FCC and Crypto Approval, S&P 500, NVDA - NVIDIA Corp., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, GLD - SPDR Gold Shares, CELH - Celsius Holdings Inc., VVV - Valvoline Inc., GM - General Motors Co., Companies and Politics.

InvestTalk 7-22-2024 – CrowdStrike Stock Plummets 13% After Massive IT Outage

Tue, 23 Jul 2024 00:06:33 +0000

CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices worldwide, disrupting various industries and raising concerns about the company's reputation and future contracts. As CrowdStrike faces potential challenges, rival Sentinel One sees a surge in stock value, signaling a potential shift in the cybersecurity landscape.

Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Investing Funds, CVE - Cenovus Energy Inc., Market Wrap, OVV - Ovintiv Inc., CrowdStrike Stock Plummets 13% After Massive IT Outage, ANGPY - Anglo American Platinum Ltd. ADR, WM - Waste Management Inc., FSM - Fortuna Mining Corp., SGOV - iShares 0-3 Month Treasury Bond ETF, China, CRWD - CrowdStrike Holdings Inc. Cl A, OPRA - Opera Ltd. ADR, OPRA - Opera Ltd. ADR.

InvestTalk 7-19-2024 – Is a Scarcity Mindset Holding You Back Financially?

Sat, 20 Jul 2024 00:01:06 +0000

In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and adopting practical strategies, you can build financial resilience and weather any economic storm.

Today's Stocks & Topics: FAST - Fastenal Co., DPZ - Domino's Pizza Inc., Market Wrap, Traveling Investor, CRWD - CrowdStrike Holdings Inc. Cl A, Is a Scarcity Mindset Holding You Back Financially?, KBR - KBR Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Global Tech Outage, EXK - Endeavour Silver Corp., IBP - Installed Building Products Inc., WMS - Advanced Drainage Systems Inc., SPH - Suburban Propane Partners L.P., Small Caps.

InvestTalk 7-18-2024 – Market Rotation: Small-Caps Surge, Tech Giants Tumble

Fri, 19 Jul 2024 00:03:26 +0000

A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler inflation data, affect your investment strategy?

Today's Stocks & Topics: ULS - UL Solutions Inc., Market Wrap, AGPPF - Anglo American Platinum Ltd., NOW - ServiceNow Inc., Market Rotation: Small-Caps Surge, Tech Giants Tumble, ACGL - Arch Capital Group Ltd., AIT - Applied Industrial Technologies Inc., GIS - General Mills Inc., Trailing Stop-Loss, OXY - Occidental Petroleum Corp., Remodeling Activity.

InvestTalk 7-17-24 - Is the AI Bubble Bursting?

Thu, 18 Jul 2024 01:45:42 +0000

A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies struggle to find practical applications. Is this the beginning of the end for the AI hype, or just a temporary setback in the industry's evolution?

ALSO in this podcast: CRGY - Crescent Energy Co. (NYS), VICI - VICI Properties Inc. (NYS), CCJ - Cameco Corp. (NYS), PPLT - abrdn Physical Platinum Shares ETF (ETF), BTI - British American Tobacco PLC ADR (NYS), AAPL - Apple Inc. (NAS), ; plus Justin's market wrap, questions on Indexing, Market Sentiment-Call Options, Retail Spending by category.

InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes

Wed, 17 Jul 2024 01:54:35 +0000

Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.

ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).

InvestTalk 7-15-2024 - Fed Rule Change: Big Banks to Save Billions?

Tue, 16 Jul 2024 02:05:00 +0000

The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge.

ALSO in this podcast: MDT - Medtronic PLC (NYS), LW - Lamb Weston Holdings Inc. (NYS), MEDP - Medpace Holdings Inc. (NAS), URI - United Rentals Inc. (NYS), RSG - Republic Services Inc. (NYS);

PLUS-- Recognized Dividends, Transferring cash to a Roth IRA; and Justin's talking points: Trend of investing in 'precious metals' used in EV production and as part the AI play market--examples include lithium and platinum; also, Why evictions are up especially in the U.S. sunbelt cities; and the Chinese economy has been in trouble for a long time.

InvestTalk 7-12-204 - 6 Best High Interest Earning Strategies for 2024

Sat, 13 Jul 2024 02:27:47 +0000

There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and drawbacks of each option can help you make informed decisions to optimize your returns and grow your wealth in the coming year.

ALSO in this podcast: BLX - Banco Latinoamericano de Comercio Exterior S.A. Cl E (NYS); LMND - Lemonade Inc. (NYS); APH - Amphenol Corp. Cl A (NYS); CVS - CVS Health Corp. (NYS); FANG - Diamondback Energy Inc. (NAS); TMO - Thermo Fisher Scientific Inc. (NYS); PLUS-- ETFs and inflation, Financial Mismanagement story, Best Sectors to Invest in, Bank Earnings; a preview of the coming KPP Financial Newsletter and a rundown of interest Rates, Precious Metals, Oil Prices, and Gas Prices.

InvestTalk 7-11-2024 – 2024 Cost of Living: HCOL vs LCOL States

Fri, 12 Jul 2024 00:16:41 +0000

As we navigate the current economic landscape, it's crucial to understand the stark differences in cost of living between states. Factors like housing, groceries, healthcare, and utilities can vary significantly, impacting your overall financial well-being and disposable income. Identifying High Cost of Living (HCOL) versus Lower Cost of Living (LCOL) states can help you make more informed decisions about career moves, retirement planning, and family budgeting.

Today's Stocks & Topics: ROKU - Roku Inc. Cl A, MALRY - Mineral Resources Ltd. ADR, FEPI - REX FANG & Innovation Equity Premium Income ETF, Bonds, FWRG - First Watch Restaurant Group Inc., Market Wrap, 2024 Cost of Living: HCOL vs LCOL States, BTE - Baytex Energy Corp., NOC - Northrop Grumman Corp., Presidential Election Odds, Passive Investing.

InvestTalk 7-10-2024 – Nike’s Ex-Exec Return: Stock Boost?

Thu, 11 Jul 2024 00:07:40 +0000

Nike brought back retired executive Tom Peddie to mend strained relationships with key retailers. This move aims to revitalize wholesale partnerships and distribution channels. Will this strategic decision impact Nike's stock performance and strengthen its position in the competitive athletic wear market?

Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, OPCH - Option Care Health Inc., AMD - Advanced Micro Devices Inc., NVO - Novo Nordisk A/S ADR, PAYC - Paycom Software Inc., Nike’s Ex-Exec Return: Stock Boost?, GPE Ratio, SBUX - Starbucks Corp., Car Prices, CHWY - Chewy Inc. Cl A, CM - Canadian Imperial Bank of Commerce.

InvestTalk 7-9-2024 – Can Quant Funds Steady Your Portfolio in Volatile Markets?

Wed, 10 Jul 2024 00:00:53 +0000

It can be unclear whether quant mutual funds can effectively diversify portfolios and generate income during periods of market volatility. While quant strategies have historically performed well in volatile environments, their ability to consistently deliver stable income is less certain.

Today's Stocks & Topics: COP - ConocoPhillips, QCOM - Qualcomm Inc., Market Wrap, Can Quant Funds Steady Your Portfolio in Volatile Markets?, PFE - Pfizer Inc., HIMS - Hims & Hers Health Inc., Roth I-R-As, Investing for Aging Parents, Liberty Media, QS – Quantum Scape Corp. Cl A, The National Debt.

InvestTalk 7-8-2024 – How Fed Rate Cuts Impact Gold Prices

Tue, 09 Jul 2024 00:05:52 +0000

Analyzing past trends, gold has historically delivered positive returns during periods of interest rate cuts by the Federal Reserve. Will this time be any different?

Today's Stocks & Topics: Annuities, Sell Orders, Market Wrap, Capital Gains Tax, How Fed Rate Cuts Impact Gold Prices, U - Unity Software Inc., AOS - A.O. Smith Corp., Earnings Season, Small Caps, BLBD - Blue Bird Corp., Annuity Plan, Vanguard’s New CEO.

InvestTalk 7-5-2024 – AI in Finance: The Future of Impact Investing?

Sat, 06 Jul 2024 00:01:15 +0000

AI can enhance impact investing - investments generating social and environmental impact alongside financial returns - by improving data analysis, decision-making, and impact assessment. However, it's crucial to mitigate risks and align AI tools with core principles to avoid systemic biases.

Today's Stocks & Topics: HDSN - Hudson Technologies Inc., Market Wrap, Dollar Cost Averaging, COWZ - Pacer U.S. Cash Cows 100 ETF, GE - GE Aerospace, AI in Finance: The Future of Impact Investing?, The KPP Premium Newsletter, Inflation and Job Market, INTC - Intel Corp., RCI - Rogers Communications Inc. Cl B, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, United States Bureau of Mines, NAC - Nuveen California Quality Municipal Income Fund, Bond Funds.

InvestTalk 7-4-2024 – Best of Caller Questions

Thu, 04 Jul 2024 22:50:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 7-3-2024 – Mortgage Payoff vs Investing: Which Builds Wealth Faster?

Thu, 04 Jul 2024 00:03:35 +0000

Deciding whether to pay off a mortgage early or invest excess funds is a challenging financial dilemma. By comparing potential 8% investment returns to mortgage interest savings, while factoring in tax implications and retirement planning, it's possible to determine the optimal wealth-building strategy.

Today's Stocks & Topics: PERI - Perion Network Ltd., Market Wrap, MOH - Molina Healthcare Inc., Mortgage Payoff vs Investing: Which Builds Wealth Faster?, CD Rates, Regional Banks, GLNCY - Glencore PLC ADR, TECK - Teck Resources Ltd. Cl B, The Clothes in Your Closet, Investing Apps, FIVN - Five9 Inc., Capital Misallocation.

InvestTalk 7-2-2024 – Trump vs Biden: How Each Will Impact U.S. Sectors

Tue, 02 Jul 2024 23:57:38 +0000

The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructure, financials, and more.

Today's Stocks & Topics: SNOW - Snowflake Inc., BEAT - Heartbeam Inc., Market Wrap, CHWY - Chewy Inc. Cl A, Trump vs Biden: How Each Will Impact U.S. Sectors, UPS - United Parcel Service Inc. Cl B, Oil and Gas Production, DHI - D.R. Horton Inc., Small-Mid-Large Caps, A-I Adoption, Stop Order.

InvestTalk 7-1-2024 – CRE Crisis: Banks Unload Office Loans

Tue, 02 Jul 2024 00:00:29 +0000

The commercial real estate market is in turmoil as banks rush to sell off billions in office loans. We dive deep into this unfolding CRE crisis, examining its causes and potential consequences for the broader economy.

Today's Stocks & Topics: Real Estate, ABBV - AbbVie Inc., Market Wrap, POWL - Powell Industries Inc., CRE Crisis: Banks Unload Office Loans, NVDA - NVIDIA Corp., CVE - Cenovus Energy Inc., The Dollar and the Next Administration, SCHA - Schwab U.S. Small-Cap ETF, SU - Suncor Energy Inc., MIY - BlackRock Muni Yield Michigan Quality Fund Inc., NEA - Nuveen AMT-Free Quality Municipal Income Fund.

InvestTalk 6-28-2024 – Why Buffet is Fueling Up on Energy Stocks

Sat, 29 Jun 2024 00:02:42 +0000

Warren Buffett, the legendary value investor, is making waves with his massive bet on blue-chip energy stocks like Occidental Petroleum (OXY). We reveal the 7 key factors behind this investment legend's bullish stance on the energy sector.

Today's Stocks & Topics: DOW - Dow Inc., LULU – Lulu Lemon Athletica Inc., Market Wrap, Health Care Investing, Why Buffet is Fueling Up on Energy Stocks, OXY - Occidental Petroleum Corp., BSM - Black Stone Minerals L.P., DVN - Devon Energy Corp., KPP Newsletter, American Stocks, VTI - Vanguard Total Stock Market ETF, VGI - Virtus Global Multi-Sector Income Fund, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Coal, Small Caps ETFs, SPGI - S&P Global Inc., The FED and Interest Rates.

InvestTalk 6-27-2024 – Social Security COLA 2025: Retirees Face Challenges

Fri, 28 Jun 2024 00:05:17 +0000

The 2025 cost-of-living adjustment (COLA) for Social Security benefits is shaping up to be one of the lowest in recent years, potentially posing significant challenges for retirees living on fixed incomes.

Today's Stocks & Topics: ADBE - Adobe Inc., Market Wrap, The Wash-Sale Rule, Social Security COLA 2025: Retirees Face Challenges, WBA - Walgreens Boots Alliance Inc., Jobs Market, ITT - ITT Inc., Bonds, Mid and Small Caps, The Deficit.

InvestTalk 6-26-2024 – EU Slaps Steep Tariffs on Chinese EVs: How It Impacts Tesla

Wed, 26 Jun 2024 23:59:33 +0000

The European Union has announced a significant increase in tariffs on Chinese-made electric vehicles, with hikes of up to 38%. This move will have far-reaching implications for the entire EV market in Europe, as automakers from various regions adjust their strategies to adapt to the new trade landscape. While Tesla's China-produced vehicles will be directly impacted by these higher import duties, the consequences extend beyond a single company. Automakers from China, the US, Europe, and other parts of the world will need to reevaluate their pricing, production, and supply chain strategies to remain competitive in the European market.

Today's Stocks & Topics: OXY - Occidental Petroleum Corp., Market Wrap, AESI - Atlas Energy Solutions Inc., EU Slaps Steep Tariffs on Chinese EVs: How It Impacts Tesla, NXST - Nexstar Media Group Inc. Cl A, Bonds and Treasuries, Borrowing Costs, GEV - GE Vernova Inc., Stock Losses and the Wash-Sale Rule, ARCC - Ares Capital Corp., Forecast X.

InvestTalk 6-25-2024 – Nvidia's Stock Surges After Sharp Pullback: What's Next For Investors?

Wed, 26 Jun 2024 00:00:16 +0000

Nvidia's stock has been on a rollercoaster ride lately, surging to unprecedented heights before experiencing a sudden and sharp pullback, and then rebounding on Tuesday. This dramatic turn of events has left investors and analysts alike wondering: what led to Nvidia's meteoric rise, what factors are behind its recent stumble, and what lies in its future?

Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Market Wrap, AFRM - Affirm Holdings Inc. Cl A, Nvidia's Stock Surges, Then Stumbles: What's Next for Investors?, DTM - DT Midstream Inc., CBYYX - Pioneer CAT Bond Fund Y, DOCS - Doximity Inc., Cash, NUE - Nucor Corp., Convertible Bonds: Peloton.

InvestTalk 6-24-2024 – Why Single-Family Build-to-Rent Homes Are Booming in the U.S.

Tue, 25 Jun 2024 00:03:41 +0000

The single-family build-to-rent market has seen a remarkable surge in recent years, with the share of new homes built specifically for rental purposes growing from just 5% in 2021 to a staggering 10% in 2023. This explosive growth is driven by a combination of factors, including changing demographics, shifting lifestyle preferences, and the impact of the pandemic. What does this mean for the future of real estate?

Today's Stocks & Topics: AMZN - Amazon.com Inc., Market Wrap, Why Single-Family Build-to-Rent Homes Are Booming in the U.S., Nonqualified Deferred Compensation Plan, CHRD - Chord Energy Corp., NVDA - NVIDIA Corp., Charting, Airlines Industry.

InvestTalk 6-21-2024 – How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy

Sat, 22 Jun 2024 00:06:05 +0000

There is currently no way for economists, regulators and analysts to know how rapidly buy now, pay later loan debt is growing, which could lead to unforeseen economic consequences.

Today's Stocks & Topics: AESI - Atlas Energy Solutions Inc., Market Wrap, KPP Newsletter, SCCO - Southern Copper Corp., How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy, INFY - Infosys Ltd. ADR, Credit Card Debt, Higher Mortgage Rates, NVDA - NVIDIA Corp., Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, ADMA - ADMA Biologics Inc., CMG - Chipotle Mexican Grill Inc., Fully Paid Lending, The U.S. Stock Market.

InvestTalk 6-20-2024 – Retirement Income Strategies: From Saving to Spending

Fri, 21 Jun 2024 00:01:24 +0000

Struggling with your retirement income strategy?

Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle.

Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psychology of Retirement Income: From Saving to Spending, HIMS - Hims & Hers Health Inc., Housing Market, TAYD - Taylor Devices Inc., Issued Shares, PCRFY - Panasonic Holdings Corp. ADR, A-I Stocks, EWZ - iShares MSCI Brazil ETF, DOJ vs. Adobe.

InvestTalk 6-19-2024 – Best of Caller Questions

Wed, 19 Jun 2024 22:50:00 +0000

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 6-18-2024 – Should You Own Bonds Now Given Current Market Trends?

Wed, 19 Jun 2024 00:01:37 +0000

Challenges in the bond market could set the table for stronger future returns.

Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, HWKN - Hawkins Inc., EWW - iShares MSCI Mexico ETF, FTNT - Fortinet Inc., It’s Been a Terrible Time for Bonds, But Should You Own Them Now?, PRIM - Primoris Services Corp., Hedge Funds Trading, FAST - Fastenal Co., VEGI - iShares MSCI Agriculture Producers ETF, Portfolio Composition and Cyclical Companies, LEA - Lear Corp., Chinas’ Property Market.

InvestTalk 6-17-2024 – Three Compelling Reasons to Avoid Market Timing

Tue, 18 Jun 2024 00:02:48 +0000

History tells us that to benefit from market timing, you need to be consistently right.

(In fact, in a 1975 research paper, the Nobel Prize-winning economist William Sharpe showed how a market timer must be accurate 74 percent of the time in order to outperform a passive portfolio at a comparable level of risk.)

Today's Stocks & Topics: ALV - Autoliv Inc., Market Wrap, TSCO - Tractor Supply Co., MAIN - Main Street Capital Corp, Three Compelling Reasons to Avoid Market Timing, SYM - Symbotic Inc., Union Business Cycle, Electric Vehicles and Insurance, KHC - Kraft Heinz Co., Investing in Treasury Bonds, China’s Currency, CHGG - Chegg Inc.

InvestTalk 6-14-2024 – Humans Have Memories but Stock Markets Don't

Sat, 15 Jun 2024 00:01:02 +0000

The stock market is an immensely complex ecosystem, driven by a multitude of factors including economic indicators, company performance, political events and investor psychology.

Today's Stocks & Topics: COR - Cencora Inc., Market Wrap, CASY - Casey's General Stores Inc., Humans Have Memories but Stock Markets Don't, KPP Newsletter, SLB - Schlumberger Ltd., PPG - PPG Industries Inc., The Fed and The Market, Electric Vehicles and Tesla, Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, BTSG - BrightSpring Health Services Inc., Elon Musk's Pay Package.

InvestTalk 6-13-2024 – How to Make Sure Your Personalized Portfolio Doesn’t Backfire

Fri, 14 Jun 2024 00:04:05 +0000

A total wealth approach can lead to better outcomes.

Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Principal SAM Conservative Growth Portfolio A, Annual Reports, PAYC - Paycom Software Inc., Iron Butterfly Options, Office Buildings, 403B Retirement.

InvestTalk 6-12-2024 – Be Prepared for the Hidden Costs of Homebuying

Thu, 13 Jun 2024 00:04:34 +0000

According to a new report by Bankrate.com, the hidden costs of homeownership add up to an average of $18,118 annually, or $1,510 per month.

Today's Stocks & Topics: VIX - CBOE Volatility Index, Market Wrap, Investment Criteria, Ordinary vs. Qualified Dividends, Be Prepared for the Hidden Costs of Homebuying, BIG - Big Lots Inc., The

International Energy Agency (IEA) Report, URA - Global X Uranium ETF, ED - Consolidated Edison Inc., META - Meta Platforms Inc., Whole Foods & Trader Joe’s.

InvestTalk 6-11-2024 – Lessons for Investors from the 'Father of Modern Finance'

Wed, 12 Jun 2024 00:24:20 +0000

One hypothesis says that because all relevant information is already factored into prices, no investor can consistently achieve higher returns on a risk-adjusted basis than another investor who simply holds a random portfolio of diversified stocks.

Today's Stocks & Topics: DDS - Dillard's Inc., CX - Cemex S.A.B. de C.V. ADR, Market Wrap, Lessons for Investors from the 'Father of Modern Finance', ALLY - Ally Financial Inc., Picking Winning Stocks, 401k Rollover, ONTO - Onto Innovation Inc., IMMR - Immersion Corp., ET - Energy Transfer LP.

InvestTalk 6-10-2024 – You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?

Mon, 10 Jun 2024 23:59:31 +0000

What you need to know about the advantages and risks of investing in cryptocurrency.

Today's Stocks & Topics: ACI - Albertsons Cos. Inc., Market Wrap, LSTR - Landstar System Inc., GGG - Graco Inc., You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?, CNQ - Canadian Natural Resources Ltd., Private Equity, SCHW - Charles Schwab Corp., IEX - IDEX Corp., CTAS - Cintas Corp., GPN - Global Payments Inc., FAST - Fastenal Co., Smaller Companies Capital.

InvestTalk 6-7-2024 – Maybe You Don't Have to Follow the Lauded Financial Guideline Rules

Sat, 08 Jun 2024 00:02:50 +0000

If you understand your goals, you can discover which protocols can and can’t help you achieve them.

(I will talk about the realities of heavy debt– and what can or should be done.)

Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, SNA - Snap-On Inc., SCHC - Schwab International Small-Cap Equity ETF, BIG - Big Lots Inc., KPP Newsletter, Lower the Cost Basis, ILMN - Illumina Inc., Maybe You Don't Have to Follow the Lauded Financial Guideline Rules, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, CCK - Crown Holdings Inc., TOL - Toll Brothers Inc., Alternative Investments, BBWI - Bath & Body Works Inc., Jobs Numbers.

InvestTalk 6-6-2024 – Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?

Fri, 07 Jun 2024 00:03:00 +0000

According to the Congressional Budget Office, interest on the national debt in 2024 will cost a staggering $870 billion, a sum that exceeds the amount we spend on defense.

Today's Stocks & Topics: DG - Dollar General Corp., CLIP - Global X 1-3 Month T-Bill ETF, Market Wrap, Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?, CIVI - Civitas Resources Inc., Treasury Debt Buy-Backs, KNSL - Kinsale Capital Group Inc., MLI - Mueller Industries Inc., THC - Tenet Healthcare Corp., The Diamond Market, HEES - H&E Equipment Services Inc., Life Insurance Companies.

InvestTalk 6-5-2024 – 4 Financial Tasks You Shouldn’t Put Off

Thu, 06 Jun 2024 00:01:23 +0000

How to make sure common financial ‘pain points’ don’t imperil your plan.

Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity.

InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?

Wed, 05 Jun 2024 00:01:51 +0000

Less is generally more, but there are exceptions.

(If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.)

Today's Stocks & Topics: Index-Linked Variable Annuities, Market Wrap, RIO - Rio Tinto PLC ADR, Should Your Simple Retirement Portfolio Be More Complicated?, SFM - Sprouts Farmers Market Inc., STRL - Sterling Infrastructure Inc, Tax-Loss, Energy Sector, Is the Consumer Finally Slowing, Caller Offer Condolences About Steve Peasley, SU - Suncor Energy Inc., CVE - Cenovus Energy Inc., TTC - Toro Co., The Boomer Generation.

InvestTalk 6-3-2024 – Salute to Steve Peasley (1952-2024)

Tue, 04 Jun 2024 00:20:21 +0000

Today, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time.

Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Investor, Bonds, Buying a House, Financial Analysis, Pullbacks.

InvestTalk 5-31-2024 – Tips for Dealing with Market Volatility

Sat, 01 Jun 2024 00:07:01 +0000

The road to financial success is paved with lots of twists and turns but understanding market pricing is an important enhancement to the investment experience.

Today's Stocks & Topics: TGB - Taseko Mines Ltd., Market Wrap, Enerplus and Chord Energy, MSM - MSC Industrial Direct Co., Tips for Dealing with Market Volatility, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, TECH - Bio-Techne Corp., KPP Newsletter, Fund Holders, MTZ - MasTec Inc., EXP - Eagle Materials Inc., ACM - AECOM, Gambling Lessons.

InvestTalk 5-30-2024 – Investor Behavior Continues to Hinder Returns

Fri, 31 May 2024 00:08:31 +0000

In 2023, emotional decisions hurt returns and the average equity fund investor underperformed the market.

Today's Stocks & Topics: IDCC - InterDigital Inc., Market Wrap, VRT - Vertiv Holdings LLC, Preferred Stocks, Investor Behavior Continues to Hinder Returns, PRT - Perm Rock Royalty Trust, BBY - Best Buy Co. Inc., Trustable Financial Websites, Tariffs, UFPI - UFP Industries Inc., CNM - Core & Main Inc., CNC - Centene Corp., MGNX - Macrogenics Inc., The Stock Market.

InvestTalk 5-29-2024 – Five Key Lessons Taken from the Study of U.S. Financial History

Wed, 29 May 2024 23:59:18 +0000

Research compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing the Long-Wave Cycles of Alternative Asset Classes".

(This will be of interest to academics, trustees, institutions, and individual investors.)

Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Market Wrap, DD - DuPont de Nemours Inc., EXPE - Expedia Group Inc., Five Key Lessons Taken from the Study of U.S. Financial History, RMD - ResMed Inc., The Beige Book, MELI - MercadoLibre Inc., Stock Valuation, Organization of the Petroleum Exporting Countries (OPEC), MOD - Modine Manufacturing Co., OVV - Ovintiv Inc.

InvestTalk 5-28-2024 – Finding the Right Kind of Financial Content Providers

Wed, 29 May 2024 00:04:31 +0000

Be aware that, on social media, a broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders.

Today's Stocks & Topics: DIV - Global X SuperDividend U.S. ETF, Market Wrap, BN - Brookfield Corp., Finding the Right Kind of Financial Content Providers, AFL - AFLAC Inc., APLE - Apple Hospitality REIT Inc., Ratios, CPRT - Copart Inc.

InvestTalk 5-27-2024 – Best of Caller Questions

Mon, 27 May 2024 23:00:00 +0000

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.

InvestTalk 5-24-2024 – Investors Are Urged to Proceed with Caution When Focusing on Yield

Sat, 25 May 2024 00:01:32 +0000

Investors selecting funds based on dividend yield should be aware that high yield is no assurance of higher expected return.

Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 403b Plan Fees, INTU - Intuit Inc., BMY - Bristol Myers Squibb Co., Investors Are Urged to Proceed with Caution When Focusing on Yield, CW - Curtiss-Wright Corp., VC - Visteon Corp., KPP Newsletter, U.S. Shift to Faster Trade Settlement, UNH - UnitedHealth Group Inc., ETSY - Etsy Inc.

InvestTalk 5-23-2024 – Cost of Capital: A Reality Check on High-Flying Stock Returns

Fri, 24 May 2024 00:00:15 +0000

Rather than trying to guess which stocks might provide next year's outsize returns or getting caught up in a cycle of fear and greed, it is better to set reasonable long-term expectations and then track progress toward your financial goals.

Today's Stocks & Topics: High Yield Savings Account vs. Money Market Fund, Market Wrap, UPS - United Parcel Service Inc. Cl B, NDSN - Nordson Corp., Cost of Capital: A Reality Check on High-Flying Stock Returns, NVO - Novo Nordisk A/S ADR, Transferring Money from 401k to I-R-A, Metals, MLPX - Global X MLP & Energy Infrastructure ETF, The Canadian Oil Pipeline, BRC - Brady Corp. Cl A, POWL - Powell Industries Inc., Family Loans.

InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies

Thu, 23 May 2024 00:03:17 +0000

A comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin.

(In short, they too frequently wind up reacting to market maturations and lowering their longer-term returns.)

(Often succumbing to short-term strategies such as market timing or performance chasing, many investors show a lack of knowledge and/or ability to exercise the necessary discipline to capture the benefits markets can provide over longer time horizons.)

Today's Stocks & Topics: LULU - Lululemon Athletica Inc., INMD - InMode Ltd., Market Wrap, Investors Are Still Their Own Worst Enemies, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, MDY - SPDR S&P MidCap 400 ETF Trust, Housing Market, ITW - Illinois Tool Works Inc., Delaware Statutory Trust (DST), CRM - Salesforce Inc., Consumer Financial Protection Bureau.

InvestTalk 5-21-2024 – Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers

Wed, 22 May 2024 00:02:56 +0000

For all debt outside of student loans, delinquency has been steadily rising since the fourth quarter of 2021 following historic lows during the COVID-19 pandemic.

Today's Stocks & Topics: WWD - Woodward Inc., NCLH - Norwegian Cruise Line Holdings Ltd., COST - Costco Wholesale Corp., Market Wrap, Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers, WEC - WEC Energy Group Inc., ETR - Entergy Corp., IOO - iShares Global 100 ETF, CSL - Carlisle Cos., A-I and Energy, MDT - Medtronic PLC, Europe’s Economy.

InvestTalk 5-20-2024 – Take It from Warren Buffett: Misses Are Inevitable

Tue, 21 May 2024 00:01:14 +0000

Embrace these timeless investing principles and you can still attain remarkable outcomes.

Today's Stocks & Topics: Fixed Index Annuities, Market Wrap, IBM - International Business Machines Corp., Take It from Warren Buffett: Misses Are Inevitable, BBC - Virtus LifeSci Biotech Clinical Trials ETF, BBY - Best Buy Co. Inc., Utilities Stocks, 401(k), TWI - Titan International Inc., PSLV - Sprott Physical Silver Trust, BCE - BCE Inc., Bonds and Treasuries, Corporate Financing.

InvestTalk 5-17-2024 – Best of Caller Questions

Fri, 17 May 2024 22:45:00 +0000

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 5-16-2024 – Beyond Efficiency, Are the Markets Sensible?

Fri, 17 May 2024 00:03:07 +0000

Sometimes the financial markets do cross the sensibility line, but it is difficult to profit from that knowledge.

Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., Market Wrap, MSCI - MSCI Inc., BROS - Dutch Bros Inc., Beyond Efficiency, Are the Markets Sensible?, I-R-As, AON - Aon PLC, RLI - RLI Corp., “Soft Landing”, BELFB - Bel Fuse Inc. Cl B, INTC - Intel Corp., CB - Chubb Ltd., VITL - Vital Farms Inc., The Consumer Financial Protection Bureau.

InvestTalk 5-15-2024 – Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers

Thu, 16 May 2024 00:02:57 +0000

According to the National Retail Federation, shoppers racked up more than $5 trillion worth of retail sales in the U.S. in 2023 and about 14.5% of those sales were returned.

Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, MMM - 3M Co., SOLV - Solventum Corp., Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers, AWSHX - American Funds Washington Mutual Investors Fund, IGR - CBRE Global Real Estate Income Fund, CEIX - CONSOL Energy Inc., Opportunities Zones, URI - United Rentals Inc., Bonds vs. Money Market, Meme Stocks Traders Are Back.

InvestTalk 5-14-2024 – What You Might Want to Know About Grants for First-Time Homebuyers

Wed, 15 May 2024 00:56:27 +0000

Many banks have grants to help borrowers make a down payment-- especially first-time and lower-income buyers.

Today's Stocks & Topics: VRT - Vertiv Holdings LLC, Market Wrap, SHOP - Shopify Inc. Cl A, What You Might Want to Know About Grants for First-Time Homebuyers, SONY - Sony Group Corp. ADR, Copper, Covered Call, UFPI - UFP Industries Inc., Tether, The Oil Industry, CDW - CDW Corp., EPAM - EPAM Systems Inc., Buybacks.

InvestTalk 5-13-2024 – Does Your Portfolio Need a Risk Audit?

Tue, 14 May 2024 00:02:45 +0000

There are ways to identify the risks hiding in your portfolio.

Today's Stocks & Topics: CVS - CVS Health Corp., Market Wrap, ROCK - Gibraltar Industries Inc., Does Your Portfolio Need a Risk Audit, Material Sector, PICK - iShares MSCI Global Metals & Mining Producers ETF, IIPR - Innovative Industrial Properties Inc., Tariffs on China, CAN - Accenture PLC Cl A, AMC - AMC Entertainment Holdings Inc. Cl A, ACIW - ACI Worldwide Inc., Pandemic Era Winners.

InvestTalk 5-10-2024 – How Retirement Income Guardrails Can Ease Clients’ Worries

Fri, 10 May 2024 23:58:51 +0000

Effectively communicating withdrawal strategy improves the client experience.

(Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.)

Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients’ Worries, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.

InvestTalk 5-9-2024 – Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?

Fri, 10 May 2024 00:00:55 +0000

Some analysts project an optimistic economic forecast in the long run but slow growth for the remainder of 2024.

Today's Stocks & Topics: POWL - Powell Industries Inc., Market Wrap, GRBK - Green Brick Partners Inc., Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?, Second High-Risk Account, XBI - SPDR S&P Biotech ETF, Berkshire Hathaway, BGS - B&G Foods Inc., EQIX - Equinix Inc., DLR - Digital Realty Trust Inc., NSSC - NAPCO Security Technologies Inc.

InvestTalk 5-8-2024 – Is A-I a Bit 'Overhyped' in the Short Term?

Thu, 09 May 2024 00:03:34 +0000

One billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%.

Today's Stocks & Topics: KEY - KeyCorp., Savings Account, Market Wrap, BLD - TopBuild Corp., Is A-I a Bit 'Overhyped' in the Short Term?, XLB - Materials Select Sector SPDR ETF, VAW - Vanguard Materials ETF, Earnings Season, OPCH - Option Care Health Inc., Limited Partnership, UNM - Unum Group, Capital Gains.

InvestTalk 5-7-2024 – Is It Possible to See Opportunities After a Tough Month for Stocks?

Wed, 08 May 2024 00:05:24 +0000

Market returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date.

Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & Hers Health Inc., RYI - Ryerson Holding Corp., Is It Possible to See Opportunities After a Tough Month for Stocks, Interest Rates and Homes, Senior Loan Officer Opinion Survey, RVMD - Revolution Medicines Inc., PLAB - Photronics Inc., ERF - Enerplus Corp., CHRD - Chord Energy Corp., The IPOs Market.

InvestTalk 5-6-2024 – Job Growth Took a Hit in April and Unemployment Rose

Tue, 07 May 2024 00:00:32 +0000

The unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024.

Today's Stocks & Topics: ODFL - Old Dominion Freight Line Inc., Marke Wrap, AVMV - Avantis U.S. Mid Cap Value ETF, Job Growth Took a Hit in April and Unemployment Rose, PLTR - Palantir Technologies Inc., NOA - North American Construction Group Ltd., ENB - Enbridge Inc., 529 Plans - DNOW - DNOW Inc., BWXT - BWX Technologies Inc., FSLY - Fastly Inc. Cl A, Tik Tok.

InvestTalk 5-3-2024 – Why Hundreds of U.S. Banks May Be at Risk of Failure

Sat, 04 May 2024 00:09:48 +0000

Expert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed.

Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Starbucks Corp., Why Hundreds of U.S. Banks May Be at Risk of Failure, GT - Goodyear Tire & Rubber Co., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Premium Newsletter, GDX - VanEck Gold Miners ETF, The Weaker US Job Data, Portfolio Reviews, Lower Rares & The REITs Market, CVS - CVS Health Corp., GEO Politics.

InvestTalk 5-2-2024 – Is It Easier Than Ever for Fund Investors to Build a Good Portfolio?

Fri, 03 May 2024 00:01:49 +0000

Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today.

Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Trump Media & Technology Group Corp., Working from Home.

InvestTalk 5-1-2024 – The Business of Healthcare Is Complicated

Thu, 02 May 2024 00:01:54 +0000

Citing a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service.

Today's Stocks & Topics: TGT - Target Corp., Market Wrap, JACK - Jack in the Box Inc., The Business of Healthcare Is Complicated, SPLG - SPDR Portfolio S&P 500 ETF, PKB - Invesco Building & Construction ETF, Nuclear Power, 401k Funds, WERN - Werner Enterprises Inc., America’s Well-Being, SBUX - Starbucks Corp.

InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued

Wed, 01 May 2024 00:01:25 +0000

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.

(This has to do with the implications for expected returns.)

Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.

InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?

Tue, 30 Apr 2024 00:06:17 +0000

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.

(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.)

Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.

InvestTalk 4-26-2024 – Best of Caller Questions

Fri, 26 Apr 2024 23:00:00 +0000

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.

InvestTalk 4-25-2024 – Understanding the Difference Between the CPI and PCE Indexes

Fri, 26 Apr 2024 00:05:19 +0000

Inflation is top of mind for investors, but there’s more than one way to measure consumer prices.

Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing.

InvestTalk 4-24-2024 – Should You Pay Off Your Mortgage Early or Invest?

Thu, 25 Apr 2024 00:01:14 +0000

Higher safe yields in 2024 upend the old rules related to mortgage paydown.

Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify Tara India Opportunities ETF, Sovereign Debt.

InvestTalk 4-23-2024 – You Can Make IRA Contributions at Any Age, but Should You?

Wed, 24 Apr 2024 00:00:43 +0000

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation.

Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Small Cap Cash Cows 100 ETF, Home Sales, TU - TELUS Corp., A-I in the Finance Industry, US Shell Industry, SILJ - Amplify Junior Silver Miners ETF, CPB - Campbell Soup Co., Interest Rates.

InvestTalk 4-22-2024 – What Caused This Year’s Stock Market Rally to Stall and What Happens Next?

Mon, 22 Apr 2024 23:59:38 +0000

Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022.

Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia, ADC - Agree Realty Corp., NLCP - NewLake Capital Partners Inc., PAY - Paymentus Holdings Inc., UBER - Uber Technologies Inc., Venezuela & Crypto Currency.

InvestTalk 4-19-2024 – Mortgage Rates Have Surged Past 7%

Sat, 20 Apr 2024 00:03:30 +0000

Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon.

(Is there a sensible play for wannabe home buyers?)

Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%, USFD - US Foods Holding Corp., LII - Lennox International Inc., AAON - AAON Inc., KPP Newsletter, The Fed - Discount Window Lending, CTRA - Coterra Energy Inc., HCA - HCA Healthcare Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Sweden Stock Market.

InvestTalk 4-18-2024 – Do You Check Your Financial Health?

Fri, 19 Apr 2024 00:03:42 +0000

You should and there are a couple of easy ways to get started.

Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity.

InvestTalk 4-17-2024 – 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade

Thu, 18 Apr 2024 00:03:01 +0000

As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years.

(That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.)

Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resources, A-I & Energy Demand, Energy Stocks, Inflation & Unemployment, VTI - Vanguard Total Stock Market ETF, VTV - Vanguard Value ETF, VOO - Vanguard S&P 500 ETF, Antitrust Suit Against Live Nation, Investors Sentiment, WTI - W&T Offshore Inc.

InvestTalk 4-16-2024 – Why Is Inflation Still So Sticky?

Wed, 17 Apr 2024 00:00:45 +0000

Start by blaming rising housing costs and higher gas prices.

Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jones Transportation Average, US Home Building, LYV - Live Nation Entertainment Inc., DIV - Global X SuperDividend U.S. ETF, Market Reaction to Middle East Tensions.

InvestTalk 4-15-2024 – Does a Focus on Dividend Growth Add Value in Down Markets?

Tue, 16 Apr 2024 00:00:14 +0000

Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors.

Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings.

InvestTalk 4-12-2024 – The Dangerous Myth of ‘The New Normal’

Fri, 12 Apr 2024 23:57:14 +0000

The odds are against those who believe this time is different.

Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investigation.

InvestTalk 4-11-2024 – Does the Fed Have A 'Real Problem' On Its Hands?

Fri, 12 Apr 2024 00:10:08 +0000

The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace.

Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Funds, MLM - Martin Marietta Materials Inc., LIN - Linde PLC, SIG - Signet Jewelers Ltd., VRSN - VeriSign Inc., GDX - VanEck Gold Miners ETF, Gold.

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators

Wed, 10 Apr 2024 23:57:42 +0000

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts.

Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.

InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations?

Wed, 10 Apr 2024 00:01:07 +0000

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years.

Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-R-A, Small Business Sentiment, SYLD - Cambria Shareholder Yield ETF, KLG - WK Kellogg Co., SCHD - Schwab US Dividend Equity ETF, S – Sentinel One Inc., Financial Markets.

InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable?

Tue, 09 Apr 2024 00:00:23 +0000

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year.

Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries, Inc., CLAR - Clarus Corp., Oil Prices Rally.

InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio

Sat, 06 Apr 2024 00:06:20 +0000

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.

Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.

InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?

Thu, 04 Apr 2024 23:56:19 +0000

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings.

Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Capital Corp.

InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?

Wed, 03 Apr 2024 23:59:30 +0000

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers.

Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - TerraVest Industries Inc., ETR - Entergy Corp., What It Takes to Retire.

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think

Tue, 02 Apr 2024 23:59:35 +0000

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.

Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.

InvestTalk 4-1-2024 – Could the Bull Market Unravel?

Tue, 02 Apr 2024 00:03:09 +0000

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks.

Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - Home Depot Inc., DEC - Diversified Energy Company PLC.

InvestTalk 3-29-2024 – Best of Caller Questions

Fri, 29 Mar 2024 10:00:00 +0000

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands

Fri, 29 Mar 2024 02:35:00 +0000

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.

Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)

Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.

Here are the MATCHUPS for … Monday’s 4/1/24 competition:

NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)

OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)

InvestTalk 3-27-2024 – History Teaches That the Fed Has Made Two Major Mistakes

Thu, 28 Mar 2024 00:07:50 +0000

As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates.

Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., OKE - ONEOK Inc., MPC - Marathon Petroleum Corp., Baltimore Bridge Collapse, WBD - Warner Bros. Discovery Inc. Series A, ONTO - Onto Innovation Inc., VISA & MasterCard Swipe Fees Lawsuit.

InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement?

Wed, 27 Mar 2024 00:06:05 +0000

Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent.

Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., VITL - Vital Farms Inc., HD - Home Depot Inc., BRBR - BellRing Brands Inc., EU Digital Markets Act, PI - Impinj Inc., UNIT - Uniti Group Inc., Fed Meeting.

InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028

Tue, 26 Mar 2024 00:05:11 +0000

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize.

Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered Call ETFs, Short Treasury Bonds, Foreign Stock.

InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think?

Sat, 23 Mar 2024 00:02:56 +0000

Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever.

Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, DOC - Healthpeak Properties Inc., Oil Demand, AVUV - Avantis U.S. Small-Cap Value ETF, SPGP - Invesco S&P 500 GARP ETF, INVE.B - Investor AB Series B, Immigration Policies.

InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops?

Thu, 21 Mar 2024 23:59:55 +0000

This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes.

Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x Long MSFT Daily ETF, RDDT - Reddit Inc., FBASF - Fibra Uno Administracion S.A. de C.V., InvestTalk Market Madness Match Up Part 2: D - Dominion Energy Inc., SPG - Simon Property Group Inc., IRM - Iron Mountain Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., PRU - Prudential Financial Inc., LAMR - Lamar Advertising Co. Cl A, OKE - ONEOK Inc.

InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry?

Wed, 20 Mar 2024 23:48:10 +0000

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities.

Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.

InvestTalk 3-19-2024 – The 10 Most Important Shareholder Rights

Tue, 19 Mar 2024 23:51:54 +0000

As a shareholder, you have certain legal privileges, and you should know how to exercise them.

Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2.

InvestTalk 3-18-2024 – US Office Market Is World's Most Oversupplied

Tue, 19 Mar 2024 00:11:15 +0000

The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets.

Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates.

InvestTalk 3-15-2024 – Is EV Euphoria Dead?

Fri, 15 Mar 2024 23:59:59 +0000

Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans.

Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Investment Scam Warning.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 3-14-2024 – Wall St Ends Down After PPI Data and As Chipmakers Fall

Thu, 14 Mar 2024 23:59:32 +0000

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged.

Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China.

InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think

Thu, 14 Mar 2024 00:06:28 +0000

Proper accounting of cost basis is essential to avoid paying more in taxes.

Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.

InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?

Wed, 13 Mar 2024 00:00:16 +0000

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008.

Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, ORA - Ormat Technologies Inc., The Economics of Skiing.

InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery Game

Mon, 11 Mar 2024 23:59:51 +0000

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly.

Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl C, China vs. Tesla and Apple.

InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024?

Sat, 09 Mar 2024 01:01:02 +0000

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target.

Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust, SFM - Sprouts Farmers Market Inc., SPTN - SpartanNash Co., Booming Jobs in the Country.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps?

Fri, 08 Mar 2024 01:05:44 +0000

Maintaining exposure to high-quality stocks is harder than it might seem.

Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums.

InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher Yields

Thu, 07 Mar 2024 01:05:20 +0000

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning.

Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold.

InvestTalk 3-5-2024 – How to Use Gold in Your Portfolio

Wed, 06 Mar 2024 01:00:22 +0000

What you need to know about the advantages and risks of investing in gold.

Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co.

Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs).

InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into Fashion

Tue, 05 Mar 2024 01:01:05 +0000

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds.

Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds.

InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury Market

Sat, 02 Mar 2024 01:01:44 +0000

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy.

Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors.

InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like Owners

Fri, 01 Mar 2024 01:00:40 +0000

There are two ways for investors to affect corporate behavior: from the outside and from the inside.

(Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.)

Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand.

InvestTalk 2-28-2024 – Why Has Amazon Joined the Dow?

Thu, 29 Feb 2024 01:08:09 +0000

With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies.

Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.

InvestTalk 2-27-2024 – Capital One Is Buying Discover Financial——What Is the Strategy?

Wed, 28 Feb 2024 01:00:04 +0000

If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal.

Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market.

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds

Tue, 27 Feb 2024 01:03:46 +0000

In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend?

Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).

InvestTalk 2-23-2024 – Is Your Index Fund Tracking the Right Index?

Sat, 24 Feb 2024 01:00:25 +0000

Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds.

Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?

Fri, 23 Feb 2024 01:01:45 +0000

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.

Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.

InvestTalk 2-21-2024 – Considering Undervalued Stocks with Reliable Dividends

Thu, 22 Feb 2024 01:03:14 +0000

Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.

Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest in US Farmland, TROW - T. Rowe Price Group Inc., Tax Exempt, Recession, Japan.

InvestTalk 2-20-2024 – What Will Retail Look Like in Five Years?

Wed, 21 Feb 2024 01:04:17 +0000

Some of the industry’s key decision-makers expect even more evolution ahead.

Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF.

InvestTalk 2-19-2024 – Best of Caller Questions

Mon, 19 Feb 2024 11:00:00 +0000

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 2-16-2024 – How to Use Real Estate in Your Portfolio

Sat, 17 Feb 2024 01:01:07 +0000

What you need to know about the advantages and risks of investing in real estate.

(Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.)

Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Staying in the Market, Hedge Funds.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 2-15-2024 – The Two Great Myths of Social Security Reform

Fri, 16 Feb 2024 01:04:17 +0000

In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health.

Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH - Arch Resources Inc., Commodities, META - Meta Platforms Inc., STAA - Staar Surgical Co., EBAY - eBay Inc., WINA - Winmark Corp., Economic Growth.

InvestTalk 2-14-2024 – Report: Americans Have $1.13 Trillion in Credit Card Debt

Thu, 15 Feb 2024 00:59:49 +0000

Experts say there are tried-and-true payoff strategies.

Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market.

InvestTalk 2-13-2024 – Could the Institutional Private Equity 'Push' Leave Investors with Scraps?

Wed, 14 Feb 2024 01:03:22 +0000

As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking.

Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI - British American Tobacco PLC ADR, IEP - Icahn Enterprises L.P., KRP - Kimbell Royalty Partners L.P., Solar Industry.

InvestTalk 2-12-2024 – Have Oil Prices Peaked Yet?

Tue, 13 Feb 2024 00:59:21 +0000

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.

(Signs of weakness in China’s economy are fueling worries about oil demand.)

Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.

InvestTalk 2-9-2024 – Considering the Best Types of Stocks to Buy in Today’s Fully-Valued Market

Sat, 10 Feb 2024 01:00:16 +0000

A strong case can be made that value stocks remain the most undervalued.

(Consider your allocation based on your risk profile between equity and fixed income.)

Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 2-8-2024 – Assessing and Quantifying AI Risk

Fri, 09 Feb 2024 01:00:48 +0000

Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk.

Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.

InvestTalk 2-7-2024 – Is the Market in a Dangerous Position?

Thu, 08 Feb 2024 01:03:18 +0000

One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect.

Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers.

Justin's PERSPECTIVE looks at The Law of Large Numbers and how it relates to stock market dynamics... and finance in general.

InvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the Month

Wed, 07 Feb 2024 01:03:43 +0000

The job cuts were driven by broader economic trends and a strategic shift towards increased automation.

Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.

InvestTalk 2-5-2024 – Why Is Everyone Always Wrong About the Fed?

Tue, 06 Feb 2024 00:53:38 +0000

Traders—and the Fed itself—are notoriously bad at predicting interest rate moves.

Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs.

InvestTalk 2-2-2024 – Best of Caller Questions

Sat, 03 Feb 2024 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.

InvestTalk 2-1-2024 – The New Reality for Investors

Fri, 02 Feb 2024 01:08:28 +0000

One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal.

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.

InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?

Thu, 01 Feb 2024 01:01:20 +0000

The big swing factors are investment quality and expenses, as well as tax costs.

Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.

InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago

Wed, 31 Jan 2024 00:59:51 +0000

Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis.

Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule.

Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'.

InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’

Tue, 30 Jan 2024 01:05:07 +0000

By invoking its authority, the regulator can make civil investigative demands.

Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks.

InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan

Sat, 27 Jan 2024 01:06:45 +0000

Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price.

Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years

Fri, 26 Jan 2024 01:03:38 +0000

For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets.

Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.

InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?

Thu, 25 Jan 2024 01:00:51 +0000

Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.

Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.

InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options

Wed, 24 Jan 2024 01:14:39 +0000

A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.

SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).

InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance

Tue, 23 Jan 2024 00:55:56 +0000

Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance.

Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer.

InvestTalk 1-19-2024 – What Are Wide-Moat Stocks?

Sat, 20 Jan 2024 01:01:50 +0000

Wide-moat companies carry sound balance sheets but there are other attributes to consider.

Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market.

InvestTalk 1-18-2024 – Troubled Loans Are Putting Pressure on 4 Major Banks

Fri, 19 Jan 2024 00:54:55 +0000

Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023.

(JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.)

Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc., A-I Jobs, HD - Home Depot Inc., FANG - Diamondback Energy Inc.

InvestTalk 1-17-2024 – Why Have Bonds Been So Volatile?

Thu, 18 Jan 2024 01:00:01 +0000

Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market.

Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.

InvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their Limits

Wed, 17 Jan 2024 01:05:35 +0000

When investing, you don’t know what you don’t know.

Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.

InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1

Mon, 15 Jan 2024 11:00:00 +0000

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 1-12-2024 – What Is the Total Cost of Owning an ETF?

Sat, 13 Jan 2024 01:28:18 +0000

The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.

(Fees are only a small part of the equation.)

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.

InvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage Them

Fri, 12 Jan 2024 01:00:49 +0000

Aiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare.

(Today’s risks might feel elevated, so what really matters?)

Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.

InvestTalk 1-10-2024 – Private Credit is Having a “Golden Moment” – Buy or Sell?

Thu, 11 Jan 2024 01:06:25 +0000

The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend.

Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.

InvestTalk 1-9-2024 – What's the Story on the SEC and a Bitcoin ETF?

Wed, 10 Jan 2024 01:00:09 +0000

Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF.

Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.

InvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024

Tue, 09 Jan 2024 01:05:43 +0000

One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years.

Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season.

Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 listed companies... in 1896.

InvestTalk 1-5-2024 – How Does Retirement Spending Work in the Real World?

Sat, 06 Jan 2024 01:07:22 +0000

Inflation is obviously the 'silent assassin', but you may be able to spend more than you think.

(If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.)

Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.

InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?

Fri, 05 Jan 2024 01:04:12 +0000

As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example.

Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.

InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024

Thu, 04 Jan 2024 01:01:21 +0000

Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider.

Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.

InvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020

Wed, 03 Jan 2024 01:34:06 +0000

Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.

Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.

InvestTalk 1-1-2024 – Best of Caller Questions

Mon, 01 Jan 2024 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.

InvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024

Sat, 30 Dec 2023 01:01:44 +0000

In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less.

Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.

InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?

Fri, 29 Dec 2023 01:00:07 +0000

Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees.

Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.

InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?

Thu, 28 Dec 2023 01:00:10 +0000

A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you.

Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.

InvestTalk 12-26-2023 – An Annuities Overview: Are They Worth Your Attention?

Wed, 27 Dec 2023 01:03:18 +0000

There are all different types of annuities, but the majority are not necessarily good for you.

Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.

InvestTalk 12-25-2023 – Best of Caller Questions

Mon, 25 Dec 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 12-22-2023 – Best of Caller Questions

Sat, 23 Dec 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.

InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages

Fri, 22 Dec 2023 01:04:39 +0000

The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates.

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.

InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?

Thu, 21 Dec 2023 01:03:46 +0000

Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons.

Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.

InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?

Wed, 20 Dec 2023 01:20:00 +0000

Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market.

Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX - Comfort Systems USA Inc., ELF - E.L.F. Beauty Inc., PBA - Pembina Pipeline Corp.

InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?

Tue, 19 Dec 2023 01:01:29 +0000

If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes.

Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China.

Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.

InvestTalk 12-15-2023 – Inflation Impact on Oil Demand Is Raising Investor Concerns

Sat, 16 Dec 2023 01:06:03 +0000

While U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern.

Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.

Fri, 15 Dec 2023 01:01:29 +0000

The main reason for rebalancing is to control risk, not necessarily to improve returns.

Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.

InvestTalk 12-13-2023 – Best of Caller Questions

Thu, 14 Dec 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.

InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?

Wed, 13 Dec 2023 01:22:15 +0000

Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.

(A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.)

Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.

InvestTalk 12-11-2023 – Redfin Report: 2023 Has Been the Least Affordable Home Buying Year in at Least 11 Years.

Tue, 12 Dec 2023 01:06:28 +0000

California metro regions were ranked as the least-affordable while Midwest metros were the most affordable.

(So, will listing prices ease in 2024? And, if yes, where?)

Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals.

Justin's PERSPECTIVE looks at the story of US Dollar Dominance.

InvestTalk 12-8-2023 – Senate Is Conducting a Bipartisan Probe of Role Private Equity Firms Play in US Health Care

Sat, 09 Dec 2023 01:23:42 +0000

Over the past decade, these firms have spent $1 trillion buying health-care businesses—to include hospitals, nursing homes, physician practices and hospital staffing companies.

Today's Stocks & Topics: TT - Trane Technologies PLC, AGX - Argan Inc., MTRN - Materion Corp., What is it Take to Feel Rich, PSTG - Pure Storage Inc. Cl A, TBIL - US Treasury 3 Month Bill ETF, 401k, Apple and India.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 12-7-2023 – Record 8 Million Mortgage and Loan Defaults in China Demonstrates a Worsening Economic Crisis

Fri, 08 Dec 2023 01:00:21 +0000

Since the outbreak of the coronavirus pandemic, defaults have surged to a record high.

(Financial experts say the figures highlight the depth of China’s economic downturn.)

Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The ETF Market, Delisted Stoks, A-I.

InvestTalk 12-6-2023 – FED Chair Powell Admits That Inflation Is Easing, but Downplays Rate Cuts

Thu, 07 Dec 2023 01:03:19 +0000

Inflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates.

Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA), DCI - Donaldson Co. Inc., IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, Google and A-I.

InvestTalk 12-5-2023 – Can the US Grow Its Way Out of Its $33 Trillion-plus Mountain of Debt?

Wed, 06 Dec 2023 01:05:11 +0000

The Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office.

(According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.)

Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Political Views, Interest Rates, 401k, CWST - Casella Waste Systems Inc. Cl A, Streaming Wars.

InvestTalk 12-4-2023 – Will the SEC’s Data Tagging Plan Ensnare Companies Next Year?

Tue, 05 Dec 2023 01:03:48 +0000

In 2024, the SEC will use investigative tools powered with artificial intelligence to better identify companies that violate disclosure requirements.

Today's Stocks & Topics: EXPE - Expedia Group Inc., CRWD - CrowdStrike Holdings Inc. Cl A, The Economy, HA - Hawaiian Holdings Inc., ALK - Alaska Air Group Inc., PLUG - Plug Power Inc., Deflation.

InvestTalk 12-1-2023 – Learn Why It’s Important to Retire with Purpose

Sat, 02 Dec 2023 01:04:09 +0000

Retirement isn’t just freedom from work, instead it can be the freedom to do your life’s work.

Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 11-30-2023 – Bond Ladder ETFs Can Help Investors Climb Higher

Fri, 01 Dec 2023 01:00:01 +0000

Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.

Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance.

InvestTalk 11-29-2023 – Must-Knows About Employee Stock Options

Thu, 30 Nov 2023 01:07:25 +0000

How to balance the tax and investment considerations.

Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7.

InvestTalk 11-28-2023 – Can the Rally for Growth Stocks Last?

Wed, 29 Nov 2023 01:01:09 +0000

The Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023.

Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Special Purpose Acquisition Company.

InvestTalk 11-27-2023 – Advantages and Disadvantages of Infinite Banking

Tue, 28 Nov 2023 01:01:40 +0000

The infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages.

Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry.

Justin's PERSPECTIVE takes a look at the HISTORY of Pension Plans in America.

InvestTalk 11-24-2023 – Black Friday Show--Best Of Caller Questions

Fri, 24 Nov 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.

InvestTalk 11-23-2023 – Thanksgiving Day Show--Best Of Caller Questions

Thu, 23 Nov 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Financial Advisors vs. Planners, Ex-Dividends, Trading, Selling Property, IPOs, Politics and Investing, Retirement, When to Sell, 401K and Mortgage, Collecting Social Security, Mutual Funds vs ETFs, Treasury Bills and Bonds, Index Funds & Dividends, Oil Stocks, Starting a Hedge Fund, Inverse ETFs, Retirement Funds Management.

InvestTalk 11-22-2023 – What Are the Rules for Cashing Out Your IRA?

Thu, 23 Nov 2023 01:05:14 +0000

As you age, the rules for withdrawing money from your IRA change.

Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card.

InvestTalk 11-21-2023 – Best of Caller Questions

Wed, 22 Nov 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 11-20-2023 – Best of Caller Questions

Tue, 21 Nov 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.

InvestTalk 11-17-2023 – Best of Caller Questions

Fri, 17 Nov 2023 23:45:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.

InvestTalk 11-16-2023 – Best of Caller Questions

Fri, 17 Nov 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.

InvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a Recession

Thu, 16 Nov 2023 01:59:31 +0000

After it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024.

Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, Netflix and The Sports Industry.

InvestTalk 11-14-2023 – Proof that Staying Invested Is More Effective Than Timing the Market

Wed, 15 Nov 2023 01:03:31 +0000

A buy-and-hold approach won out in a head-to-head model.

Today's Stocks & Topics: JOBY - Joby Aviation Inc., TSCO - Tractor Supply Co., AGCO - AGCO Corp., INMD - InMode Ltd., INTC - Intel Corp., Cash Balance Plan, Earnings, TSLQ - AXS TSLA Bear Daily ETF, NVDS - AXS 1.25X NVDA Bear Daily ETF, NFE - New Fortress Energy LLC Cl A, IBM Replacing 401(k) Match.

InvestTalk 11-13-2023 – What Is an Inverse ETF?

Tue, 14 Nov 2023 00:59:44 +0000

Inverse ETFs can act like insurance for an investor's portfolio, but they're not recommended for everyone.

Today's Stocks & Topics: SKX - Skechers USA Inc. Cl A, Municipal Bonds, SWKS - Skyworks Solutions Inc., PODD - Insulet Corp., Inverse ETFs, The U.S. Credit Rating, TOST - Toast Inc., LECO - Lincoln Electric Holdings Inc., A-I and Earnings Transcripts.

Justin's PERSPECTIVE looks at the history of minimum wage in America. When was the federal minimum wage FIRST introduced? And just what was the initial hourly wage?

InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?

Sat, 11 Nov 2023 01:05:00 +0000

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets.

(Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.)

Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 11-9-2023 – Best of Caller Questions

Fri, 10 Nov 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

InvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with Investors

Thu, 09 Nov 2023 01:00:18 +0000

The market share of ETFs, relative to that of mutual funds, has swollen to almost 30%.

Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club.

InvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in Value

Wed, 08 Nov 2023 01:03:05 +0000

Construction companies are benefiting as manufacturing returns to the U.S.

Today's Stocks & Topics: LEU - Centrus Energy Corp., Treasury Bills and Bonds, EFR - Eaton Vance Senior Floating-Rate Fund, K - Kellanova, HRL - Hormel Foods Corp., Corporate Bond Market, TSLY - YieldMax TSLA Option Income Strategy ETF, CVX - Chevron Corp., CHWY - Chewy Inc. Cl A, Skills Gap.

InvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985

Tue, 07 Nov 2023 01:14:34 +0000

The housing market has been tough for prospective home buyers due to high mortgage rates and a supply crunch.

Today's Stocks & Topics: WOOF - Petco Health & Wellness Co. Inc., NI - NiSource Inc., Collecting Social Security, STG - Scandinavian Tobacco Group, The Fed and The Treasury.

Justin's PERSPECTIVE looks at the phenomenon of "unrealized security losses" at the BIG BANKS.

InvestTalk 11-3-2023 – What Is the Right 401(k) Contribution Rate?

Sat, 04 Nov 2023 00:01:23 +0000

Depending on hypothetical portfolio returns and individual income requirement forecasts, there will be various model assumptions.

Today's Stocks & Topics: MO - Altria Group Inc., WDS - Woodside Energy Group Ltd. ADR, LNG - Cheniere Energy Inc., Jobs Report, XLE - Energy Select Sector SPDR ETF, When to Sell, End of the New Normal.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 11-2-2023 – What Happens If the Sovereign Debt Bubble Bursts?

Fri, 03 Nov 2023 00:01:52 +0000

To understand what’s happening, go all the way back to the global financial crisis of 2008-09 when “quantitative easing" was first widely deployed.

Today's Stocks & Topics: Earnings, BWA - BorgWarner Inc., Leveraged ETFs, YEAR - AB Ultra Short Income ETF, CLFD - Clearfield Inc., Bitcoin, New Millionaires.

InvestTalk 11-1-2023 – Banking Sector Overview: Is the Financial Sector ‘Uninvestable’?

Thu, 02 Nov 2023 00:00:41 +0000

The argument for this theory highlights two major concerns: margins and regulations.

Today's Stocks & Topics: GD - General Dynamics Corp., TROW - T. Rowe Price Group Inc., QCOM - Qualcomm Inc., SWKS - Skyworks Solutions Inc., VSH - Vishay Intertechnology Inc., PLAB - Photronics Inc., I-Bonds, GNRC - Generac Holdings Inc., CVX - Chevron Corp., What Type of Companies Should We Keep, U.S. Treasury Department.

InvestTalk 10-31-2023 – A Personal Finance and Investing Guide for All Ages

Wed, 01 Nov 2023 00:07:08 +0000

Everyone's situation is different, but there are model scenarios to examine and pitfalls to avoid.

Today's Stocks & Topics: O - Realty Income Corp., The Bear Market, KNSL - Kinsale Capital Group Inc., TSN - Tyson Foods Inc. Cl A, China’s Economic Data, ASC - Ardmore Shipping Corp., Strip Malls.

InvestTalk 10-30-2023 – Q3 2023: U.S. Gross Domestic Product Grew at 4.9%, Outpacing Expectations

Tue, 31 Oct 2023 00:03:17 +0000

While the GDP report could give the Federal Reserve some impetus to keep policy tight, traders are still pricing in a 96% chance of no interest rate hike.

Today's Stocks & Topics: BTI - British American Tobacco PLC ADR, Dollar Strength, MT - ArcelorMittal ADR, FTNT - Fortinet Inc., Crypto-currency, The Treasury Department, HON - Honeywell International Inc., Earnings Season.

Justin's PERSPECTIVE looks at crypto currency. When did it start, where is it now in terms of relevancy to investors, and where is crypto going?

InvestTalk 10-27-2023 – What Factors Are Leading to Tightening Financial Conditions?

Sat, 28 Oct 2023 00:07:33 +0000

Even if the Federal Reserve is done raising interest rates, other indicators point to increasing economic pressure.

Today's Stocks & Topics: VSH - Vishay Intertechnology Inc., LG Energy Solution and Toyota, BKE - Buckle Inc., Is the Stock Market Manipulated, PCE Inflation Rate, PM - Philip Morris International Inc., MO - Altria Group Inc., GDP Report.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull Market

Fri, 27 Oct 2023 00:07:14 +0000

The Federal Reserve is powerful but clumsy and the market has experienced a series of investment "fails"— but what else have we learned?

Today's Stocks & Topics: J - Jacobs Solutions Inc., SIL - Global X Silver Miners ETF, TXN - Texas Instruments Inc., Market Trends, GOOG - Alphabet Inc. Cl C, Treasury Bonds, GDX - VanEck Gold Miners ETF, SLV - iShares Silver Trust, SCHW - Charles Schwab Corp., Savings & Spending.

InvestTalk 10-25-2023 – Is the Geopolitical Climate Too Risky to Short Long Term Treasury Bonds?

Thu, 26 Oct 2023 00:13:07 +0000

A high-profile hedge fund manager believes investors may increasingly buy bonds as a safe haven because of growing geopolitical risks.

Today's Stocks & Topics: ZBRA - Zebra Technologies Corp. Cl A, NVR - NVR Inc., Bonds, SNY - Sanofi ADR, Portfolio Management, AVGE - Avantis All Equity Markets ETF, Clean energy Stocks, AVGV - Avantis All Equity Markets Value ETF, AVMA - Avantis Moderate Allocation ETF, TROW - T. Rowe Price Group Inc., MG and the EV Market,

InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns

Wed, 25 Oct 2023 00:01:27 +0000

When analyzing time horizons, risk evaluation changes for different periods.

Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, MGY - Magnolia Oil & Gas Corp., EOG - EOG Resources Inc., FPI - Farmland Partners Inc., NVT - nVent Electric PLC, Interest Rates and the Economy, GOLD - Barrick Gold Corp., Gold Rally, Global Manufacturing Outside of China, COP – Conoco Phillips.

InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble

Tue, 24 Oct 2023 00:04:12 +0000

Investing in the 60/40 rule has been a consistent strategy for years – until 2023.

Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd.

InvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing Demand

Sat, 21 Oct 2023 00:06:40 +0000

The average contract interest rate for 30-year fixed-rate mortgages increased to 7.7% while applications for a mortgage were 21% lower than the same week last year.

Today's Stocks & Topics: LAC - Lithium Americas Corp., PMF - PIMCO Municipal Income Fund, Treasury Bills vs. CDs, I-Bonds, Law of Unintended Consequences, Dollar Cost Average, IHI - iShares U.S. Medical Devices ETF, Seniors.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees

Fri, 20 Oct 2023 00:03:02 +0000

After many years languishing at unacceptable levels, the yields for Treasury Inflation-Protected Securities have soared.

Today's Stocks & Topics: CASY - Casey's General Stores Inc., NCLH - Norwegian Cruise Line Holdings Ltd., Investing on Mexican Bonds, COST - Costco Wholesale Corp., LULU - Lululemon Athletica Inc., TJX - TJX Cos., Housing Supply, Fractional Shares, EOG - EOG Resources Inc., DVN - Devon Energy Corp., CTRA - Coterra Energy Inc., PDI - PIMCO Dynamic Income Fund, U.S dollar & Commodities, Chinese Investors Selling U.S. Bonds.

InvestTalk 10-18-2023 – Manufacturing Trends 2023: Sector Rebounds After Construction Increase

Thu, 19 Oct 2023 00:06:28 +0000

A ‘Made in USA’ revival has sparked a boom, and the Commerce Department says construction was driven by the building of houses and factories.

Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Reverse Split, Consumer Spent Trend, GOOG - Alphabet Inc. Cl C, Investing Strategy, TXT - Textron Inc., PXD - Pioneer Natural Resources Co., VGT - Vanguard Information Technology ETF, Swipe Fees, P.E. Ratio, Inflation Reduction Act.

InvestTalk 10-17-2023 – Passive Investing 101: Impact and Consequences

Tue, 17 Oct 2023 23:59:42 +0000

It is true that some low-cost investment vehicles have been beneficial for investors, and passive investing appeals to those looking for a free lunch-- but there is no free lunch in the financial markets.

Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, GMBXF - Grupo Mexico S.A.B. de C.V. Series B, Ex-Dividends, NVO - Novo Nordisk A/S ADR, MDT - Medtronic PLC, Private Credit Markets, Lithium, SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, Banks and Deposit Costs.

InvestTalk 10-16-2023 – Social Security Administration Announced 3.2% COLA for 2024

Tue, 17 Oct 2023 00:01:36 +0000

Following a large 8.7% cost of living increase for 2023, beneficiaries will receive only a 3.2% increase for 2024.

Today's Stocks & Topics: STLD - Steel Dynamics Inc., IIPR - Innovative Industrial Properties Inc., Politics and Investing, Consumer Sentiment, CAN - Accenture PLC Cl A, MP - MP Materials Corp., LNG - Cheniere Energy Inc., Consumer Stocks.

InvestTalk 10-13-2023 – Why Is Generation X Falling Behind on Retirement Savings?

Sat, 14 Oct 2023 00:04:55 +0000

According to Bankrate.com, more than half of Gen X workers, or roughly 57%, think it is not likely they will save enough to retire comfortably.

"Generation X" is the demographic classification following the "baby boomers" and preceding "Millennials". Gen X is generally defined as people born from 1965 to 1984.

Today's Stocks & Topics: BRC - Brady Corp. Cl A, Copper, EGY - Vaalco Energy Inc., VEGI - iShares MSCI Agriculture Producers ETF, Banks and Earnings.

InvestTalk 10-12-23 — How Junk Fees Impact the Banking System

Fri, 13 Oct 2023 03:40:00 +0000

Federal agencies plan to ban excessive fees in the business and banking sectors.

Today's stocks and topics: Corporate debt, Green energy policies, Best sector to invest?--Justin comments; TOST-Toast Inc. (NYS), AGCO-AGCO Corp. (NYS), AOS-A.O. Smith Corp. (NYS), LOW-Lowe's Cos. (NYS), KBWP-Invesco KBW Property & Casualty Insurance ETF (ETF).

10-11-2023 – Consumers Are Taking Their Foot Off the 'Spending Pedal'

Thu, 12 Oct 2023 00:03:26 +0000

The headwinds battering consumers include inflation, higher interest rates, federal budget wrangling, polarized politics, student loan repayments, and new global tensions.

Today's Stocks & Topics: PLTR - Palantir Technologies Inc., CTRA - Coterra Energy Inc., Real Estate, TEX - Terex Corp., Selling a property, Interest Rates, ITA - iShares U.S. Aerospace & Defense ETF, Yields.

10-10-2023 – Are Target-Date Funds Good Investments?

Wed, 11 Oct 2023 00:00:02 +0000

Some analysts are making the case that target-date funds have been nothing short of the biggest positive development for investors since the index fund.

Today's Stocks & Topics: DKS - Dick's Sporting Goods Inc., X - United States Steel Corp., LCID - Lucid Group Inc., TD - Toronto-Dominion Bank, Big Banks and High-Tech Companies, Bonds Maturity, LYV - Live Nation Entertainment Inc., Earnings Season, ALK - Alaska Air Group Inc., NXST - Nexstar Media Group Inc. Cl A, Bankruptcies, NXST - Nexstar Media Group Inc. Cl A.

10-9-2023 – What Should Investors Do Amid the Rout in the Stock and Bond Market?

Tue, 10 Oct 2023 00:23:43 +0000

Stocks and government bond prices have both tumbled in recent months as the Fed's rate hikes have led to a dislocation in capital markets.

Today's Stocks & Topics: APA - APA Corp., Traditional I-R-A vs. Roth I-R-A, MCD - McDonald's Corp., The Dollar, VZ - Verizon Communications Inc., Subscription Companies.

Justin's PERSPECTIVE looks at the History of Labor Strikes in America.

10-6-2023 - Best of Caller Questions

Sat, 07 Oct 2023 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond Offerings, Retirement, Social Security Payments, Value Stocks and Growth Stocks, IPOs.

10-5-2023 – Should You Have Allocation Funds in Your Portfolio?

Fri, 06 Oct 2023 00:03:21 +0000

These all-in-one funds can simplify the investment process and improve diversification.

Today's Stocks & Topics: BSRTF - BSR Real Estate Investment Trust, TFC - Truist Financial Corp., The Apartment Market, RDFN - Redfin Corp., BBY - Best Buy Co. Inc., AXP - American Express Co., Drug Industry Prices, GPK - Graphic Packaging Holding Co., KO - Coca-Cola Co., 8% Mortgage.

10-4-2023 – With Savings Account Rates Higher Than Most Mortgage Rates, How Can You Optimize Your Situation?

Thu, 05 Oct 2023 00:01:07 +0000

The majority of American homeowners with a mortgage are paying less than 5% interest, and high-yield savings accounts offer a return above that figure.

Today's Stocks & Topics: AEP - American Electric Power Co. Inc., RUN - SunRun Inc., Preferred Shares, XOM - Exxon Mobil Corp., Dynamic Pricing, SCI - Service Corp. International, GOOG - Alphabet Inc. Cl C, Investing in Real Estate, K - Kellanova, KLG - WK Kellogg Co., Jobs.

10-3-2023 – FTX Customers Who Lost a Fortune on the Bankrupt Exchange Are Doubling Down on Crypto

Wed, 04 Oct 2023 00:00:34 +0000

One investor tells his story of risk-taking resilience, he sold his FTX holdings for pennies on the dollar so he could 'reinvest in crypto'.

Today's Stocks & Topics: MCD - McDonald's Corp., PYPL - PayPal Holdings Inc., Saudi Arabia and Russia Are Winning, How to Achieve Appropriate Laddering, URNM - Sprott Uranium Miners ETF, XLU - Utilities Select Sector SPDR ETF, XLP - Consumer Staples Select Sector SPDR ETF, MODG - Topgolf Callaway Brands Corp, The Dollar Rally.

10-2-2023 – A Recession Might Be Coming, Do You Have a Defensive Strategy?

Tue, 03 Oct 2023 00:00:55 +0000

Some analysts say that a recession is all but inevitable for the U.S. and, in that kind of environment, investors should be playing defense.

Today's Stocks & Topics: PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, NEE - NextEra Energy Inc., T-Bills, Bonds, CPG - Crescent Point Energy Corp., Amazon, Fiscal Dominance, Home Builders, WTI - W&T Offshore Inc.

Justin's PERSPECTIVE examines "The Most Successful Stocks in History"... and WHY they have been big winners.

9-29-2023 - Best of Caller Questions

Sat, 30 Sep 2023 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

9-28-2023 – Buying a House or Renting: Which Is Your Best Option in 2023?

Fri, 29 Sep 2023 00:01:15 +0000

Steep home prices, high mortgage rates and marginally declining rental costs are making renting less expensive in 47 out of the top 50 U.S. metros.

Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, CBOE - Cboe Global Markets Inc., BAC - Bank of America Corp., CFFN - Capitol Federal Financial Inc., KYCCF - Keyence Corp., BWMX - Betterware de Mexico S.A.P.I. de C.V., The Consumer Balance Sheet, TLT - iShares 20+ Year Treasury Bond ETF, ASIX - AdvanSix Inc., Crude Oil Price.

9-27-2023 – 3 Ways a Health Savings Account Can Improve Your Finances

Thu, 28 Sep 2023 00:04:08 +0000

Open an HSA in minutes to help save on taxes, cover medical expenses, and grow your retirement nest egg.

Today's Stocks & Topics: SPGI - S&P Global Inc., ARE - Alexandria Real Estate Equities Inc., MTZ - MasTec Inc., Rising Cost of Debt, PNC - PNC Financial Services Group Inc., COF - Capital One Financial Corp., Bonds, China’s Real Estate Problem.

9-26-2023 – Why Do Bond Yields Keep Rising?

Wed, 27 Sep 2023 00:02:59 +0000

Long-term U.S. Treasury bonds serve as a benchmark for many home mortgages and other key consumer and business borrowing rates.

Today's Stocks & Topics: RICK - RCI Hospitality Holdings Inc., T - AT&T Inc., Unemployment, PLL - Piedmont Lithium Inc., The Hollywood Strike, FNDF - Schwab Fundamental International Large Company Index ETF, FTC vs. Amazon, Higher Rates.

9-25-2023 – 10-Year Treasury Yield Reaches Highest Level Since 2007

Tue, 26 Sep 2023 00:07:09 +0000

Investors are awaiting fresh economic data and considering what could be next for interest rates.

Today's Stocks & Topics: JETS - U.S. Global Jets ETF, Precious Metals, Oil Prices, NKE - Nike Inc. Cl B, Master Limited Partnership (MLP), EPD - Enterprise Products Partners L.P., Roth I-R-A, URA - Global X Uranium ETF, Western Companies and China’s Supply Chains.

Justin's PERSPECTIVE looks at the HISTORY OF CREDIT CARDS. When were they invented? What was the first MODERN credit card? AND-- what is our reliance on them today in 2023?

9-22-2023 – Can Emerging Technology Make EV Ownership Practical?

Fri, 22 Sep 2023 23:59:37 +0000

Many more EVs are on the way, the charging infrastructure buildout is still in its early stages, and the needed battery breakthrough has not materialized.

Today's Stocks & Topics: ISRG - Intuitive Surgical Inc., PFE - Pfizer Inc., KHC - Kraft Heinz Co., Renewable Energy, WDS - Woodside Energy Group Ltd. ADR, Investing for Kid’s Future, Warehouses, PINS - Pinterest Inc., Utilities, Central Banks and Inflation.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

9-21-2023 – Proof That Crypto Fraud Is Possible

Fri, 22 Sep 2023 00:02:43 +0000

U.S. regulators have been working to crack down on digital asset fraud and an investment banker has submitted a guilty plea.

Today's Stocks & Topics: CMI - Cummins Inc., ZBRA - Zebra Technologies Corp. Cl A, Value Investing, QUID - PIMCO Sterling Short Maturity UCITS ETF, MINT - PIMCO Enhanced Short Maturity Active ETF, DVN - Devon Energy Corp., Treasury Yields, Gold and Silver, AZTA - Azenta Inc., IPO Market.

9-20-2023 – Is It Time to Be Optimistic on Bank Stocks?

Wed, 20 Sep 2023 23:59:42 +0000

The outlook for the industry overall seems to be turning the corner since a mini-banking crisis erupted earlier this year.

Today's Stocks & Topics: KBH - KB Home, O - Realty Income Corp., CHK - Chesapeake Energy Corp., Labor Productivity, TTC - Toro Co., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, GIS - General Mills Inc., FCC on Name Rules.

9-19-2023 – 4 Dangerous Assumptions That Could Hurt Your Retirement Plan

Wed, 20 Sep 2023 00:00:44 +0000

By the time retirement savers realize the error of their ways, it may be too late.

Today's Stocks & Topics: GE - General Electric Co., Oil, PLBYPLBY Group Inc., Annuities, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, JEPI - JPMorgan Equity Premium Income ETF, SUN - Sunoco L.P., EQT - EQT Corp., Bonds.

9-18-2023 – August Wholesale Inflation Increased 0.7%, Should Investors Be Concerned?

Tue, 19 Sep 2023 00:03:55 +0000

The producer price index increased a seasonally adjusted 0.7% in August, higher than the estimate and the biggest monthly gain since June 2022.

Today's Stocks & Topics: VOD - Vodafone Group PLC ADR, Mergers and Acquisitions, Buybacks, Technology, WDS - Woodside Energy Group Ltd. ADR, MITK - Mitek Systems Inc., UTG - Reaves Utility Income Fund, Maturity, SMH - VanEck Semiconductor ETF, LRCX - Lam Research Corp., CDNS - Cadence Design Systems Inc.

Justin's PERSPECTIVE looks at the impact of electric power on the American standard of living over the centuries.

9-15-2023 - Best of Caller Questions

Sat, 16 Sep 2023 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

9-14-2023 – Could an Economic Downturn in China Affect Your Portfolio?

Fri, 15 Sep 2023 00:04:04 +0000

Investors would be wise to watch for global inflation and ripples across commodities.

Today's Stocks & Topics: STEM - Stem Inc., European Governments Borrowing from Citizens, Nuclear Power, Google and Government Regulations, CF - CF Industries Holdings Inc., Individual Bond Ratings, PARA - Paramount Global Cl B, 401k and Roth I-R-A, DE - Deere & Co., ASML - ASML Holding N.V., Uranium Prices.

9-13-2023 – Is It Possible That the Demand for Oil, Gas, and Coal Will Peak by 2030?

Thu, 14 Sep 2023 00:00:08 +0000

According to new projections from the International Energy Agency, the era of seemingly relentless growth in fossil fuel consumption will come to an end this decade.

Today's Stocks & Topics: GPC - Genuine Parts Co., Assumable Mortgages, Tax Cuts, Data Division, MASI - Masimo Corp., GLDD - Great Lakes Dredge & Dock Corp., Student Loans, CAVA - CAVA Group Inc., Roth I-R-A Contributions, SOFI - SoFi Technologies Inc.

9-12-2023 – How Safe Is Gold?

Wed, 13 Sep 2023 00:00:54 +0000

The decision to invest in gold comes down to two factors.

Today's Stocks & Topics: AVGO - Broadcom Inc., DG - Dollar General Corp., Banks and the Crisis, Insurance Rates, Treasury Interests, TGT - Target Corp., CEIX - CONSOL Energy Inc., NKE - Nike Inc. Cl B, PDI - PIMCO Dynamic Income Fund, MJ - ETFMG Alternative Harvest ETF, Bond Deals.

Justin's PERSPECTIVE examines what has become known as the "Market-Timing Scandal of 2003".

9-11-2023 – Does the U.S. Stock Market Look More Attractive Following Its Pullback?

Tue, 12 Sep 2023 00:01:44 +0000

The selloff and rising underlying valuations result in a greater U.S. market discount.

Today's Stocks & Topics: Consumers in the US Are About to Hit a Wall, Housing, D - Dominion Energy Inc., SEVN - Seven Hills Realty Trust, GDDY - GoDaddy Inc. Cl A, WTI - W&T Offshore Inc., Google, TTC - Toro Co., VOO - Vanguard S&P 500 ETF, Where to Invests After 70, AMPH - Amphastar Pharmaceuticals Inc., SCCO - Southern Copper Corp., ZYNE - Zynerba Pharmaceuticals Inc., BX - Blackstone Inc.

9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?

Sat, 09 Sep 2023 00:14:23 +0000

Semiconductor stocks are no stranger to booms and busts and chip stocks have been red-hot this year, but analysts are wondering if there is more room 'to the upside'.

(Though it’s clear that many analysts and investors underestimated AI’s potential to propel sales this year, the real danger is what could happen if estimates climb too high.)

Today's Stocks & Topics: ET - Energy Transfer LP, The Federal Reserve, Labor Market, DIS - Walt Disney Co., CRI - Carter's Inc., Real Estate Co-Op, OMF – One Main Holdings Inc., Asset Allocation and Market Valuation, DOCU - DocuSign Inc., DG - Dollar General Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

9-7-2023 – The Majority of Homeowners Feel 'Locked In' by Their Current Mortgage Rate

Fri, 08 Sep 2023 00:00:57 +0000

After bottoming out below 3% in January 2021, the average rate for a 30-year, fixed-rate mortgage now sits above 7% — which is just too high for many homeowners to consider selling.

(But could a rate of 5% be the 'magic number' to trigger a move?)

Today's Stocks & Topics: DVN - Devon Energy Corp., EOG - EOG Resources Inc., ISM Sector, Mortgage Rates, Mining Industry in Saudi Arabia, Price Support, APLD - Applied Digital Corp., TGTX - TG Therapeutics Inc., TLRY - Tilray Brands Inc., Credit Card Debt, Apple Falls, O - Realty Income Corp., FDX - FedEx Corp., UPS - United Parcel Service Inc. Cl B.

9-6-2023 – Avoiding Investment Mistakes Is Crucial

Wed, 06 Sep 2023 23:59:47 +0000

Everybody knows that if something looks too good to be true, it probably is-- yet millions of investors override their better judgment and buy investments that can’t possibly be delivered on their promise.

Today's Stocks & Topics: GPK - Graphic Packaging Holding Co., Rents, D - Dominion Energy Inc., TRTN - Triton International Ltd., Tesla Under Investigation, VWAGY - Volkswagen AG 1/10th ADR, Treasury Bonds and Bills, Oil Markets.

9-5-2023 – Can You Protect Your Retirement Assets from Inflation?

Wed, 06 Sep 2023 00:01:08 +0000

Why inflation can be a big deal in retirement—especially for new retirees.

Today's Stocks & Topics: UPS - United Parcel Service Inc. Cl B, LBRT - Liberty Energy Inc., The A-I Buzz Is Facing a Reality Check, Oil Demand, Financing Large Purchases, MJ - ETFMG Alternative Harvest ETF, FTAIP - FTAI Aviation Ltd. 8.25% Fixed/Floating Cum Redeem Pfd. Series A, FTAIN - FTAI Aviation Ltd. Pfd. Series C, CTSH - Cognizant Technology Solutions Corp.

9-4-2023 - Best of Caller Questions - Labor Day Edition

Mon, 04 Sep 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

9-1-2023 – How to Calibrate Your Target Savings Rate

Fri, 01 Sep 2023 23:59:57 +0000

Rules of thumb are better than nothing, but smart investors customize their own savings targets.

(You can hope investments will do all the heavy lifting on the road to retirement, but what you really need to do is take a close look at your budget in an effort to bump up your savings rate and reduce spending.)

Today's Stocks & Topics: DG - Dollar General Corp., Saudi Arabia's Oil Exports, Bond Exposure, NEE - NextEra Energy Inc., Mortgage Rates, SOFI - SoFi Technologies Inc., VET - Vermilion Energy Inc., RIO - Rio Tinto PLC ADR.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-31-2023 – Does Adding Dividend Stocks Improve Portfolio Performance?

Thu, 31 Aug 2023 23:59:31 +0000

While all indexes take essentially the same approach when cloning the conventional stock and bond markets, they diverge with dividend stocks.

(Stock market indexes already include many dividend-paying securities, so the question becomes: Should investors own even more?)

Today's Stocks & Topics: Demand for Oil, Evergreen, PYPL - PayPal Holdings Inc., SRS - ProShares Real Estate, BA - Boeing Co., Earning Season, UBER - Uber Technologies Inc.

8-30-2023 – How to Use Cash in a Portfolio

Thu, 31 Aug 2023 00:00:23 +0000

A look at the pros and cons of the safest asset class.

Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, University Education, Hedge Funds, Germany and Energy, NOK - Nokia Corp. ADR, Individual Bonds, CTRA - Coterra Energy Inc., PODD - Insulet Corp., STAA - Staar Surgical Co., NET - Cloudflare Inc. Cl A, CDs.

8-29-2023 – When Stock Becomes Worthless, Can Investor's Gain a Valuable Lesson?

Wed, 30 Aug 2023 00:01:11 +0000

According to Nasdaq data, more than 15 million transactions took place on August 16th in shares of a failing home retailer which filed for Chapter 11 bankruptcy protection in late April.

Today's Stocks & Topics: WM - Waste Management Inc., Rate Mortgages, Copper, Bed, Bath and Beyond, GILD - Gilead Sciences Inc., SN - SharkNinja Inc., Buying Vacation Properties, ATVI - Activision Blizzard Inc., KO - Coca-Cola Co., DAC - Danaos Corp., ORI - Old Republic International Corp., AMN - AMN Healthcare Services Inc.

TRIVIA: "Can you name the 9 Professions with the Most Unethical People?"

8-28-2023 – There Is a Strategy to Using Taxable Bonds in a Portfolio

Tue, 29 Aug 2023 00:00:34 +0000

If you already have equity exposure, taxable bonds could be a logical addition, thanks to their ability to generate income and reduce risk.

Today's Stocks & Topics: TPX - Tempur Sealy International Inc., Growth vs. Value, FCC and Private Equity and Hedge Funds, College Degrees, Taxable Bonds, ENPH - Enphase Energy Inc., NEE - NextEra Energy Inc., Mutual Funds, VMNFX - Vanguard Market Neutral Fund Investor, CPA - Copa Holdings S.A. Cl A, MOD - Modine Manufacturing Co.

Justin's PERSPECTIVE looks at 'The History of Coins Used in America'.

8-25-2023 – Price Data Reveals the Best U.S. Cities for First-Time Homebuyers

Fri, 25 Aug 2023 23:59:51 +0000

Statistics from the U.S. Census show that there are 15 cities where home prices are much cheaper than the U.S. median of $416,100.

(In fact, home prices in Texas are slightly cheaper than the U.S. average, which makes for some of the most affordable homes in the country.)

Today's Stocks & Topics: GWW - W.W. Grainger Inc., How Should An 18-year-Old Get Started in Investing, CAMT - Camtek Ltd., EPD - Enterprise Products Partners L.P., GIS - General Mills Inc., C - Citigroup Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-24-2023 – Is the Consumer Still in Control of the Economy?

Fri, 25 Aug 2023 00:03:23 +0000

Even with rising debt levels, higher interest rates, resumption of student loan payments, and inflation, the economic data seems to show little sign of significant consumer distress.

Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Institutional Ownership, CIVI - Civitas Resources Inc., FCNCA - First Citizens Bancshares Inc. Cl A, Equity Portfolio Allocation, Precious Metals Miners, PFE - Pfizer Inc., Treasury Yields, China.

8-23-2023 – Is Value Investing as Cheap as It’s Ever Been?

Thu, 24 Aug 2023 00:01:15 +0000

Looking at growth vs value, one analyst claims that some sectors are disconnected from business value.

Today's Stocks & Topics: FL - Foot Locker Inc., Real Rates, Commercial Office Space, Cash, ARHS - Arhaus Inc., SHOP - Shopify Inc. Cl A, TGT - Target Corp., BAC - Bank of America Corp., X - United States Steel Corp.

8-22-2023 – Should 'Manufacturing in Space' Startups Be on Your Investment Radar?

Wed, 23 Aug 2023 00:07:12 +0000

Promoters claim that pharma, semiconductors, beauty and health products, and other industries might benefit from methods that are not possible to utilize on Earth.

Today's Stocks & Topics: Labor Market is Shifting, Commercial Real Estate, Low Interest, Roth I-R-A Contributions, AMT - American Tower REIT, CCI - Crown Castle Inc., EMN - Eastman Chemical Co., MAS - Masco Corp., HSY - Hershey Co., CVS - CVS Health Corp., Signs of Growth in the Market, FLGT - Fulgent Genetics Inc.

8-21-2023 – Fitch Ratings Warns It May Be Forced to Downgrade Dozens of Banks

Mon, 21 Aug 2023 23:58:43 +0000

Apparently, the U.S. banking industry has inched closer to another source of turbulence — the risk of sweeping rating downgrades on dozens of U.S. banks that could even include the likes of JPMorgan Chase.

Today's Stocks & Topics: A-I Funds, LEG - Leggett & Platt Inc., XOM - Exxon Mobil Corp., China Growth, BTI - British American Tobacco PLC ADR, STNE - StoneCo Ltd. Cl A, SQM - Sociedad Química y Minera De Chile S.A. ADR, T - AT&T Inc., VZ - Verizon Communications Inc.

Justin's PERSPECTIVE looks at a brief history of fiat currency failures.

8-18-2023 – Redfin: Housing Market Has Hit 'Rock Bottom'

Sat, 19 Aug 2023 00:01:14 +0000

The prediction claims that even if buyers come to terms with high rates, home listings will remain scarce because homeowners will hold out on listing and selling their homes.

Today's Stocks & Topics: Retail Data, China’s Real Estate, MCHP - Microchip Technology Inc., Treasuries, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, MLI - Mueller Industries Inc., Covid Savings Accounts, VUSTX - Vanguard Long-Term Treasury Fund Investor.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-17-2023 – Will the Price Increases for Streaming Services Improve Their Bottom Line and Stock Performance?

Fri, 18 Aug 2023 00:03:59 +0000

The price hikes come as streamers captured a record 38.7% of Americans’ viewing time last month, according to new Nielsen data.

Today's Stocks & Topics: Wal-Mart Earnings, China’s Deflation, VinFast Electric Cars, GOOG - Alphabet Inc. Cl C, Moving Averages, IRT - Independence Realty Trust Inc., STWD - Starwood Property Trust Inc.

8-16-2023 – Is There a Smart Way to Use Large-Cap Stocks in a Portfolio?

Wed, 16 Aug 2023 23:57:42 +0000

The specifics will depend on several factors but there are benefits and risks to investing in large-cap stocks.

Today's Stocks & Topics: Oil Companies, CRM - Salesforce Inc., BRKR - Bruker Corp., KR - Kroger Co., Inflation Reduction Act, Chips and Science Act, Dividends and Taxes, SMLR - Semler Scientific Inc., META - Meta Platforms Inc., AMC - AMC Entertainment Holdings Inc. Cl A., A-I and Dot-Com Bubble Similarities.

8-15-2023 – Would the 4% Rule for Retirement Withdrawals Leave You Broke?

Wed, 16 Aug 2023 00:02:58 +0000

We will look at one of the most common rules of thumb for retirement withdrawals, and why you might think twice before using it.

Today's Stocks & Topics: Retail Sales, Home Building, China’s Big Sale-off, Minimum Distribution Mistakes, LMND - Lemonade Inc., AMD - Advanced Micro Devices Inc., Cach-Out Refinance, AIT - Applied Industrial Technologies Inc., MDT - Medtronic PLC, WM - Waste Management Inc., VALE - Vale S.A. ADR, NNI - Nelnet Inc. Cl A.

TRIVIA: "What are some examples of “forever assets” that will earn you passive income and/or appreciate in value-- thereby allowing you to "make money while you sleep"?

8-14-2023 – How Do Banks 'Price' Mortgages, and When Might Rates Go Down?

Tue, 15 Aug 2023 00:03:05 +0000

When banks are pricing a mortgage loan, they rely on a few factors: credit scores, the size of the loan compared with the appraised value of the property, and the interest rates in the economy.

Today's Stocks & Topics: Green Energy, Earnings Season, Oil Companies, PR - Permian Resources Corp., HE - Hawaiian Electric Industries Inc., FTNT - Fortinet Inc., Dividends and Taxes, Diversified Portfolio, SBAC - SBA Communications Corp., Debt-to-GDP, CD Laddering, MNST - Monster Beverage Corp.

Justin's PERSPECTIVE today looks at the topic of 'U.S. national debt' and puts the subject of debt-- that is lending and borrowing--against the backdrop of the practice as implemented over many centuries.

8-11-2023 – Why Insider Trading Is So Difficult to Stop

Sat, 12 Aug 2023 00:03:30 +0000

Insider trading occurs when a person or entity makes a profitable trade based on information that is not available to the public.

Today's Stocks & Topics: CHGG - Chegg Inc., EL - Estee Lauder Cos. Cl A, UNM - Unum Group, Producer Price Index (PPI), Tech Companies, Cost-of-Living Adjustment (COLA), VEA - Vanguard FTSE Developed Markets ETF, Office Building Debt.

Bonus Interview: Justin Klein with Craig Roberts on Life!Line

Fri, 11 Aug 2023 00:48:00 +0000

InvestTalk host Justin Klein talks about the markets, money, retirement planning, inflation, the economy, sector performance, treasury debt, and more.

8-10-2023 – Is Capitulation at the Market’s Highest Levels Coinciding with a Subtle Shift in the Market Narrative?

Fri, 11 Aug 2023 00:05:48 +0000

More big-name investors have shuttered their bearish bets or changed their sad tune—even as the stock market has begun to edge lower.

Today's Stocks & Topics: Housing Markets, Earnings Report, Tax Credits, Student Loans, UPST - Upstart Holdings Inc., CCJ - Cameco Corp., Brokerage Accounts, KRP - Kimbell Royalty Partners L.P.

8-9-2023 – Has E-Commerce Peaked?

Thu, 10 Aug 2023 00:00:49 +0000

The pandemic boom in online retail has given way to stagnation and stiffening competition.

Today's Stocks & Topics: 401k and Employees, Amazon to Meet with FTC Officials, Mortgage REITs, PVL - Permianville Royalty Trust, NRT - North European Oil Royalty Trust, SCHD - Schwab US Dividend Equity ETF, ZIM - ZIM Integrated Shipping Services Ltd., CDs, JEPI - JPMorgan Equity Premium Income ETF.

8-8-2023 – Is the Stock Market Now Fairly Valued?

Wed, 09 Aug 2023 00:03:49 +0000

After a fast and furious rally, there are probably still pockets of undervalued opportunities.

Today's Stocks & Topics: Banks, Higher Volatility, TGT - Target Corp., TMO - Thermo Fisher Scientific Inc., CLH - Clean Harbors Inc., PERI - Perion Network Ltd., NVST - Envista Holdings Corp., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, NEM - Newmont Corp., CHWY - Chewy Inc. Cl A.

TRIVIA: "The average homebuyer puts down about 13% on a home purchase, but how much should you have for a downpayment IF you want to avoid paying private mortgage insurance (PMI) on a conventional loan?"

8-7-2023 – Bad Timing Costs Investors One-Fifth of Their Funds’ Returns

Tue, 08 Aug 2023 00:03:28 +0000

One study has determined that investors have enjoyed greater success by favoring simpler solutions.

Today's Stocks & Topics: U.S. Fiscal Policy, Inflation Data, A-I Companies, BJ - BJ's Wholesale Club Holdings Inc., GOLD - Barrick Gold Corp., DIS - Walt Disney Co., SSNC - SS&C Technologies Holdings Inc., ALB - Albemarle Corp.

Justin's PERSPECTIVE looks at 'select historical data' from the market index we know as the Dow Jones Industrial Average.

8-4-2023 – How Layoffs and A.I. Are Impacting Tech Workers

Sat, 05 Aug 2023 00:03:00 +0000

Layoffs have hurt workers, but a booming artificial intelligence market is giving the industry a renewed sense of optimism.

Today's Stocks & Topics: Bond Rating Agencies, HON - Honeywell International Inc., CLH - Norwegian Cruise Line Holdings Ltd., JNJ - Johnson & Johnson Split, BWA - BorgWarner Inc., Best Investment Options, CRM - Salesforce Inc., Tesla.

8-3-2023 – The Nation’s Biggest Banks Are Gearing Up for More Consumer Struggles Ahead

Fri, 04 Aug 2023 00:15:00 +0000

Any downturn could be exacerbated by the pressure investors have put on companies to keep prices high and cut costs to replicate the abnormally large profit-margin gains of 2021 and 2022.

Today's Stocks & Topics:

8-2-2023 – How EVs Are Upending the 100-Year-Old Auto Supply Chain

Thu, 03 Aug 2023 00:01:15 +0000

Cars have thousands of parts that come from a branching supply chain of firms-- each dependent on the success of the others-- but automakers are bringing more of their supply chain in-house.

Today's Stocks & Topics: Credit Rating Downgrade, Oil Prices, Foreign Purchasing of U.S. Homes, LDOS - Leidos Holdings Inc., ORCL - Oracle Corp., AGCO - AGCO Corp., Stocks with Two Symbols, DIS - Walt Disney Co., EQIX - Equinix Inc., PYPL - PayPal Holdings Inc.

8-1-2023 – There Might Be Good News for Investors Looking for High-Quality, Undervalued Companies

Wed, 02 Aug 2023 00:00:34 +0000

Some names are trading at discount prices, but they may or may not be right for your portfolio.

Today's Stocks & Topics: CLB - Core Laboratories Inc., Investing for Kids Future, CUBE - CubeSmart, 529 Plan, AMSWA - American Software Inc. Cl A, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Roth I-R-A Contributions, PHM - PulteGroup Inc., MGV - Vanguard Mega Cap Value ETF.

TRIVIA: "Can you name the 5 states that CNBC’s 'Top States for Business' study predicts are the best-suited to withstand economic hardship?"

7-31-2023 – Is the Hope of a 'Soft Landing' Realistic?

Tue, 01 Aug 2023 00:00:39 +0000

Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern.

Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - ProShares Short Real Estate, MED - Medifast Inc., QS - QuantumScape Corp. Cl A, GNK - Genco Shipping & Trading Ltd., MU - Micron Technology Inc.

"Justin's PERSPECTIVE looks at SOLAR ENERGY... including its LONG history."

7-28-2023 – U.S. Bank Regulators Unveil Sweeping Changes for Capital Requirements

Sat, 29 Jul 2023 00:01:50 +0000

The changes, for banks with $100 billion or more in assets, are designed to revise rules tied to risky activities including lending, trading, valuing derivatives and operational risk.

Today's Stocks & Topics: 2^nd Quarter GDP, High-Yield Savings Account, GT - Goodyear Tire & Rubber Co., KBR - KBR Inc., Economic Reports, Bonds, VUSB - Vanguard Ultra-Short Bond ETF, Mortgage Insurance, LLY - Eli Lilly & Co.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-27-2023 – Home Prices Continue to Climb with ‘Striking’ Regional Differences

Fri, 28 Jul 2023 00:03:12 +0000

Prices are rising again because supply is still very low and current homeowners are reluctant to sell, given that most are paying mortgage rates that are less than half of today’s rates.

Today's Stocks & Topics: Cyclical Stocks vs. Non-Cyclicals Stocks, Inflation, MCO - Moody's Corp., ELF - e.l.f. Beauty Inc., Business Cycles, Gross Domestic Product (GDP), BAM - Brookfield Asset Management Ltd. Cl A, BN - Brookfield Corp., TGT - Target Corp., Consumer Stocks.

7-26-2023 – How Will Artificial Intelligence Affect Investing?

Thu, 27 Jul 2023 00:01:13 +0000

To understand the dynamics, it's important to evaluate AI's potential impact on portfolio managers, financial advisors, and investment researchers.

Today's Stocks & Topics: Housing Market, Consumer Sentiment, QQQ - Invesco QQQ Trust Series I, Bond Investing, PFG - Principal Financial Group Inc., RILY - B. Riley Financial Inc., Investing Strategy, PLTR - Palantir Technologies Inc., Binance Cryptocurrency, MPW - Medical Properties Trust Inc., NVDA - NVIDIA Corp.

7-25-2023 – Don’t Go Chasing Recent Returns

Wed, 26 Jul 2023 00:04:29 +0000

At least one market strategist is warning investors not to mistake performance for future returns.

Today's Stocks & Topics: Double Tree Capital, Commodities Prices, Secure Act 2.0, PYPL - PayPal Holdings Inc., ACCO - ACCO Brands Corp., HYGV - FlexShares High Yield Value-Scored Bond Index Fund, WST - West Pharmaceutical Services Inc., WW - WW International Inc., AZEK - AZEK Co. Inc., HES - Hess Corp., CHRD - Chord Energy Corp., MMM - 3M Co., BIG - Big Lots Inc.

TRIVIA: "Beyond establishing a successful business, WHAT is often a purpose (or an objective) of DISRUPTOR COMPANIES? AND-- can you name 2 prominent examples of very popular disruptor companies?"

7-24-2023 – Could This Be A 'Momentous Week' for Bank Rate Pivot Points?

Mon, 24 Jul 2023 23:58:19 +0000

The U.S. Federal Reserve, Bank of Japan and European Central Bank will all announce key interest rate decisions this week, with each potentially nearing a pivotal moment in their monetary policy trajectory.

Today's Stocks & Topics: ERF - Enerplus Corp., PKX - POSCO Holdings Inc. ADR, SCPL - SciPlay Corp. Cl A, Oil Industry, TTC - Toro Co., HIMX - Himax Technologies Inc. ADR, MGIC - Magic Software Enterprises Ltd., Import Duties.

7-21-2023 – Is It Time to Move Away from Bonds in Your Portfolio?

Sat, 22 Jul 2023 00:00:56 +0000

Cash rates are nearing 5% but that can be changed anytime, whereas bonds offer a yield that is typically fixed over the life of the bond.

Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Equity, NA Trusts, Consumer Sentiment, FL - Foot Locker Inc., ARHS - Arhaus Inc., CIVI - Civitas Resources Inc., CHRD - Chord Energy Corp., MYRG - MYR Group Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-20-2023 – Do the New Federal Guidelines for Approving Mergers Make Sense?

Fri, 21 Jul 2023 00:17:28 +0000

The proposed rules are designed to fit the "digital age" and apply to both vertical and horizontal mergers.

Today's Stocks & Topics: Home Sales Report, Average Retiree’s Net Worth, CEG - Constellation Energy Corp., NTR - Nutrien Ltd. CF - CF Industries Holdings Inc., Investment Style Box, KEY - KeyCorp, ET - Energy Transfer LP, AVGO - Broadcom Inc., BKE - Buckle Inc., TAP - Molson Coors Beverage Co. Cl B.

7-19-2023 – Should Large-Blend Funds Outweigh Value Plus Growth Funds in a Portfolio?

Thu, 20 Jul 2023 00:00:50 +0000

Large-blend funds are the easiest way to get broad exposure to the U.S. equity market.

Today's Stocks & Topics: The Economy and the Market, NTR - Nutrien Ltd., VZ - Verizon Communications Inc., Portfolio Management, NDAQ - Nasdaq Inc., T - AT&T Inc., HTGC - Hercules Capital Inc., VFC - VF Corp., Where the Rich Keep Their Money.

7-18-2023 – What Are the Dynamics Making the Labor Market Difficult for Employers?

Wed, 19 Jul 2023 00:03:11 +0000

Companies are deciding where to locate and expand based largely on the availability of workers in a given location and one expert is blaming a mix of factors.

Today's Stocks & Topics: Fund Companies New Rules, Carvana’s Future, China’s Cloud Computing Market, GPK - Graphic Packaging Holding Co., Shares Outstanding, BTI - British American Tobacco PLC ADR, CIVI - Civitas Resources Inc., SSTK - Shutterstock Inc., NFLX - Netflix Inc., ATKR - Atkore Inc., TOST - Toast Inc.

7-17-2023 – You Don’t Have to Know Everything to Invest Well

Tue, 18 Jul 2023 00:00:23 +0000

But you do have to know how to use the information you have.

Today's Stocks & Topics: Earnings Season, ADI - Analog Devices Inc., T - AT&T Inc., VZ - Verizon Communications Inc., The Economy, AVGO - Broadcom Inc., BWA - BorgWarner Inc., ETFs Maturity.

Justin's PERSPECTIVE looks at the history of United States Savings Bonds.

7-14-2023 – Do You Make Critical Investing Mistakes?

Fri, 14 Jul 2023 23:59:31 +0000

If a knowledgeable observer trained their sights on your choices, they may find some 'trouble spots'.

[You could have too many accounts and holdings. Your asset allocations might not relate back to your planned spending. You could own individual stocks that duplicate exposures in your mutual funds. And so on.]

Today's Stocks & Topics: Producer Price Index - PPI, Inflation Numbers, Baby Boomer Retirement Savings, China’s Economy, Annuities, How Much Cash Should Be Hold, Yield Curve, MET - MetLife Inc., DG - Dollar General Corp., Why Companies Are Asking to Get Out of Cash, PLTR - Palantir Technologies Inc., WHR - Whirlpool Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-13-2023 – Amid Supply Concerns, Demand for Lithium and Other Critical Minerals Is Skyrocketing

Fri, 14 Jul 2023 00:00:28 +0000

The market size for minerals crucial to the energy transition hit $320 billion in 2022, a doubling across the past five years. Start-ups in the critical minerals sector raised $1.6 billion last year, a record. (Do investors have a 'play' here?)

Today's Stocks & Topics: A-I Chips, China Trade Data, XRP Token, DOCN – Digital Ocean Holdings Inc., SR - Spire Inc., NTAP - NetApp Inc., OMF - OneMain Holdings Inc., SLB - Schlumberger Ltd., XLF - Financial Select Sector SPDR ETF, Housing.

7-12-2023 – Is It Good News for Investors If Rates Stay Higher for Longer?

Thu, 13 Jul 2023 00:00:22 +0000

With the Fed believed to be readying another rate hike, bonds offer attractive yields even after inflation.

Today's Stocks & Topics: Taxing Companies Across Borders, ETFs, A-I Revolution, BOH - Bank of Hawaii Corp., FDX - FedEx Corp., CVS - CVS Health Corp., SPY - SPDR S&P 500 ETF Trust, SBSW - Sibanye-Stillwater Ltd. ADR, WPC - W. P. Carey Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF.

7-11-2023 - Best of Caller Questions

Wed, 12 Jul 2023 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

7-10-2023 – Could the American Banking Landscape Be on the Verge of a Seismic Shift?

Mon, 10 Jul 2023 23:59:52 +0000

Some experts believe that rising interest rates, losses on commercial real estate, and heightened regulatory scrutiny will pressure regional and mid-sized banks--- leading to a wave of mergers.

Today's Stocks & Topics: Five Main Worries of Investors in Bull Market, Buying ETFs, ADM - Archer Daniels Midland Co., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF, WELL - Welltower Inc., OGN - Organon & Co., BMY - Bristol Myers Squibb Co., NVO - Novo Nordisk A/S ADR, MKL - Markel Group Inc.

Justin's PERSPECTIVE looks at the HISTORY of Investment Banking in the United States.

7-7-2023 – When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

Sat, 08 Jul 2023 00:03:11 +0000

You could save on fees, but the do-it-yourself approach could be more trouble than it’s worth.

(At what point does it make sense to own the underlying ETFs rather than a fund-of-funds?)

Today's Stocks & Topics: Jobs Report, Retirement Savings, NKE - Nike Inc. Cl B, TFC - Truist Financial Corp., PAYC - Paycom Software Inc., Pension Rollover, ALB - Albemarle Corp., BWA - BorgWarner Inc., OVV - Ovintiv Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-6-2023 – Does the Labor Force Need More 'Out of Office' Time?

Fri, 07 Jul 2023 00:00:22 +0000

For many workers, it is a challenge to disengage from the office and more than 55% of U.S. workers say they don’t fully unplug from their job.

Today's Stocks & Topics: Americans Are Quitting Their Jobs, SM - SM Energy Co., NFLX - Netflix Inc., MMM - 3M Co., LMT - Lockheed Martin Corp., Housing Stocks, Stocks and Taxes, OXY - Occidental Petroleum Corp., DVN - Devon Energy Corp., AWEVF - Alphawave IP Group PLC, JPM - JPMorgan Chase & Co., Foreign Investment Flow.

7-5-2023 – Have You Developed Your Retirement Investing Road Map?

Thu, 06 Jul 2023 00:06:32 +0000

As you design your 'in-retirement' financial plan, there are key tasks you need to tackle.

(You'll need to think about asset allocation, Social Security benefits, annuities, withdrawal rates, and more.)

Today's Stocks & Topics: America's Factory Boom, UNG - United States Natural Gas Fund L.P., WOOF - Petco Health & Wellness Co. Inc., AMRC - Ameresco Inc. Cl A, How Older Americans Are Investing, MMM - 3M Co., Annuities, Working at Home vs. Working at the Office.

7-4-2023 - Best of Caller Questions

Tue, 04 Jul 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

7-3-2023 – What Do Supply Cuts Mean for Oil Investors?

Mon, 03 Jul 2023 23:57:06 +0000

Saudi Arabia and Russia, the world's biggest oil exporters, deepened oil cuts on Monday, sending prices higher despite concerns over a global economic slowdown.

Today's Stocks & Topics: China and The Semiconductor Industry, Labor Market, ZM - Zoom Video Communications Inc., PANW - Palo Alto Networks Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, PHM - PulteGroup Inc., TPH - Tri Pointe Homes Inc., BRKB - Berkshire Hathaway Inc. Cl B, Federal Trade Commission (FTC) Chair Lina Khan.

Justin's PERSPECTIVE establishes a 'high level overview' of the historical aspects of the U.S. economy.

6-30-2023 – U.S. Yield Curve Inversions Deepen on Hawkish Fed and Strong U.S. Data

Sat, 01 Jul 2023 00:07:24 +0000

Stronger-than-expected economic data on Thursday backed expectations that the Fed will keep interest rates higher for longer.

Today's Stocks & Topics: WBD - Warner Bros. Discovery Inc. Series A, VZ - Verizon Communications Inc., Inflation, Rental Properties Insurance, AAON - AAON Inc., MTH - Meritage Homes Corp., CPS - Cooper-Standard Holdings Inc., Student Loans, Rental Properties.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-29-2023 – The "High-5" Banking Method Strategy

Fri, 30 Jun 2023 00:04:47 +0000

Most people have at least two bank accounts to their name– a checking account and a savings account-- but there may be a smarter way to handle bank accounts.

(How many bank accounts should you have?)

Today's Stocks & Topics: Bidenomics, Inflation Around the World, PAX - Patria Investments Ltd., MOS - Mosaic Co., CF - CF Industries Holdings Inc., APOG - Apogee Enterprises Inc., GNRC - Generac Holdings Inc., NRG - NRG Energy Inc., CTLT - Catalent Inc., ARIS - Aris Water Solutions Inc., PIO - Invesco Global Water ETF.

6-28-2023 – Will China Be the Next Japan?

Wed, 28 Jun 2023 23:58:43 +0000

A noted economist and geopolitical strategist say China will face a repeat of Japan’s bad economic experience from the early 1990s.

Today's Stocks & Topics: Commercial Real Estate Market, NRG - NRG Energy Inc., LRCX - Lam Research Corp., SHAK - Shake Shack Inc. Cl A, MTY - MTY Food Group Inc., Investing in ETFs vs. Stocks, Japan Economy, TROW - T. Rowe Price Group Inc., Long Term Shares, Store Brands.

6-27-2023 – 3 Current-- But Imperfect-- Sources of Retirement Income

Wed, 28 Jun 2023 00:03:05 +0000

Treasury bonds and TIPS ladders are backed by the United States government, while annuities ease the danger of outliving one’s money-- however, each also has drawbacks.

Today's Stocks & Topics: Economic Numbers, Inflation, Raw Materials Demand, STAG - STAG Industrial Inc., Using RSUs, ARCC - Ares Capital Corp., MRO - Marathon Oil Corp., SPHQ - Invesco S&P 500 Quality ETF, 529 Plan, ET - Energy Transfer LP, SAM - Boston Beer Co. Cl A.

TRIVIA: "What is COSTCO's new policy announcement? And, by the numbers... how many cardholders does the company have-- and how many households are members?"

6-26-2023 – England Is Heading Towards a Mortgage 'Catastrophe'-- Could This Happen in the U.S.?

Mon, 26 Jun 2023 23:59:59 +0000

The Bank of England’s surprise 50 basis point hike will push millions of homeowners toward insolvency.

Today's Stocks & Topics: Junk Bonds, Commercial Real Estate, CAT - Caterpillar Inc., DE - Deere & Co., COIN - Coinbase Global Inc., ZTS - Zoetis Inc., SNOW - Snowflake Inc., AAPL - Apple Inc.

Justin's PERSPECTIVE looks at the history of the 'YIELD CURVE' Over the last several decades.

6-23-2023 – Billionaire investor: U.S. Entering 'Debt Crisis' with Shortage of Treasury Buyers

Sat, 24 Jun 2023 00:01:40 +0000

The estimation is based on the fact that institutional investors who bought treasuries a few years ago were ultimately hurt by the Fed’s rapid interest rate hikes.

Today's Stocks & Topics: T - AT&T Inc., NVDA - NVIDIA Corp., OCCI - OFS Credit Co. Inc., PKOH - Park-Ohio Holdings Corp., MDU - MDU Resources Group Inc., Google, EXP - Eagle Materials Inc., O - Realty Income Corp., Electric Vehicles.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-22-2023 – How Do Alternative Investments Fit into a Diversified Portfolio?

Fri, 23 Jun 2023 00:00:56 +0000

Alternative strategies offer something fundamentally different from mainstream asset classes.

(Morningstar defines these strategies based on their ability to modify, diversify, or eliminate traditional market risks.)

Today's Stocks & Topics: Global Inflation, South Korea Imports, PDI - PIMCO Dynamic Income Fund, Portfolio Management, PAYC - Paycom Software Inc., LBRT - Liberty Energy Inc., SCHW - Charles Schwab Corp., VZ - Verizon Communications Inc., WBA - Walgreens Boots Alliance Inc.

6-21-2023 – Has the FED Destroyed the U.S. Banking System by Making It Essentially Insolvent?

Thu, 22 Jun 2023 00:00:31 +0000

At least one high profile economist says that bailing out depositors of failed banks was a mistake that will cause greater instability in the banking system and larger future losses.

(Could he be right?)

Today's Stocks & Topics: SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., CWCO - Consolidated Water Co. Inc., CCL - Carnival Corp., Factory Building, Investment Loss, Liquidity and Debt Ceiling, NFLX - Netflix Inc., GOOG - Alphabet Inc. Cl C.

6-20-2023 - Best of Caller Questions

Tue, 20 Jun 2023 23:49:38 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retirement.

6-19-2023 – U.S. Banks Face Over $1 Trillion in Commercial Real Estate Exposure

Tue, 20 Jun 2023 00:02:57 +0000

Before 2025 comes to a close, more than $1.45 trillion in commercial real estate mortgages will have to be renegotiated.

(A huge jump in the number of people working from home and ditching the office is at the heart of the commercial property problem. And real estate billionaire Jeff Greene says the Fed’s interest rate hikes, and the ensuing shift towards more expensive capital, could rock unprepared and inexperienced investors.)

Today's Stocks & Topics: Money Markets, GE - General Electric Co., TSLA - Tesla Inc., Interest Rates, 401k Withdrawal, Short Selling vs. Puts, Profits, Options, HPQ - HP Inc., Employee Stock Purchase Plan (ESPP).

Justin's PERSPECTIVE looks back at ELECTRICITY PRICES for the past 100 years. Has the cost been stable?

6-16-2023 – Is Retiring Early a Realistic Goal?

Sat, 17 Jun 2023 00:03:06 +0000

Knowing how to handle your money super-efficiently will help you reach financial freedom earlier.

Today's Stocks & Topics: U.S. Factory Boom, Money Managers Are Set to Unload Up To $100 Billion Of Stocks, DRIP Stocks, Dividends, WSM - Williams-Sonoma Inc., BNS - Bank of Nova Scotia, ETFs Analysis, NET - Cloudflare Inc. Cl A, BIG - Big Lots Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-15-2023 - Best of Caller Questions

Thu, 15 Jun 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

6-14-2023 - Best of Caller Questions

Wed, 14 Jun 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, Day Trading, Options.

6-13-2023 - Best of Caller Questions

Tue, 13 Jun 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

6-12-2023 - Best of Caller Questions

Mon, 12 Jun 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

6-9-2023 – Recession May Be Coming but Some Consumers Are Already Feeling Pain

Sat, 10 Jun 2023 00:03:17 +0000

An economist and portfolio strategist at New York Life says aggregate data for the broader economy shows a bifurcation between lower- and middle-income segments of consumer spending.

Today's Stocks & Topics: China’s Growth, Back to the Office, Stocks Might Lose 20% of Value, PLTR - Palantir Technologies Inc., JNJ - Johnson & Johnson, AMZN - Amazon.com Inc., Stock Valuation, SSTK - Shutterstock Inc., KDP - Keurig Dr Pepper Inc., UHT - Universal Health Realty Income Trust, CSL - Carlisle Cos.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-8-2023 – Is More Bank Consolidation Likely and Would That Be Bad?

Thu, 08 Jun 2023 23:59:59 +0000

Treasury Secretary Yellen says she expects bank consolidation and additional "issues” in the commercial real estate sector.

Today's Stocks & Topics: NCLH - Norwegian Cruise Line Holdings Ltd., Fannie Mae Home Price Index, EV Batteries, Interest Rates, TWLO - Twilio Inc. Cl A, AVT - Avnet Inc., ONTO - Onto Innovation Inc., REGN - Regeneron Pharmaceuticals Inc., VBR - Vanguard Small-Cap Value ETF, Equity and Retirement.

6-7-2023 – SEC Chair Gensler: "We Don’t Need More Digital Currency"

Thu, 08 Jun 2023 00:03:29 +0000

The Securities and Exchange Commission has filed a lawsuit against Coinbase alleging the company is acting as both an unregistered broker and an exchange.

(What's going on here?)

Today's Stocks & Topics: Global Economic Environment, U.S. is in a Carboard Box Recession, TBIL - US Treasury 3 Month Bill ETF, DE - Deere & Co., TGT - Target Corp., TXN - Texas Instruments Inc., BAC - Bank of America Corp., LAND - Gladstone Land Corp., AFG - American Financial Group Inc.

6-6-2023 – How the Dot-Com and Tech Bubbles Compare

Wed, 07 Jun 2023 00:05:01 +0000

A look at how investors can spot signs that funds are growing riskier.

Today's Stocks & Topics: Cryptocurrency Industry, Recession, World Economic Growth, 457b Plan, LMT - Lockheed Martin Corp., BA - Boeing Co., CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, 401k Allocation, PANW - Palo Alto Networks Inc., KGC - Kinross Gold Corp., IIPR - Innovative Industrial Properties Inc.

TRIVIA: "For the naval operations in the D-Day invasion, HOW MANY NAVIES provided vessels... I mean warships landing craft, etc? And--Only ONE WOMAN landed with the troops during the Normandy invasion...she was married to a world-famous figure...what was her name?"

6-5-2023 – Could Small-Cap Stocks Be Setting Up to Take the Lead in the Market?

Mon, 05 Jun 2023 23:59:54 +0000

Some analysts think that fading recession fears and cheap valuations make small-caps attractive.

Today's Stocks & Topics: Deep Earnings Recession, Saudi Oil, HRB - H&R Block Inc., NAC - Nuveen California Quality Municipal Income Fund, TMST – Timken Steel Corp., EXR - Extra Space Storage Inc., META - Meta Platforms Inc., AAP - Advance Auto Parts Inc., DG - Dollar General Corp., Long and Short-Term Debt.

6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?

Sat, 03 Jun 2023 00:05:28 +0000

One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy.

(If a formal recession is declared, will it be short-lived?)

Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, PRU - Prudential Financial Inc., SWVXX - Schwab Value Advantage Money Fund Investor, PKG - Packaging Corp. of America.

6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas

Fri, 02 Jun 2023 00:02:56 +0000

A combination of high inflation and a low level of savings are prompting many people to question their ability to retire well.

(If investors act in four key areas, experts say it could help improve their lifestyles.)

Today's Stocks & Topics: EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management, Bond Funds, Market Rally, ABBV - AbbVie Inc., JNJ - Johnson & Johnson.

5-31-2023 – Markets Are Sounding Alarms on the World's Second Largest Economy

Wed, 31 May 2023 23:59:57 +0000

Financial markets have been raising red flags recently about China's economy, but analysts say Wall Street is missing the big picture.

Today's Stocks & Topics: NVIDIA Corp., Crypto Scams, Trash is Becoming Valuable, BTI - British American Tobacco PLC ADR, VTV - Vanguard Value ETF, BDRY - Breakwave Dry Bulk Shipping ETF, Emergency Funds, VICI - VICI Properties Inc., TER - Teradyne Inc.

5-30-2023 – How to Sequence Withdrawals in Retirement

Wed, 31 May 2023 00:02:59 +0000

There are strategies to help retirees smooth out their tax bills in the drawdown phase.

(One tip: Identify the tax bracket that you want to fill knowing it varies by investors.)

Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices.

TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?"

5-29-2023 - Best of Caller Questions - Memorial Day

Mon, 29 May 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

5-26-2023 – Can You Recession-Proof Your Portfolio?

Sat, 27 May 2023 00:00:25 +0000

It could be worth examining how various asset classes have performed during economic downturns.

Today's Stocks & Topics: Debt Ceiling, QCOM - Qualcomm Inc., TLT - iShares 20+ Year Treasury Bond ETF, Roth I-R-A, FOXA - Fox Corp. Cl A, PYPL - PayPal Holdings Inc., NEM - Newmont Corp.

5-25-2023 – Why Is Crypto Acting Like a Risk Asset Again?

Fri, 26 May 2023 00:01:44 +0000

Bitcoin and ether are on pace for their worst month of 2023, down 10% and 6%, respectively.

Today's Stocks & Topics: Credit, Bank Deposits, Refilling the SPR, KTB - Kontoor Brands Inc., MMM - 3M Co., Money Market Funds, TROW - T. Rowe Price Group Inc., IP - International Paper Co., T - AT&T Inc., Bonds, TCS - Container Store Group Inc.

5-24-2023 – Could Require Minimum Distributions Cause You to Overspend?

Thu, 25 May 2023 00:00:25 +0000

The calculations for RMDs are more conservative than many people realize—especially now.

Today's Stocks & Topics: Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industries Holdings Inc.

5-23-2023 – Are Index Funds and ETFs Good for Retirees?

Wed, 24 May 2023 00:04:57 +0000

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Today's Stocks & Topics: Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales, IEP - Icahn Enterprises L.P., CHPT - ChargePoint Holdings Inc.

TRIVIA QUESTION: "The recent 8.7% cost-of-living adjustment, or COLA, put about $140 per month more in Social Security beneficiaries’ checks...but looking at statistics...

... What do you suppose has been the AVERAGE Social Security COLA (Cost of Living Adjustment) since the year 2000? AND-- HOW does that compare with the cost of goods and services AVERAGE over that SAME TIME PERIOD?

5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder?

Tue, 23 May 2023 00:03:47 +0000

A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty.

Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF.

Justin's PERSPECTIVE today will look at the history of central banks.

5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity?

Sat, 20 May 2023 00:00:11 +0000

Aligning these concepts can help you make better portfolio decisions.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., ET - Energy Transfer LP, National Debt, AMZN - Amazon.com Inc., GT - Goodyear Tire & Rubber Co., DVN - Devon Energy Corp., TGLS - Tecnoglass Inc., Inflation, Travel.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

5-18-2023 – Oil Price Dip Ignores Burgeoning Chinese Demand and Imminent Supply Crunch

Fri, 19 May 2023 00:05:09 +0000

The Paris-based International Energy Agency has warned that the ongoing pressure in oil prices neglects an accelerating demand outlook and looming supply tightness.

Today's Stocks & Topics: AAPL - Apple Inc., Options, Buybacks, Student Loans, Home Prices, Investment Types, Growth vs. Value, HBI - Hanesbrands Inc., PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, MPW - Medical Properties Trust Inc.

5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory?

Thu, 18 May 2023 00:00:45 +0000

According to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May.

Today's Stocks & Topics: Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC - M.D.C. Holdings Inc., CRDA - Crawford & Co. Cl A, CRDB - Crawford & Co. Cl B, GEHC - GE HealthCare Technologies Inc.

5-16-2023 – How Do New I-Bond Rates Compare with CDs and Savings Accounts?

Wed, 17 May 2023 00:00:23 +0000

With savings rates expected to cool later this year, some experts say I-Bonds may be the best way to grow your money.

Today's Stocks & Topics: Retail Sales, Warren Buffett and Banks, Inflation, Oil, CF - CF Industries Holdings Inc., APLE - Apple Hospitality REIT Inc., ASIX - AdvanSix Inc., PLTR - Palantir Technologies Inc., Dividend Reinvestment, NEM - Newmont Corp., LDOS - Leidos Holdings Inc.

TRIVIA QUESTION: "Can you name an example of a well-known disrupter company? AND-- do you recognize one or two names of "up and coming" POTENTIAL disruptor companies?"

5-15-2023 – Is Investing in Emerging Markets Worth the Trouble?

Tue, 16 May 2023 00:00:45 +0000

A look at the pros and cons and the available options for emerging-markets ETFs.

Today's Stocks & Topics: Investors and The Market, MET - MetLife Inc., TOU - Tourmaline Oil Corp., IMO - Imperial Oil Ltd., National Debt, Mortgages, Index Funds, PYPL - PayPal Holdings Inc., EYEN - Eyenovia Inc., WHR - Whirlpool Corp., The Debt Ceiling.

The PERSPECTIVE looks at the history of stock markets... the concept in general-- and when they appeared and how they evolved in the United States.

5-12-2023 - Best of Caller Questions

Fri, 12 May 2023 23:35:52 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

5-11-2023 – Does It Pay to Diversify by Style?

Fri, 12 May 2023 00:04:06 +0000

U.S. equity exposure can be broadly segmented by market capitalization (small, mid, and large) and style (value versus growth).

Today's Stocks & Topics:

FENY - Fidelity MSCI Energy Index ETF, MTYFF - MTY Food Group Inc., SPAXX - Fidelity Government Money Market Fund, EONGY - E. ON SE ADR, AGCO - AGCO Corp., Housing Market, UNG - United States Natural Gas Fund L.P., MOS - Mosaic Co., CF - CF Industries Holdings Inc., Nuclear Power.

5-10-2023 – Will Commercial Real Estate Be the Next 'Shoe to Drop'?

Thu, 11 May 2023 00:00:25 +0000

There are more empty office spaces now than during the 2008 financial crisis. These vacancies could spell trouble for downtown city centers and the broader commercial real estate market.

(Post pandemic: Return to the office lags — affecting commercial real estate)

Today's Stocks & Topics: Corporate Profit Margins, Market Timing, Oil, PLTR - Palantir Technologies Inc., ZION - Zions Bancorp N.A., Treasuries, LTH - Life Time Group Holdings Inc., CHDN - Churchill Downs Inc., BX - Blackstone Inc.

5-9-2023 – Is It a Good Idea to Align Retirement Withdrawals with Your 'Portfolio Performance'?

Wed, 10 May 2023 00:00:19 +0000

Dynamic retirement-spending strategies can help retirees spend more from their portfolios than spending strategies that aim to supply the same real withdrawals year after year.

Today's Stocks & Topics: FCC vs. Cryptocurrency Exchanges, Apple Bonds, FRCB - First Republic Bank, UPST - Upstart Holdings Inc., Credit Cards Interest Rates, The Dollar, BOH - Bank of Hawaii Corp., XLE - Energy Select Sector SPDR ETF, HBI - Hanesbrands Inc., FFWM - First Foundation Inc.

TRIVIA QUESTION: "Can you name 4 or 5 of the types of jobs expected to be in high demand in the next 5 years?"

5-8-2023 – What Do Rising Interest Rates Mean for Diversification?

Tue, 09 May 2023 00:01:24 +0000

History offers investors key lessons.

(When the market expects borrowing costs to climb, correlations between stocks and bonds typically increase.)

Today's Stocks & Topics: CMA - Comerica Inc., IWM - iShares Russell 2000 ETF, OMF – One Main Holdings Inc., TSN - Tyson Foods Inc. Cl A, Investing Factors, June 1 Deadline, PCRSX - Principal Large Cap Growth Fund I R-1, VO - Vanguard Mid-Cap ETF, China Debt to GDP, RYI - Ryerson Holding Corp., U.S. Government Debt, BX - Blackstone Inc.

5-5-2023 - Best of Caller Questions

Fri, 05 May 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

5-4-2023 – Could A.I. Change the Way You Manage Your Money?

Fri, 05 May 2023 00:03:03 +0000

Understanding your money is essential, even with AI, because an individual’s financial situation is often comprised of hundreds of 'micro decisions' made every day.

Today's Stocks & Topics: Natural Gas, PLAY - Dave & Buster's Entertainment Inc., DIS - Walt Disney Co., FRCB - First Republic Bank, HBAN - Huntington Bancshares Inc., Low Contributions Limits, SOFI - SoFi Technologies Inc., PYPL - PayPal Holdings Inc., Lithium.

5-3-2023 – Is the IRS Really Hiring 'An Army' of Auditors?

Thu, 04 May 2023 00:13:45 +0000

The IRS hired 5,000 phone assistants in advance of this year’s filing season and has further plans to update its technology.

Today's Stocks & Topics: Small Banks, Salaries, RIO - Rio Tinto PLC ADR, Gold & Silver, Credit Ratings, Investing Signs, MTB - M&T Bank Corp., XHB - SPDR S&P Homebuilders ETF, ASH - Ashland Inc., GLPI - Gaming & Leisure Properties Inc.

5-2-2023 – One Billionaire Investor Is Sounding the Alarm

Wed, 03 May 2023 00:02:57 +0000

The Vice-Chairman of Berkshire Hathaway sees trouble ahead for the U.S. financial system because American banks are "full of bad loans" due to falling property prices.

Today's Stocks & Topics: Job Openings Report, Banks Still a Problem, Working Skills, TWLO - Twilio Inc. Cl A, AA - Alcoa Corp., SCCO - Southern Copper Corp., How Much Cash, Fair Value, VFC - VF Corp., C - Citigroup Inc., JP Morgan and First Republic Bank.

TRIVIA QUESTION: "HOW much was a Costco membership at their first store in 1983-- and WHEN did Costco go public-- and finally, HOW many Costco members are there WORLDWIDE?"

5-1-2023 – What Another Fed Rate Hike Could Mean for You

Tue, 02 May 2023 00:03:08 +0000

Consumers are now paying more to borrow while still grappling with a high cost of living — causing them to feel increasingly worse off financially-- but what about investors?

Today's Stocks & Topics: The Dollar, The Fiscal Deficit, WU - Western Union Co., Rental Properties, GM - General Motors Co., WWE - World Wrestling Entertainment Inc. Cl A, BCC - Boise Cascade Co., AAPL - Apple Inc., TSN - Tyson Foods Inc. Cl A.

Justin's PERSPECTIVE centers on two trending financial topics: U.S. debt and inflation.

4-28-2023 – How to Make the Decision Whether to Rent or Buy

Fri, 28 Apr 2023 23:51:54 +0000

In the current real estate market, a typical renter pays about 40% less per month than a first-time homeowner.

(In the top 10 metro regions that favored renting, monthly starter homeownership costs were an average of $1,920 higher than rents.)

Today's Stocks & Topics: Economic Numbers, New Home Sales, GDP Q1, The Core Personal Consumption Expenditure (PCE), Bond Market, USB - U.S. Bancorp, Annuities, FRC - First Republic Bank, MMM - 3M Co., Stock Splits, CI - Cigna Group, Insurance Companies, BHP - BHP Group Ltd. ADR.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

4-27-2023 – Navigating the Debt Ceiling Impasse

Thu, 27 Apr 2023 23:59:40 +0000

According to data from the U.S. Treasury, looking back as far as 1960, Congress has raised or suspended the debt ceiling 78 times.

Today's Stocks & Topics: Solar Industry, CMCSA - Comcast Corp. Cl A, MPW - Medical Properties Trust Inc., PLAB - Photronics Inc., META - Meta Platforms Inc., European Gas Market, 457 Rollover, The Fed and Banks.

4-26-2023 – Why Big Tech Earnings Matter

Thu, 27 Apr 2023 00:00:53 +0000

Despite banking turmoil, a handful of large-cap tech stocks powered the S&P 500’s gains during the first quarter.

Today's Stocks & Topics: The office Market, Supply Chains, EU - enCore Energy Corp., WTI - W&T Offshore Inc., Trend Following, AG - First Majestic Silver Corp., TSCO - Tractor Supply Co.

4-25-2023 – Where Should Investors Stash Their Safe Money?

Wed, 26 Apr 2023 00:00:20 +0000

"Investment cash" is one category, there are others you should contemplate.

[A financial planning expert has his ideas for balancing yield and safety in investors’ cash holdings...but does he make sense?]

Today's Stocks & Topics: Google, Consumer Confidence, Morgan Stanley's Warning for Real Estate Prices, Waste Industry, GOOG - Alphabet Inc. Cl C, IP - International Paper Co., ZIM - ZIM Integrated Shipping Services Ltd., CINF - Cincinnati Financial Corp., VNM - VanEck Vietnam ETF.

TRIVIA QUESTION: "To get around in any vehicle, EV or gas powered, we need roads and highways... So, WHEN did the U.S. start building our interstate highway system? AND--WHAT are the 4 states not served by an interstate highway?"

4-24-2023 – Several Questions to Answer Before Investors Can Consider What to Do Next

Mon, 24 Apr 2023 23:57:37 +0000

Uncertainty about the economy, Fed policy, and earnings has stocks moving in tighter ranges.

[Are we heading into a recession? Will inflation come down enough that the Federal Reserve will be able to lower interest rates? How bad will corporate earnings be?]

Today's Stocks & Topics: EMR - Emerson Electric Co., Inflation Reduction Act, Insider Trading, VZ - Verizon Communications Inc., Social Security Withdraw, STIP - iShares 0-5 Year TIPS Bond ETF, MLI - Mueller Industries Inc., PXD - Pioneer Natural Resources Co., New Gold Rush: Green Energy.

4-21-2023 – 10 Financial Lessons You Should Understand

Fri, 21 Apr 2023 23:59:48 +0000

There are some general rules of thumb we can all learn from but it's best to seek help for personalized advice.

Today's Stocks & Topics: Economic Growth, Market Overbought, RITM - Rithm Capital Corp., Return on Assets, GGG - Graco Inc., CELH - Celsius Holdings Inc., Dividend Stocks, AEM - Agnico Eagle Mines Ltd., Top Economist Mohamed El-Erian on Inflation.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

4-20-2023 – Are We in a Freight Recession?

Fri, 21 Apr 2023 00:01:43 +0000

At least one major trucking and transportation company reported first-quarter profit and revenue that fell below expectations.

(It is a challenging freight environment with deflationary price pressure for an industry that continues to face inflationary cost pressures.)

Today's Stocks & Topics: ALB - Albemarle Corp., TRTN - Triton International Ltd., CCL - Carnival Corp., UNP - Union Pacific Corp., FCC’s Gary Epstein, Investing Strategy, WPM - Wheaton Precious Metals Corp., Market Positioning, POAHY - Porsche Automobil Holding SE ADR, BBBY - Bed Bath & Beyond Inc.

4-19-2023 – Can You Transfer a Mortgage to Someone Else?

Thu, 20 Apr 2023 00:03:02 +0000

Sometimes a mortgage can be transferred even if it isn’t assumable—and a lender might also opt to be more generous and permit transfers on a case-by-case basis.

Today's Stocks & Topics: Banking Crisis and Economic Growth, Volatility, 60-40 Investing Strategy, COMM - CommScope Holding Co. Inc., RMBS - Rambus Inc., Credit Sweeps, IIPR - Innovative Industrial Properties Inc., Reversion to the Mean, ILPT - Industrial Logistics Properties Trust, BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR.

4-18-2023 – Brace Yourself for the Worst Quarterly Earnings Season in Three Years

Wed, 19 Apr 2023 00:00:20 +0000

But good news is expected for those with portfolios aligned with the right stock sectors.

(Investors can expect pockets of good news among travel, industrials, and energy stocks.)

Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., JPIE - JPMorgan Income ETF, SCCO - Southern Copper Corp., TSN - Tyson Foods Inc. Cl A, CXAI - CXApp Inc., Treasury Bill Ladder, MERC - Mercer International Inc., IP - International Paper Co., Gold vs. Silver.

TRIVIA QUESTION: "Can you name America's LARGEST COMPANY-- in dollar value-- the YEAR you were born?"

4-17-2023 – AI Is Already Impacting 3 Big 'FAANG' Stocks

Mon, 17 Apr 2023 23:59:46 +0000

Microsoft's fight to use its Bing product to replace Google search is heating up.

Today's Stocks & Topics: Apple, Regulators Shaping the Auto Industry, BKE - Buckle Inc., SNOXX - Schwab Treasury Obligations Money Inv., Corporate Bonds, NKE - Nike Inc. Cl B, HPE - Hewlett Packard Enterprise Co., HP - Helmerich & Payne Inc., Global Real Estate Market.

Justin's PERSPECTIVE concerns the history of the U.S. Dollar.

4-14-2023 – Is the Threat of De-dollarization Real?

Sat, 15 Apr 2023 00:00:02 +0000

As the world’s reserve currency, the US dollar is essentially the default currency in international trade and a global unit of account.

(Is the potential for serious de-dollarization a reality?)

Today's Stocks & Topics: The Bond Market, Options, Bitcoin, MP - MP Materials Corp., CLFD - Clearfield Inc., Target Dated Funds, TRTN - Triton International Ltd., LC – Lending Club Corp., Yieldstreet.

4-13-2023 - Best of Caller Questions

Thu, 13 Apr 2023 19:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

4-12-2023 - Best of Caller Questions

Wed, 12 Apr 2023 19:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Roth I-R-A Contributions, Preferred Stocks, YouTube Business, I-R-As, Trustable Financial Websites, Interest Rates, 401k, Position, Housing Market, Mortgage Reduction, Iron Butterfly Options, Ordinary vs. Qualified Dividends, Cash Flow, Companies Buying Back Stocks, Annuities, Dividends, Earnings Per Share.

4-11-2023 – What’s a Safe Withdrawal Rate for Retirees?

Wed, 12 Apr 2023 00:07:26 +0000

With stock and bond prices declining and inflation what it is today, new retirees have run headlong into what retirement researchers call “sequence risk.

(There are research 'scenarios' that might provide insight.)

Today's Stocks & Topics: Commercial Real Estate, Q1 Earnings, Investing Strategy, EXPE - Expedia Group Inc., NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, PXD - Pioneer Natural Resources Co., STZ - Constellation Brands Inc. Cl A, AGI - Alamos Gold Inc., Moving Average, China, Tesla.

4-10-2023 – “Which Stocks Performed Best in Q1?”

Tue, 11 Apr 2023 00:04:51 +0000

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 525 rose, while 319 fell.

(Do the statistics give us any clues for today's investing?)

Today's Stocks & Topics: Jobs Report, SUN - Sunoco L.P., PTSI - P.A.M. Transportation Services Inc., NTR - Nutrien Ltd., Value Stocks, Investment Account for a Child, XOM - Exxon Mobil Corp., CP - Canadian Pacific Railway Ltd., SFM - Sprouts Farmers Market Inc.

4-7-2023 - Best of Caller Questions - Good Friday Edition

Fri, 07 Apr 2023 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

4-6-2023 – Which Stocks Performed Worst in Q1?

Fri, 07 Apr 2023 00:03:26 +0000

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023.

(What can we learn from looking at the "under-performers"?)

Today's Stocks & Topics: How ESG Should be Regulated, Landlords Cutting Rents, Job Openings, HII - Huntington Ingalls Industries Inc., SCHW - Charles Schwab Corp., ENPH - Enphase Energy Inc., Unit Trust Funds, Retirement Funds, MRK - Merck & Co. Inc., ABBV - AbbVie Inc., NVDA - NVIDIA Corp.

4-5-2023 – Major Bank CEO Says the Banking Crisis Is Not Over

Thu, 06 Apr 2023 00:00:05 +0000

Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come.

Today's Stocks & Topics: The Apartment Market, Migration and Real Estate, Lithium Prices, Oil Companies, CNQ - Canadian Natural Resources Ltd., IMO - Imperial Oil Ltd., Retirement Plans, LC – Lending Club Corp., COIN - Coinbase Global Inc., WEC - WEC Energy Group Inc., Investing in ETFs, TPH - Tri Pointe Homes Inc., Index Funds.

4-4-2023 – What's Causing the Sudden Price Jump in Home Prices?

Wed, 05 Apr 2023 00:01:54 +0000

In December and January, mortgage rates began pulling back, and homebuyers surged ahead.

Today's Stocks & Topics: Gas Prices, Tesla Reports Record Sales, VBR - Vanguard Small-Cap Value ETF, Bond Ladders, SGOV - iShares 0-3 Month Treasury Bond ETF, VGT - Vanguard Information Technology ETF, PFE - Pfizer Inc., BLK - BlackRock Inc., BX - Blackstone Inc., SCHW - Charles Schwab Corp., WU - Western Union Co., GT - Goodyear Tire & Rubber Co., Selling Short.

TRIVIA QUESTION: "How much money would you have TODAY-- if you had invested $1,000 in Nike 10 years ago?"

4-3-2023 – 14 Charts on Q1 2023 Market Performance Tell the Story

Tue, 04 Apr 2023 00:00:40 +0000

After a brutal 2022, stocks and bonds posted gains during the first quarter.

Today's Stocks & Topics: Metaverse, Individual Investors, Private Markets, FSLR - First Solar Inc., Shorting, PLBY - PLBY Group Inc., JEPI - JPMorgan Equity Premium Income ETF, Buying a Preferred Stock, TECK - Teck Resources Ltd. Cl B., VIOV - Vanguard S&P Small-Cap 600 Value ETF, IVE - iShares S&P 500 Value ETF.

Justin's PERSPECTIVE looks at the HISTORY of bank failures in the U.S.

3-31-2023 – Why Credit Risk Suddenly Matters for Bond Fund Investors

Sat, 01 Apr 2023 00:05:35 +0000

Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance among bond funds.

Today's Stocks & Topics: Consumer Sentiment, Blackstone CEO, IIPR - Innovative Industrial Properties Inc., LifeLock, LUMN - Lumen Technologies Inc., SCHW - Charles Schwab Corp., EQT - EQT Corp., ADM - Archer Daniels Midland Co., VZ - Verizon Communications Inc., U.S. Money Supply, Money Market Funds.

3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?

Fri, 31 Mar 2023 00:00:15 +0000

The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.

Today's Stocks & Topics: Tech Layoffs, China, and Russia, Metaverse, EVR - Evercore Inc. Cl A, SEIC - SEI Investments Co., Banks, and Long-Term Mortgages, CDNS - Cadence Design Systems Inc., SNPS - Synopsys Inc., AMT - American Tower REIT, IIPR - Innovative Industrial Properties Inc., SRC - Spirit Realty Capital Inc., Growth vs. Value Stock.

3-29-2023 – Investment Complexity Is Not Your Friend

Wed, 29 Mar 2023 23:59:41 +0000

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations thereof spanning nearly every conceivable asset class.

Today's Stocks & Topics: Commercial Real Estate, Chip Makers, Renewable Energy, SCHW - Charles Schwab Corp., ATVI - Activision Blizzard Inc., KRE - SPDR S&P Regional Banking ETF, Trailing Stops, HSY - Hershey Co., Semiconductors.

3-28-2023 – REITs Are Under Pressure from the Wave of Banking Fear

Wed, 29 Mar 2023 00:02:58 +0000

Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both.

Today's Stocks & Topics: The Fed, Suze Orman's 5 Things About Money, Rich People Are Moving Out Of New York, BNS - Bank of Nova Scotia, BAC - Bank of America Corp., TBIL - US Treasury 3 Month Bill ETF, Treasuries, SPAXX - Fidelity Government Money Market Fund, LEG - Leggett & Platt Inc., CMA - Comerica Inc., ENB - Enbridge Inc., CUBI - Customers Bancorp Inc.

TRIVIA QUESTION: "To this point, HOW MANY tax refunds has the IRS issued? AND-- WHAT is the value of the average refund?"

3-27-2023 – Could the U.S. Be 'Barreling' Towards a Recession?

Tue, 28 Mar 2023 00:01:31 +0000

One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market financial conditions.

Today's Stocks & Topics: Money Flow, The Global Gold Market, Housing Market, AI - C3.ai Inc., Margin Investing, 529-Plan, UTL - Unitil Corp., MRO - Marathon Oil Corp.

Justin's PERSPECTIVE looks back as far as 100 years ago to focus on some of the greatest TECH STOCKS of all time.

3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy

Sat, 25 Mar 2023 00:00:02 +0000

More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity Investments.

Today's Stocks & Topics: Is the Fed Backing Off, Treasury Bills, Commercial Real Estate in More Trouble, HIFS - Hingham Institution for Savings, Foreclosures, JNJ - Johnson & Johnson, BAC - Bank of America Corp., IRM - Iron Mountain Inc., CLFD - Clearfield Inc., Selling Covered Calls.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

3-23-2023 – What Could the Federal Reserve’s Rate Hike Mean for Your Money?

Fri, 24 Mar 2023 00:03:16 +0000

For starters, a wide range of consumer finances — from mortgages and credit cards to student loans, auto loans and savings — will be affected by the rate increase.

Today's Stocks & Topics: DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., COWZ - Pacer U.S. Cash Cows 100 ETF, COIN - Coinbase Global Inc., LAKE - Lakeland Industries Inc., RBLX - Roblox Corp., The Fed and Bank Crisis, CRWD - CrowdStrike Holdings Inc. Cl A.

3-22-2023 – What Can We Expect for Home Prices in the Real Estate Market?

Thu, 23 Mar 2023 00:03:44 +0000

Higher mortgage rates have been cooling home prices since last summer, and for the first time in a record 131 consecutive months — nearly 11 years — prices were lower on a year-over-year comparison.

Today's Stocks & Topics: Apple and Microsoft, FCC on Earnings Manipulation, Tiger Global, FANG - Diamondback Energy Inc., REZ - iShares Residential & Multisector Real Estate ETF, SBRA - Sabra Healthcare REIT Inc., DVN - Devon Energy Corp., OXY - Occidental Petroleum Corp., Dividends, WIRE - Encore Wire Corp., Value Investing.

3-21-2023 – Understanding the UBS Takeover of Credit Suisse and Impact on Bondholders

Wed, 22 Mar 2023 00:00:44 +0000

Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.

Today's Stocks & Topics: Housing Sales, Interest Rates, Treasury Secretary Janet Yellen on Small Banks, Retirement, SWBI - Smith & Wesson Brands Inc., RIO - Rio Tinto PLC ADR, AVUV - Avantis U.S. Small-Cap Value ETF, VVR - Invesco Senior Income Trust, MSFT - Microsoft Corp., PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, META - Meta Platforms Inc., TD Ameritrade, and Charles Schwab Merge.

TRIVIA QUESTION: "What was the worst-paying job for a college degree holder-- five years after graduation?"

3-20-2023 – Can You Find Stable Portfolio Income in Retirement?

Tue, 21 Mar 2023 00:04:28 +0000

Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income.

Today's Stocks & Topics: Current Economic Data, Tiger Global, Banks, MSFT - Microsoft Corp., MU - Micron Technology Inc., SO - Southern Co., FNV - Franco-Nevada Corp., Oil Stocks, SPYV - SPDR Portfolio S&P 500 Value ETF, IUSV - iShares Core S&P U.S. Value ETF.

Justin's PERSPECTIVE looks at the price history of crude oil and the potential lessons for investors.

3-17-2023 – Sectors to Watch for Undervalued Stocks

Sat, 18 Mar 2023 00:00:09 +0000

During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals.

Today's Stocks & Topics: NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, Bank Crisis, Portfolio Management, PXD - Pioneer Natural Resources Co., CARR - Carrier Global Corp., DVN - Devon Energy Corp., France and Retirement Age, Warren Buffett.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

3-16-2023 – Analysts Blamed the Banking Crisis as Oil Tumbled to Its Lowest Level Since December 2021

Fri, 17 Mar 2023 00:00:09 +0000

A retest of October’s lows could add increased downward pressure on WTI crude and energy stocks may struggle given the surplus and weakening demand outlook.

Today's Stocks & Topics: First Republic Bank, The Fed Balance Sheet, Retail News, Inflation, CVS - CVS Health Corp., Energy Sector, Commodities, STRL - Sterling Infrastructure Inc., VFC - VF Corp., NGL - NGL Energy Partners LP, VXUS - Vanguard Total International Stock ETF, VT - Vanguard Total World Stock ETF, VBR - Vanguard Small-Cap Value ETF, CS - Credit Suisse Group AG ADR.

3-15-2023 – Ratings Firm Downgrade Takes the Banking System from Stable to Negative

Wed, 15 Mar 2023 23:59:53 +0000

Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators’ efforts to shore up the industry.

(They say that other institutions with unrealized losses or uninsured depositors still could be at risk.)

Today's Stocks & Topics: SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International Corp., WRB - W.R. Berkley Corp., IP - International Paper Co., CCL - Carnival Corp., Shale Industry, Gold & Silver, The Fed and Interest Rates, STLD - Steel Dynamics Inc., Deglobalization.

3-14-2023 – Should You Invest in Stocks, Bonds, or a 4% CD?

Wed, 15 Mar 2023 00:05:15 +0000

The yield curve is inverting, and cash yields look more attractive than they have in years.

Today's Stocks & Topics: CPI Numbers, How to Get Rich, CVS - CVS Health Corp., CCL - Carnival Corp., Bond Investing, KRO - Kronos Worldwide Inc., IAT - iShares U.S. Regional Banks ETF, FITB - Fifth Third Bancorp, KRNY - Kearny Financial Corp., AER - AerCap Holdings N.V., PNC - PNC Financial Services Group Inc.

TRIVIA QUESTION: "Can you name the 7 best states in which to retire?"

3-13-2023 – What Does the SVB Crisis Tell Us about the Federal Reserve Rate Hikes?

Tue, 14 Mar 2023 00:03:05 +0000

Three significant banks with heavy exposure to startups or crypto have collapsed or were shuttered in the past week.

Today's Stocks & Topics: Shell Patch, Investments, Retirement Rules, PHM - PulteGroup Inc., KEY - KeyCorp, WCC - Wesco International Inc., ASML - ASML Holding N.V., GPK - Graphic Packaging Holding Co., Fed Rates.

3-10-2023 – Interpreting the Jobless Claims Numbers

Sat, 11 Mar 2023 01:03:40 +0000

Data showed there were 1.9 job openings for every unemployed person in January, so with a tight labor market and strong inflation readings, the FED is preparing to increase interest rates again.

Today's Stocks & Topics: 2-year Treasury, The Beige Book, Jobs Report, AMZN - Amazon.com Inc., Dividends, EME - EMCOR Group Inc., PFE - Pfizer Inc., The VIX Contango, Interest Rates.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

3-9-2023 – Tips on How to Make Your Investing Goals Realistic

Fri, 10 Mar 2023 01:00:16 +0000

Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance.

(It’s important to make actionable plans to reach your goals.)

Today's Stocks & Topics: EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or Buy Property, Foreign Stocks, MBUU - Malibu Boats Inc. Cl A.

3-8-2023 – Can We Expect a 'Rough Road' Ahead for an Undervalued Stock Market?

Thu, 09 Mar 2023 01:00:53 +0000

After posting extraordinarily strong returns to start the year, the stock market retreated 2.31% in February 2023.

Today's Stocks & Topics: Housing Market, Tech Companies and a Recession, Retirement Funds, IVOG - Vanguard S&P Mid-Cap 400 Growth ETF, Stocks Buyback, COLB - Columbia Banking System Inc., IYR - iShares U.S. Real Estate ETF, EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, TTC - Toro Co., Sectors to Trim, PLBY - PLBY Group Inc., PRIM - Primoris Services Corp., HSII - Heidrick & Struggles International Inc.

3-7-2023 - Best of Caller Questions

Wed, 08 Mar 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

3-6-2023 – U.S. Factory Orders Decline

Tue, 07 Mar 2023 01:01:23 +0000

The Institute for Supply Management reported last week that manufacturing, which accounts for 11.3% of the economy, contracted for a fourth straight month in February.

(With the Federal Reserve expected to keep hiking interest rates into summer, a swift turnaround in manufacturing is, however, unlikely.)

Today's Stocks & Topics: Robotics, Blackstone REIT, Credit Cards, IIPR - Innovative Industrial Properties Inc., DIV - Global X Super Dividend U.S. ETF, DIS - Walt Disney Co., GOOG - Alphabet Inc. Cl C, AMZN - Amazon.com Inc., Treasury Bills, CRLBF - Cresco Labs Inc., BKE - Buckle Inc., FIPDX - Fidelity Inflation-Protected Bond Index Fund.

Justin's PERSPECTIVE looks at the price history of crude oil and the potential lessons for investors.

3-3-2023 – Could March Be a Pivotal Month for the Oil Market?

Sat, 04 Mar 2023 01:00:04 +0000

China's economic data is beginning to surprise to the upside-- and U.S. oil demand is starting to improve following a material drop into year-end 2022.

(China's economy is rebounding now, and this can only be a positive driver for oil prices-- Russia's oil production reached the pre-sanctions level for the first time in February.)

Today's Stocks & Topics: DVYE - iShares Emerging Markets Dividend ETF, Home Prices, The Chips Act, Senior Deals, BILL - BILL Holdings Inc., ENB - Enbridge Inc., FNF - Fidelity National Financial Inc., WU - Western Union Co., MMM3M Co.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

3-2-2023 – Tips to Avoid Bad Mutual Fund Decisions

Fri, 03 Mar 2023 01:05:07 +0000

Hundreds of mutual funds deliver lackluster results and come with high price tags and those high fees put a fund at a huge disadvantage over time.

Today's Stocks & Topics: D - Dominion Energy Inc., PFE - Pfizer Inc., VHT - Vanguard Health Care ETF, Small Cap Funds, Mutual Funds, AZN - AstraZeneca PLC ADR, SILJ - ETFMG Prime Junior Silver Miners ETF, SIL - Global X Silver Miners ETF, Banks and Rates.

3-1-2023 – Is It Possible to Balance the Books for Social Security?

Thu, 02 Mar 2023 01:04:02 +0000

Social Security resembles other government programs because its tax revenues are spent in the year that they are raised.

(Social Security’s benefits expenditures have exceeded its revenue from payroll taxes every year since 2010. The program is already thoroughly in the red.)

Today's Stocks & Topics: Jobs Market, Electric Cars and Workers, Stocks Buybacks, CE - Celanese Corp., PARA - Paramount Global Cl B, WFC - Wells Fargo & Co., GSBD - Goldman Sachs BDC Inc., BIT - BlackRock Multi-Sector Income Trust, Closed-End Funds, FTRNX - Fidelity Trend Fund, Securities-Backed Line of Credit (SBLOC).

2-28-2023 – Could Reshoring Be the Theme ETF Investors Need?

Wed, 01 Mar 2023 00:57:49 +0000

In mid-2022, reshoring, onshoring or nearshoring were mentioned in the quarterly earnings calls of around 180 US companies.

Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., X - United States Steel Corp., AMZN - Amazon.com Inc., Standard Deduction, Buying Gold, and Oil Stocks, EPAM - EPAM Systems Inc., WAB - Wabtec, VNQ - Vanguard Real Estate ETF, RGEN - Repligen Corp., Corporate Bonds, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR.

2-27-2023 – China’s Economy Is Looking at a New Wave of 'Japanification'

Tue, 28 Feb 2023 01:00:11 +0000

Like Japan of the late 1980s, China today, decades later, has also allowed its real economy and the financial system to decouple.

Today's Stocks & Topics: Apartment Rents, INTC - Intel Corp., PBR - Petroleo Brasileiro S/A ADR, LNG - Cheniere Energy Inc., TECK - Teck Resources Ltd. Cl B, Zero Commission Brokers.

The PERSPECTIVE simplifies the investor's understanding of what can be complex stock market cycles.

2-24-2023 – Is There a Sure-Fire Route to Investing Success?

Sat, 25 Feb 2023 01:00:55 +0000

The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity.

Today's Stocks & Topics: Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermilion Energy Inc., I-R-A vs. Roth I-R-A.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

2-23-2023 – Investing in A Time Of 'Polycrisis'

Fri, 24 Feb 2023 00:58:56 +0000

There is a theory that postulates that since our problems are interconnected and mutually exacerbating, it may be of limited use to focus on one at the expense of others.

Today's Stocks & Topics: The Global Economy, The Fed, CHPT - ChargePoint Holdings Inc., FANG - Diamondback Energy Inc., BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR, 401k, 529 Plan or Investing on the Side, IBDRY - Iberdrola S.A. ADR, The U.S. Dollar.

2-22-2023 – What Are Option-Income Funds and Are They Here to Stay?

Thu, 23 Feb 2023 01:00:20 +0000

One expert says that in addition to providing payouts that can reach as high as an annualized 11%, these funds also tend to be somewhat less risky than a stock market index fund.

Today's Stocks & Topics: Office Landlords, Earnings, VIMAX - Vanguard Mid-Cap Index Fund Admiral, HLT - Hilton Worldwide Holdings Inc., FL - Foot Locker Inc., 401k, Mutual Fund vs. Individual Equities, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, EQT - EQT Corp., FLNG - Flex LNG Ltd., BXMIX - Blackstone Alternative Multi-Strategy Fund I.

2-21-2023 - Best of Caller Questions

Tue, 21 Feb 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds.

2-20-2023 - Best of Caller Questions

Mon, 20 Feb 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investors Moves, Investing Strategy.

2-17-2023 - Best of Caller Questions

Fri, 17 Feb 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

2-16-2023 – The Labor Market: Looking at the 'Big Picture'

Fri, 17 Feb 2023 00:59:55 +0000

Big tech, finance, and manufacturing are all cutting jobs and some analysts think there will be a ripple effect.

Today's Stocks & Topics: Inflation, Secure Act 2.0, National Debt, DVN - Devon Energy Corp., HDSN - Hudson Technologies Inc., CSL - Carlisle Cos., Brokered CD vs. Traditional CD, EMR - Emerson Electric Co., BG - Bunge Ltd., ADM - Archer Daniels Midland Co., Brokerage Accounts, VSSVX - VALIC Company I Small Cap Special Values Fund.

2-15-2023 – Are Municipal Bonds an Attractive Option for Income Investors?

Thu, 16 Feb 2023 01:06:41 +0000

As with the rest of the bond market, yields on municipal securities are at their highest levels in many years.

Today's Stocks & Topics: ORAN - Orange ADR, AOS - A.O. Smith Corp., SUN - Sunoco L.P., TWO - Two Harbors Investment Corp., MPW - Medical Properties Trust Inc., WYNN - Wynn Resorts Ltd., AMKBYA.P. Moeller-Maersk A/S ADR, Markets Shifted, Blackstone, 401k Plans.

2-14-2023 – What's the Outlook for Bank Stocks After a Rough 2022?

Wed, 15 Feb 2023 00:59:38 +0000

A tug of war between recession fears and benefits of higher rates has left bank stocks in limbo.

Today's Stocks & Topics: Real Estate, Blackstone Real Estate Income Trust Inc (BREIT), LUMN - Lumen Technologies Inc., RNPGX - American Funds New Perspective Fund R6, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Artificial Intelligence (AI), VEOEY - Veolia Environnement S.A. ADR, OKE - ONEOK Inc., EPM - Evolution Petroleum Corp.

2-13-2023 – In Isolation, Your Net Worth Statement May Not Tell You Much at First

Tue, 14 Feb 2023 01:00:33 +0000

Over time, a realistic summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances.

Today's Stocks & Topics: MELI – Mercado Libre Inc., KHC - Kraft Heinz Co., NSSC - NAPCO Security Technologies Inc., Dogs of the Dow on 2023, Inflation, HBI - Hanesbrands Inc.

Justin's PERSPECTIVE concerns the REAL IMPACT of inflation on the "buying power" of the U.S. dollar over time-- specifically, over 103 years.

2-10-2023 – Could Utilities Be in the Best Growth Environment in Decades?

Sat, 11 Feb 2023 01:03:18 +0000

Some analysts think that when you combine big macro themes of electrification and clean energy, utilities have growth prospects that can last for a decade or more.

Today's Stocks & Topics: Inflation Rate, Bear-Market Trap, Social Security, AIT - Applied Industrial Technologies Inc., T - AT&T Inc., CNQ - Canadian Natural Resources Ltd., DSKE - Daseke Inc., ICLN - iShares Global Clean Energy ETF, Natural Gas, IDXX - IDEXX Laboratories Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

2-9-2023 – Can Investors Protect Against Risk That Cannot Be Quantified?

Fri, 10 Feb 2023 00:59:34 +0000

For investors, there are "knowns" and "unknowns”, and a better understanding of the knowns can produce fewer surprises.

Today's Stocks & Topics: Disney’s Earnings, Google Search, Ponzi Scheme, UPST - Upstart Holdings Inc., 529 Plan, APD - Air Products & Chemicals Inc., AFG - American Financial Group Inc., LUMN - Lumen Technologies Inc., Strategy Question, Investing Apps, DEA - Easterly Government Properties Inc., PPG - PPG Industries Inc., SCHN - Schnitzer Steel Industries Inc.

2-8-2023 – More than 60% of U.S. REITs Raised Dividends in 2022

Thu, 09 Feb 2023 01:03:48 +0000

Which sectors did best and is this a potentially smart type of investment?

Today's Stocks & Topics: The Dollar and Earnings, Banks, Being Your Own Bank, BWXT - BWX Technologies Inc., Portfolio Management, UBVFX - Undiscovered Managers Behavioral Value Fund, Special Purpose Acquisition Company (SPAC), BEAM - Beam Therapeutics Inc., CDNA - CareDx Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Gold & Silver.

2-7-2023 – What Are Recession-Resistant Stocks?

Wed, 08 Feb 2023 01:03:05 +0000

Recession-resistant stocks are stocks of companies whose products and services consumers will continue to purchase no matter the economic climate.

Today's Stocks & Topics: Why So Many Jobs Do Not Get Fill, Renters Rights, BG - Bunge Ltd., CD Rates, Us Stocks Versus International Growth, PTLO - Portillo's Inc., BOTZ - Global X Robotics & Artificial Intelligence ETF, ETD - Ethan Allen Interiors Inc., Generating Income Abroad, IRM - Iron Mountain Inc., ROKU - Roku Inc. Cl A., Social Security Taxes.

TRIVIA QUESTION: "If you happen to be laid off-- or if you are perhaps considering RETURNING to the job hunt-- can you NAME 5 or 6 of the most "in-demand tech skills" that typically pay more than $125 an hour?"

2-6-2023 – Stocks Surged in January but Do They Still Look Undervalued?

Tue, 07 Feb 2023 01:04:23 +0000

With the economy weakening and monetary conditions still tightening, the easy returns may have been captured already.

Today's Stocks & Topics: Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic International Corp., JXN - Jackson Financial Inc.

Justin's PERSPECTIVE concerns an important financial institution that affects all of us: The Federal Reserve.

2-3-2023 – What Can We Learn from Earnings Reports, So Far?

Sat, 04 Feb 2023 01:01:28 +0000

Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street.

Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ETF, Jobs Report, AVT - Avnet Inc., AHT - Ashford Hospitality Trust, Retirement, AMAT - Applied Materials Inc., APD - Air Products & Chemicals Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

2-2-2023 – How Long Will It Take the Market to Recover?

Fri, 03 Feb 2023 01:03:07 +0000

Most major asset classes have posted strong returns for the year to date through Jan. 26, but there’s no guarantee these positive trends will continue.

Today's Stocks & Topics: RSG - Republic Services Inc., AMD - Advanced Micro Devices Inc., AMD - Advanced Micro Devices Inc., IHI - iShares U.S. Medical Devices ETF, Limited Order, ERH - Allspring Utilities & High-Income Fund, Market Expectations, TGB - Taseko Mines Ltd., Michael Burry Predictions, FCEL - FuelCell Energy Inc., STLA - Stellantis N.V., STRL - Sterling Infrastructure Inc., World Economic Forum.

2-1-2023 – Will the Market Be Able to Overcome Rising Rates and Falling Corporate Profitability?

Thu, 02 Feb 2023 01:01:00 +0000

One high-profile short seller says he sees an alarming trend in the market.

Today's Stocks & Topics: Shell Growth, Markets and Economic News, Railroad Stocks, CSX - CSX Corp., NVDA - NVIDIA Corp., CGAU - Centerra Gold Inc., EA - Electronic Arts Inc., ABEV - Ambev S.A. ADR, SSNLF - Samsung Electronics Co. Ltd., UL - Unilever PLC ADR.

1-31-2023 – What You Need to Know About Roth IRAs

Wed, 01 Feb 2023 01:04:23 +0000

You should understand Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more.

Today's Stocks & Topics: Tax Rates and Tech-Stocks, Global Debt, CVCO - Cavco Industries Inc., Passive Investing, OLN - Olin Corp., IEX - IDEX Corp., 401k, LUMN - Lumen Technologies Inc., Fed Meeting, EGY - Vaalco Energy Inc., CVNA - Carvana Co. Cl A, CTVA - Corteva Inc.

TRIVIA QUESTION: "According to a career expert, there are several stumbling blocks that could be holding you back when you apply for a job... Can you name a few of your potential PROBLEM AREAS?"

1-30-2023 – January Rally Paused as Investors Consider Potential Rate Hike and Earnings Reports

Tue, 31 Jan 2023 01:00:03 +0000

Stocks traded lower Monday as investors braced for the busiest week of earnings season and a possible interest rate hike from the Federal Reserve.

Today's Stocks & Topics: GDP Numbers, Banks and Consumers Defaults, Inflation, TSN - Tyson Foods Inc. Cl A, TGB - Taseko Mines Ltd., MRTN - Marten Transport Ltd., XLB - Materials Select Sector SPDR ETF, KIO - KKR Income Opportunities Fund, P.E. Ratio Calculation, AQN - Algonquin Power & Utilities Corp.

Justin's PERSPECTIVE looks at the cost of goods --- THEN and NOW... from 1920 to today.

1-27-2023 – Recession Fears Aside, U.S. GDP Rose 2.9% in the Fourth Quarter

Sat, 28 Jan 2023 01:00:22 +0000

A sharp slide in housing helped pull down the GDP, but boosts in government spending and private investment aided its growth.

Today's Stocks & Topics: CRGY - Crescent Energy Co., SPXL - Direxion Daily S&P 500 Bull 3X Shares, INFY - Infosys Ltd. ADR, Inflation, LCID - Lucid Group Inc., ADMA - ADMA Biologics Inc., NCLH - Norwegian Cruise Line Holdings Ltd., VLO - Valero Energy Corp., 401k Allocations, U.S. Productivity.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

1-26-2023 – Should Investors Put Fear Aside and Focus on Valuations?

Fri, 27 Jan 2023 01:03:17 +0000

Valuations are an important variable in setting the odds for how different corners of the market could perform.

Today's Stocks & Topics: FCC and Crypto, Small Business, Inflation, ENB - Enbridge Inc., CVS - CVS Health Corp., Transferring Cash to Roth I-R-A, RXT - Rackspace Technology Inc., PRTYQ - Party City Holdco Inc., ADM - Archer Daniels Midland Co., PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., OTIS - Otis Worldwide Corp., BHP - BHP Group Ltd. ADR.

1-25-2023 – Real Estate Funds, Private REITs, and BREIT: What You Need to Know

Thu, 26 Jan 2023 00:59:40 +0000

Looking at the pluses and minuses of an alternative to real estate mutual funds.

Today's Stocks & Topics: The Dollar, The Government, Making Money, PANW - Palo Alto Networks Inc., IHAK - iShares Cybersecurity & Tech ETF, DXCM - DexCom Inc., OLN - Olin Corp., CUBE – Cube Smart, HACK - ETFMG Prime Cyber Security ETF, DFFVX - DFA US Targeted Value Portfolio Institutional, VRTV - Veritiv Corp.

1-24-2023 – Is It Realistic to Look for Opportunities in Undervalued, High Quality Cyclical Stocks?

Wed, 25 Jan 2023 01:00:24 +0000

The bear market has left a large number of cyclical stocks trading at attractive prices.

Today's Stocks & Topics: "Buy, Borrow, Die, Retirement Needs, Investors Are Falling into a Trap, MPW - Medical Properties Trust Inc., Treasury Bills, GLW - Corning Inc., NVDA - NVIDIA Corp., GOOG - Alphabet Inc. Cl C, Five Top Technical Indicators, CVS - CVS Health Corp., KRP - Kimbell Royalty Partners L.P., LMND - Lemonade Inc.

TRIVIA QUESTION: What are the 3 types of employees typically most AT-RISK during layoffs — and what are the 2 safest?

1-23-2023 – The Pros and Cons of Investing in REITs vs. Direct Real Estate

Tue, 24 Jan 2023 01:01:11 +0000

Despite the volatility and uncertainty of the housing market over the past three years, real estate can remain a valuable part of an investor’s portfolio.

Today's Stocks & Topics: Offshore Oil Market, Home Remodeling, Tech Sector, CPRX - Catalyst Pharmaceuticals Inc., VWAGY - Volkswagen AG 1/10th ADR, BG - Bunge Ltd., CDNS - Cadence Design Systems Inc., DVN - Devon Energy Corp., TSLQ - Leverage Shares -3x Short Tesla ETP, Over the Counter (OTC) Stocks, CIVI - Civitas Resources Inc., BBSI - Barrett Business Services Inc., Options Trading.

1-20-2023 – How Will the U.S. Treasury Deal with Fallout from the Debt Ceiling Showdown?

Sat, 21 Jan 2023 00:57:01 +0000

The U.S. has reached its statutory debt limit of $31.4 trillion, prompting a series of measures to avoid a default on government debt.

Today's Stocks & Topics: Warren Buffett, Next Fed Hike, Real Estate, Career Growth, IP - International Paper Co., BTI - British American Tobacco PLC ADR, MO - Altria Group Inc., Rollovers, VVR - Invesco Senior Income Trust, Required Minimum Distributions (RMDs), TMO - Thermo Fisher Scientific Inc., STRL - Sterling Infrastructure Inc., TXT - Textron Inc., IBN - ICICI Bank Ltd. ADR., SBUX - Starbucks Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

1-19-2023 – With Retirement-Spending Plans, Are the Odds Stacked in the Investor’s Favor?

Fri, 20 Jan 2023 01:00:50 +0000

Once upon a time, people created investment plans that had definitive answers but, in reality, things were never quite that simple.

Today's Stocks & Topics: Chinese Demographics, Investing in China, T - AT&T Inc., LUMN - Lumen Technologies Inc., AGG - iShares Core U.S. Aggregate Bond ETF, BSV - Vanguard Short-Term Bond ETF, Investing in Other Markets, REPX - Riley Exploration Permian Inc., BITI - ProShares Short Bitcoin Strategy ETF, VFC - VF Corp.

1-18-2023 – As Inflation Slows, How Might the Market React to a Quarter-Point Rate Increase?

Thu, 19 Jan 2023 01:01:21 +0000

Economic data has helped solidify the idea that after a succession of aggressive increases, the Fed is ready to take its foot off the brake-- a bit more.

Today's Stocks & Topics: Oil Demand, China’s Population, EXPGY - Experian PLC ADR, VNOM - Viper Energy Partners L.P. Un, MSFT - Microsoft Corp., Capital Gains Tax Rates, Tech Companies, MLI - Mueller Industries Inc., BAX - Baxter International Inc., Sectors, RCII - Rent-A-Center Inc., MMM - 3M Co.

1-17-2023 - Best of Caller Questions

Wed, 18 Jan 2023 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Covered Calls ETFs, Housing Market, Oregon - IPOs and Mutual Funds First 6 mo. Rule, Cannabis Companies, Investing for Kids, Retirement Funds Management.

1-16-2023 - Best of Caller Questions

Mon, 16 Jan 2023 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

1-13-2023 – Profits and Losses and a Tale of Two Banks

Sat, 14 Jan 2023 01:01:08 +0000

JPMorgan Chase posted a fourth-quarter 6% profit jump, while Citigroup’s fourth-quarter profit declined by 21%.

Today's Stocks & Topics: Margins, FCC and Crypto-currencies, Goldman Sachs, Mortgages, TGT - Target Corp., SITM - SiTime Corp., AMLP - Alerian MLP ETF, CAT - Caterpillar Inc., GOOG - Alphabet Inc. Cl C.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?

Fri, 13 Jan 2023 01:03:25 +0000

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.

Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market.

1-11-2023 – Inflation Has Not Been Tamed and the FED Admits More Pain Ahead

Thu, 12 Jan 2023 01:01:25 +0000

Federal Reserve Governor Michelle Bowman has noted the mistakes the Fed made in the 1970s when it raised rates to address inflation, but then lowered them when the economy slowed.

Today's Stocks & Topics: SSNC - SS&C Technologies Holdings Inc., BTI - British American Tobacco PLC ADR, CSL - Carlisle Cos., AMAT - Applied Materials Inc., The World Bank on Global Growth Forecasts, VIS - Vanguard Industrials ETF, RGI - Invesco S&P 500 Equal Weight Industrials ETF, GSK - GSK PLC ADR, MO - Altria Group Inc., Sectors, Special Purpose Acquisition Company (SPAC).

1-10-2023 – Has Health Insurance Made Healthcare More Expensive?

Wed, 11 Jan 2023 01:05:44 +0000

There are many complicated reasons for increases, such as not prioritizing preventive care or a lack of price transparency, and one of the biggest catalysts for inflation was the rise of health insurance costs.

Today's Stocks & Topics: CVS - CVS Health Corp., NXPI - NXP Semiconductors N.V., Portfolio Management and Charts, SCCO - Southern Copper Corp., SNA - Snap-On Inc., The Treasury Market, MSM - MSC Industrial Direct Co., PANW - Palo Alto Networks Inc., Retail Investors, Tesla, Earnings Season.

1-9-2023 – Do You Have a 2023 Financial To-Do List?

Tue, 10 Jan 2023 00:59:58 +0000

As the FED hiked interest rates, bonds and stocks got hammered-- but the most successful investors consider their total opportunity sets.

Today's Stocks & Topics: Higher Rates and Options, Corporate Earnings Season, Capital Rules, GBX - Greenbrier Cos. Inc., VFMF - Vanguard U.S. Multifactor ETF, WTI - W&T Offshore Inc., SU - Suncor Energy Inc., AWEVF - Alphawave IP Group PLC, DUKE - Duke Royalty Ltd., ASIX - AdvanSix Inc.

1-6-2023 – Is the Oil Market Crisis Sparked by Russia’s Invasion Nearing Its End?

Sat, 07 Jan 2023 01:00:16 +0000

Analysts remain divided regarding oil prices in 2023, however prices have fallen back to pre-war levels, driven lower by fears of a global recession.

Today's Stocks & Topics: Artificial Intelligence, Economy Statistics, Silver Gate Capital corporation, KNSL - Kinsale Capital Group Inc., Corporate Bonds, DISH - DISH Network Corp. Cl A, Stop Order, FIVN - Five9 Inc., Small Caps, NRGU – Micro Sectors U.S. Big Oil Index 3X Leveraged ETN, AAPL - Apple Inc., Life Insurance.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

1-5-2023 – 2022 Was a Brutal Year for Stocks, Bonds, and Crypto

Fri, 06 Jan 2023 01:09:50 +0000

Stocks spent most of the year in a bear market and many parts of the bond market posted their biggest losses in history, so what can we learn from the charts?

Today's Stocks & Topics: CWH - Camping World Holdings Inc. Cl A, Insider Buying, Rental Market, MSFT - Microsoft Corp., AMD - Advanced Micro Devices Inc., NVDA - NVIDIA Corp., Supply Chain, CPNG - Coupang Inc., WIRE - Encore Wire Corp.

1-4-2023 – Higher Mortgage Rates and Consumer Worries Are Hitting Home Prices

Thu, 05 Jan 2023 00:59:55 +0000

Home prices are falling into a deep winter chill, as higher mortgage rates push more buyers to the sidelines.

Today's Stocks & Topics: BP - BP PLC ADR, AAPL - Apple Inc., TWI - Titan International Inc., NTB - Bank of Butterfield Ltd., Money Market Mutual Funds, PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, HBI - Hanesbrands Inc., CMCO - Columbus McKinnon Corp., SHOP - Shopify Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, PSCE - Invesco S&P SmallCap Energy ETF, Tech Sector Layoffs.

1-3-2023 – Could You Simplify Your Investment Portfolio in 2023?

Wed, 04 Jan 2023 01:00:36 +0000

There are some relatively easy investing strategies for those resolved to streamline their portfolios and they could make sense for you.

Today's Stocks & Topics: INTEL and New Blue Chips, Tesla & Apple, Savings, Enough to Retire, Mid and Small Caps, ECPG - Encore Capital Group Inc., JEPI - JPMorgan Equity Premium Income ETF, GOOG - Alphabet Inc. Cl C, FLMX - Franklin FTSE Mexico ETF, Investment Options, VZ - Verizon Communications Inc., T - AT&T Inc., SPGI - S&P Global Inc., 401k Employer Match, OMF – One Main Holdings Inc., CM - Canadian Imperial Bank of Commerce.

TRIVIA QUESTION: "What do you suppose is the share of the population in the middle class today? AND-- since WHICH YEAR has the share of middle-class Americans been consistently shrinking?

1-2-2023 – NASDAQ Wraps Fourth Quarter in Slump

Tue, 03 Jan 2023 01:05:14 +0000

The tech-heavy Nasdaq fell 1% in the fourth quarter, wrapping up its first four-quarter losing streak since 2000-2001.

Today's Stocks & Topics: Bounce Back from 2022, Stock and Bond Markets, SM - SM Energy Co., Buying Bonds Instead of Stocks, Crypto Debacle, SBNY - Signature Bank, MO - Altria Group Inc., CNQ - Canadian Natural Resources Ltd., HSBC - HSBC Holdings PLC ADR, PLBY - PLBY Group Inc., Equities, Mid and Small Caps, Investing Apps.

The PERSPECTIVE looks at the history of NASDAQ bear markets.

12-30-2022 – Will the FED Drive the Markets in 2023?

Sat, 31 Dec 2022 01:01:41 +0000

The Federal Reserve played a major role in moving markets in 2022 with its campaign of monetary tightening and investors in stocks and bonds suffered as liquidity was sucked out of the market.

Today's Stocks & Topics: Reasons to Take Early Retirement, Russian Assets, Top Ten Percent Earners, LEA - Lear Corp., 403B and Retirement Funds, Social Security Payment, WBD - Warner Bros. Discovery Inc. Series A, VZ - Verizon Communications Inc., VTOL - Bristow Group Inc., ARCC - Ares Capital Corp., Inflation and Retail Sales, Corporate Bond Offerings.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

12-29-2022 - Best of Caller Questions

Thu, 29 Dec 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning.

12-28-2022 - Best of Caller Questions

Wed, 28 Dec 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-27-2022 - Best of Caller Questions

Tue, 27 Dec 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-26-2022 – Can You Avoid the Early Withdrawal Penalty for IRAs?

Tue, 27 Dec 2022 01:11:48 +0000

Generally, retirement savers can’t touch their individual retirement account or 401(k) funds before age 59½ without penalty, but there are exceptions.

Today's Stocks & Topics: Economic Stats, The Stock Market Moving Up, Financial Trends That Killed the Market in 2022, Billionaires & Market Downturns, CLF - Cleveland-Cliffs Inc., OGN - Organon & Co., Utility Companies and Electric Cars, WDFC - WD-40 Co., C - Citigroup Inc., MRK - Merck & Co. Inc., Recession, SAGPX - Principal SAM Conservative Growth Portfolio A, Diversified Account.

12-23-2022 - Best of Caller Questions

Sat, 24 Dec 2022 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-22-2022 – Loss Harvesting Done Right Could Downsize Your 2022 Tax Bill

Fri, 23 Dec 2022 01:03:20 +0000

After reducing your 2022 investment gains, you can use additional losses to lower regular income by $3,000 and carry the remaining losses forward to future tax years.

Today's Stocks & Topics: 401k Retirement Plans, Cities Dropping on Real Estate Prices, Earnings Per Share, BB - BlackBerry Ltd., PLBY - PLBY Group Inc., Mortgages, PCAR - Paccar Inc., P.E. Ratio, Bonds, Peer-to-Peer Lending.

12-21-2022 – One Generation of Wealthy Investors Is Betting the Market will Be Higher in 2023

Thu, 22 Dec 2022 01:01:13 +0000

81% of millennial millionaires expect their assets to be higher at the end of NEXT YEAR, but there is a large optimism gap between younger and older investors.

Today's Stocks & Topics: After Investing, RCKT - Rocket Pharmaceuticals Inc., FSLR - First Solar Inc., Fully Paid Lending, LC – Lending Club Corp., Stock Losses, EMR - Emerson Electric Co., Value Investing, Value Funds.

12-20-2022 - Best of Caller Questions

Wed, 21 Dec 2022 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-19-2022 – Should You Be Looking into Wide-Moat Stocks?

Tue, 20 Dec 2022 01:01:34 +0000

Given the dismal performance of the market, it may be surprising to learn that some wide-moat stocks have posted double-digit returns this year.

Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Rental Properties, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, MPW - Medical Properties Trust Inc., ASO - Academy Sports & Outdoors Inc., CCRD – Core Card Corp., OCSL - Oaktree Specialty Lending Corp., CMA - Comerica Inc., ED - Consolidated Edison Inc., Interest Rates.

Here's the PERSPECTIVE I wrote for December 5th-- however, we did not use it.

12-16-2022 - Best of Caller Questions

Sat, 17 Dec 2022 01:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-15-2022 – When It Comes to Risk, Is It Dangerous to Trust Your Instincts?

Fri, 16 Dec 2022 01:02:46 +0000

During market downturns, there are ways to measure risk tolerance vs. risk perception.

Today's Stocks & Topics: EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, ERF - Enerplus Corp., ET - Energy Transfer LP, AAPL - Apple Inc., Housing, BSI - BE Semiconductor Industries N.V., PYPL - PayPal Holdings Inc., V - Visa Inc. Cl A, STNG - Scorpio Tankers Inc., ASC - Ardmore Shipping Corp., Investors and Cryptocurrency.

12-14-2022 – Is It Possible to Protect Your Portfolio from Inflation?

Thu, 15 Dec 2022 00:58:53 +0000

Inflation affects current consumption, and it also eats into investment returns as it erodes wealth.

Today's Stocks & Topics: The FTX Drama, Airlines Stocks, The Brokage Community, MOS - Mosaic Co., CF - CF Industries Holdings Inc., BA - Boeing Co., Cash Flow, UMC - United Microelectronics Corp. ADR, WSM - Williams-Sonoma Inc., AVGO - Broadcom Inc., Research Companies, Ordinary vs. Qualified Dividends, BP - BP PLC ADR.

12-13-2022 – Survey: 60% of Americans See Crypto Investing As Highly Risky

Wed, 14 Dec 2022 01:03:13 +0000

Crypto remains among the least popular investments with only about 10% of Americans saying they are crypto owners, but millennials are still its biggest fans.

Today's Stocks & Topics: PLBY - PLBY Group Inc., Earnings, Capital Gains Distributions, Roth Conversions, Iron Butterfly Options, VIX - CBOE Volatility Index, EPD - Enterprise Products Partners L.P., TSLA - Tesla Inc., COUP - Coupa Software Inc., LVMUY - LVMH Moet Hennessy Louis Vuitton ADR.

12-12-2022 – The ‘Most Important’ Number to Watch in the November CPI Report

Tue, 13 Dec 2022 01:00:37 +0000

The November Consumer Price Index report due out Tuesday will provide important clues for the markets on just how much progress is being made in the fight against inflation.

Today's Stocks & Topics: The Biggest Risks to Stock Market in 2023, Biggest Money Mistakes, Preferred Stocks, MSGE - Madison Square Garden Entertainment Corp. Cl A, TPC - Tutor Perini Corp., DVN - Devon Energy Corp., Mortgage Reduction, DDS - Dillard's Inc., ONTO - Onto Innovation Inc., META - Meta Platforms Inc., WU - Western Union Co., MT - ArcelorMittal ADR, PL - Planet Labs PBC.

12-9-2022 – Your Year-End Financial To-Do List

Sat, 10 Dec 2022 01:05:18 +0000

Examples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving.

Today's Stocks & Topics: Inflation News, Costco’s Hot Dogs Price, Sectors for 2023, 401k, LH - Laboratory Corp. of America Holdings, Interest Rates, NRG - NRG Energy Inc., Trustable Financial Websites, ARLP - Alliance Resource Partners L.P., IR - Ingersoll Rand Inc., BAC - Bank of America Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

12-8-2022 – Lessons of the 'Nifty Fifty' Phenomena

Fri, 09 Dec 2022 00:58:22 +0000

The 'Nifty Fifty' refers to the fifty most popular large-cap stocks in the 1960s and 70s.

Today's Stocks & Topics: YouTube Business, FSLR - First Solar Inc., AVUV - Avantis U.S. Small-Cap Value ETF, JEPI - JPMorgan Equity Premium Income ETF, Market Uncertainty, CPG - Crescent Point Energy Corp., I-R-As, GOOD - Gladstone Commercial Corp., Equity.

12-7-2022 – Is It Time for You to Consider Small Cap Stocks?

Thu, 08 Dec 2022 01:00:50 +0000

While many investors are wondering whether it’s safe to start buying those mega-size companies that led the last bull market, it’s actually small-cap stocks that may be the biggest bargains.

Today's Stocks & Topics: The Housing Market, The 60/40 Portfolio, Your Brain and Market Uncertainty, Roth Contributions, DDS - Dillard's Inc., NEXA - Nexa Resources S.A., ARC - ARC Document Solutions Inc., Tax-Loss Harvesting, EQNR - Equinor ASA ADR, SBNY - Signature Bank, INTC - Intel Corp.

The PERSPECTIVE looks at the historical performance of the S&P 500 Index throughout the U.S. Bull and Bear Markets--- from 1926 through March 2017.

12-6-2022 – IRS Warns: New Rules for Side Income Could Increase Audit Risk

Wed, 07 Dec 2022 00:55:53 +0000

People who earn money through "side hustles" and get paid via apps including Venmo, PayPal, and Cash App should file tax form 1099-K.

Today's Stocks & Topics: JP Morgan, Metals, Buy and sell Individual Bonds, USO - U.S. Oil Fund LP, UNG - United States Natural Gas Fund L.P., Portfolio Management, TECH - Bio-Techne Corp., ISN Services, Loss and Taxes, ALLY - Ally Financial Inc., JEPI - JPMorgan Equity Premium Income ETF, COF - Capital One Financial Corp., Qualified vs. Nonqualified Dividends.

TRIVIA QUESTION: "What are the 9 states that have no income tax at all? AND--what are the 3 states that exempt certain forms of retirement income from taxation?"

12-5-2022 – What Are the Odds the FED Is Doing 'Too Little too Late'?

Tue, 06 Dec 2022 01:03:42 +0000

Some economists say the latest jobs report is evidence that the Fed’s policies haven’t done enough to balance the labor market as intended—which means inflation could be sticky.

Today's Stocks & Topics: Tax-Loss Harvesting, Private Equity Investing, Is the Fed doing QE, TALO - Talos Energy Inc., Rolling a 403 B to a Roth I-R-A, F&G Annuities and Life, VFC - VF Corp., UHT - Universal Health Realty Income Trust, 401k Funds, The Blackstone Real Estate Income Trust Inc., BLK - BlackRock Inc., BRKB - Berkshire Hathaway Inc. Cl B., RLI - RLI Corp.

12-2-2022 – Start Your Estate Plan with 8 Key Steps

Sat, 03 Dec 2022 01:02:58 +0000

It’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office.

Today's Stocks & Topics: Buying a House in Los Angeles, Retirement Savings for a Baby Boomer, STLD - Steel Dynamics Inc., PYPL - PayPal Holdings Inc., Social Security and Taxes, D - Dominion Energy Inc., MOS - Mosaic Co., November Jobs Report, LUMN - Lumen Technologies Inc., Municipal Bonds, Sell KOS - Kosmos Energy Ltd. and Buy XOM - Exxon Mobil Corp., CRSP - CRISPR Therapeutics AG.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts

Fri, 02 Dec 2022 01:03:37 +0000

You’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts.

Today's Stocks & Topics: Collateralized Fund Obligations, Retailer’s Inventory, Covid in China, BKE - Buckle Inc., AVGO - Broadcom Inc., FCX - Freeport-McMoRan Inc., X - United States Steel Corp., DV – Double Verify Holdings Inc., Buy and Sell.

11-30-2022 – 4 Practical Steps to Control Your Overspending Habit

Thu, 01 Dec 2022 01:03:35 +0000

For some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.'

Today's Stocks & Topics: Stock Market Performance, Black Friday, Factory Production in China, Corporate Bonds, KRTX - Karuna Therapeutics Inc., TRTN - Triton International Ltd., Preferred Shares, GNL - Global Net Lease Inc., Big Banks Bonds, CVGI - Commercial Vehicle Group Inc.

11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA

Wed, 30 Nov 2022 01:00:26 +0000

An SEC complaint highlights what can happen if an advisor breaches their duty to seek 'best execution' for transactions of its advisory clients.

Today's Stocks & Topics: Private Equity Industry, Tech Sell-Off, Yield Curve Inversion, BKE - Buckle Inc., The Stock Market and 401k, CTRA - Coterra Energy Inc., SU - Suncor Energy Inc., SLB - Schlumberger Ltd.

11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally

Tue, 29 Nov 2022 01:03:55 +0000

The stock market rally had solid gains in the holiday-shortened Thanksgiving week, but the S&P 500 index is coming up to its 200-day moving average, a key resistance area.

Today's Stocks & Topics: Winners and Losers on Black Friday, Living Paycheck-To-Paycheck, HEES - H&E Equipment Services Inc., Stock Screeners, BTU - Peabody Energy Corp., AVUS - Avantis U.S. Equity ETF, AAPL - Apple Inc., Trimming Energy Stocks, MTZ - MasTec Inc., DIN - Dine Brands Global Inc., METC - Ramaco Resources Inc., Tax-Loss Harvesting, TDS - Telephone & Data Systems Inc., Interest Rates, EQNR - Equinor ASA ADR, ABG - Asbury Automotive Group Inc.

11-25-2022 - Best of Caller Questions - Black Friday

Fri, 25 Nov 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

11-24-2022 - Best of Caller Questions - Thanksgiving Day

Thu, 24 Nov 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

11-23-2022 – The Stock Market Demonstrates That Money Is Still Coming to The United States

Thu, 24 Nov 2022 01:01:04 +0000

The S&P Index reached its historical peak on January 3, 2022, and the trend has been downward ever since-- but investors remember how the buy-the-dip strategy worked for them.

Today's Stocks & Topics: TGLS - Tecnoglass Inc., Alternative Energy, ABMD - Abiomed Inc., ISRG - Intuitive Surgical Inc., MDT - Medtronic PLC, AGCO - AGCO Corp., Capital Spending, LXU - LSB Industries Inc., CF - CF Industries Holdings Inc., Stocks on Sale.

11-22-2022 – Do Rising Interest Rates Make Bond Ladder ETFs More Appealing?

Wed, 23 Nov 2022 01:00:31 +0000

Rising interest rates have pushed down bond prices this year and some investors may benefit from building a bond ladder.

Today's Stocks & Topics: RF - Regions Financial Corp., DLR - Digital Realty Trust Inc., Long Term Index Investing, The Market and Elections, Retirement Survey, Covid Savings, Tax Planning, CMI - Cummins Inc., KBWR - Invesco KBW Regional Banking ETF, Enroll in a Retirement Plan.

TRIVIA QUESTION: "Can you name 3 shocks that caused bigger one-day market drops than the Kennedy assassination?"

11-21-2022 – The Dangers Facing a New Generation of Risk-Taking, Social Media-Focused Investors

Tue, 22 Nov 2022 01:00:43 +0000

It seems that the new 'retail' investors are much more inclined to invest in risky meme stocks and cryptocurrencies than older generations.

Today's Stocks & Topics: Small Business, PILBF - Pilbara Minerals Ltd., BLOK - Amplify Transformational Data Sharing ETF, GLW - Corning Inc., TECK - Teck Resources Ltd. Cl B, ENPH - Enphase Energy Inc., Pandemic Savings.

PERSPECTIVE looks at some historical data regarding the phenomenon known as the "inverted yield curve".

11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers

Sat, 19 Nov 2022 01:05:10 +0000

Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree.

Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, PYPL - PayPal Holdings Inc., SCHD - Schwab US Dividend Equity ETF, AMT - American Tower REIT, Retirement and State Taxes, GOGL - Golden Ocean Group Ltd., Life Insurance, IWM - iShares Russell 2000 ETF, UVV - Universal Corp., TGT - Target Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

11-17-2022 – Retail Strength Indicator: What Can We Learn from Anticipated Soft Holiday Sales?

Fri, 18 Nov 2022 01:03:07 +0000

At least one big-box retailer sees sales declining as families contend with higher prices, forcing trade-offs between what they need and what they want.

Today's Stocks & Topics: Earnings for 2023, Producer Price Index (PPI), Companies That Are Good Inflation Investments, APLE - Apple Hospitality REIT Inc., TER - Teradyne Inc., AMAT - Applied Materials Inc., KBWB - Invesco KBW Bank ETF, Strong Dollar, and Interest Rates, 401(k) Contributions, HII - Huntington Ingalls Industries Inc., Corporate Bond Market.

11-16-2022 – FED Report: Household Debt Soars at Fastest Pace in 15 Years

Thu, 17 Nov 2022 00:56:56 +0000

The biggest contributors to the debt load are mortgage balances, which rose $1 trillion from a year ago to $11.7 trillion, and credit card debt, which climbed to $930 billion.

Today's Stocks & Topics: GEO - GEO Group Inc., Selling Losses in a Roth I-R-A, AQN - Algonquin Power & Utilities Corp., VTIVX - Vanguard Target Retirement 2045 Fund Investor, BRKB - Berkshire Hathaway Inc. Cl B, Mortgage Market, LEU - Centrus Energy Corp., AL - Air Lease Corp., CFLT - Confluent Inc., FRG - Franchise Group Inc., Home Equity Line of Credit (HELOC).

11-15-2022 – What Is the Average Net Worth of Generation X?

Wed, 16 Nov 2022 01:03:22 +0000

Gen X, individuals born between 1965 and 1980, have a shortfall in retirement savings and it is partly due to a rise in inflation and the cost of living.

Today's Stocks & Topics: The Wash Rule, HYG - iShares iBoxx $ High Yield Corporate Bond ETF, AOS - A.O. Smith Corp., Investors Sentiment, Office Spaces, TSE - Trinseo PLC.

11-14-2022 – Do Target-Date Funds Truly Allow Investors to Be 'Hands-Off'?

Tue, 15 Nov 2022 01:00:36 +0000

The concept is that target-date funds invest in an age-appropriate asset mix, and they gradually become more conservative as the investor gets closer to needing the money.

Today's Stocks & Topics: Disney Layoffs, Retirement Limits, MDT - Medtronic PLC, PLBY - PLBY Group Inc., General Question About Investing, COIN - Coinbase Global Inc., U - Unity Software Inc., Investment Rating Platforms, TSLA - Tesla Inc., CHK - Chesapeake Energy Corp., CLOV - Clover Health Investments Corp. Cl A.

11-11-2022 – Beware of the 5 Known 'Portfolio Pitfalls'

Sat, 12 Nov 2022 00:55:07 +0000

Asset allocations and tax inefficiencies are just two areas that require your attention.

Today's Stocks & Topics: Cryptocurrency: FTX Bankruptcy, China Economy, Elon Musk and Tesla, FITB - Fifth Third Bancorp, MYE - Myers Industries Inc., High Growth Stocks, ALB - Albemarle Corp., Manufacturing Sector, DOCU - DocuSign Inc., FIW - First Trust Water ETF, WFG - West Fraser Timber Co. Ltd.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

11-10-2022 – How Could the FTX Token Lose 80% of Its Value Overnight?

Fri, 11 Nov 2022 01:01:15 +0000

Cryptocurrencies as a class sank on Tuesday, with Bitcoin and Ethereum both plunging more than 10%.

Today's Stocks & Topics: SBSI - Southside Bancshares Inc., Debt Levels, Fear, Corporate Bond Market, MSFT - Microsoft Corp., APPS - Digital Turbine Inc., CLBT - Cellebrite DI Ltd., Investment Strategy, OTTR - Otter Tail Corp., EXR - Extra Space Storage Inc.

11-9-2022 – Could the FED Be Pushing the Economy into a Recession?

Thu, 10 Nov 2022 01:03:07 +0000

The Federal Reserve has approved six interest rate hikes this year and the strategy, according to many bankers and economists, is likely to set off a recession next year.

Today's Stocks & Topics: Europe’s Economy, Corporate Bond Market, Japanese Treasuries, DFMIX - Davidson Multi-Cap Equity Fund, GSM - Ferroglobe PLC, Young Investor Looking for Advice, EBITDA: Earnings Before Interest, Tax, Depreciation and Amortization, Energy Sector.

11-8-2022 – How to Cope with Financial Shocks

Wed, 09 Nov 2022 01:04:38 +0000

With high inflation, bear markets, and recession fears, the threat of a crisis like a job loss is unsettling for many people.

Today's Stocks & Topics: CPI Numbers, Mid-Terms Elections and the Market, Canada & the Mining Industry, Retirement Funds into CDs, Negative Cash Flow and Earnings, SPY - SPDR S&P 500 ETF Trust, FNILX - Fidelity ZERO Large Cap Index Fund, PI - Impinj Inc., Retirement Investment Strategy.

TRIVIA QUESTION: "How far back can we trace the history of CORPORATIONS? In other words, WHEN was the concept first recognized by organized societies?"

11-7-2022 – Could a Classification System Impose Order on the Expanding Crypto Universe?

Tue, 08 Nov 2022 01:03:44 +0000

One key player is set to unveil a data service that seeks to classify hundreds of digital coins and tokens so institutional investors can make sense of the new asset class.

Today's Stocks & Topics: The Chips Act, Rising Rates, FCX - Freeport-McMoRan Inc., Famous Investors, AXP - American Express Co., RIG - Transocean Ltd., Real Estate Investment Property, MKS - IMKS Instruments Inc., Banks.

PERSPECTIVE: Justin's PERSPECTIVE concerns the American LABOR FORCE— How does it break down by generational participation? What are the generational characteristics?

11-4-2022 – U.S. Payrolls Surged in October-- What Does This Tell Us About the Economy?

Sat, 05 Nov 2022 00:06:04 +0000

Although the payrolls number was better than expected, it marked the slowest pace of job gains since December 2020.

Today's Stocks & Topics: Twitter Layoffs, MCD - McDonald's Corp., Treasury Bonds, SCCO - Southern Copper Corp., AND - Advent Technologies Holdings Inc., How to Determine a Company’s Debt, MKL - Markel Corp., EQT - EQT Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

11-3-2022 – Setting Asset Allocation for Retirement

Fri, 04 Nov 2022 00:00:05 +0000

Closing in on retirement, one-size-fits-all recommendations are not the way to go.

Today's Stocks & Topics: FCC Warning, I-Bonds, Treasury Bond Market, GGG - Graco Inc., JBT - John Bean Technologies Corp., LUMN - Lumen Technologies Inc., AMZN - Amazon.com Inc., LDMAX - Lord Abbett Emerging Markets Bond Fund.

11-2-2022 – Value vs. Growth Stocks: Which Could Be Right for You?

Thu, 03 Nov 2022 00:03:42 +0000

Value stocks remain steady through all sorts of market conditions while growth stocks demonstrate rates of growth that outpace the market average.

Today's Stocks & Topics: Private REITs, The Real Estate Market, VCLT - Vanguard Long-Term Corporate Bond ETF, ASML - ASML Holding N.V., VOO - Vanguard S&P 500 ETF, DIA - SPDR Dow Jones Industrial Average ETF Trust, PRIM - Primoris Services Corp., Entry Point, DODIX - Dodge & Cox Income Fund, LDUR - PIMCO Enhanced Low Duration Active ETF, TSN - Tyson Foods Inc. Cl A, TECK - Teck Resources Ltd. Cl B.

11-1-2022 - Best of Caller Questions

Wed, 02 Nov 2022 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

10-31-2022 – IRS Raises 401k and IRA Contribution Limits, Should You Invest More?

Tue, 01 Nov 2022 00:21:54 +0000

As of March 2022, 72% of public and private employees had access to some type of employer-sponsored retirement plan like a 401(k) or pension plan.

Today's Stocks & Topics: Tech Stocks, Non-Traded REITs, U.S Treasury Market, TGB - Taseko Mines Ltd., XOM - Exxon Mobil Corp., IGMS - IGM Biosciences Inc., NBIX - Neurocrine Biosciences Inc., KDP - Keurig Dr Pepper Inc., EWW - iShares MSCI Mexico ETF, SMIN - iShares MSCI India Small-Cap ETF, Avoid Investing in September, SPTM - SPDR Portfolio S&P 1500 Composite Stock Market ETF, META - Meta Platforms Inc.

The PERSPECTIVE looks at some of the finance theories of a well-known figure and Justin gives his assessments-- as to whether they are true or false.

10-28-2022 - Best of Caller Questions

Fri, 28 Oct 2022 23:00:00 +0000

In this fresh compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Stocks & Topics: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investor's Moves, Investing Strategy.

10-27-2022 – The Bear Market of 2022 Has Tested the Limits of Buffer Funds

Fri, 28 Oct 2022 00:02:11 +0000

Buffer funds, which promise to limit downside losses from equity market exposure while capping upside returns, have grown increasingly popular.

Today's Stocks & Topics: Tech Wreck, GDP Report, IAU - iShares Gold Trust, AMZN - Amazon.com Inc., CD Rates, META - Meta Platforms Inc., TTD - Trade Desk Inc. Cl A, Book: The Fourth Turning.

10-26-2022 – Why Stock Investors Need to Pay Careful Attention to Earnings Season 'Report Cards'

Thu, 27 Oct 2022 00:00:16 +0000

In the long term, stock prices generally rise and fall with earnings, or profits-- and company officials also generally offer an outlook on business and economic conditions.

Today's Stocks & Topics: Global Real Estate, The Dollar, Andreessen Horowitz and Crypto, DOV - Dover Corp., AOS - A.O. Smith Corp., KPP Portfolio Review, BNS - Bank of Nova Scotia, ACI - Albertsons Cos. Inc., KR - Kroger Co., BGS - B&G Foods Inc., Tax-loss Harvesting & The Wash Sale Rule.

10-25-2022 - Best of Caller Questions

Wed, 26 Oct 2022 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

10-24-2022 – Is the Stock Market Poised for a 'Significant Relief Rally'?

Tue, 25 Oct 2022 00:03:10 +0000

At least one analyst is arguing that, after testing a key technical support level, the stock market's violent reversal on Thursday could lead to a "significant relief rally".

Today's Stocks & Topics: China, Interest Rates, STAG - STAG Industrial Inc., Young Investor, DLR - Digital Realty Trust Inc., SLB - Schlumberger Ltd., SBNY - Signature Bank, Relative Strength, Volume and Capitulation.

PERSPECTIVE commentary concerns: ALTERNATIVE INVESTMENTS and their potential for enhancing portfolio returns

10-21-2022 – Could the UK Financial Turmoil Spark a Wider Meltdown?

Sat, 22 Oct 2022 00:02:22 +0000

The recent chaos on the UK financial markets has generated waves of stress and selling by investors far beyond the UK.

Today's Stocks & Topics: Investors Sentiment, The Chip Bill, BSM - Black Stone Minerals L.P., I-Bonds, SPSM - SPDR Portfolio S&P 600 Small Cap ETF, AVGO - Broadcom Inc., MP - MP Materials Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

10-20-2022 – Does Continuing Volatility Signal an Impending Recession?

Fri, 21 Oct 2022 00:07:13 +0000

Market volatility and recession risks are likely to stick around for a while, and Wall Street’s biggest banks are preparing accordingly.

Today's Stocks & Topics: Money Markets, Companies Going Public Several Times, Options Traders, OUT - OutFront Media Inc., LAMR - Lamar Advertising Co. Cl A, Corporate Bonds, BSCM - Invesco Bullet Shares 2022 Corporate Bond ETF, Cash, HBI - Hanesbrands Inc., PG - Procter & Gamble Co., IPOs, Discounted Cash Flow, DVN - Devon Energy Corp.

10-19-2022 – Looking at the History of Mutual Fund Innovations

Thu, 20 Oct 2022 00:02:44 +0000

Mutual funds debuted in the Netherlands during the late 18th century, and some have stood the test of time while others have failed.

Today's Stocks & Topics: Retail Trading Activity, IRS Tax Brackets, T - AT&T Inc., NFLX - Netflix Inc., INSP - Inspire Medical Systems Inc., Real Estate Loans, SU - Suncor Energy Inc., PLBY - PLBY Group Inc., SWBI - Smith & Wesson Brands Inc., ESLT - Elbit Systems Ltd., CHTR - Charter Communications Inc. Cl A.

10-18-2022 – Earnings Contraction Seen but Not a Widespread Collapse

Wed, 19 Oct 2022 00:03:10 +0000

Thirty- five companies have reported third-quarter earnings so far, and 68.5% have beaten estimates-- higher than the historic average of 66.2%.

Today's Stocks & Topics: Money Managers, Exxon and Russia, WM - Waste Management Inc., Bond Maturities, TGI - Triumph Group Inc., Yield to Maturity, VFC - VF Corp., EXAS - Exact Sciences Corp., Oil Market Indicators, POOL - Pool Corp., CS - Credit Suisse Group AG ADR.

TRIVIA QUESTION: "Among working-age individuals (ages 15 to 64), WHAT is the most common type of retirement account? AND-- how do the numbers break down?"

10-17-2022 – Is the U.S. Consumer Healthy?

Tue, 18 Oct 2022 00:12:54 +0000

Despite inflation anxiety, one large bank is reporting that credit volume is up, and that credit remains pristine, with late-payment metrics still well below pre-2020 averages.

Today's Stocks & Topics: Small Cap Companies, Interest Rates and Bank Profitability, JOBY - Joby Aviation Inc., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, RNG - RingCentral Inc. Cl A, RIO - Rio Tinto PLC ADR, ENB - Enbridge Inc., ASML - ASML Holding N.V.

The PERSPECTIVE looks at the stock market’s September Effect.

10-14-2022 – Is There a Reasonable Strategy for Investing Cash in Today's Bear Market?

Sat, 15 Oct 2022 00:00:47 +0000

So far, 2022 has been a difficult year for both stocks and bonds and even real estate is starting to fade as mortgage rates surge higher.

Today's Stocks & Topics: Bank Profits, TROW - T. Rowe Price Group Inc., Tax Exempt Municipal Bonds, UNH - UnitedHealth Group Inc., POAHY - Porsche Automobile Holding SE ADR, Cost-Of-Living Adjustment (COLA), 401k, PYPL - PayPal Holdings Inc., ITUB - Itau Unibanco Holding S/A ADR, The Warehouse Industry.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

10-13-2022 – Is Delaying Social Security Still Smart?

Thu, 13 Oct 2022 23:59:15 +0000

Volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees.

Today's Stocks & Topics: Treasury Inflation-Protected Securities (TIPS), Strong Dollar, Inflation and Profit Margins, ESS - Essex Property Trust Inc., NKE - Nike Inc. Cl B, BGS - B&G Foods Inc., AMD - Advanced Micro Devices Inc., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, LTC - LTC Properties Inc., CLF - Cleveland-Cliffs Inc., BCC - Boise Cascade Co.

10-12-2022 – IMF Predicts Global Growth Will Slow Next Year

Thu, 13 Oct 2022 00:00:08 +0000

If accurate, 2023 will feel like a recession for millions of people in the United States, the European Union, and China.

Today's Stocks & Topics: I-Bonds, Stock Options, Treasury Inflation-Protected Securities (TIPS), Investing in Real Time, LUMN - Lumen Technologies Inc., Treasury Notes, ARCH - Arch Resources Inc., GEO - GEO Group Inc., ADDYY - Adidas AG ADR, MPW - Medical Properties Trust Inc., Commodities.

10-11-2022 – Is the Time Right for Roth Conversions?

Wed, 12 Oct 2022 00:04:38 +0000

Proper financial multitasking can help you build a secure retirement.

Today's Stocks & Topics: Q3 Earnings, SEV - Sono Group N.V., UAA - Under Armour Inc. Cl A, SONY - Sony Group Corp. ADR, Teenage Popular Streaming, Real Estate, BROS - Dutch Bros Inc., BWA - BorgWarner Inc., O - Realty Income Corp., AMZA - InfraCap MLP ETF, The Fed and Interest Rates.

10-10-2022 – What Is 'Life-Stage' Investing?

Tue, 11 Oct 2022 00:03:54 +0000

Proper financial multitasking can help you build a secure retirement.

Today's Stocks & Topics: Economic Data, October Can Be a difficult Month, The Fed and QE, SWK - Stanley Black & Decker Inc., UMC - United Microelectronics Corp. ADR, AMD - Advanced Micro Devices Inc., SWKS - Skyworks Solutions Inc., ISRG - Intuitive Surgical Inc., Staying in the Market, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, EC - Ecopetrol S.A. ADR.

10-7-2022 — Why You Should Stay Invested Even Though the S&P 500 Is Down Over 20% This Year

Sat, 08 Oct 2022 01:30:00 +0000

2022 is looking like one of the roughest ever for the stock market-- but market history offers a 'silver lining' story for long-term investors.

Stocks: ASML -- ASML Holding N.V. (NAS); VTIP -- Vanguard Short-Term Inflation-Protected Securities Index Fund (ETF); CPB -- Campbell Soup Co. (NYS); MLI -- Mueller Industries Inc. (NYS); HON -- Honeywell International Inc. (NAS).

Topics: Callers asked about personal finance; structured notes; STEVE's talking point stories: Wages and labor force participation, Will oil go higher--someone sabotaged Nord Stream, the strength of the dollar.

Plus: Steve shared highlights of the newest KPP Premium Newsletter.

10-6-2022 — What a Strong U.S. Dollar Means for Investors

Fri, 07 Oct 2022 01:45:00 +0000

Some company earnings could falter-- and companies that have a significant portion of their earnings coming from overseas will suffer most. Tech companies, in particular, make 58% of their revenue from outside the U.S.

Stocks: AOS -- A.O. Smith Corp. (NYS); SWSEX -- SWRSX; BGFV -- Big 5 Sporting Goods Corp. (NAS); XOM -- Exxon Mobil Corp. (NYS).

Topics: Caller questions: 401k plan contributions; Beat the market; JUSTIN's talking point stories: The 'Inflation Reduction Act' -- Its 3 main components--and the probable effect on drug prices.

10-5-2022 — Bank of England Forced to Reverse QT, Is the Fed Next?

Thu, 06 Oct 2022 01:25:00 +0000

“Market instability” remains the most significant risk to central banks globally due to the massive amounts of leverage.

Stocks: ZBRA -- Zebra Technologies Corp. Cl A (NAS); SCHD -- Schwab US Dividend Equity ETF (ETF); WIRE -- Encore Wire Corp. (NAS); BIG -- Big Lots Inc. (NYS).

Topics: Caller questions: Bitcoin as an investment now?, Investing in timber stocks; JUSTIN's talking point stories: The danger in PRIVATE FUNDS investment-- some are closing redemption; FED data shows that the push to slow the economy is beginning to work; Interest rates remain low for investors and savers--there are ways to get better rates.

10-4-2022 — Has Consumer Demand Already Started to Plunge?

Wed, 05 Oct 2022 03:00:00 +0000

U.S. shippers report a 20% drop in ocean freight orders including machinery, household products, industrial products and apparel goods.

Stocks: PFE -- Pfizer Inc. (NYS); AMP -- Ameriprise Financial Inc. (NYS); GOGL -- Golden Ocean Group Ltd. (NAS); GT -- Goodyear Tire & Rubber Co. (NAS).

Topics: Caller questions: Covered call strategy?; Comments on the FED; Digital banking-- is it safe?; STEVE's talking point stories: Job openings report shows available jobs down by one million; Inventory orders are flat; Micron to build microchip factory in New York NOT Texas-- why?

Steve's TRIVIA question: "What are the key factors that can impact your net worth?"

10-3-2022 — 3 Major Ways Debt Can Affect Your Ability to Buy a Home

Tue, 04 Oct 2022 01:35:45 +0000

A higher debt-to-income ratio could make you unable to be approved for some home loan programs with attractive features.

Stocks: FSM -- Fortuna Silver Mines Inc. (NYS); PAAS -- Pan American Silver Corp. (NAS); PLTR -- Palantir Technologies Inc. (NYS); PG -- Procter & Gamble Co. (NYS); TGT -- Target Corp. (NYS); FDX -- FedEx Corp. (NYS); TWO -- Two Harbors Investment Corp. (NYS); VALE -- Vale S.A. ADR (NYS); LULU -- lululemon athletica inc. (NAS).

Topics: Caller questions: Cash flow statements for a stock pick; JUSTIN's talking point stories: Corporate earnings when the dollar is up--for some companies, a strong dollar can be good; Credit card industry--are big changes coming?

9-30-22 — Is 18% Total Exposure To Energy OK?

Sat, 01 Oct 2022 01:40:00 +0000

Steve Peasley explains that a 15% to 20% exposure in a certain sector is probably fine if you believe it is a good place to be for your situation.

Stocks: FCX -- Freeport-McMoRan Inc. (NYS); CVS -- CVS Health Corp. (NYS); OXY -- Occidental Petroleum Corp. (NYS); DVN -- Devon Energy Corp. (NYS); NCLH -- Norwegian Cruise Line Holdings Ltd. (NYS); TROW -- T. Rowe Price Group Inc. (NAS); NVDA -- NVIDIA Corp. (NAS): TDOC -- Teladoc Health Inc. (NYS); JPM -- JPMorgan Chase & Co. (NYS).

Topics: STEVE's talking point stories: PCE is the primary FED inflation gauge; Worst September for stocks in a long while; The 3 things you should pay-off before retirement; Is the 4% rule for withdrawal in retirement still valid?

9-29-2022 — Could Falling Home Prices Collapse the Financial System?

Fri, 30 Sep 2022 01:45:00 +0000

The U.S. housing market is experiencing one of the most rapid and dramatic shifts in its history.

Stocks: V -- Visa Inc. Cl A (NYS); GLPI -- Gaming & Leisure Properties Inc. (NAS); PDI -- PIMCO Dynamic Income Fund (FUND); PM -- Philip Morris International Inc. (NYS); UGI -- UGI Corp. (NYS); ATO -- Atmos Energy Corp. (NYS); VFC -- VF Corp. (NYS); GT -- Goodyear Tire & Rubber Co. (NAS).

Topics: Caller question regarding dollar cost averaging; JUSTIN's talking point stories: Bank of England's yield curve control; earning revisions; investor sentiment metrics.

9-28-2022 — Is the 'Buy the Dip' Strategy A Bad Idea Now?

Thu, 29 Sep 2022 02:10:00 +0000

This has been a volatile year for stocks, with the S&P 500 starting 2022 on a high, entering a bear market in June, rallying over the summer, then recently giving up much of those gains.

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Stocks: PHM -- PulteGroup Inc. (NYS); HUM -- Humana Inc. (NYS); LUMN -- Lumen Technologies Inc. (NYS); an iTunes review question for SIRI -- Sirius XM Holdings Inc. (NAS).

Topics: Caller question regarding real estate investing; JUSTIN's talking point stories: car insurance premiums (why are they increasing?); parts of the jobs market are now showing weakness.

9-27-2022 — Could An Oil Supply Shock Be Imminent?

Wed, 28 Sep 2022 01:15:00 +0000

Oil demand has remained resilient in the face of a multitude of challenges, and even prices of over $100 per barrel failed to curb it in any significant way earlier this year.

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Stocks: DKNG -- DraftKings Inc. (NAS); CI -- Cigna Corp. (NYS); COIN -- Coinbase Global Inc. (NAS); EXR -- Extra Space Storage Inc. (NYS); ELS -- Equity Lifestyle Properties Inc. (NYS); an iTunes review question for VZ -- Verizon Communications Inc. (NYS).

Topics: Plus, caller question regarding crowd funding for real estate; STEVE's talking point stories: Core capital goods, new home sales, Jeff Bezos real estate venture, Social Security funds running out, Roth IRA earned income limits.

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Steve's TRIVIA question: "Can you name 5 steps you can take to help cope with rising prices and higher interest rates?"

9-26-2022 - Is the 'Real Cure' for Inflation Being Ignored?

Tue, 27 Sep 2022 01:30:00 +0000

In focusing on raising interest rates to cool inflation, have central banks and governments overlooked the importance of maintaining stable currencies?

Stocks: COST -- Costco Wholesale Corp. (NAS); GIS -- General Mills Inc. (NYS); BEP -- Brookfield Renewable Partners L.P. (NYS); SGML -- Sigma Lithium Corp. (NAS); LUMN -- Lumen Technologies Inc. (NYS); iTunes review question for CPRX -- Catalyst Pharmaceuticals Inc. (NAS); plus caller questions regarding: Treasury Bills, Vanguard, farmland as an investment property, and should buy a second home as investment when mortgage is expensive?

The PERSPECTIVE focuses on a very important component of U.S. GDP: Small Businesses.

9-23-2022 – Is Thematic Investing Something You Should Consider?

Sat, 24 Sep 2022 00:00:32 +0000

Thematic investing is a type of investing approach that prioritizes trends predicted to be successful over the long term instead of investing in specific companies or sectors.

Today's Stocks & Topics: U.S. Manufacturing, Goldman Sachs Cuts 2022 Target for S&P 500, 30 Year Fix Mortgages, Income Classes, HLLY - Holley Inc., BHP - BHP Group Ltd. ADR, Life Insurance, PBR - Petroleo Brasileiro S/A ADR, LPI - Laredo Petroleum Inc., HZO - MarineMax Inc., AWK - American Water Works Co.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

9-22-2022 – Is the I Bond Yield Worth Your Attention?

Fri, 23 Sep 2022 00:03:26 +0000

September's inflation’s resurgence failed to benefit I Bonds, which typically profit from higher prices.

Today's Stocks & Topics: The Housing Market, Heads of Largest Banks Testify in Senate Banking Committee Hearing, Loans, VPU - Vanguard Utilities ETF, FAX - abrdn Asia-Pacific Income Fund Inc., Retirement, VCSH - Vanguard Short-Term Corporate Bond ETF, Silver, PIMIX - PIMCO Income Fund Institutional.

9-21-2022 – 3 Things to Expect Heading into the Next Stage of the Housing Market Downturn

Thu, 22 Sep 2022 00:05:57 +0000

Whenever a central bank moves from monetary easing to tightening, there’s going to be an impact on a rate-sensitive sector like real estate.

Today's Stocks & Topics: Inflation, Energy, Private Equity, OMF - OneMain Holdings Inc., EWCO - Invesco S&P 500 Equal Weight Communication Services ETF, TFX - Teleflex Inc., Bank’s Manipulation of Silver, XYL - Xylem Inc., Housing Market, What To Do When a Company Goes Down 90%.

9-20-2022 – What's Your Real Inflation Rate?

Wed, 21 Sep 2022 00:03:10 +0000

Life stage and lifestyle both play roles in the inflation experience, so calculating a personalized inflation rate can be beneficial.

Today's Stocks & Topics: Stagflation, The Fed Meeting, Germany’s Energy Plan, FDX - FedEx Corp., MOS - Mosaic Co, Inflation, GOOG - Alphabet Inc. Cl C, How Do You Determine a Good Business, SQM - Sociedad Química y Minera De Chile S.A. ADR, Stock Screeners, TNK - Teekay Tankers Ltd., F - Ford Motor Co.

TRIVIA QUESTION: "Only 1 U.S. President has ever set foot inside Fort Knox...who was that President; and... what is the estimated value of the gold in Fort Knox at today's prices?"

9-19-2022 – Key Steps to Add Sustainable Investing Strategies to Your Portfolio

Tue, 20 Sep 2022 00:04:24 +0000

It’s easy to get lost when building a sustainable portfolio because there are numerous questions to consider.

Today's Stocks & Topics: Brokers, Rising Bond Yields, Earnings, LMT - Lockheed Martin Corp., CE - Celanese Corp., HIG - Hartford Financial Services Group Inc., IBDR - iShares iBonds Dec 2026 Term Corporate ETF.

The PERSPECTIVE looks at the percentage of Americans that have owned stocks through the decades.

9-16-2022 – With More FED Increases Likely, How Could These Higher Interest Rates Affect Your Wallet?

Sat, 17 Sep 2022 00:02:12 +0000

Adjustable-rate mortgages might be affected by interest rate hikes—and so could other credit products like credit cards.

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Russia Economy, Retirement, FIW - First Trust Water ETF, ADBE - Adobe Inc., 5-year P/E Ratio, AAP - Advance Auto Parts Inc., Wash Sale, I-Bonds.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

9-15-2022 – Can ETFs Harness Momentum and Add Value to Your Portfolio?

Fri, 16 Sep 2022 00:03:43 +0000

Investors across all levels of experience are tempted when they perceive an opportunity to beat the market.

Today's Stocks & Topics: SOFI - SoFi Technologies Inc., I-R-A, IIPR - Innovative Industrial Properties Inc., LIT - Global X Lithium & Battery Tech ETF, INTU - Intuit Inc., POOL - Pool Corp., Bond Market, SCI - Service Corp. International, Cash & Interest Rates, Market Value.

9-14-2022 – Stocks Stabilized Following Their Massive Sell-Off

Thu, 15 Sep 2022 00:01:39 +0000

The Nasdaq Composite battled higher in choppy trading as investors tried to find their footing after the biggest one-day drop in more than two years.

Today's Stocks & Topics: Loan Market, Mortgage in Retirement, FCC Warning to Chinese Companies, Roth I-R-A and K1, LUMN - Lumen Technologies Inc., NEM - Newmont Corp., UNM - Unum Group, AZO - AutoZone Inc., I-R-A Contributions, Where to Invest.

9-13-2022 – The Market Thinks the Fed Has an Awful Problem and Recession Is the Only Solution

Tue, 13 Sep 2022 23:59:30 +0000

Stocks plunged as fears that the Federal Reserve will ultimately spark a recession spread like wildfire.

Today's Stocks & Topics: Where to Hide your Money from the Bond Market, The Fed Meeting, Money Management, KEY – KeyCorp., LAC - Lithium Americas Corp., FANG - Diamondback Energy Inc., Energy Sector, Value Stocks, VZ - Verizon Communications Inc., Value Rates ETFs.

TRIVIA QUESTION: "As you get closer to retirement, what are 10 things you should have on your preparedness 'checklist'?"

9-12-2022 – Are There Good Inflation-Fighting Investments for Retirement Portfolios?

Tue, 13 Sep 2022 00:01:06 +0000

Portfolio allocations for those in retirement should include a blend of inflation hedges and inflation beaters.

Today's Stocks & Topics: Tech Sector, European Economy, Bond Market, IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, INTC - Intel Corp., WBD - Warner Bros. Discovery Inc. Series A, PARA - Paramount Global Cl B, VALE - Vale S.A. ADR, RDIV - Invesco S&P Ultra Dividend Revenue ETF, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, Buying Euros, PFE - Pfizer Inc.

The PERSPECTIVE looks at CARS--- a large part of our economy AND LIFESTYLE over the years.

9-9-2022 – A Strong U.S. Dollar Is Wreaking Havoc Across Almost Every Country

Sat, 10 Sep 2022 00:00:16 +0000

Fueled by the Federal Reserve’s aggressive tightening, the stronger greenback is pushing rival currencies lower, driving up the cost of imported goods and feeding inflation in other economies.

Today's Stocks & Topics: Earnings, Mortgage, Covered Calls ETFs, Fiduciary, Housing Market, OMF – One Main Holdings Inc., SQSP - Squarespace Inc., BYND - Beyond Meat Inc., Earning Calls.

Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

9-8-2022 – Should Bonds Still Play a Role in Your Portfolio?

Fri, 09 Sep 2022 00:01:27 +0000

The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades.

Today's Stocks & Topics: Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy ETF, HIMX - Himax Technologies Inc. ADR, MATV - Mativ Holdings Inc., WBA - Walgreens Boots Alliance Inc., RGR - Sturm Ruger & Co., MPW - Medical Properties Trust Inc., OMF - OneMain Holdings Inc., C - Citigroup Inc., XRAY - Dentsply Sirona Inc.

9-7-2022 – Stop Relying on P/E Ratios

Thu, 08 Sep 2022 00:03:33 +0000

By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated.

Today's Stocks & Topics: POAHY - Porsche Automobil Holding SE ADR, PFIX - Simplify Interest Rate Hedge ETF, Gold and Silver Prices, Electric Vehicles, STAG - STAG Industrial Inc., AAPL - Apple Inc., Earnings Estimates.

9-6-22: U.S. Worker Productivity Shows Largest Ever Annual Drop in Second Quarter

Wed, 07 Sep 2022 01:05:00 +0000

By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated.

Steve's Talking Points: Will Volkswagen spin-off Porsche in an IPO?, What's going on with Bitcoin?, If we do build more EVs, we'll need a lot more lithium; TRIVIA question: "What percentage of Americans shop at Costco? AND-- if you had invested $1,000 at that adjusted IPO price, and retained all shares, HOW MUCH would that be worth today?"

Stocks: BRKB - Berkshire Hathaway Inc. Cl B (NYS); CMCSA -- Comcast Corp. Cl A (NAS); IIPR -- Innovative Industrial Properties Inc. (NYS); HUN -- Huntsman Corp. (NYS); INTU -- Intuit Inc. (NAS); AMD -- Advanced Micro Devices Inc. (NAS); VPC -- Virtus Private Credit Strategy ETF (ETF); BIZD -- VanEck BDC Income ETF (ETF); caller question regarding... commodities.

9-5-2022 - Best of Caller Questions - Labor Day

Mon, 05 Sep 2022 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

9-2-22: Could Buying the Dips Could Hurt Your Portfolio in a Bear Market?

Sat, 03 Sep 2022 02:05:38 +0000

Rallies within a bear market can often be mistaken for the beginning of a new bull run, only to reverse course and head lower.

Steve's Talking Points: August Jobs Report, Apple's Annual Meeting, Don't Fight the Fed; KPP Premium Newsletter highlights; Friday metals and energy digest--numbers review.

Stocks: AIRC - Apartment Income REIT Corp. (NYS); INTC - Intel Corp. (NAS); XPO - XPO Logistics Inc. (NYS); MMM - 3M Co. (NYS); VZ - Verizon Communications Inc. (NYS); SOFI - SOFI Technologies Inc. (NAS); Caller questions: Required minimum distributions; retirement reliability for funds in CALPERS (California Public Employees' Retirement System)

9-1-2022 – Despite Recession Fears, Most 401(k) Investors Haven’t Changed Their Portfolios

Fri, 02 Sep 2022 00:02:59 +0000

According to a Fidelity Investments report, only 5% of 401(k) and 403(b) investors shifted their asset allocations during the second quarter of 2022.

Today's Stocks & Topics: Volatility, Globalization, DEA - Easterly Government Properties Inc., SLG - SL Green Realty Corp., FCCO - First Community Corp., FCX - Freeport-McMoRan Inc., Office Market, PARA - Paramount Global Cl B, FMS - Fresenius Medical Care AG & Co., Trailing Stops, Roth I-R-A.

8-31-2022 – Is China’s Debt Bomb Ready to Explode?

Thu, 01 Sep 2022 00:01:33 +0000

A reckoning for China’s domestic real estate bubble may be imminent.

Today's Stocks & Topics: Retirement Plan, Buffer Funds, Globalization, AMZN - Amazon.com Inc., VRTX - Vertex Pharmaceuticals Inc., PCG - PG&E Corp., GOOG - Alphabet Inc. Cl C, XYLD - Global X S&P 500 Covered Call ETF, ALLY - Ally Financial Inc., ZIM - ZIM Integrated Shipping Services Ltd., LUMN - Lumen Technologies Inc., CWCO - Consolidated Water Co. Inc.

8-30-2022 – Employees Are Toning Down Demands for Higher Pay and Remote Work Accommodation

Tue, 30 Aug 2022 23:59:39 +0000

The so-called 'Great Resignation', and an unemployment rate that’s nearly the lowest it’s been since the 1970s, put employees in a position of power-- but that is changing.

Today's Stocks & Topics: Nuclear Energy, Globalization, TSN - Tyson Foods Inc. Cl A, MMM - 3M Co., BSCQ - Invesco Bullet Shares 2026 Corporate Bond ETF, ICLN - iShares Global Clean Energy ETF, SBLK - Star Bulk Carriers Corp., LXU - LSB Industries Inc., MPW - Medical Properties Trust Inc., TWO - Two Harbors Investment Corp.

8-29-2022 – Is Business Flexing Enough Muscle to Facilitate the Transition to EVs?

Tue, 30 Aug 2022 00:01:00 +0000

2 big names have announced a plan to invest $4.4 billion to build a new battery production plant for electric vehicles in the U.S.

Today's Stocks & Topics: Economic Activity, U.S and China Deal, Market Sentiment, MMM - 3M Co., IPOs and Mutual Funds Rules, FIW - First Trust Water ETF, WBA - Walgreens Boots Alliance Inc., XPO - XPO Logistics Inc., VFC - VF Corp., Become a Personal Financial Advisor, JEPRX - JPMorgan Equity Premium Income Fund, Home Ownership, SPYD - SPDR Portfolio S&P 500 High Dividend ETF.

The PERSPECTIVE looks at the danger of inflation on rent liabilities for small business owners.

8-26-2022 – After Supply-Chain Chaos, Big Names Consider Diversifying Manufacturing Away from China

Sat, 27 Aug 2022 00:03:24 +0000

Faced with COVID lockdowns, worsening U.S.-China tensions, and an indefinite power cut in China’s heartland, companies are exploring how to divert their supply chains away from China.

Today's Stocks & Topics: PCE Report, Interest Rates, Required Minimum Distribution (RMDs), GEF - Greif Inc. Cl A, UAA - Under Armour Inc. Cl A, ABXXF - Abaxx Technologies Inc., MMM3M Co., Hidden Fees, EPD - Enterprise Products Partners L.P., ET - Energy Transfer LP, ETFs, AFL - AFLAC Inc., CQP - Cheniere Energy Partners L.P., TSLA - Tesla Inc., CQP - Cheniere Energy Partners L.P.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-25-2022 – What Is A 'Wide-Moat' Stock?

Fri, 26 Aug 2022 00:00:28 +0000

According to Morningstar, since the bear-market low point on June 16, on balance, stocks with economic moats are doing better than those without a moat.

Today's Stocks & Topics: PG - Procter & Gamble Co., Following Other Investors’ Moves, GSK - GlaxoSmithKline Plc., IWS - iShares Russell Mid-Cap Value ETF, The IPO Market, Dividends Investing, AVUV - Avantis U.S. Small-Cap Value ETF, Inflation, SBRA - Sabra Healthcare REIT Inc., Options Trading and Taxes.

8-24-2022 – Looking at the Big Picture in Energy Options

Thu, 25 Aug 2022 00:00:52 +0000

Limiting one’s focus to only one part of the “environment” criteria, while ignoring other aspects of it, could lead to a range of unforeseen problems.

Today's Stocks & Topics: IPI - Intrepid Potash Inc., Oil Market, Jobs Market, Restricted Stocks Units (RSUs), PDM - Piedmont Office Realty Trust Inc. Cl A, APPS - Digital Turbine Inc., CNC - Centene Corp., VT - Vanguard Total World Stock ETF, Bonds, 401k Allocation.

8-23-2022 – How Much Money Should You Be Saving from Every Paycheck?

Wed, 24 Aug 2022 00:03:07 +0000

The '50-30-20' budgeting rule can help you determine how to apportion your income.

Today's Stocks & Topics: Inflation, Planning for Retirement, INTC - Intel Corp., CSCO - Cisco Systems Inc., KDP - Keurig Dr Pepper Inc., KO - Coca-Cola Co., Economic Numbers for July, SLVM - Sylvamo Corp., NMRK - Newmark Group Inc., BIIB - Biogen Inc., DVN - Devon Energy Corp., Roth I-R-A, DOC - Physicians Realty Trust.

8-22-2022 – Diversification in a Bear Market

Tue, 23 Aug 2022 00:01:36 +0000

Almost everything is down this year, but diversification is still your friend.

Today's Stocks & Topics: SMNEY - Siemens Energy AG ADR, GCTAY - Siemens Gamesa Renewable Energy S.A. ADR, DVN - Devon Energy Corp., LPG - Dorian LPG Ltd., TLT - iShares 20+ Year Treasury Bond ETF, Gold, CWEN - Clearway Energy Inc. Cl C, Dividend Stocks and the Recession, CF - CF Industries Holdings Inc., MMM - 3M Co., Interest Market.

The PERSPECTIVE compares raging inflation in Turkey today with the super-hyperinflation of Germany 100 years ago.

8-19-2022 – Home Sales Fell Nearly 6% in July as the Housing Market Slides into a Recession

Sat, 20 Aug 2022 00:07:23 +0000

Sales dropped about 20% from the same month a year ago and one expert believes that, in terms of economic impact, we are in a housing recession.

Today's Stocks & Topics: CNWGY - Cineworld Group PLC ADR, MMM - 3M Co., NEOG - Neogen Corp., STEM - Stem Inc., Cutting Jobs, VEGI - iShares MSCI Global Agriculture Producers ETF, BABA - Alibaba Group Holding Ltd. ADR, Fundamental Analysis, PAA - Plains All American Pipeline L.P., IHI - iShares U.S. Medical Devices ETF, Recession, I-R-As, Economy Numbers.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-18-2022 – Earnings from America's Largest Retailers Give Insight into Consumer Sentiment

Fri, 19 Aug 2022 00:03:02 +0000

Retailers have been forced to cut prices on general merchandise as consumers adjusted their spending to afford higher priced food and gasoline.

Today's Stocks & Topics: The Fed Meeting, Leading Economic Indicators, Bull or Bear Market, HASI - Hannon Armstrong Sustainable Infrastructure Capital Inc., RIVN - Rivian Automotive Inc. Cl A, China’s Economy, REAL – Real Real Inc., TGT - Target Corp., Investment Variable Annuity, VZ - Verizon Communications Inc., China’s Housing Market, Target Price to Sell, 401k.

8-17-2022 – Which Sectors Are Likely to Benefit or Lose After New Tax Law?

Thu, 18 Aug 2022 00:03:35 +0000

The Inflation Reduction Act contains several provisions that some analysts expect to affect stock valuations in the clean energy and the pharmaceutical industries.

Today's Stocks & Topics: Interest Rates, HSY - Hershey Co., Low Risk Investments, DIS - Walt Disney Co., BTG - B2Gold Corp., GOLD - Barrick Gold Corp., BALL - Ball Corp., TELL - Tellurian Inc., Water Companies, KLIC - Kulicke & Soffa Industries Inc., ONTO - Onto Innovation Inc., CWST - Casella Waste Systems Inc. Cl A.

8-16-2022 – 5 Signs of Investment Speculation

Wed, 17 Aug 2022 00:03:12 +0000

Know when you are crossing the line from investing to gambling.

Today's Stocks & Topics: China Slowdown, Housing Market, Consumer Credit, PLBY - PLBY Group Inc., IMKT - AIngles Markets Inc. Cl A, Retirement Plans, ABBV - AbbVie Inc., MMM - 3M Co., Delisted Stocks, SNP - China Petroleum & Chemical Corp. ADR, PTR - PetroChina Co. Ltd. ADR, Real Estate Investment, WY - Weyerhaeuser Co.

TRIVIA QUESTION: "What happens to your debt after you die?"

8-15-2022 – Could China’s Real Estate Bust Trigger Wider Problems Globally?

Tue, 16 Aug 2022 00:00:29 +0000

Should China's real estate weakness spill over into other sectors, it could affect the global economy.

Today's Stocks & Topics: Student Debt, Consumer Spending, Inflation, CUT - Invesco MSCI Global Timber ETF, WOOD - iShares Global Timber & Forestry ETF, CPRT - Copart Inc., SBNY - Signature Bank, UGI - UGI Corp., DE - Deere & Co., Dividend Reinvestment, DASH - DoorDash Inc.

The PERSPECTIVE segment looks at the net worth of Americans and makes comparisons to their incomes of 100 years ago.

8-12-2022 – One Shocking Chart Shows Wild Price Swings and Difficulty with Predictions

Sat, 13 Aug 2022 00:01:26 +0000

Inflation is falling, but it’s not happening evenly across all goods and services.

Today's Stocks & Topics: Stock Buy-Back, PBA - Pembina Pipeline Corp., Cryptocurrency, FCX - Freeport-McMoRan Inc., DBX - Dropbox Inc., XLV - Health Care Select Sector SPDR ETF, ADBE - Adobe Inc., Power and Fuel Cells, Next Financial Crisis: Equity Space.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-11-2022 – Report: On Rare Days, the Market Rises as Much As 5% to 10%

Fri, 12 Aug 2022 00:00:24 +0000

A new Wells Fargo analysis looked at the best 20 days for the S&P 500 between August 1992 and July 2022-- and almost half occurred during a bear market.

Today's Stocks & Topics: The Digital Dollar, Amazon & iRobot, SON - Sonoco Products Co., AMKR - Amkor Technology Inc., AAPL - Apple Inc., PLBY - PLBY Group Inc., TXRH - Texas Roadhouse Inc., DLR - Digital Realty Trust Inc., FIW - First Trust Water ETF, LAC - Lithium Americas Corp.

8-10-2022 – Top Central Banker Says the FED Is 'Far from Done'

Thu, 11 Aug 2022 00:01:00 +0000

In an effort to curb inflation, the Fed has raised interest rates at a fast clip this year-- and more market pain may be coming.

Today's Stocks & Topics: Credit Scores & Equifax, The Digital Dollar, APPS - Digital Turbine Inc., TSLA - Tesla Inc., PLD - Prologis Inc., CAT - Caterpillar Inc., Is the Market Manipulated, Most Expensive vs. Less Expensive Stocks, Buying Foreign Stocks, IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, IRBT - iRobot Corp., OPEN - Opendoor Technologies Inc.

8-9-2022 - Best of Caller Questions

Tue, 09 Aug 2022 23:28:02 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Options, 401k, S&P Index Fund, KPP Management & Newsletter, International Investing, Trading Accounts, Strong Support, Dollar Cost Average, Day Trading, Small vs. Mid Cap, Investing for Kids, On Balance Volume, Special-purpose Acquisition Company, Dividends, Roth I-R-A & Dividends, The Stock Market, Investing in Cryptocurrency, Yield Curve.

8-8-2022 – Gen Z May Be Getting Bad Financial Advice on Social Media.

Tue, 09 Aug 2022 00:01:17 +0000

Reputable financial advice is rarely one-size-fits-all, which is why you won’t find many financial advisors giving tips on social media.

Today's Stocks & Topics: Local Tax-Free, Job Growth, Consumer Debt, XLE - Energy Select Sector SPDR ETF, LAND - Gladstone Land Corp., FPI - Farmland Partners Inc., SCI - Service Corp. International, VNQ - Vanguard Real Estate ETF, NKE - Nike Inc. Cl B, BWA - BorgWarner Inc., VALE - Vale S.A. ADR, What Type of Companies Should Be Keep.

The PERSPECTIVE concerns investors by AGE GROUP... and adds historical context by looking at the infamous stock market crash of 1929.

8-5-2022 – Did the Events of 2020 Change the Economy in Ways We Can't Yet Understand?

Sat, 06 Aug 2022 00:12:40 +0000

A shrinking economy typically doesn’t come with high inflation and a red-hot labor market.

Today's Stocks & Topics: Biggest Mistake' People Make, ECPG - Encore Capital Group Inc., XLY - Consumer Discretionary Select Sector SPDR ETF, CVNA - Carvana Co. Cl A, ARKK - ARK Innovation ETF, ETRN - Equitrans Midstream Corp., CG - Carlyle Group Inc., Savings vs. Spending, Cheaper Flights, The Stock Market Status, BTG - B2Gold Corp.,

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

8-4-2022 – The Housing Market Correction Has Taken an Unexpected Turn

Fri, 05 Aug 2022 00:04:45 +0000

When it comes to housing transactions, monthly payments are everything and when mortgage rates spike—the FED can trigger a steep correction.

Today's Stocks & Topics: Capital Expenditures, Commodities Market, Government Retirement Plans and Chinese Companies, ECPG - Encore Capital Group Inc., Mutual Funds, SCHD - Schwab US Dividend Equity ETF, LLY - Eli Lilly & Co., The Dollar, Cyclical Sectors, JPM - JPMorgan Chase & Co., BAC - Bank of America Corp., Roth I-R-A.

The PERSPECTIVE topic provides historical information on the history of mortgages and mortgage rates.

8-3-2022 – Avoid This Declining Disruptor

Thu, 04 Aug 2022 00:00:59 +0000

Disruptor stocks go through four distinct phases and two of those can be dangerous.

Today's Stocks & Topics: EVFM - Evofem Biosciences Inc., Real Estate, Interest Rates, Liquidity, LAND - Gladstone Land Corp., BHP - BHP Group Ltd. ADR, SOFI - SoFi Technologies Inc., CEVA - CEVA Inc., PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, NVR - NVR Inc. The PERSPECTIVE topic provides historical context for gold as a payment and reference to the gold standard.

8-2-2022 – The Big Risk with Employee Stock Purchase Plans (ESPP)

Wed, 03 Aug 2022 00:24:34 +0000

A 2020 report has revealed that those who participate in both a 401(k) and ESPP contribute 32% more to their 401(k) than employees investing in only a 401(k).

Today's Stocks & Topics: I-Bonds, Manufacturing Activity, Mortgages, Buying Bonds, UBER - Uber Technologies Inc., IYH - iShares U.S. Healthcare ETF, PMF - PIMCO Municipal Income Fund, Fractional Shares, VEIRX - Vanguard Equity Income Fund; Admiral, J - Jacobs Engineering Group Inc., SCHW - Charles Schwab Corp., Dollar Cost Average. The PERSPECTIVE topic provides historical context for American unemployment rates over decades.

8-1-2022 – Earnings Season Has Begun But Is It Too Early To Celebrate?

Tue, 02 Aug 2022 00:04:31 +0000

Even with the moderately bullish results, and a more than 9% recovery in the S&P 500 over the past month, Bank of America argues the bear market has more room to run.

Today's Stocks & Topics: FPI - Farmland Partners Inc., The US Dollar, and Commodities, INTC - Intel Corp., Tech Stocks, MT - ArcelorMittal ADR, MULN - Mullen Automotive Inc., Donor-Advised Funds, Apartment Rents. The PERSPECTIVE topic provides historical context for the cost of oil and its consumption levels over decades.

7-29-2022 – How Is a Bear Market Different from an Economic Recession?

Sat, 30 Jul 2022 00:03:03 +0000

Signs of a slowing economy may cause investors to become pessimistic about the prospect of future returns on investment, prompting them to sell shares.

Today's Stocks & Topics: COP - ConocoPhillips, The Market and Interest Rates, Earnings Blowout, AQWA - Global X Clean Water ETF, Required Minimum Distributions (RMDs), ATKR - Atkore Inc., AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, APA - APA Corp., CD Rates, MRNA - Moderna Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-28-2022 – As Mortgage Rates Soared, Pending Home Sales Fell 20% in June

Fri, 29 Jul 2022 00:04:04 +0000

With the exception of the first two months of the coronavirus pandemic lockdowns, home sales were at their slowest pace since September of 2011.

Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, KSS - Kohl's Corp., Tech Workers, VZ - Verizon Communications Inc., Dealing with a Bear Market, Carbon Credits, PYPL - PayPal Holdings Inc., Bonds, Reverse Mortgage.

7-27-2022 – Before You ‘Chase Dividends,’ Here’s What You Need to Know

Wed, 27 Jul 2022 23:59:32 +0000

Investors put $43 billion into dividend-paying funds this year-- but it’s important to assess the company before buying.

Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc., Manufacturing, Crypto Banks, Junk Bond Market, Covid Funds, Propane, PYPL - PayPal Holdings Inc., FF – Future Fuel Corp., OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., VGT - Vanguard Information Technology ETF.

7-26-2022 – The Good News and Bad News About Stock Market Valuation

Wed, 27 Jul 2022 00:03:19 +0000

The market’s valuation has improved considerably since the beginning of the year-- however the bad news is that it hasn’t improved enough to support a new bull market.

Today's Stocks & Topics: VEGI - iShares MSCI Global Agriculture Producers ETF, The CHIPS Act, Recession Fear are Rising, Robinhood App, Parallel Investing Strategy, AEM - Agnico Eagle Mines Ltd., SNDL - SNDL Inc., Reverse Split, XPEV - XPeng Inc. ADR, 15- or 30-Year Mortgage.

TRIVIA QUESTION: "When-- as in which YEAR-- did the Federal Reserve first implement a form of Yield Curve Control?"

7-25-2022 – Is It Too Late to Add Inflation Protection to Your Portfolio?

Tue, 26 Jul 2022 00:02:56 +0000

Everyone's situation is different, but it is interesting to take a closer look at some asset types that can help against inflation.

Today's Stocks & Topics: Roth I-R-A, Interest Rate Future, Inflation, Crypto Banks, Subscription Based Technical Analysis Platform, PRHSX - T Rowe Price Health Sciences Fund, GOOG - Alphabet Inc. Cl C, ARLP - Alliance Resource Partners L.P., IVZ - INVESCO Ltd., STT - State Street Corp., Politics and Investing.

7-22-2022 – Why Haven't American Wages Grown, Despite Increases in Productivity?

Sat, 23 Jul 2022 00:00:37 +0000

Wages in the U.S. have stagnated since the early 1970s and sixty percent of labor markets are considered highly concentrated.

Today's Stocks & Topics: Traditional I-R-A vs. Roth I-R-A, Recession, U.S is the Largest Producer of Oil, VZ - Verizon Communications Inc., T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, HRI - Herc Holdings Inc., Best Sector to Invest, BRKB - Berkshire Hathaway Inc. Cl B, AZO - AutoZone Inc., ORLY - O'Reilly Automotive Inc., American Quitting Their Jobs.

7-21-2022 – Will ESG Underperformance Be Its Undoing?

Fri, 22 Jul 2022 00:00:11 +0000

Investors might be willing to pay higher expense ratios as long as they earn higher returns, but ultimately, they will focus on ESG underperformance.

Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, MSFT - Microsoft Corp., AAPL - Apple Inc., How to Approach a Bear Market, Stablecoins, BIG - Big Lots Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Semiconductors, Investing Strategy, ILPT - Industrial Logistics Properties Trust, E - ENI S.p.A. ADR, EQIX - Equinix Inc.

7-20-2022 – Should You Rent or Buy a House?

Thu, 21 Jul 2022 00:01:34 +0000

The ‘BURL’ rule can help you avoid financial regret because it looks at the true cost of living in a home that you own.

Today's Stocks & Topics: SYK - Stryker Corp., ISRG - Intuitive Surgical Inc., Sentiment Market, China and their Auditing Practices, Banks and Consumers, MCI - Barings Corporate Investors, C - Citigroup Inc., Roth 401k, and Roth I-R-A, GOOG - Alphabet Inc. Cl C, NXPI - NXP Semiconductors N.V., STWD - Starwood Property Trust Inc., ARLP - Alliance Resource Partners L.P.

7-19-2022 – Could Three Different Investment Buckets Be Right for Your Strategy?

Wed, 20 Jul 2022 00:04:02 +0000

The year is half over but according to the BMO Real Financial Progress Index survey, 21% of Americans have cut back on their retirement contributions.

Today's Stocks & Topics: Investing for Kids, Goldman Sachs, CVS - CVS Health Corp., DIV - Global X SuperDividend U.S. ETF, NLY - Annaly Capital Management Inc., Housing, IIPR - Innovative Industrial Properties Inc., NEA - Nuveen AMT-Free Quality Municipal Income Fund, ARCC - Ares Capital Corp., JETS - U.S. Global Jets ETF, BCC - Boise Cascade Co.

TRIVIA QUESTION: "Americans are cutting their spending-- due to inflation-- but WHERE are they pulling back MOST? Which categories?

7-18-2022 – What Does Google’s Stock Split Mean for Investors?

Mon, 18 Jul 2022 23:57:10 +0000

Alphabet still dominates the online search market with Google’s global share above 80%, which generates cash flow and strong revenue growth.

Today's Stocks & Topics: ISRG - Intuitive Surgical Inc., GEF - Greif Inc. Cl A, Inflation, The Economy, Short Against the Box, KO - Coca-Cola Co., PEP - PepsiCo Inc., IIPR - Innovative Industrial Properties Inc., KBWP - Invesco KBW Property & Casualty Insurance ETF.

7-15-2022 – 'Great Resignation' or the Start of a Trend to Lock in Jobs Before the Economy Gets Worse?

Sat, 16 Jul 2022 00:01:19 +0000

A 'Joblist' survey reveals that 60% of respondents admit to the urgent desire to land a stable job sooner than later.

Today's Stocks & Topics: Investing in Real Estate vs. REITs, Retail Sales Report, China’s GDP, Social Security, European Central Bank, Bonds, IIPR - Innovative Industrial Properties Inc., ARLP - Alliance Resource Partners L.P., AA - Alcoa Corp., Commodities, PLNT - Planet Fitness Inc. Cl A, MO - Altria Group Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-14-2022 – Does a Dormant IPO Market Give Us Reliable Insight into Investors' View of Risk?

Fri, 15 Jul 2022 00:04:09 +0000

According to Ernst & Young, in the second quarter, the global IPO market slowed by 65% from a year earlier–- in terms of capital raised.

Today's Stocks & Topics: Stock Value, Consumer Habits, SPBO - SPDR Portfolio Corporate Bond ETF, XLI - Industrial Select Sector SPDR ETF, Interest Rates, EQT - EQT Corp., AVGO - Broadcom Inc., QCOM - Qualcomm Inc., CHK - Chesapeake Energy Corp., RIO - Rio Tinto PLC ADR.

7-13-2022 – Analyst: The Toughest Challenges for Cryptocurrency Lie Ahead

Wed, 13 Jul 2022 23:56:41 +0000

Energy industry analysts and investment banks are split when it comes to the path ahead for oil.

Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., Pension Funds, Oil Supply Crisis, Setting a Limit Order, The Market and Inflation, ADDDF - Adidas AG, ONTO - Onto Innovation Inc., MMM - 3M Co., AZTA - Azenta Inc., ECL - Ecolab Inc., GE - General Electric Co.

7-12-2022 – Oil Has Dropped and Where It Goes Next Is Key for Inflation

Wed, 13 Jul 2022 00:00:14 +0000

Energy industry analysts and investment banks are split when it comes to the path ahead for oil.

Today's Stocks & Topics: KSS - Kohl's Corp., Inflation Numbers, Home Sales, Oil Prices, DLR - Digital Realty Trust Inc., ENLAY - Enel S.p.A. ADR, PVH - PVH Corp., Energy Sector, GRMN - Garmin Ltd.

TRIVIA QUESTION: "Generally speaking, do you know the 5 factors used in setting your credit score?"

7-11-2022 – Wall Street Prepares for Earnings Season Kick Off

Tue, 12 Jul 2022 00:01:08 +0000

As commodity and other producer costs remain high, companies will be factoring in the extent to which those heightened prices can be passed on to consumers and, likewise, how to keep earnings vigorous.

Today's Stocks & Topics: PINS - Pinterest Inc., Inflation, Nord Stream 1 Pipeline, Greenwash, OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., ASML - ASML Holding N.V., KHC - Kraft Heinz Co., Employee Stock Purchase Plan (ESPP), WDS - Woodside Energy Group Ltd. ADR, UBER - Uber Technologies Inc.

7-8-2022 – Could the 4% Guideline Rest on a Flawed Assumption?

Sat, 09 Jul 2022 00:05:37 +0000

In-retirement spending is often incredibly variable rather than static.

Today's Stocks & Topics: MDT - Medtronic PLC, Jobs Report, Oil Price, Wells Fargo on Recession, Property Tax Limits, SRNE - Sorrento Therapeutics Inc., MMM - 3M Co., Where to Invest When You’re Over 70, Portfolio Management, AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, SPOT - Spotify Technology S.A.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

7-7-2022 – What's the Impact of the Strong Dollar on Your Portfolio?

Fri, 08 Jul 2022 00:02:55 +0000

The biggest rally in the U.S. currency in 20 years is taking a bite out of non-U.S. fund returns and profits for U.S. companies doing business overseas.

Today's Stocks & Topics: UL - Unilever PLC ADR, Online Advertising, Private Equity, ESG Ratings, PRTS - CarParts.com Inc, Roth I-R-A Contributions, GRIN - Grindrod Shipping Holdings Ltd., ZIM - ZIM Integrated Shipping Services Ltd., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, VSH - Vishay Intertechnology Inc., Property Tax Limits.

7-6-2022 – 6 Things You Should Know About the Housing Market Now

Thu, 07 Jul 2022 00:04:02 +0000

The housing affordability crunch is here — with mortgage rates continuing to rise at the same time as housing prices.

Today's Stocks & Topics: Portfolio Management, SWKS - Skyworks Solutions Inc., Jobs Market, Sanctions Against Russia, Hedge Funds, SUN - Sunoco L.P., Oil, SMH - VanEck Semiconductor ETF, Semiconductors, SCHD - Schwab US Dividend Equity ETF.

7-5-2022 – Bonds Flash Recession Warning Light as Key Part of the Yield Curve Inverts Again

Wed, 06 Jul 2022 00:01:38 +0000

The so-called inversion is a warning sign that the economy could be weakening, and a recession is possible.

Today's Stocks & Topics: OVV - Ovintiv Inc., Home Buying is Drying Up, Natural Gas in Europe, Morgan Stanley on Recession, WBD - Warner Bros. Discovery Inc. Series A, VNT - Vontier Corp., SHOP - Shopify Inc. Cl A, Financing Large Purchases.

TRIVIA QUESTION: "A recession is near guaranteed-- but it almost always occurs so, looking back to the 1950s, can you name the time when NO RECESSION followed the yield curve dip... what year?"

7-4-2022 - Best of Caller Questions - 4th of July Special

Mon, 04 Jul 2022 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

7-1-2022 – The Economy Probably Just Plunged into a Recession

Sat, 02 Jul 2022 00:06:05 +0000

The Federal Reserve Bank of Atlanta’s GDP Now tracker now predicts that second-quarter GDP will contract by 1%.

Today's Stocks & Topics: ROKU - Roku Inc. Cl A, Goldman Sachs, Supply Chains Improvements, RIO - Rio Tinto PLC ADR, AVGO - Broadcom Inc., OXY - Occidental Petroleum Corp., Warrants, Market Timers, SOFI - SoFi Technologies Inc., GM - General Motors Co., CRI - Carter's Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-30-2022 – Why Big Tech Is Pouring Money into Carbon Removal

Fri, 01 Jul 2022 00:15:00 +0000

Carbon removal amounts to a process of storing carbon dioxide that’s already been emitted.

Today's Stocks & Topics: MJ - ETFMG Alternative Harvest ETF, Value Investing, Pension Funds, Value Stocks, Cryptocurrency, BYDDF - BYD Co. Ltd., XOM - Exxon Mobil Corp., FND - Floor & Decor Holdings Inc. Cl A, QDEL – Quidel Ortho Corp., Bond Exposure.

6-29-2022 – Investors in their 20s, 30s, and 40s Might Want to Embrace a Down-Market Survival Guide

Thu, 30 Jun 2022 00:05:28 +0000

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always.

Today's Stocks & Topics: LEN - Lennar Corp. Cl A, DHI - D.R. Horton Inc., Job Offers, CEOs and Recession, European Factories and Natural Gas, Individual Bonds, AMZN - Amazon.com Inc., BSM - Black Stone Minerals L.P., BKE - Buckle Inc., NET - Cloudflare Inc. Cl A, Energy Sector, CVX - Chevron Corp.

6-28-2022 – Is It Possible to Make Your Portfolio 'Recession Proof'?

Wed, 29 Jun 2022 00:01:50 +0000

Historically, high-quality bonds have been pretty good ballast for stocks during recessionary periods, but a rising interest-rate environment complicates things.

Today's Stocks & Topics: DASH – Door Dash Inc. Cl A, Inflation, Housing Prices, Electric Cars, OXY - Occidental Petroleum Corp.,

IPI - Intrepid Potash Inc, Portfolio Management, EWGS - iShares MSCI Germany Small-Cap ETF, STOR - STORE Capital Corp., PDCE - PDC Energy Inc., LRCX - Lam Research Corp.

TRIVIA QUESTION: "Can you name the 5 or 6 things you should know about market crashes and downturns?"

6-27-2022 – Investors Are Saying 'No' to Risky Growth Stocks

Tue, 28 Jun 2022 00:00:37 +0000

SPACs, once Wall Street’s hottest tickets, have become one of the most hated trades this year.

Today's Stocks & Topics: VRTX - Vertex Pharmaceuticals Inc., Muni-Funds, EEFT - Euronet Worldwide Inc. MO - Altria Group Inc., VEIPX - Vanguard Equity Income Fund Investor, PARWX - Parnassus Endeavor Fund Investor, How Do You know When a Stocks Has Too Much Debt, SRS - ProShares UltraShort Real Estate, PXD - Pioneer Natural Resources Co., Close-End Funds.

6-24-2022 – The Current Bear Market Comes After Shortest One in U.S. History

Sat, 25 Jun 2022 00:11:10 +0000

Today’s bear market has been fueled by several factors including inflation, fallout from the Russia-Ukraine war, a slowdown in China's economy and recession fears.

Today's Stocks & Topics: COUP - Coupa Software Inc., New Home Sales, Warren Buffett, S&P 500, ORI - Old Republic International Corp., KO - Coca-Cola Co., DE - Deere & Co., CAT - Caterpillar Inc., GT - Goodyear Tire & Rubber Co., Blue Chip Stocks, NTZ - Natuzzi S.p.A. ADR, SAFM - Sanderson Farms Inc., DVN - Devon Energy Corp., MO - Altria Group Inc., AMN - AMN Healthcare Services Inc., WBD - Warner Bros. Discovery Inc. Series A.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

6-23-2022 – Has the FED Already 'Created' the Next Recession?

Fri, 24 Jun 2022 00:04:07 +0000

One opinion frames the argument this way: "The longer-term structural issue is the fact that we grew the money supply by six and a half trillion dollars".

Today's Stocks & Topics: Gas Prices and Gasoline Demand, Supply Chain, Companies and Financing Costs, MOS - Mosaic Co., Hedge Funds, UBER - Uber Technologies Inc., DQ - Daqo New Energy Corp. ADR, FBALX - Fidelity Balanced Fund, BKE - Buckle Inc., SLV - iShares Silver Trust.

6-22-2022 – Is the Bear Market a Good Thing for Investors?

Wed, 22 Jun 2022 23:59:57 +0000

Those who are new to investing could benefit by buying stocks cheaply and holding them long term.

Today's Stocks & Topics: ARCB - ArcBest Corp., Shipping Rates, The Crypto Market, High Gas Prices, LNG - Cheniere Energy Inc., ABR - Arbor Realty Trust Inc., ABR - Arbor Realty Trust Inc., SLV - iShares Silver Trust, The Yen, Securities and Exchange Commission (SEC) Proposed Changes, MSSMX - Morgan Stanley Inception Portfolio A.

6-21-2022 – Are Recessions Inevitable?

Wed, 22 Jun 2022 00:00:36 +0000

The U.S. has experienced at least 30 recessions throughout history, dating back as early as 1857.

Today's Stocks & Topics: T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, Tech Stocks, BA - Boeing Co., CGNX - Cognex Corp., Goldman Sachs, USB - U.S. Bancorp, BK - Bank of New York Mellon Corp., SLG - SL Green Realty Corp., XOM - Exxon Mobil Corp., BIG - Big Lots Inc., SBGSY - Schneider Electric SE ADR, DIS - Walt Disney Co., LPI - Laredo Petroleum Inc.

TRIVIA QUESTION: "GE was one of the original 12 companies listed on the newly formed Dow Jones Industrial Average... Can you name several of the other initial companies?"

6-20-2022 - Best of Caller Questions - Juneteenth Show

Mon, 20 Jun 2022 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Low Risk Investment, Roth I-R-A, Options & Covered Calls, Corporate Bonds, Buying Real Estate, Selling Personal Residence, Setting Up an Account, Cryptocurrency Law, Selling Put Options, Selling Covered Calls, Margin Investing, Retirement Plans, Interest Rates, Where to Invest, Technical Analysis, Value Stocks vs. Growth Stocks.

6-17-2022 - Best of Caller Questions

Sat, 18 Jun 2022 00:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

6-16-2022 - Best of Caller Questions

Fri, 17 Jun 2022 00:08:27 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: X - United States Steel Corp., Money Market Rate, I-Bonds, Dividends, Gains, Covered Calls, 401k, Ethereum Cryptocurrency, Investing, 401k & Roth I-R-A, Special-Purpose Acquisition Company – SPAC, Commodities.

6-15-2022 – What Can We Expect from the FED's Quantitative Tightening?

Wed, 15 Jun 2022 23:56:27 +0000

The financial system is unfathomably complex and preparing for every scenario is impossible as the FED embarks on its most ambitious QT program to date.

Today's Stocks & Topics: CTS - CTS Corp., Rates, Retail Sales, JP Morgan, SYF - Synchrony Financial, VALE - Vale S.A. ADR, BGFV - Big 5 Sporting Goods Corp., Portfolio Management,

CAMT - Camtek Ltd., NEM - Newmont Corp., Investing in the Market, BGS - B&G Foods Inc.

TRIVIA QUESTION: "Where did the term bear market come from-- and what has been the longest bear market in history?"

6-14-2022 – The Best States for Business Activities

Wed, 15 Jun 2022 00:00:52 +0000

Fixing the broken domestic supply chain is a national priority as inflation surges and states are competing to lead the way.

Today's Stocks & Topics: Mutual Funds, VMNFX - Vanguard Market Neutral Fund Investor, ADDYY - Adidas AG ADR, Recession, Oil & Gas, GNR - SPDR S&P Global Natural Resources ETF, The Fed Meeting, Market Bottom, PBR - Petroleo Brasileiro S/A ADR, FSLR - First Solar Inc.

6-13-2022 – SEC Chief Gensler Has Unveiled a Plan to Overhaul Wall Street Stock Trading

Tue, 14 Jun 2022 00:03:05 +0000

To boost competition, the plan would require trading firms to directly compete when executing trades from retail investors.

Today's Stocks & Topics: TMST – Timken Steel Corp., IIIN - Insteel Industries Inc., Bonds, European Industry, The Japanese Yen, MTDR - Matador Resources Co., Roth I-R-A Max Contributions, ZBRA - Zebra Technologies Corp. Cl A, Investing, DOW - Dow Inc., TSN - Tyson Foods Inc. Cl A, SHOP - Shopify Inc. Cl A, REC - Emles Real Estate Credit ETF.

6-10-2022 – Stocks and Bonds Are Down This Year, But History Teaches Us Not to Panic

Sat, 11 Jun 2022 00:01:07 +0000

To boost competition, the plan would require trading firms to directly compete when executing trades from retail investors.

Today's Stocks & Topics: Cash, TGT - Target Corp., PYPL - PayPal Holdings Inc., Dividends & Taxes, Schedule K-1, DOW - Dow Inc., Consumer Price Index (CPI), Oil Prices, Shanghai Lockdown, XOM - Exxon Mobil Corp., DAC - Danaos Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

06-9-2022 - Best of Caller Questions

Thu, 09 Jun 2022 23:42:37 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

6-8-2022 – What Is Stagflation and Is It a Near-Term Probability?

Thu, 09 Jun 2022 00:00:26 +0000

The World Bank slashed its global growth forecast and warned that many countries could fall into recession as the economy slips into a period of stagflation reminiscent of the 1970s

Today's Stocks & Topics: Fracking, Where Cash Flows, Payment for Order Flow, Commercial Property, The Wash Rule, Energy Sector Profits, OXY - Occidental Petroleum Corp., CVX - Chevron Corp., VIVO - Meridian Bioscience Inc., Signs of Growth in the Market, X - United States Steel Corp., NUE - Nucor Corp., STLD - Steel Dynamics Inc., SD – Sand Ridge Energy Inc., COM - Direxion Auspice Broad Commodity Strategy ETF.

6-7-2022 – Once the China Backlog Clears, Europe and the U.S. Might See Rush of Shipments

Wed, 08 Jun 2022 00:01:09 +0000

For now, China’s “zero COVID” measures on trucking and cross-city transport limitations continue to slow manufacturing and logistics.

Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, Jobs Report, The World Bank, Equity Market, T - AT&T Inc., MGV - Vanguard Mega Cap Value ETF, VTV - Vanguard Value ETF, MCW - Mister Car Wash Inc., SPYD - SPDR Portfolio S&P 500 High Dividend ETF, PDI - PIMCO Dynamic Income Fund, FLGT - Fulgent Genetics Inc.

TRIVIA QUESTION: "Can you name 5 ways to make borrowing money as cheap as possible?"

6-6-2022 – 25% of Americans Are Delaying Retirement Due to Inflation

Tue, 07 Jun 2022 00:02:15 +0000

BMO Harris Bank says that 36% of Americans have already seen their savings hit by inflation.

Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Best Stocks During Inflation, Annuities, IDXXI - DEXX Laboratories Inc., CLF - Cleveland-Cliffs Inc., NNI - Nelnet Inc. Cl A, Roth I-R-A Contributions, XOM - Exxon Mobil Corp., BIG - Big Lots Inc., MLI - Mueller Industries Inc.

6-3-2022 – Lessons Learned from Surviving Thematic Funds

Sat, 04 Jun 2022 00:03:25 +0000

Most thematic funds prove to be one-hit wonders or don't live long enough to see their investment theses pan out.

Today's Stocks & Topics: LUMN - Lumen Technologies Inc., New Accounting Rules, Government Bonds, Stock Prices and Evaluation, WDS - Woodside Energy Group Ltd. ADR, Roth I-R-A, NVST - Envista Holdings Corp., Private Equity, Bank Earnings.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

6-2-2022 – When Everything Declines at Once

Fri, 03 Jun 2022 00:01:42 +0000

Past correlations can be considered a hazardous guide for the future.

Today's Stocks & Topics: CNC - Centene Corp., Fuel Prices, DIS - Walt Disney Co., BBY - Best Buy Co. Inc., U.S. Manufacturing, Treasuries, BKE - Buckle Inc., AND - Advent Technologies Holdings Inc.

6-1-2022 – Home Prices Surged More Than 20% in March

Thu, 02 Jun 2022 00:00:06 +0000

The average rate on the 30-year fixed mortgage stood at 3.29% at the start of January and ended March at 4.67%-- is it too late for you to jump in the game?

Today's Stocks & Topics: STLA - Stellantis N.V., Market Bargains, Food Prices, Global Rates, YUM - Yum! Brands Inc., IIPR - Innovative Industrial Properties Inc., HYLB - Xtrackers USD High Yield Corporate Bond ETF, HYT - BlackRock Corporate High Yield Fund Inc., ANGL - VanEck Global Fallen Angel High Yield Bond ETF, BKE - Buckle Inc., Foreign Stocks with Two Symbols.

5-31-2022 – Putting Recent Market Volatility in Perspective

Wed, 01 Jun 2022 00:03:05 +0000

Stocks have been more jittery than usual, but volatility is to be expected.

Today's Stocks & Topics: MU - Micron Technology Inc., Goldman Sachs and Inflation, Supply Chain Problems, AA - Alcoa Corp., AAPL - Apple Inc., EIX - Edison International, Mortgage Insurance, GOOG - Alphabet Inc. Cl C, 10 Year Treasury Bond, REK - ProShares Short Real Estate, C - Citigroup Inc.

TRIVIA QUESTION: "Can you name at least 5 jobs that might not exist at some point in the near future?"

5-30-2022 - Best of Caller Questions - Memorial Day Edition

Mon, 30 May 2022 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

5-27-2022 – 7 Steps to Estimating Your In-Retirement Cash Flow Needs

Sat, 28 May 2022 00:02:23 +0000

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

Today's Stocks & Topics: UPST - Upstart Holdings Inc., Personal Consumption Expenditures (PCE) Report, Fertilizers, Limited Partnerships SLB - Schlumberger Ltd., VMW - VMware Inc., LLY - Eli Lilly & Co., GLT - Glatfelter Corp., Business Cycle.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

5-26-2022 – Can the Surging Cost of Natural Gas Be Stopped?

Fri, 27 May 2022 00:03:24 +0000

Drivers are paying record high prices at the gas pump, and now utility bills are set to increase at a time when natural gas inventories are low.

Today's Stocks & Topics: CRM - Salesforce Inc., Tech Shares, Manufacturing, Asset Allocation, Stocks & Bonds, VEGI - iShares MSCI Global Agriculture Producers ETF, Bitcoin, Investing Strategy, GNK - Genco Shipping & Trading Ltd., FKIQX - Franklin Income Fund A.

5-25-2022 – Are There Good Places to "Park" Your Short-Term Investments?

Thu, 26 May 2022 00:04:14 +0000

Yields are important, but so are liquidity considerations and guarantees.

Today's Stocks & Topics: Economic Indicators, COUP - Coupa Software Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, ZTS - Zoetis Inc., Export Bans, TSN - Tyson Foods Inc. Cl A, SAFM - Sanderson Farms Inc., Tesla.

5-24-2022 – The $5 Trillion ‘Wealth Shock’ Cracking Americans’ Nest Eggs

Wed, 25 May 2022 00:00:44 +0000

Since the start of the year, the S&P 500 Index is down 18%, the Nasdaq 100 has lost 27% and a Bloomberg index of cryptocurrencies has plunged 48%.

Today's Stocks & Topics: CROX - Crocs Inc., Economic Indicators, VPU - Vanguard Utilities ETF, ET - Energy Transfer LP, Dividend-Paying Stocks, KBR - KBR Inc., Covered Call, Inflation, VWAHX - Vanguard High-Yield Tax-Exempt Fund Investor, JP Morgan.

5-23-2022 – Harvard Economist: Two Major Factors Indicate A Recession Is Far From Certain

Tue, 24 May 2022 00:01:07 +0000

The idea that the strength of the U.S. consumer may save the economy from a recession is founded on the country’s low unemployment rate and large pandemic-era savings.

Today's Stocks & Topics: NVDA - NVIDIA Corp., EA - Electronic Arts Inc., Housing Market, Vanguard Robo Advisor, ELY - Callaway Golf Co., NAPA - Duckhorn Portfolio Inc., MCO - Moody's Corp., TGT - Target Corp., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Shale Drillers.

5-20-2022 – A Down-Market Survival Guide for Pre-Retirees

Fri, 20 May 2022 23:59:58 +0000

If you're within 10 years of retirement, there are strategies that can help you improve your situation--and your peace of mind.

Today's Stocks & Topics: VSCO - Victoria's Secret & Co., The Fed Rate Increase, and Money Printing, BLK - BlackRock Inc., AT&T Preferred Share, VTI - Vanguard Total Stock Market ETF, SBLK - Star Bulk Carriers Corp., MAIN - Main Street Capital Corp., SIL - Global X Silver Miners ETF, Earnings.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

5-19-2022 – Millennial and Gen Z Workers Plagued with Cost-of-Living Fears

Fri, 20 May 2022 00:00:20 +0000

Realizing that wages are not keeping pace with inflation, half of Gen Z and Millennials admit they live paycheck to paycheck.

Today's Stocks & Topics: SPSM - SPDR Portfolio S&P 600 Small Cap ETF, The Stock Market Decline, Subprime Borrowers Missing Payments, Elon Musk, JEPI - JPMorgan Equity Premium Income ETF, IEA - Infrastructure & Energy Alternatives Inc., AAPL - Apple Inc., TSLA - Tesla Inc., KKR - KKR & Co. Inc., Real Estate Sale, UNM - Unum Group.

5-18-2022 – What’s Behind the Crypto Selloff?

Thu, 19 May 2022 00:03:11 +0000

The fear factor is high in crypto markets now and most newer investors have lost money.

Today's Stocks & Topics: JNJ - Johnson & Johnson, KO - Coca-Cola Co., NCLH - Norwegian Cruise Line Holdings Ltd., POAHY - Porsche Automobil Holding SE ADR, WELL - Welltower Inc, CIM - Chimera Investment Corp., Interest Rates, Short Term Rates, Special Purpose Acquisition Company (SPAC).

5-17-2022 – Is Calculating a Worst-Case Recession Scenario A Realistic Exercise?

Wed, 18 May 2022 00:00:10 +0000

Baked into a downbeat forecast is the belief that economic growth will falter in the world's most advanced economies.

Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Buying Stocks During Inflation, Exxon and Shell in Brazil, GT - Goodyear Tire & Rubber Co., STWD - Starwood Property Trust Inc., PLTR - Palantir Technologies Inc., Energy Sector, FENY - Fidelity MSCI Energy Index ETF, IEO - iShares U.S. Oil & Gas Exploration & Production ETF, TJX - TJX Cos., NOK - Nokia Corp. ADR, The Stock Market, VOO - Vanguard S&P 500 ETF.

TRIVIA QUESTION: "How fast does inflation CUT buying power?"

5-16-2022 – Should Dividend Investors Buy 'No-Moat' REITs?

Tue, 17 May 2022 00:01:44 +0000

An inability to generate pricing power and the reality of tenants who operate on thin margins complicates the landscape.

Today's Stocks & Topics: NFLX - Netflix Inc., RTLR - Rattler Midstream L.P., Higher Interests, Value Funds, Tech Space, Options Market, Independent Advisers, JOAN - JOANN Inc., INMD - InMode Ltd., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF.

5-13-2022 – Must You Put 20% Down When Buying a House?

Sat, 14 May 2022 00:04:10 +0000

A down payment of less than 20% means you'll need to make private mortgage insurance payments too-- and there are other drawbacks.

Today's Stocks & Topics: ALB - Albemarle Corp., Inflation, Import Price Index, Bear Market Duration, Twitter Sale on Hold, SFM - Sprouts Farmers Market Inc., SCCO - Southern Copper Corp., How Do the Stock Market Grow, GAIN - Gladstone Investment Corp., GLAD - Gladstone Capital Corp., Small Cap Funds, ED - Consolidated Edison Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

5-12-2022 – Is the 'Inflation Glass' Half Empty or Half Full?

Fri, 13 May 2022 00:08:00 +0000

The latest numbers mean different things to different economists.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., CM - Canadian Imperial Bank of Commerce, NEXT – Next Decade Corp., RYCEY Rolls-Royce Holdings PLC ADR, The Bond Market, Pension Rollover, Stablecoins and The Crypto Market Crash.

5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market?

Thu, 12 May 2022 00:03:49 +0000

Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences.

Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Digital Turbine Inc., AAPL - Apple Inc., The Crypto Market: TERRA, O - Realty Income Corp., Commodities.

5-10-2022 – Has the 2022 Stock Drop Left the Market Undervalued?

Wed, 11 May 2022 00:00:48 +0000

Some argue that a flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced.

Today's Stocks & Topics: ADDYY - Adidas AG ADR, Inflation, Russia’s Economy, Boeing, Goldman Sachs, UNP - Union Pacific Corp., The Stock Market, Charts, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, DVN - Devon Energy Corp., Insurance.

TRIVIA QUESTION: "In which YEAR was the first PC-- personal computer-- marketed? And what do you suppose was and is the best-selling PC of all-time? HINT-- it's not an Apple device."

5-9-2022 – Will Cryto's Fall Continue to Parallel Stock Market Sell Offs?

Tue, 10 May 2022 00:00:23 +0000

For about a year, the crypto market, led by bitcoin, has remained highly correlated with the moves in equities, particularly tech stocks.

Today's Stocks & Topics: Annuities, I-Bonds, LAZ - Lazard Ltd., FB - Meta Platforms Inc., AMZN - Amazon.com Inc., Retirement Portfolio, The Bond Market, TCNNF - Trulieve Cannabis Corp., COST - Costco Wholesale Corp., GOOG - Alphabet Inc. Cl C, Inflation & Wages.

5-6-2022 – First Quarter Worker Output Shows Biggest Decline Since 1947

Sat, 07 May 2022 00:00:07 +0000

Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%.

Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, The Stock Market.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

5-5-2022 – What Do Rising Interest Rates Mean for Diversification?

Thu, 05 May 2022 23:59:50 +0000

For investors, a rising interest rate environment may increase correlations between stocks and bonds.

Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply.

TRIVIA QUESTION: "Can you define what a FIDUCIARY is-- in SIMPLE terms? AND-- how long has the term been around?"

5-4-2022 – What Are the Dynamics of the So-Called 'Great Resignation'-- and Can It Continue?

Thu, 05 May 2022 00:48:02 +0000

As workers enjoy the perks of record-high demand for their labor, some experts are warning that economic headwinds may put a stop to the resignation trend.

Today's Stocks & Topics: TROW - T. Rowe Price Group Inc., The Crypto Market is a Pansy, Russian Oil, Supply Chain, SBUX - Starbucks Corp., MMM - 3M Co., AZLAF - Arizona Lithium Ltd., BRKB - Berkshire Hathaway Inc. Cl B, HP - Helmerich & Payne Inc., HPE - Hewlett Packard Enterprise Co., Value Stocks vs. Growth Stocks.

5-3-2022 – April Was a Brutal Month for Stocks

Wed, 04 May 2022 00:00:53 +0000

The S&P is off to its worst year's start since 1939—what should you be doing?

Today's Stocks & Topics: HCA - HCA Healthcare Inc., Consumer Spending, Oil High Prices, Dollar vs. Gold, UEC - Uranium Energy Corp., Diversification, SHOP - Shopify Inc. Cl A, TWLO - Twilio Inc. Cl A, PAX - Patria Investments Ltd., Rental Properties Insurance.

TRIVIA QUESTION: "Can you name 3 actions you can take to save your time and money when you buy that car you've been wanting?"

5-2-2022 – Are We at Risk For 'Stagflation' and What Is It?

Tue, 03 May 2022 00:07:19 +0000

The Federal Reserve is hiking interest rates in an effort to defuse an explosive year of price inflation-- but global forces could neutralize the effects of that tightening of monetary policy.

Today's Stocks & Topics: PLBY - PLBY Group Inc., Value Over Growth, Housing, Vehicle Sales, Travel and Vacation Sectors, CCJ - Cameco Corp., BCE - BCE Inc., Oil Prices, Class A Shares, ET - Energy Transfer LP, AMD - Advanced Micro Devices Inc.

4-29-2022 – What Are the Odds of a Home Price Decline Hitting Your Local Housing Market?

Sat, 30 Apr 2022 00:00:36 +0000

Historically speaking, inflation is particularly hard felt in the housing market, where spiking mortgage rates can quickly price out homebuyers.

Today's Stocks & Topics: MGA - Magna International Inc., VTV - Vanguard Value ETF, Real Estate Market, Bear Market, QQQ - Invesco QQQ Trust Series I, Travel and Vacation Sectors, SNDL - Sundial Growers Inc., HPE - Hewlett Packard Enterprise Co., Ukraine vs. Russia War.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

4-28-2022 – Are You an Investor Who Might Reap Benefits from a 529 Education Savings Plan?

Fri, 29 Apr 2022 00:00:42 +0000

Money invested in 529 plans grows tax-free, and investors do not pay capital gains taxes if they spend that money on qualified education expenses.

Today's Stocks & Topics: Offshore Drilling, RIG - Transocean Ltd., GDP Numbers, Natural Gas, LMT - Lockheed Martin Corp., T - AT&T Inc., Reals Estate Transaction, ALLY - Ally Financial Inc., XBI - SPDR S&P Biotech ETF, QS – Quantum Scape Corp. Cl A., Oil.

4-27-2022 – Do Central Banks Need to Put Rates Into the ‘Pain Zone’?

Thu, 28 Apr 2022 00:01:04 +0000

One analyst argues that, for the Federal Reserve, that task should be “relatively easy,” given the backdrop of strong real and nominal growth in the U.S

Today's Stocks & Topics: LRCX - Lam Research Corp., Investing in Stocks vs. ETFs, MKL - Markel Corp., Long Term Shares, Home Prices, CTLT - Catalent Inc., HFWA - Heritage Financial Corp., OHI - Omega Healthcare Investors Inc., FNF - Fidelity National Financial Inc., Russia Cut Natural Gas to Two Countries.

4-26-2022 – Oil Is Falling and Analysts Are Backing Off Super High Predictions

Wed, 27 Apr 2022 00:00:41 +0000

Oil just dropped below $98 a barrel and market watchers have a theory as to why-- but are they right?

Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, PLBY - PLBY Group Inc., Sings of Strong Economy, Earnings, China’s Economy, MEDP - Medpace Holdings Inc., TROW - T. Rowe Price Group Inc., MTH - Meritage Homes Corp., DOV - Dover Corp., GOOGL - Alphabet Inc. Cl A, AMRK - A-Mark Precious Metals Inc., CLF - Cleveland-Cliffs Inc.

TRIVIA QUESTION: "According to TRIPLE A --- the AVERAGE price of gas in the U.S. today is $4.13 per gallon, but looking back in time... do you know what the price was in 1978?

4-25-2022 – Why Would Investors Beat Up Shares of Companies That Report Decent Earnings?

Tue, 26 Apr 2022 00:03:32 +0000

So far this earnings season, investors are in a downright bearish mood, punishing companies that report top- or bottom-line misses, or those that disclose a less than rosy full-year forecast.

Today's Stocks & Topics: CHPT - Charge Point Holdings Inc., The Japanese Yen, ARK Funds, MOS - Mosaic Co., Growth Stocks vs. Value Stocks, Callable Corporate Bonds, WSM - Williams-Sonoma Inc., Covered Calls, PYPL - PayPal Holdings Inc., Options, Charts.

4-22-2022 – Playing It Too Safe with Finances Could Make It Harder to Reach Full Potential

Sat, 23 Apr 2022 00:03:40 +0000

Know where you want to go with financial objectives and manage your risk tolerance.

Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Elon Musk Bid, BLK - BlackRock Inc., Equity & Retirement, PYPL - PayPal Holdings Inc., ANTM - Anthem Inc., FSUTX - Fidelity Select Utilities Portfolio, SRE - Sempra, MESA - Mesa Air Group Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

4-21-2022 – Over 8% of Americans’ Total Household Spending Goes to Health-Care Costs

Fri, 22 Apr 2022 00:00:46 +0000

A study of almost 24,000 employees at a major Fortune 100 company found that 61% of them chose the wrong plan for their needs.

Today's Stocks & Topics: Low Contribution Limits, Four Percent Rule, Homeowners Associations, AIG - American International Group Inc., DIS - Walt Disney Co., CVS - CVS Health Corp., REGN - Regeneron Pharmaceuticals Inc., PYPL - PayPal Holdings Inc., AVGO - Broadcom Inc., RF - Regions Financial Corp., ETFs Analysis, UHT - Universal Health Realty Income Trust.

4-20-2022 – Expense Ratios Vary by Investment Type

Thu, 21 Apr 2022 00:02:19 +0000

It’s important to know what expense ratios are because they can eat away at your investment earnings.

Today's Stocks & Topics: JXN - Jackson Financial Inc., Rising Rates, GRWG – Grow Generation Corp., ABB - ABB Ltd. ADR, DIS - Walt Disney Co., VOO - Vanguard S&P 500 ETF, CSTR - CapStar Financial Holdings Inc., CURLF - Curaleaf Holdings Inc.

4-19-2022 – How to Extract Income from a Retirement Portfolio

Wed, 20 Apr 2022 00:01:03 +0000

There are different strategies for generating cash flows, from pure total return to income-centric approaches.

Today's Stocks & Topics: GILD - Gilead Sciences Inc., Twitter, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, ETFs and Taxes, NFLX - Netflix Inc., QCOM - Qualcomm Inc., STOR - STORE Capital Corp., LAND - Gladstone Land Corp., Equal Weight vs. Market Weighted, House Building Reports.

TRIVIA QUESTION: "Can you define, in simple terms, the role of a MUTUAL FUND investment in your portfolio?"

4-18-2022 – The Red-Hot U.S. Housing Market Is Beginning to Hit Levels Not Seen Since Last Housing Bubble

Mon, 18 Apr 2022 23:59:17 +0000

Brokerage platform Redfin is seeing slightly more home listings with price cuts and fewer bookings for home showings.

Today's Stocks & Topics: FTNT - Fortinet Inc., SCCO - Southern Copper Corp., Russian Oil, I-Bonds, QYLD - Global X NASDAQ-100 Covered Call ETF, WBD - Warner Bros. Discovery Inc. Series A, T - AT&T Inc., TECK - Teck Resources Ltd. Cl B, BIG - Big Lots Inc., Retail Sales, Value Stocks, CINF - Cincinnati Financial Corp., GNRC - Generac Holdings Inc., BEN - Franklin Resources Inc.

04-15-2022 - Best of Caller Questions - Good Friday Show

Fri, 15 Apr 2022 10:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

4-14-2022 – Calculating Your Personalized Inflation Rate Could Be Beneficial

Fri, 15 Apr 2022 00:01:40 +0000

How your family spends money is almost certainly different from the typical U.S. household.

Today's Stocks & Topics: Recession, Elon Musk, Inflation, Mortgages, Jobless Claims, IBM - International Business Machines Corp., X - United States Steel Corp., Umbrella Insurance, TECK - Teck Resources Ltd. Cl B, INMD - InMode Ltd., DOOR - Masonite International Corp., Cannabis Sector, ATER - Aterian Inc., Stock Splits, NVDA - NVIDIA Corp.

TRIVIA QUESTION: 'Tax Day' has been set as April 15 since... which YEAR? And-- in which YEAR was federal income tax FIRST introduced here in the U.S.?

4-13-2022 - Before You Leap into an 'ARM' Be Sure You Fully Understand the Risks

Wed, 13 Apr 2022 23:59:40 +0000

The appeal of an adjustable-rate mortgage can be the lower initial interest rate compared with a traditional 30-year fixed-rate mortgage-- however, that ARM rate can change down the road.

Today's Stocks & Topics: EVA - Enviva Inc., Schedule K-1, Consumer Price Index, Producer Tax Index, Earnings Season, Oil Finds, T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, AMZN - Amazon.com Inc., COIN - Coinbase Global Inc., PTSI - P.A.M. Transportation Services Inc., The Waste Industry.

TRIVIA QUESTION: "Can you name the top 5 states reporting the highest percentage of fraud reports including a monetary loss?"

APRIL RAPID FIRE HOUR

Wed, 13 Apr 2022 01:35:00 +0000

In this free Rapid Fire Hour podcast, InvestTalk hosts Justin Klein and Steve Peasley provide unbiased answers to 30 caller questions.

Topics include: XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, SKYX - SQL Technologies Corp., CEG - Constellation Energy Corp., FANG - Diamondback Energy Inc., ZEN - Zendesk Inc., REZ - iShares Residential & Multisector Real Estate ETF, MIR - Mirion Technologies Inc., EVA - Enviva Inc., WIRE - Encore Wire Corp., COWZ - Pacer U.S. Cash Cows 100 ETF, LAKE - Lakeland Industries Inc., MP - MP Materials Corp., DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., CMG - Chipotle Mexican Grill Inc., HON - Honeywell International Inc., UPST - Upstart Holdings Inc., TREX - Trex Co. Inc., SBUX - Starbucks Corp., FMCC - Freddie Mac, HBI - Hanesbrands Inc., EFC - Ellington Financial Inc., LEU - Centrus Energy Corp., FUBO - FuboTV Inc., IIPR - Innovative Industrial Properties Inc., NI - NiSource Inc., RCII - Rent-A-Center Inc., SG - Sweetgreen Inc., EPAM - EPAM Systems Inc., CASY - Casey's General Stores Inc., NFG - National Fuel Gas Co., MOON - Direxion Moonshot Innovators ETF, VICI - VICI Properties Inc.

4-12-2022 - Could It Be Possible That Inflation Has Already Peaked?

Wed, 13 Apr 2022 00:00:16 +0000

One prominent analyst thinks so and is predicting that inflation will move down “sharply” as consumers shift their spending to services.

Today's Stocks & Topics: ATER - Aterian Inc, Saving Money to Buy a House, Natural Gas, Used Car Sales, KRE - SPDR S&P Regional Banking ETF, Trailing Stops, OXY - Occidental Petroleum Corp., 457 Rollover, AREC - American Resources Corp., Hedging Against Dollar Devaluation.

TRIVIA QUESTION: "Can you name 3 behaviors that might trigger an IRS audit?"

4-11-2022 - Do Stock Splits Change a Company's Underlying Fundamentals?

Tue, 12 Apr 2022 00:00:56 +0000

A stock split could theoretically boost retail share ownership because a cheaper stock price is more accessible to a wider range of investors.

Today's Stocks & Topics: CUBI - Customers Bancorp Inc., Loans, Housing Prices, SRC - Spirit Realty Capital Inc., Moving Averages, Amazon Split, Series I Savings Bonds, WEC - WEC Energy Group Inc., AMAT - Applied Materials Inc., Equity Summary Score, Delivery Drones.

TRIVIA QUESTION: "Can you name 3 behaviors that might trigger an IRS audit?"

4-8-2022 - Is 'Bond Market Turmoil' Unavoidable?

Sat, 09 Apr 2022 00:03:10 +0000

One market researcher is arguing that the Federal Reserve's original projection for 'transitory' inflation was one of the worst forecasts in FED history-- and it has had a ripple effect.

Today's Stocks & Topics: FIGS - FIGS Inc., Consumer Credit Report, Retirement Plans, VIXY - ProShares VIX Short-Term Futures ETF, MU - Micron Technology Inc., CVX - Chevron Corp., Interest Rates, NLY - Annaly Capital Management Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

4-7-2022 - What Does ‘Shrink the FED Balance Sheet' Mean?

Fri, 08 Apr 2022 00:04:50 +0000

Fed officials reached consensus at their March meeting that they would begin reducing the central bank balance sheet by $95 billion a month, likely beginning in May.

Today's Stocks & Topics: Margin Investing, HUN - Huntsman Corp., SHW - Sherwin-Williams Co., Zelle, C - Citigroup Inc., HRTG - Heritage Insurance Holdings Inc., Housing Market, ALLY - Ally Financial Inc., Selling Covered Calls, OAS - Oasis Petroleum Inc., Value Stock vs. Growth Stock.

4-6-2022 - What Should Investors Make of Musk's Large Twitter Stake?

Thu, 07 Apr 2022 00:03:42 +0000

Unlike other major media companies, Twitter has no controlling shareholder, giving rise to takeover speculation.

Today's Stocks & Topics: LOW - Lowe's Cos., AA - Alcoa Corp., Selling Put Options, GOOGL - Alphabet Inc. Cl A, GOOG - Alphabet Inc. Cl C, Walls Street and Energy, RBLX - Roblox Corp., PYPL - PayPal Holdings Inc., Cryptocurrency, Selling a Personal Residence, Natural Gas Prices.

4-5-2022 - You Invest in the Stock Market, Should You Also Consider Metaverse and Crypto?

Wed, 06 Apr 2022 00:11:54 +0000

If you’re an investor looking for capital appreciation, the stock market has always been a top choice—however, two new investment areas might offer opportunities if you can handle the risk.

Today's Stocks & Topics: WLL - Whiting Petroleum Corp., U.S-Russia Bonds Payments, Cryptocurrency Taxes, The Fed, CNQ - Canadian Natural Resources Ltd., ENB - Enbridge Inc., LNG - Cheniere Energy Inc., MULN - Mullen Automotive Inc., LRCX - Lam Research Corp., KLIC - Kulicke & Soffa Industries Inc., Buying Real Estate, Roth I-R-A, LEG - Leggett & Platt Inc., Elon Musk and Twitter, ZIM - ZIM Integrated Shipping Services Ltd.

TRIVIA QUESTION: "Comparing the average size of a new home in 1920 with 2017... how much larger do you think today's homes are on average?"

4-4-2022 - Is There a Strategy to Prevent a Portfolio Flatline?

Tue, 05 Apr 2022 00:03:01 +0000

With inflation climbing, and after the yield curve inversion, the R-word is getting tossed around more frequently.

Today's Stocks & Topics: HCA - HCA Healthcare Inc., THC - Tenet Healthcare Corp., KMI - Kinder Morgan Inc., Combating Higher Inflation, Consumers, SBRA - Sabra Healthcare REIT Inc., Options & Covered Calls, FCX - Freeport-McMoRan Inc., HEES - H&E Equipment Services Inc., DPZ - Domino's Pizza Inc., KMB - Kimberly-Clark Corp., T - AT&T Inc. vs. MMM - 3M Co.

4-1-2022 - SEC Targets SPACs With Rules on Inflated Business Forecasts, Merger Disclosures

Sat, 02 Apr 2022 00:03:32 +0000

The SEC says investors deserve the protections they receive from traditional IPOs.

Today's Stocks & Topics: IRM - Iron Mountain Inc., Jobs Report, The Yen, Oil Reserves, AMZN - Amazon.com Inc., ARE - Alexandria Real Estate Equities Inc., XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, RIO - Rio Tinto PLC ADR, Low Risk Investment.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

3-31-2022 - Mortgage Refinance Demand Plunges 60%, As Rates Hit Their Highest Level Since 2018

Fri, 01 Apr 2022 00:06:22 +0000

In addition to rising mortgage rates, home buyers continue to face sky-high prices and record low supply.

Today's Stocks & Topics: SO - Southern Co., TXN - Texas Instruments Inc., FHN - First Horizon Corp., FB - Meta Platforms Inc., CV - SCVS Health Corp., WBA - Walgreens Boots Alliance Inc., UVXY - ProShares Ultra VIX Short-Term Futures ETF, NKE - Nike Inc. Cl B, CNXC - Concentrix Corp., Selling Put Options, HD - Home Depot Inc., The IPO Market.

3-30-2022 - Is International Diversification Necessary?

Thu, 31 Mar 2022 00:03:35 +0000

Adding overseas exposure is one of the first steps toward a diversified portfolio but these investments are subject to many factors that can lead to divergent performance.

Today's Stocks & Topics: VWDRY - Vestas Wind Systems A/S ADR, Purchasing a Car, RH - RH, Ukraine War, Congress and 401k, BGS - B&G Foods Inc., CD Options, FOCPX - Fidelity OTC Portfolio, Retirement, Environmental, Social, and Governance (ESG), CNQ - Canadian Natural Resources Ltd.

3-29-2022 - Consumer Sentiment Drops to New Decade-Long Low

Tue, 29 Mar 2022 23:59:29 +0000

The University of Michigan Consumer Sentiment Index (MCSI)-- a monthly survey of how consumers feel about the economy, personal finances, business conditions-- ended March with a 30% decline from one year ago.

Today's Stocks & Topics: UNM - Unum Group, Job Openings, New Covid Lockdown in China, ICLN - iShares Global Clean Energy ETF, Street Market, PLBY - PLBY Group Inc., CROX - Crocs Inc., SCHN - Schnitzer Steel Industries Inc., 529 Plans, CARR - Carrier Global Corp., SBUX - Starbucks Corp., CWH - Camping World Holdings Inc. Cl A.

TRIVIA QUESTION: "So far, the average IRS tax refund for 2021 is much larger than for 2020... WHAT do you suppose is the new AVERAGE refund amount?"

3-28-2022 - 5-Year and 30-Year Treasury Yields Inverted Briefly Sparking Recession Fears

Tue, 29 Mar 2022 00:05:15 +0000

Historically, the yield curve has inverted prior to recessions, with investors selling out of short-dated government debt and buying into longer-dated bonds.

Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Dividends, SBLK - Star Bulk Carriers Corp., Portfolio Management, Commodities, RIG - Transocean Ltd., BA - Boeing Co., Airlines, AT&T and Warner Bros. Merge, Part Time Retirement.

3-25-2022 - How COVID-19 Changed Investing

Sat, 26 Mar 2022 00:06:01 +0000

In the past 2 years, supply chains essentially stopped working, consumer prices surged, and the market welcomed scores of new retail investors.

Today's Stocks & Topics: DSKE - Daseke Inc., Home Sales, Earnings Season, Oil Production in United States, How to Invest as A Minor, CRWD - CrowdStrike Holdings Inc. Cl A, LULU - Lululemon Athletica Inc., MU - Micron Technology Inc., PPG - PPG Industries Inc., Airlines and BA - Boeing Co., TGT - Target Corp., FLOT - iShares Floating Rate Bond ETF.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

3-24-2022 - Pandemic Fallout: Buyer's Remorse Revealed in the Housing Market

Fri, 25 Mar 2022 00:01:33 +0000

Home values increased nearly 20% between September 2020 and September 2021, when many millennials maxed out their budget and then later regretted that decision.

Today's Stocks & Topics: RTX - Raytheon Technologies Corp., LMT - Lockheed Martin Corp., FDX - FedEx Corp., Energy Insecurity, The Fed, Generating Income Abroad, GILD - Gilead Sciences Inc., SCHD - Schwab US Dividend Equity ETF, MAN - Manpower Group, UPST - Upstart Holdings Inc, Credit Card Companies, ROKU - Roku Inc. Cl A.

3-23-2022 - Should Dividend Investors Be Concerned Over Higher Interest Rates?

Thu, 24 Mar 2022 00:03:00 +0000

Historically, the highest-yielding stocks have underperformed those that either don’t pay dividends or have lower yields during periods of rising interest rates.

Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Uranium Supply, SHOP - Shopify Inc. Cl A, KHC - Kraft Heinz Co., SQ - Block Inc., P.E. Ratio, VAW - Vanguard Materials ETF, IRM - Iron Mountain Inc., 401k, Midtown Manhattan.

3-22-2022 - Investing During a Bear Vs. Bull Market

Wed, 23 Mar 2022 00:04:19 +0000

As an investor, understanding these two scenarios is the key to determining what to do with your money.

Today's Stocks & Topics: MOS - Mosaic Co., Farmers, First Trillionaire, GSK - GlaxoSmithKline PLC ADR, China Mobile Ltd., HNST - Honest Co. Inc., LLKKF - Lake Resources N.L., SPACs - Special-Purpose Acquisition Company, VTI - Vanguard Total Stock Market ETF, UEC - Uranium Energy Corp., XYL - Xylem Inc., Fertilizer, AHT - Ashford Hospitality Trust, XLF - Financial Select Sector SPDR ETF.

TRIVIA QUESTION: "To put things in perspective, do you know what the 2022 ESTIMATED average monthly Social Security benefits are-- AFTER the cost-of-living adjustment?"

3-21-22 - A Real Estate Fraud Epidemic Is Continuing

Tue, 22 Mar 2022 01:55:00 +0000

According to FBI data, wire fraud in the real estate and rental sector continues to be one of the most prevalent cybercrimes in the U.S.

ALSO in this podcast: PKX - POSCO Holdings Inc. ADR, VEGI - iShares MSCI Global Agriculture Producers ETF, ING - ING Groep N.V. ADR, UTHR - United Therapeutics Corp., EQNR - Equinor ASA ADR, RYI - Ryerson Holding Corp., EPAM - EPAM Systems Inc.; Plus-- 529 Plans, iTunes Review question on ENB and CNQ; Justin discusses shale oil drilling and green energy companies.

3-18-2022 - Hedge Funds Are Doubling Down on Commodities Bets As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year.

Sat, 19 Mar 2022 00:01:04 +0000

As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year.

Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Buybacks, The Buffet Indicator, Oil Companies Drilling Plans, SNDL - Sundial Growers Inc., INTC - Intel Corp., TWI - Titan International Inc., OHI - Omega Healthcare Investors Inc., CEI - Camber Energy Inc., P.E. Ratio, AMAT - Applied Materials Inc., Passive Investing.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

3-17-2022 - What Does the FED's Rate Hike Mean for Borrowers, Savers, and Homeowners?

Fri, 18 Mar 2022 00:00:49 +0000

The cumulative effect of rate hikes is what is really going to have an impact on the economy and household budgets.

Today's Stocks & Topics: OTIS - Otis Worldwide Corp., The Bond Market, Shoppers and Higher Prices, Transferring Cash to Roth I-R-A, UGI - UGI Corp., UPS - United Parcel Service Inc. Cl B, FDX - FedEx Corp., Preferred Shares, CDRPRC - Cedar Realty Trust Inc. 6.5% Conv. Pfd. Series C, XLE - Energy Select Sector SPDR ETF, XLU - Utilities Select Sector SPDR ETF, SPXL - Direxion Daily S&P 500 Bull 3X Shares, BHP - BHP Group Ltd. ADR, LDOS - Leidos Holdings Inc.

3-16-2022 - What Happens If Your Partner Disagrees with Your Retirement Plan?

Thu, 17 Mar 2022 00:04:23 +0000

It’s important to have an idea of what retirement could look like before you actually hit your golden years and leave the workforce.

Today's Stocks & Topics: MU - Micron Technology Inc., Fed Rate Hike, Western Companies, Food Insecurities, APD - Air Products & Chemicals Inc., BF.B - Brown-Forman Corp. Cl B, ZIM - ZIM Integrated Shipping Services Ltd., SCCO - Southern Copper Corp., NGLOY - Anglo American PLC ADR, Publicly Traded Stock Equities, ABBV - AbbVie Inc., GOOG - Alphabet Inc. Cl C, KRE - SPDR S&P Regional Banking ETF, Regional Banks, ENB - Enbridge Inc.

3-15-2022 - How Could Your Portfolio Be Impacted as The FED Shrinks Its $9 Trillion Bond Program?

Wed, 16 Mar 2022 00:00:21 +0000

The U.S. central bank has long used its power as a lender of last resort to add liquidity to markets during times of distress.

Today's Stocks & Topics: PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., Stocks Buybacks, Energy Policy, Global Food Supply Chain, LUKOY - Lukoil PJSC ADR, ARK - KARK Innovation ETF., SU - Suncor Energy Inc., Oil Prices, WWE - World Wrestling Entertainment Inc. Cl A, CYBR - CyberArk Software Ltd., FB - Meta Platforms Inc., 529 Plan, CUBE – Cube Smart, LSI - Life Storage Inc.

3-14-2022 - U.S.-Listed China Shares Are Falling Again

Tue, 15 Mar 2022 00:00:25 +0000

As investors reassessed their positions, Chinese stocks were tumbling Monday morning.

Today's Stocks & Topics: SBUX - Starbucks Corp., Big Office Buildings, LEG - Leggett & Platt Inc., F - Ford Motor Co., FUTY - Fidelity MSCI Utilities Index ETF, Restricted Stocks, CROX - Crocs Inc., Small/MidCap Value and International Shares, Capital Gains, VALE - Vale S.A. ADR, Expensive Stocks, IIPR - Innovative Industrial Properties Inc.

3-11-2022 - Inflation Jumped 7.9% in February, Highest in More Than 40 Years

Sat, 12 Mar 2022 01:00:20 +0000

The costs of gasoline, groceries, and shelter were the biggest inflation contributors.

Today's Stocks & Topics: T - AT&T Inc., WEAT - Teucrium Wheat Fund, WMT - Walmart Inc., SMG - Scotts Miracle-Gro Co., BGS - B&G Foods Inc., ITI - Iteris Inc., KRP - Kimbell Royalty Partners L.P., SAM - Boston Beer Co. Cl A, Oil Prices.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

3-10-2022 - DOJ Might Be Looking at Criminal Obstruction Charge for FAANG Stock

Fri, 11 Mar 2022 01:03:32 +0000

With a referral in the works, lawmakers are focusing on Amazon’s private-label practices and its collection of third-party seller data.

Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, Drilling, STX - Seagate Technology Holdings PLC, AMZN - Amazon.com Inc., NEM - Newmont Corp., Gold and Silver, Inflation, McDonald's in Russia, GUNR – Flex Shares Global Upstream Natural Resources Index Fund, APPH – App Harvest Inc., FND - Floor & Decor Holdings Inc. Cl A, RXT - Rackspace Technology Inc., Market Super Bubble.

TRIVIA QUESTION: "Can you name 5 of the 10 mistakes that could deplete your financial wealth?"

3-9-2022 - 3 Financial Moves that Could Benefit ‘High Earners’ that Are Not Yet Wealthy

Thu, 10 Mar 2022 01:01:49 +0000

Despite generous salaries, some high earners don’t think they’ll become rich due to factors like punishing tax rates.

Today's Stocks & Topics: DISH - DISH Network Corp. Cl A, CLF - Cleveland-Cliffs Inc., Oil Spike History, Food Prices Worldwide, VHI - Valhi Inc., NFLX - Netflix Inc., KEYS - Keysight Technologies Inc., Capital Gains Tax Rates, Portfolio Management, TGT - Target Corp., Brokerage Account for Kids, HACK - ETFMG Prime Cyber Security ETF.

3-8-2022 - Could the Zelle Payments Platform Be Ignoring Fraudulent Activity?

Wed, 09 Mar 2022 01:03:11 +0000

Today's Stocks & Topics: LGGNY - Legal & General Group PLC ADR, AMD - Advanced Micro Devices Inc., Portfolio Management, LMND - Lemonade Inc., ACGL - Arch Capital Group Ltd., SID - Companhia Siderurgica Nacional ADR, TROW - T. Rowe Price Group Inc., SSNC - SS&C Technologies Holdings Inc., Sectors, Keystone Pipeline.

TRIVIA QUESTION: "Can you name at least 5 of the 10 mistakes that could deplete your financial wealth?"

3-7-2022 - What Are the 3 Sectors with the Largest Fair Value Increases?

Tue, 08 Mar 2022 01:03:27 +0000

Some sectors saw particularly strong gains, and, for example, a number of real estate firms had their fair value estimates raised due in part to a faster-than-expected rise in occupancy rates.

Today's Stocks & Topics: NCLH - Norwegian Cruise Line Holdings Ltd., Commodities, Technology Funds, DUKE - Duke Royalty Ltd., SH - ProShares Short S&P 500, VFH - Vanguard Financials ETF, ETFs, SPX - S&P 500 Index, DUKE - Duke Royalty Ltd., TEN - Tenneco Inc. Cl A, GT - Goodyear Tire & Rubber Co.

3-4-2022 - Should the Fed Let the Russia-Ukraine Crisis Impact the Pace of Tightening?

Sat, 05 Mar 2022 01:03:16 +0000

The markets have wavered amid rising overseas tensions, and traders have begun to speculate whether the Fed will tighten policy less aggressively.

Today's Stocks & Topics: UPST - Upstart Holdings Inc., UVE - Universal Insurance Holdings Inc., Jobs Report, Higher Oil Prices, XOM - Exxon Mobil Corp., DHI - D.R. Horton Inc, MMM - 3M Co., HLTH - Cue Health Inc., OKE - ONEOK Inc., STLD - Steel Dynamics Inc. , LPX - Louisiana-Pacific Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

3-3-2022 - Understanding the Dynamic Power of Your Credit Score

Fri, 04 Mar 2022 01:00:05 +0000

Credit is a complicated topic and financial literacy continues to be an elusive target for the majority of Americans.

Today's Stocks & Topics: VWAGY - Volkswagen AG 1/10th ADR, IEP - Icahn Enterprises L.P., SU - Suncor Energy Inc., OEC - Orion Engineered Carbons S.A., SHCR - Sharecare Inc., CPNG - Coupang Inc., BCSA - Blockchain Coinvestors Acquisition Corp. I Cl A, REAX - Real Brokerage Inc.

3-2-2022 - Your Will or Estate Plan Should Not Be in 'Set and Forget' Mode

Thu, 03 Mar 2022 01:03:08 +0000

There are certain life events and other types of triggers which may impact your tax and legal strategies.

Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Real Estate Agents, Bubbles, Insider Buying, SHOP - Shopify Inc. Cl A, IBN - ICICI Bank Ltd. ADR, Recession & Investing, CM - Canadian Imperial Bank of Commerce, AAPL - Apple Inc., MSFT - Microsoft Corp., FDX - FedEx Corp.

3-1-2022 - Which Funds Had Heavy Holdings of Russian Debt?

Wed, 02 Mar 2022 01:19:23 +0000

Before the Russia-Ukraine crisis, the average emerging-markets bond fund held 2.9% of its portfolio in Russia.

Today's Stocks & Topics: NKE - Nike Inc. Cl B, Russian Currency, Oil Facts, Commodities, 401k Employer Match, SHMP – Natural Shrimp Inc., SDIV - Global X Super Dividend ETF, SPHD - Invesco S&P 500 High Dividend Low Volatility ETF, OMF – One Main Holdings Inc., EXPD - Expeditors International of Washington Inc., Value Stocks with Dividends, VVR - Invesco Senior Income Trust, AXSM - Axsome Therapeutics Inc.

TRIVIA QUESTION: "Can you name the 6 reasons WHY you might not be able to receive Social Security benefits?"

2-28-2022 - Why Are Health-Care Costs in the U.S. Rising More Than Anywhere Else?

Tue, 01 Mar 2022 01:00:52 +0000

Healthcare almost always outpaces inflation, and the United States accounts for more than 40% of all global health spending.

Today's Stocks & Topics: OBE - Obsidian Energy Ltd., ORLY - O'Reilly Automotive Inc., What is Swift, Ways to Avoid Investment Bubbles, UNM - Unum Group, Relative Strength Index (RSI), PTON - Peloton Interactive Inc., VTOL - Bristow Group Inc., Investing Apps, Russian Stocks, GT - Goodyear Tire & Rubber Co.

2-25-2022 - How Should Investors Manage Risks Like a Ukraine War?

Sat, 26 Feb 2022 01:00:07 +0000

An investor who avoids the market on the basis of any potential event-risk could end up sitting in cash on a semi-permanent basis.

Today's Stocks & Topics: FL - Foot Locker Inc., Inflation, Required Minimum Distribution (RMDs), BB - BlackBerry Ltd., YORW - York Water Co., WTRU - Essential Utilities Inc. 6% Un, PCE Price Index, Real Income, 401k Rollover, UROY - Uranium Royalty Corp., Mid and Small Caps, Texas & Oil Companies.

2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years

Fri, 25 Feb 2022 01:05:16 +0000

Investors seem to be reacting to inflation and the likely impact of higher interest rates.

Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Housing, CNR - Cornerstone Building Brands Inc., BNTX - BioNTech SE ADR, TTC - Toro Co., ETSY - Etsy Inc., Peer-to-Peer Lending, SIMO - Silicon Motion Technology Corp. ADR., BIG - Big Lots Inc.

TRIVIA QUESTION: "Can you name the 5 common ways to lower your taxable income in 2022?

2-23-2022 - Oil Prices Have Surged 20% This Year

Thu, 24 Feb 2022 01:03:49 +0000

Oil trades in a global market, geopolitical tensions affect supplies, and crude prices recently crossed $90 per barrel.

Today's Stocks & Topics: SPSM - SPDR Portfolio S&P 600 Small Cap ETF, IJR - iShares Core S&P Small-Cap ETF, Goldman Sachs, Mortgage Rates, Oil Fight, HL - Hecla Mining Co., AGNC - AGNC Investment Corp., SOFI - SoFi Technologies Inc., BIG - Big Lots Inc., ABB - ABB Ltd., PLNT - Planet Fitness, Inc., VALE - Vale S.A., Relative Strength Index (RSI).

TRIVIA QUESTION: "Do you know some of the COMMON SAVINGS mistakes people need to avoid... especially at certain times in their lives?"

2-22-2022 - Five Ways Inflation Could Impact Private Equity

Wed, 23 Feb 2022 01:05:03 +0000

The 1980’s were an important decade in the history of the private equity industry, but there is a growing concern that now, for the first time in over three decades, inflation may be back in a meaningful way.

Today's Stocks & Topics: RENT - Rent the Runway Inc., PAGP - Plains GP Holdings LP, Market Sentiment, BWA - BorgWarner Inc., Portfolio Diversification, SNDL - Sundial Growers Inc., Portfolio Management, INGR - Ingredion Inc., Fiscal Drag.

2-21-2022 - Best of Caller Questions

Mon, 21 Feb 2022 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: New Investor Question, Penny Stocks, Options, Investing in Cryptocurrency, I-Bonds, Dividends, Gains, Covered Calls, 401k, Ethereum Cryptocurrency, Investing, 401k & Roth I-R-A, Special-Purpose Acquisition Company – SPAC, Commodities.

2-18-2022 - Opinion: 5 Sure-Fire Signs of a Stock Market Bubble

Sat, 19 Feb 2022 01:03:25 +0000

While stocks have shown a serious bounce since the pandemic's start, this resilience is giving some investors pause-- so, could we be in a stock market bubble?

Today's Stocks & Topics: ET - Energy Transfer LP, VTV - Vanguard Value ETF, Interest rates, PSQ - ProShares Short QQQ, SH - ProShares Short S&P 500, ETFs, MBT - Mobile TeleSystems PJSC ADR, Inflation, INTC - Intel Corp., IDEX - Ideanomics Inc., Reorganization and Cash Merger, Home Sales.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

2-17-2022 - Will the Supply Chain Recover in 2022?

Fri, 18 Feb 2022 01:03:38 +0000

As a result of bottlenecks, some companies are taking full advantage of tight capacity in shipping markets.

Today's Stocks & Topics: Ordinary vs. Qualified Dividends, TROX - Tronox Holdings PLC, SWKS - Skyworks Solutions Inc., COLD - Americold Realty Trust, 403b Retirement Funds, Index Funds, CRSP - CRISPR Therapeutics AG, ETRN - Equitrans Midstream Corp., Investment Scams.

2-16-2022 - Wholesale Prices Increased by 1% in January, Up a Near-Record 9.7% Over the Past Year

Thu, 17 Feb 2022 01:00:41 +0000

The Producer Price Index (PPI) offers a window on the cost pressures that businesses are facing and foretelling that those increases will likely be passed on to consumers.

Today's Stocks & Topics: I-R-A, BABA - Alibaba Group Holding Ltd. ADR, Empty Offices, TEN - Tenneco Inc. Cl A, Trustable Financial Websites, MSFT - Microsoft Corp. & Metaverse, Life Insurance, Russian Pipelines, Investing with KPP, LUMN - Lumen Technologies Inc., ET - Energy Transfer LP., FSSNX - Fidelity Small Cap Index Fund, FXNAX - Fidelity US Bond Index Fund, FNSOX - Fidelity Short-Term Bond Index Fund, Small Caps.

FEBRUARY RAPID FIRE SHOW

Wed, 16 Feb 2022 08:00:00 +0000

In this free Rapid Fire Hour podcast, InvestTalk host Justin Klein provide unbiased answers to 30 caller questions.

Topics include: SPLG - SPDR Portfolio S&P 500 ETF, ODFL - Old Dominion Freight Line Inc., VWO - Vanguard FTSE Emerging Markets ETF, AAPL - Apple Inc., MSFT - Microsoft Corp., CMCSA - Comcast Corp. Cl A, LEU - Centrus Energy Corp., WAL - Western Alliance Bancorp., ARKK - ARK Innovation ETF, NXST - Nexstar Media Group Inc. Cl A, XOM - Exxon Mobil Corp., CVX - Chevron Corp., NTR - Nutrien Ltd., TSN - Tyson Foods Inc. Cl A, FAGOX - Fidelity Advisor Growth Opportunities Fund M, DIS - Walt Disney Co., IHI - iShares U.S. Medical Devices ETF, SQ - Block Inc., PYPL - PayPal Holdings Inc., CIM - Chimera Investment Corp., DKNG - DraftKings Inc. Cl A, KRE - SPDR S&P Regional Banking ETF, KBE - SPDR S&P Bank ETF, MMM - 3M Co., STKL - SunOpta Inc., DOCU - DocuSign Inc., RXT - Rackspace Technology Inc.

2-15-2022 - Are Your Bond Holdings Vulnerable in a Rising-Rate Environment?

Wed, 16 Feb 2022 01:03:19 +0000

It's smart to be thinking about risks that might be lurking in your portfolio, particularly in segments that you expect to be drawing upon for living expenses within the next several years.

Today's Stocks & Topics: I-R-A Strategies, VWAGY - Volkswagen AG 1/10th ADR, UPST - Upstart Holdings Inc., Goldman Sachs, BEN - Franklin Resources Inc., NRG - NRG Energy Inc., DIN - Dine Brands Global Inc., Chip Shortage Won't End in 2022, BOOT - Boot Barn Holdings Inc., ASTS - AST Space Mobile Inc., The Market and 401Ks, SPYV - SPDR Portfolio S&P 500 Value ETF, DGRO - iShares Core Dividend Growth ETF, VNQ - Vanguard Real Estate ETF, Retirement and State Taxes.

TRIVIA QUESTION: "Can you name the 5 largest cryptocurrencies BY MARKET CAP?"

2-14-2022 - U.S. 10-Year Yield Rises Above 2%-- Could This Indicate Trouble for Stocks?

Tue, 15 Feb 2022 00:59:35 +0000

Yields moved higher as St. Louis Fed President James Bullard reiterated his call for the central bank to take aggressive steps to fight inflation in the first half of 2022.

Today's Stocks & Topics: DG - Dollar General Corp., Bonds, Retirement, Remote Work, Interest Rates, Data Access, Gaming Industry – XOM - Exxon Mobil Corp., LUMN - Lumen Technologies Inc., TECK - Teck Resources Ltd. Cl B, Emerging Markets ETFs, WGO - Winnebago Industries Inc.

2-11-2022 - Survey: 75% of Home Buyers During the Pandemic Now Admit They Have Remorse

Sat, 12 Feb 2022 00:59:49 +0000

Whether it’s regretting spending too much or wishing they’d done more research, a lot of the common disappointments are likely due to today’s brutally competitive market.

Today's Stocks & Topics: 401k Rollover, Consumer Confidence, Streaming and Ads, Inflation, RC - Ready Capital Corp., CIVI - Civitas Resources Inc., XLE - Energy Select Sector SPDR ETF, KPP Premium Newsletter Preview, ASTS - AST Space Mobile Inc., TROW - T. Rowe Price Group Inc., LUMN - Lumen Technologies Inc., CVGI - Commercial Vehicle Group Inc., DPST - Direxion Daily Regional Banks Bull 3X Shares, IRBT - iRobot Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

2-10-2022 - Supply Chain Should Benefit as Chip Makers Crank Up Spending

Fri, 11 Feb 2022 01:06:02 +0000

With the microchip shortage affecting the supply chain, the big chip makers will spend billions of dollars to meet semiconductor demand.

Today's Stocks & Topics: BG - Bunge Ltd, STOR - STORE Capital Corp., BYND - Beyond Meat Inc., X - United States Steel Corp., Interview with Kurt Ketchum and Jillyn Hess-Verdon from Hess-Verdon & Associates, Plc. about Charitable Remainder Trust, REITs and Interest Rates.

2-9-2022: U.S. Trade Deficit Reached a Record Level In 2021

Thu, 10 Feb 2022 01:00:35 +0000

The trade gap represented 3.7% of America's gross domestic product, which was up from 3.2% in 2020.

Today's Stocks & Topics: Pipelines, Earning Season, Prices Changes, DPZ - Domino's Pizza Inc., ABNB - Airbnb Inc. Cl A, REITs, BTI - British American Tobacco PLC ADR, TGT - Target Corp., RTLR - Rattler Midstream L.P., GLW - Corning Inc.

2-8-2022: What Do Rising Interest Rates Mean for Dividend Stocks?

Wed, 09 Feb 2022 01:03:49 +0000

The market is pricing in three rate hikes, but remember we are coming from a 0% interest-rate policy.

Today's Stocks & Topics: AZO - AutoZone Inc., ZI - ZoomInfo Technologies Inc. Cl A, IRS & Face Recognition, Inflationary Risk, Eastern Europe, Investing Strategy, Dividends, RENT - Rent the Runway Inc, 401k Rollover, ADM - Archer Daniels Midland Co, BABA - Alibaba Group Holding Ltd. ADR, Saving for Kid’s College, BGFV - Big 5 Sporting Goods Corp., PYPL - PayPal Holdings Inc., QYLD - Global X NASDAQ-100 Covered Call ETF.

TRIVIA QUESTION: "Can you name a glaring example of how the "limit cap exclusions"--- for capital gains--- have not kept up with inflation?"

2-7-2022: Investing Is a Long Game

Tue, 08 Feb 2022 01:20:41 +0000

If you find market volatility unsettling, there are ways to reshape your investment thinking so market dips don't trigger alarms.

Today's Stocks & Topics: WIRE - Encore Wire Corp., Electric Vehicles, Earnings Announcements, Is Fracking on The Decline, GOOG - Alphabet Inc. Cl C, FB - Meta Platforms Inc., PM - Philip Morris International Inc., Resistance and Support, RSP - Invesco S&P 500 Equal Weight ETF, SPYV - SPDR Portfolio S&P 500 Value ETF, ILMN - Illumina Inc., GNL - Global Net Lease Inc., Preferred Shares, ODFL - Old Dominion Freight Line Inc., STKL - SunOpta Inc.

2-4-2022: What Have Investors Learned Halfway Through Earnings Reporting Season?

Sat, 05 Feb 2022 00:57:24 +0000

Corporate America is flush with cash, but the 2022 earnings estimates don’t look as robust as 2021.

Today's Stocks & Topics: CFG - Citizens Financial Group Inc., SBNY - Signature Bank, Zero Interest Comparable Bonds, Oil Frackers, WEBNF - Westpac Banking Corp., HON - Honeywell International Inc., KRE - SPDR S&P Regional Banking ETF, KBE - SPDR S&P Bank ETF, MOS - Mosaic Co., Options, Convertible Bonds, SARK - Tuttle Capital Short Innovation ETF.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

2-3-2022: NFT Traders Should Get Ready for A Potential Tax Bill Shock

Fri, 04 Feb 2022 01:05:36 +0000

Regulators have signaled they are preparing to act aggressively to ensure those who purchased NFTs are taxed appropriately.

Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., AMD - Advanced Micro Devices Inc., Real Estate Investing, 1031 Exchange, Why Not Robinhood, MTZ - MasTec Inc., Schedule 13G, WM - Waste Management Inc., ACB - Aurora Cannabis Inc., TALK - Talkspace Inc. Cl A, Amazon Earnings.

2-2-2022: Would ‘Early Retirement Be One of the Worst Money Mistakes You Could Make?

Thu, 03 Feb 2022 01:04:53 +0000

Members of the 76 million-strong 'baby boomer' generation are retiring in droves—-but almost half have little, if any, savings.

Today's Stocks & Topics: QQQ - Invesco QQQ Trust Series I, IAT - iShares U.S. Regional Banks ETF, Getting into the Market, COLD - Americold Realty Trust, DGX - Quest Diagnostics Inc., KPP Newsletter Stock Pick, HUN - Huntsman Corp., SSD - Simpson Manufacturing Co., Consumers Spending.

2-1-2022: Could the Good Times for Tech Be Coming to An End?

Wed, 02 Feb 2022 01:03:07 +0000

The tech sell-off has some venture capitalists concerned that the boom era is over.

Today's Stocks & Topics: AMT - American Tower REIT, TTC - Toro Co., The Bond Market, Consumer Pessimism, Wall Street Green Push, Roth I-R-A Contributions, BAC - Bank of America Corp., WFC - Wells Fargo & Co., UUUU - Energy Fuels Inc., URNM - NorthShore Global Uranium Mining ETF, SQ - Block Inc., APPS - Digital Turbine Inc., SI - Silvergate Capital Corp., BIG - Big Lots Inc., Environmental, Social, and Governance (ESG).

1-31-2022: Are Market Corrections Always Good Buying Opportunities?

Tue, 01 Feb 2022 01:00:58 +0000

Strategists say there are three key factors investors should watch to see whether a rebound can develop.

Today's Stocks & Topics: VALE - Vale S.A. ADR, Fed Policy and The Housing Market, Tobacco, Wall Street Green Drive, COST - Costco Wholesale Corp., MBIN - Merchants Bancorp, STWD - Starwood Property Trust Inc, Trading Platforms, CAT - Caterpillar Inc., ZBRA - Zebra Technologies Corp. Cl A, Gold and Silver, BLDR - Builders First Source Inc.

1-28-2022: What’s Going on In the Labor Market?

Sat, 29 Jan 2022 00:55:48 +0000

With supply-side constraints playing a bigger role in the third quarter's weak GDP growth, the labor market could ultimately determine how well the economy can recover.

Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., PCE Numbers, General Motors, iPhone Hidden Button, MSFT - Microsoft Corp., ATVI - Activision Blizzard Inc., DAC - Danaos Corp., Retirement Plan, BAC - Bank of America Corp., LULU - Lululemon Athletica Inc., PLBY - PLBY Group Inc., ILF - iShares Latin America 40 ETF.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

1-27-2022: What Kind of Returns Might Investors Reasonably Expect Over the Next Several Years?

Fri, 28 Jan 2022 01:03:16 +0000

The S&P 500 has seen unusually large gains in the last 12 years, but the FED is planning to reverse course for its interest rate policy.

Today's Stocks & Topics: Iron Butterfly Options, 2000 Tech Bubble, Target Date Funds, Venture Capital, DeFi, NYCB - New York Community Bancorp Inc., OKE - ONEOK Inc., WMB - Williams Cos., BMA - Banco Macro S.A. ADR, QS – Quantum Scape Corp. Cl A, SCHD - Schwab US Dividend Equity ETF, BIP - Brookfield Infrastructure Partners L.P.

1-26-2022: Will Demand for Office Space Rebound from Depressed Covid Pandemic Levels?

Thu, 27 Jan 2022 00:57:17 +0000

One high profile property billionaire thinks office space will recover long before retail properties, but is he right?

Today's Stocks & Topics: NFLX - Netflix Inc., The Oil Market, U.S. Market on Winning Streak, Cost Cutting, MMM - 3M Co., CAT - Caterpillar Inc., JPM - JPMorgan Chase & Co., XLE - Energy Select Sector SPDR ETF, APLE - Apple Hospitality REIT Inc., 401k Contributions, XPO - XPO Logistics Inc., IRBT - iRobot Corp.

1-25-2022: Can 'Crypto' Remain A Sensible Investment?

Wed, 26 Jan 2022 01:03:25 +0000

Cryptocurrencies have been selling off for weeks as expectations of rising interest rates hit riskier assets.

Today's Stocks & Topics: QQQ - Invesco QQQ Trust Series I, GM Investing in Michigan, Market PMI, Oil Prices Going Higher, Bank Loan ETF, OLED - Universal Display Corp., HPQ - HP Inc., SCCO - Southern Copper Corp., SWBI - Smith & Wesson Brands Inc., SBLK - Star Bulk Carriers Corp., AMGN - Amgen Inc., VNT - Vontier Corp., Share Buyback.

TRIVIA QUESTION: "Can you name 4 Assets that cannot or should not be Placed in a LIVING Trust?"

1-24-2022: Options vs. Stocks: Which Is Better for You?

Tue, 25 Jan 2022 01:05:08 +0000

Stocks and options are closely related, but they're very different things, especially when it comes to how much you can make or lose.

Today's Stocks & Topics: CTVA - Corteva Inc., Clean Energy Stocks, TJX - TJX Cos., Investing, TROW - T. Rowe Price Group Inc., FSMEX - Fidelity Select Medical Technology and Devices Portfolio, AMRX - Amneal Pharmaceuticals Inc., WTRH - Waitr Holdings Inc., Dollar Cost Average, USB - U.S. Bancorp., RBB - RBB Bancorp., ZIM - ZIM Integrated Shipping Services Ltd.

1-21-2022: Investment in Space Companies Hit a Record $14.5 Billion in 2021

Sat, 22 Jan 2022 01:07:24 +0000

One analyst says that "It’s important to realize that investment in the space economy requires specialist expertise."

Today's Stocks & Topics: BMO - Bank of Montreal, LEI, Correction, NASDAQ, Legal Entity Identifier (LEI), AADI - Aadi Bioscience Inc., CHWY - Chewy Inc. Cl A, FSK - FS KKR Capital Corp., Dollar Cost Average, NASDAQ Support, BP - BP PLC ADR, FDIS - Fidelity MSCI Consumer Discretionary Index ETF, ETHE - Grayscale Ethereum Trust, VTV - Vanguard Value ETF.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

1-20-2022: Oil Prices Have Hit a 7-Year High

Fri, 21 Jan 2022 01:04:58 +0000

At least one major oil company CEO thinks that-- due to the many players involved-- it is hard to predict when the market might balance out.

Today's Stocks & Topics: SBNY - Signature Bank, Commodities, Office Rents, Chinese Companies, BBD - Banco Bradesco S/A Pref ADR, MMM - 3M Co., Selling Used Vehicles, Trailing Stops, SQQQ - ProShares UltraPro Short QQQ, SBLK - Star Bulk Carriers Corp., SCHD - Schwab US Dividend Equity ETF, Discounted Cash Flow, GT - Goodyear Tire & Rubber Co., AAPL - Apple Inc., MSFT - Microsoft Corp., AMZN - Amazon.com Inc.

1-19-2022: Homebuilder Confidence Has Dropped for the First Time in Four Months

Thu, 20 Jan 2022 01:00:01 +0000

Builders in the single-family housing market are facing inflation-fueled expenses, which is causing a turnaround in sentiment at the start of the year.

Today's Stocks & Topics: TDOC - Teladoc Health Inc., IWM - iShares Russell 2000 ETF, Current Market Situation, Oil Demand, Office Leases, SGML - Sigma Lithium Corp., FITB - Fifth Third Bancorp, AMD - Advanced Micro Devices Inc., Buy and Sell Stocks, BYND - Beyond Meat Inc., Value Rated ETF.

1-18-2022: Are SPACs a Racket?

Wed, 19 Jan 2022 01:03:33 +0000

Special-purpose acquisition companies, or SPACs, are publicly traded stocks that raise capital from seed investors, promising to invest those proceeds into a privately held company.

Today's Stocks & Topics: MTTR - Matterport Inc., ATVI - Activision Blizzard Inc., INMD - InMode Ltd., YETI - YETI Holdings Inc., 401k, Cryptocurrencies, QS – Quantum Scape Corp. Cl A, NET - Cloudflare Inc. Cl A, O - Realty Income Corp., COIN - Coinbase Global Inc., SCCO - Southern Copper Corp.

TRIVIA QUESTION: "Can you list 4 or 5 of the biggest TAX MYTHS that, if believed, can confuse things for taxpayers?"

1-14-2022: Estimates Project that Profits for S&P 500 Companies Rose 22% in the Fourth Quarter

Sat, 15 Jan 2022 01:00:19 +0000

Investors need to know that consumer demand, margins, and Fed policy will affect corporate profits.

Today's Stocks & Topics: HBAN - Huntington Bancshares Inc., Retail Sales, Switching Careers, Amazon, VRTX - Vertex Pharmaceuticals Inc., BLDR - Builders First Source Inc., DIS - Walt Disney Co., CGW - Invesco S&P Global Water Index ETF, CI - Cigna Corp., VOO - Vanguard S&P 500 ETF, SPLG - SPDR Portfolio S&P 500 ETF, Silver.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

1-13-2022: 3 Things Retirees Should Watch in 2022

Fri, 14 Jan 2022 01:14:39 +0000

Keep an eye on inflation, interest rates, and expected spending in the year ahead.

Today's Stocks & Topics: ATVI - Activision Blizzard Inc., CFOs, Stock Market Getting Back to Normal, Inflation, CUBI - Customers Bancorp Inc., AMZN - Amazon.com Inc, CNP - CenterPoint Energy Inc., TEN - Tenneco Inc. Cl A, ABNB - Airbnb Inc. Cl A, AAPL - Apple Inc., PLTM – Granite Shares Platinum Shares.

1-12-2022: Will Higher Inflation Readings Cause the Fed to Raise Interest Rates Early?

Thu, 13 Jan 2022 01:03:10 +0000

The December consumer price index showed a huge jump, and last month’s producer price index is slated to come next.

Today's Stocks & Topics: HUM - Humana Inc., Personal Finance Resolutions, Cryptocurrency, Story Stocks, STNE - StoneCo Ltd. Cl A, Inflation, INFL - Horizon Kinetics Inflation Beneficiaries ETF, GLPI - Gaming & Leisure Properties Inc., YELL - Yellow Corp.

1-11-2022: Can Stocks Can Withstand Rising Yields?

Wed, 12 Jan 2022 01:00:17 +0000

One strategist says that sectors such as technology will “struggle to outperform going forward,” but there may be good news for banks, autos, and other cyclical areas of the equity market.

Today's Stocks & Topics: CURLF - Curaleaf Holdings Inc., Sector Rotation, QQQ - Invesco QQQ Trust Series I, FL - Foot Locker Inc., Oil and Gas Companies, OVV - Ovintiv Inc., CLF - Cleveland-Cliffs Inc., Quarter Earnings, SBUX - Starbucks Corp., FCX - Freeport-McMoRan Inc., HII - Huntington Ingalls Industries Inc., BIIB - Biogen Inc., The Fed.

TRIVIA QUESTION: "For those of you who may have started late and only have around half a million dollars saved, How Long could $500,000 Last in Retirement?"

1-10-2022: What the "Phillips Curve" Says About Soaring Inflation in the COVID Economy

Tue, 11 Jan 2022 01:04:42 +0000

The Phillips curve is an economic concept describing the relationship between inflation - that is, how much prices are increasing on a year-over-year basis - and nationwide unemployment.

Today's Stocks & Topics: EWCO - Invesco S&P 500 Equal Weight Communication Services ETF, IYZ - iShares U.S. Telecommunications ETF, Earnings Season, New Year & Financial Resolutions, Banks & Credit Cards, CNR - Cornerstone Building Brands Inc., INMD - InMode Ltd., PLBY - PLBY Group Inc., Aggressive Investment, ELY - Callaway Golf Co., GDX - VanEck Gold Miners ETF, LCID - Lucid Group Inc., PYPL - PayPal Holdings Inc., BAM - Brookfield Asset Management Inc. Cl A.

1-7-2022: U.S. Stocks Posted a Third Year of Double-Digit Gains but Bonds Faltered

Sat, 08 Jan 2022 01:02:54 +0000

The U.S. market gained 9.5% in the final three months of 2021, its best quarter since fourth-quarter 2020.

Today's Stocks & Topics: PHM - PulteGroup Inc., Jobs Report, Retail Investors, Gold, C - Citigroup Inc., IIPR - Innovative Industrial Properties Inc., XPO - XPO Logistics Inc., TAT&T Inc., INMD - InMode Ltd., Stock Screeners.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

1-6-2022: Mortgage Rates Hit A 9-month high, And Loan Demand Drops Further

Fri, 07 Jan 2022 01:00:21 +0000

Applications for mortgages to purchase homes fell 4% from two weeks earlier and were 12% lower year-over-year.

Today's Stocks & Topics: FDX - FedEx Corp., Domestic Market, Trade Deficit, Cryptocurrency Regulations, EVR - Evercore Inc. Cl A, Commodities, MP - MP Materials Corp., PIGFX - Pioneer Fundamental Growth Fund A, DIS - Walt Disney Co., BRKB - Berkshire Hathaway Inc. Cl B, VHI - Valhi Inc.

1-5-2022: Did Big Pension Funds Dump the Wrong Things Last Year?

Thu, 06 Jan 2022 01:03:41 +0000

A year back, some institutional money managers were avoiding seven “asset classes” or types of investments due to perceived risks or poor returns.

Today's Stocks & Topics: S&P Index Funds, Dynamics for 2022, Shift on Fed Governors, Cryptocurrency Regulations, FSPTX - Fidelity Select Technology Portfolio, SCI - Service Corp. International, Wash Sale, REITs, VNQ - Vanguard Real Estate ETF, REET - iShares Global REIT ETF, QDEL - Quidel Corp., ELY - Callaway Golf Co.

1-4-2022: Survey: Two-Thirds of U.S. Consumers Do Not Expect Their Personal Finances to Improve in 2022

Wed, 05 Jan 2022 01:00:29 +0000

Half of the cited group specified inflation (now at a 39-year high) as the barrier to a better money situation.

Today's Stocks & Topics: POOL - Pool Corp., Consumer Tech Confidence, The Yield Curve, Unique Investments, AZO - AutoZone Inc., I-Bonds, WMB - Williams Cos., SONO - Sonos Inc., RYLD - Global X Russell 2000 Covered Call ETF, Roth I-R-A Allocation, RDSA - Royal Dutch Shell PLC ADR Cl A.

TRIVIA QUESTION: "Can you name, or guess, 3 or 4 of the so-called Hard Truths About Retirement?"

1-3-2022: More Millennials Are Renting Because They Have To

Tue, 04 Jan 2022 01:03:50 +0000

A recent study by RentCafe found that high-earning millennials (with an annual income of more than $50,000) submitted 39% of all rental apartment applications in 2021, their largest share in five years.

Today's Stocks & Topics: EAD - Allspring Income Opportunities Fund, ERH - Allspring Utilities & High-Income Fund, Economic Trends, Cryptocurrency Regulations, The Fed New Members, SOM - Somero Enterprises Inc., DXC - DXC Technology Co., KKR - KKR & Co. Inc., FIW - First Trust Water ETF, DHR - Danaher Corp., MO - Altria Group Inc., IEA - Infrastructure & Energy Alternatives Inc, UNM - Unum Group, GEF - Greif Inc. Cl A.

12-31-2021 - New Year's Eve Show - Best of Caller Questions

Fri, 31 Dec 2021 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

12-30-2021: Key Signs You Will Run Out of Money in Retirement

Fri, 31 Dec 2021 00:59:49 +0000

Your retirement might be more expensive than you think if you live a lot longer than you expect.

Today's Stocks & Topics: GOLD - Barrick Gold Corp., 529 Plans, Value Stocks, CB - Chubb Ltd., RIO - Rio Tinto PLC ADR, TWLO - Twilio Inc. Cl A, XVV - iShares ESG Screened S&P 500 ETF, QQQ - Invesco QQQ Trust Series I, Stop-Loss Order, Real Estate Investments,

12-29-2021: More Employers Are Putting 401(k) Savings On "Autopilot"

Thu, 30 Dec 2021 01:04:29 +0000

About 62% of businesses with a 401(k)-plan used automatic enrollment in 2020, up from 60% the year prior and 46% a decade ago.

Today's Stocks & Topics: Roth 401k, RKT - Rocket Cos. Inc., Green Energy and Inflation, Bank Circulation, Options, WM - Waste Management Inc., LICY - Li-Cycle Holdings Corp., BBDC - Barings BDC Inc., LUMN - Lumen Technologies Inc., VALE - Vale S.A. ADR, BMY - Bristol Myers Squibb Com, COKE - Coca-Cola Consolidated Inc.

12-28-2021: Smart Tips to Lower Your Federal Income Tax Bill Before 2021 Ends

Wed, 29 Dec 2021 00:57:26 +0000

It's the final week of the year, which means it's your last chance to reduce tax liability by donating to charities or changing your investments.

Today's Stocks & Topics: KRBN – Krane Shares Global Carbon Strategy ETF, Senior Loans, 401 Mistakes, IDXX - IDEXX Laboratories Inc., O - Realty Income Corp., CWH - Camping World Holdings Inc. Cl A, Inflation, PENN - Penn National Gaming Inc., TOL - Toll Brothers Inc., Stock Buybacks.

12-27-2021: Could Emerging Markets Provide Opportunities?

Tue, 28 Dec 2021 01:01:24 +0000

Strength in the greenback makes it harder for emerging market economies to service U.S.-denominated debt.

Today's Stocks & Topics: PGTAX - Putnam Global Technology Fund A, JP Morgan, The Santa Clause Rally, Kathy Woods, TTE – Total Energies SE, FB - Meta Platforms Inc., FUE - ELEMENTS Linked to the ICE BofAML Commodity Index eXtra Biofuels Total Return, CURLF - Curaleaf Holdings Inc., OKE - ONEOK Inc., NVCR - Novocure Ltd., KRUS - Kura Sushi USA Inc.

TRIVIA: "What is the dollar amount THRESHOLD for reporting-- and WHEN was this practice first started?"

12-24-2021 - Christmas Eve Show - Best of Caller Questions

Fri, 24 Dec 2021 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Dividends & Taxes, Bonds vs. Preferred Stocks, Selling Roth I-R-A Stocks, Pay Mortgage or Retirement Plan, Natural Gas, Transaction Fees, Return on Invested Capital, Fixed Income Alternatives, Quick Ratio, 401k Contributions, Convertible Securities, Investing Options, Chart Reading Books, Investing for Retirement, Saving to Buy a House, Dividends, Inflation.

12-23-2021: Options Trading Activity Has Hit Record Levels

Fri, 24 Dec 2021 01:03:22 +0000

Retail investors now account for more than 25% of options trading, but most are playing a losing game.

Today's Stocks & Topics: LNG - Cheniere Energy Inc., CHK - Chesapeake Energy Corp., HON - Honeywell International Inc., Ensuring Valuables at Home, INTC - Intel Corp., LMB - Limbach Holdings Inc., PLMR - Palomar Holdings Inc., Personal Income and Spending, LEVI - Levi Strauss & Co. Cl A, Stock Warrants, RCII - Rent-A-Center Inc., ALLK - Allakos Inc., RPRX - Royalty Pharma PLC, New Home Sells.

12-22-21: SEC Cracks Down On SPAC Claims

Thu, 23 Dec 2021 02:30:22 +0000

SEC officials have said that a $125 million penalty on truck maker Nikola, to settle fraud charges, might serve as a warning to all companies.

Also in this podcast: Lincoln Electric Holdings Inc. - LECO, Arrow Electronics Inc. - ARW; Big Lots Inc. - BIG, MongoDB Inc. - MDB, Citigroup Inc. - C, Boeing Co. - BA, Reinvesting dividends, Health savings accounts, Existing home sales, Liquified natural gas, Steve comments on the ports backed up topic and the White House request for more oil drilling, plus an email question regarding a "wash sale"; Steve's trivia question: "Looking back in time, WAY BACK, in which YEAR was Christmas first celebrated on December 25th? AND--which U.S. state was the FIRST to declare Christmas a LEGAL holiday?"

12-21-2021: Stocks Fell and Oil Dropped as Storm Clouds Gathered Over Global Economy

Wed, 22 Dec 2021 01:00:44 +0000

Soaring cases of the Omicron variant in Europe and the United States are already slamming businesses and forcing governments to tighten restrictions on activity at a critical time of year.

Today's Stocks & Topics: Investing During Inflation, Omicron, MX - Magnachip Semiconductor Corp., SPY - SPDR S&P 500 ETF Trust, Selling Rules, Leading Economic Indicator, AR - Antero Resources Corp., Tesla Market Share, MSFT - Microsoft Corp., Precious Metals, PLBY - PLBY Group Inc., PLCE - Children's Place Inc.

TRIVIA QUESTION: "What is the average household net worth in the United States? AND-- how would you calculate YOUR net worth?"

12-20-2021: 4 Bad 401(k) Mistakes to Avoid When You Quit Your Job

Tue, 21 Dec 2021 01:01:02 +0000

Before leaving your job for greener pastures, be aware of these 401(k) blunders.

Today's Stocks & Topics: Fair Value, BBY - Best Buy Co. Inc., Cryptocurrency Fees, Labor Shortage, OLN - Olin Corp., ABC – Amerisource Bergen Corp., CWEN - Clearway Energy Inc. Cl C, PATH - UiPath Inc., BHP - BHP Group Ltd. ADR., MLI - Mueller Industries Inc., Environmental, Social, and Governance (ESG).

12-17-2021: Stellantis Warns EV Cost Burden Is 'Beyond the Limits' For Automakers

Sat, 18 Dec 2021 01:02:59 +0000

The CEO of Europe's Stellantis, the world's sixth-largest automaker, says electrification would bring 50% additional manufacturing costs compared with those for a conventional vehicle.

Today's Stocks & Topics: NVDA - NVIDIA Corp., Electric Vehicles, Interest Rates, McDonald’s, How to Save Two Million Dollars, VEDL - Vedanta Ltd., ANWPX - American Funds New Perspective Fund A, Mortgage, SLV - iShares Silver Trust, BXP - Boston Properties Inc., TGT - Target Corp., ODFL - Old Dominion Freight Line Inc.

12-16-2021: SEC Wants Stronger Insider Trading Rules as Executive Stock Sales Hit Records

Fri, 17 Dec 2021 01:03:54 +0000

The SEC is considering stricter regulations to ensure CEOs aren’t buying and selling shares when informed by non-public information.

Today's Stocks & Topics: RGS - Regis Corp., ARK Funds, ESG Investing, ZM - Zoom Video Communications Inc., VVV - Valvoline Inc., AFCG - AFC Gamma Inc., LUMN - Lumen Technologies Inc., Small vs. Mid Cap, LMND - Lemonade Inc., LCID - Lucid Group Inc., BYD - Boyd Gaming Corp., NYCB - New York Community Bancorp Inc.

12-15-2021: How Homeowners Can 'Cash Out' When Mortgage Rates Are Rising

Thu, 16 Dec 2021 01:04:14 +0000

American homeowners are sitting on a record amount of home equity but taking advantage of the extra cash becomes more difficult as interest rates rise.

Today's Stocks & Topics: COST - Costco Wholesale Corp., LYB - Lyondell Basell Industries N.V. Cl A, BHP - BHP Group Ltd. ADR, TT - Trane Technologies PLC, REITs, ET - Energy Transfer LP, SXYAY - Sika AG ADR, OKE - ONEOK Inc., ETSY - Etsy Inc., Gains.

12-14-2021: Should You Own Bonds When Yields Are So Low?

Wed, 15 Dec 2021 01:04:02 +0000

When bond yields are below 3% (as they’ve been since 2018), bonds lose their luster as a desirable place to park money.

Today's Stocks & Topics: OGE - OGE Energy Corp., Toyota, Former U.S. Treasury Secretary Warned of The Risk of A “Spontaneous Deflating of Financial Markets”, CAH - Cardinal Health Inc., KPP Management, KPP Financial Newsletter, BLNK - Blink Charging Co., SVC - Service Properties Trust, NCLH - Norwegian Cruise Line Holdings Ltd.

TRIVIA QUESTION: "Even when job applicants are skilled in the required areas, a hiring manager may choose to pass on that person... so, what are the 3 reasons people don’t get hired for a job?"

12-13-2021: Institutional Investor Warns: Own Everything But ‘Bubble Assets’

Tue, 14 Dec 2021 01:07:41 +0000

A former Wall Street strategist says, "Valuations are very high and what you have to remember is the valuation is more important than the story."

Today's Stocks & Topics: Investing in Cryptocurrency, Inflation, New FCC Top Enforcer, Building a Nest Egg, BX - Blackstone Inc., LKCO - Luokung Technology Corp., Tax Laws Harvesting, ABNB - Airbnb Inc. Cl A, SLVP - iShares MSCI Global Silver Miners ETF, ZVIA - Zevia PBC, TSLA - Tesla Inc., Carbon Credit ETFs, RIDE - Lordstown Motors Corp., MRVL - Marvell Technology Inc.

12-10-2021: 5 Tax "To-Do’s" Before Year's End

Sat, 11 Dec 2021 01:06:52 +0000

Investors should consider mitigating potential tax implications.

Today's Stocks & Topics: NAT - Nordic American Tankers Ltd., DDOG - Datadog Inc. Cl A, PAR - Par Technology Corp, Gross Funds, LLY - Eli Lilly & Co., UPS - United Parcel Service Inc. Cl B, Inflation, DOGZ - Dogness (International) Corp. Cl A, Oil, Google Salaries.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

12-9-2021: Labor Productivity Rate Fell at the Fastest Pace Since 1960

Fri, 10 Dec 2021 01:04:00 +0000

Federal Reserve officials watch productivity data closely because low productivity levels tend to boost inflation.

Today's Stocks & Topics: WU - Western Union Co., Globalization, Citigroup, Energy Industry, CL - Colgate-Palmolive Co., RY - Royal Bank of Canada, GBTC - Grayscale Bitcoin Trust, ENPH - Enphase Energy Inc., JAZZ - Jazz Pharmaceuticals PLC, URNM - North Shore Global Uranium Mining ETF, UUUU - Energy Fuels Inc., MO - Altria Group Inc., TACO - Del Taco Restaurants Inc.

12-8-2021: How Close Is the U.S. Economy to Normal?

Thu, 09 Dec 2021 01:00:02 +0000

One analyst says consumer services are nearing full recovery, but the job market isn't.

Today's Stocks & Topics: Dividends and Taxes, Jobs Opening Reports, The Economy in 2022, Apple and China, QDEL - Quidel Corp., AZPN - Aspen Technology Inc., VSIAX - Vanguard Small-Cap Value Index Fund Admiral, SWBI - Smith & Wesson Brands Inc., SHIP - Seanergy Maritime Holdings Corp., K - Kellogg Co, Stagflation, Investing for Retirement, PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust, EQT - EQT Corp.

TRIVIA QUESTION: "In the first two days that followed, how much do you suppose the Dow Jones Industrial Average fell? AND-- what kind of returns were generated for a person who purchased U.S. blue chip stocks and held them till the end of 1945-- when World War II ended?"

12-7-2021: Should the Fed Hike Interest Rates Immediately to Cut Stagflation Risks?

Wed, 08 Dec 2021 01:00:52 +0000

A former Federal Reserve economist says yes, and he is warning that rising prices could send shockwaves through the economy.

Today's Stocks & Topics: DOCU - DocuSign Inc., Union Labor Cost, 15- or 30-Year Mortgage, APPS - Digital Turbine Inc., VB - Vanguard Small-Cap ETF, VO - Vanguard Mid-Cap ETF, MS - Morgan Stanley, HCSG - Healthcare Services Group Inc., GSK - GlaxoSmithKline PLC ADR, T - AT&T Inc., IAI - iShares U.S. Broker-Dealers & Securities Exchanges ETF, LUV - Southwest Airlines Co., TOST - Toast Inc.

TRIVIA QUESTION: "Over the past 30 years, what do you suppose was the AVERAGE yearly return of the S&P 500? And-- how much do you think the S&P 500 index dropped over 2 months at the start of the COVID-19 pandemic?"

12-6-2021: Opinion: What Crypto Investors Should Do Next

Tue, 07 Dec 2021 01:03:35 +0000

The cryptocurrency market had a rough weekend when the prices of Bitcoin, Ethereum, Cardano and Dogecoin, all dropped.

Today's Stocks & Topics: AMKR - Amkor Technology Inc., NASDAQ, Transportation Sector, ZNGA - Zynga Inc. Cl A, PHO - Invesco Water Resources ETF, FIW - First Trust Water ETF, TPOR - Direxion Daily Transportation Bull 3X Shares, Cathie Wood, JOAN - JOANN Inc., SPY - SPDR S&P 500 ETF Trust, VOO - Vanguard S&P 500 ETF.

12-3-2021: Are the Nasdaq and the Dow Trading in a Similar Pattern to What Was Evident Just Before the Internet Bubble Burst?

Sat, 04 Dec 2021 01:02:51 +0000

Though recent divergences aren’t as extreme as those seen in March 2000, there is a theory that postulates they are nevertheless much higher than the norm.

Today's Stocks & Topics: ORAN - Orange ADR, DIDI - DiDi Global Inc. ADR, Jobs Report, Current Technical Analysis About the Market, KRBN – Krane Shares Global Carbon Strategy ETF, STNE - StoneCo Ltd. Cl A, CRSR - Corsair Gaming Inc., AVGO - Broadcom Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

12-2-2021: CEOs And Insiders Have Sold a Record $69 Billion Of Their Stock

Fri, 03 Dec 2021 01:04:47 +0000

Looming tax hikes and lofty share prices encourage many to take profits, but could this activity be a 'warning sign'?

Today's Stocks & Topics: DFIVX - DFA International Value Portfolio Institutional, Retail Trends, Inflation, ALL - Allstate Corp., XOM - Exxon Mobil Corp., Carbon Credit Funds, HMC - Honda Motor Co. Ltd. ADR, 401k, Roth I-R-A, WU - Western Union Co., MTTR - Matterport Inc., Investing in the Market.

12-1-2021: Congress Wants to Kill The 'Backdoor Roth IRA'

Thu, 02 Dec 2021 01:01:14 +0000

Starting next year, a House-passed bill would prohibit all taxpayers from converting their after-tax contributions using the "backdoor" method to a Roth IRA.

Today's Stocks & Topics: I-Bonds, Inflation, Modern Monetary Theory, PLBY - PLBY Group Inc., T - AT&T Inc., New Investor, HEAR - Turtle Beach Corp., Ethereum Cryptocurrency, WU - Western Union Co., RKLB - Rocket Lab USA Inc., The Infrastructure Bill.

11-30-2021: Where Are Home Prices Headed in 2022?

Wed, 01 Dec 2021 01:00:54 +0000

The real estate market has been white hot in 2021 but if you’re thinking about buying or selling next year, you’ll want to know what to expect.

Today's Stocks & Topics: ET - Energy Transfer LP, Market Drop, 401k, DIS - Walt Disney Co., EXPI - eXp World Holdings Inc., Dividends, Strong Support, UUP - Invesco DB US Dollar Index Bullish Fund, T - AT&T Inc., FCX - Freeport-McMoRan Inc., BHP - BHP Group Ltd. ADR., Chip Shortage.

TRIVIA QUESTION: "By age group, which set of Americans have purchased more crypto than other age ranges?"

11-29-2021: What Are Options, Their Risk Levels, And Should You Trade Them?

Tue, 30 Nov 2021 01:01:43 +0000

Investing in options — or contracts allowing you to bet on which direction you think a stock price is going — hit a record high in 2020.

Today's Stocks & Topics: HIMX - Himax Technologies Inc. ADR, Supply Change, SWKS - Skyworks Solutions Inc., Dividends, RBLX - Roblox Corp., IIPR - Innovative Industrial Properties Inc., The American Innovation and Choice Online Act, VAW - Vanguard Materials ETF, MMS - Maximus Inc., Quick Ratio, BMY - Bristol Myers Squibb Co., Options.

BLACK FRIDAY - 11-26-2021 - Best of Caller Questions

Fri, 26 Nov 2021 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks Indicators, I-Bonds, Unusual Expectations, How to Get Stocks Information, Stock Adjustment, Investing in ETFs, Investing at Old Age, Stimulus Check, Equity, Company Stocks.

THANKSGIVING DAY - 11-25-2021 - Best of Caller Questions

Thu, 25 Nov 2021 11:00:00 +0000

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks Indicators, Keep or Sell.

11-24-2021: What Is The 4% Rule and How Can It Help You Save For Retirement?

Thu, 25 Nov 2021 01:00:33 +0000

The 4% rule states that you should be able to comfortably live off of 4% of your money in investments in your first year of retirement but, recently, some financial planners have re-evaluated that assumption.

Today's Stocks & Topics: SOFI - SoFi Technologies Inc., Holiday Sales, Russia, Inflation, KHC - Kraft Heinz Co., GOOG - Alphabet Inc., Covered Calls, Dividend and Stock Price, MA - Mastercard Inc., GS - Goldman Sachs Group Inc., Dividends, NUE - Nucor Corp. or VALE - Vale S.A. ADR, APTV - Aptiv PLC.

TRIVIA QUESTION: "What do you suppose is the AVERAGE unpaid balance that American homeowners have for mortgages-- as of 2020?

11-23-2021: How to Protect Your Portfolio from Inflation

Wed, 24 Nov 2021 01:00:58 +0000

Inflation affects various security types differently, but there are some ways to hedge against it.

Today's Stocks & Topics: MGY - Magnolia Oil & Gas Corp., WY - Weyerhaeuser Co., Holiday Travel, Oil, Bull Running Out of Steam, DIS - Walt Disney Co., V - Visa Inc. Cl A, ATVI - Activision Blizzard Inc., PENN - Penn National Gaming Inc., JAMF - Jamf Holding Corp., FCX - Freeport-McMoRan Inc., SPX - S&P 500 Index, NIO - NIO Inc. ADR.

TRIVIA QUESTION: "What do you suppose was the amount of U.S. HOUSEHOLD DEBT at the end of 2020? AND-- for the 2020 pandemic year, did the CREDIT CARD delinquency rate... DECREASE or INCREASE?"

11-22-2021: Home Sales Rose in October as Investors Rushed into The Market

Tue, 23 Nov 2021 01:36:32 +0000

Realtors are now predicting full-year sales of over 6 million, which would be the highest number of sales since 2006.

Today's Stocks & Topics: SO - Southern Co., Capital Gains, New House Bill and Taxes, PBFX - PBF Logistics LP, BITO - ProShares Bitcoin Strategy ETF, INRG - iShares Global Clean Energy UCITS ETF, Inflation, RIG - Transocean Ltd., Jerome Powell, QRVO - Qorvo Inc., BGFV - Big 5 Sporting Goods Corp., ALLY - Ally Financial Inc.

11-19-2021: High Profile Investor Says There’s a Misguided ‘Land Rush’ In Stocks

Sat, 20 Nov 2021 01:01:37 +0000

It’s been a blockbuster year for U.S. public market listings, which just surpassed an unprecedented $1 trillion marker, a record that more than doubles 2020 levels.

Today's Stocks & Topics: KMTUY - Komatsu Ltd. ADR, SPCE - Virgin Galactic Holdings Inc., APPS - Digital Turbine Inc., JNJ - Johnson & Johnson, ATVI - Activision Blizzard Inc., FNF - Fidelity National Financial Inc., Car Rentals, Penny Stocks, Creative Destruction.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

11-18-2021: How Is Ethereum Different from Bitcoin?

Fri, 19 Nov 2021 01:02:52 +0000

Once upon a time, when Bitcoin went up, Ethereum went up and when Bitcoin went down, Ethereum went down-- but that has changed.

Today's Stocks & Topics: Return on Invested Capital, China, PENN - Penn National Gaming Inc., CSCO - Cisco Systems Inc., XLF - Financial Select Sector SPDR ETF, KMI - Kinder Morgan Inc., FLT - FleetCor Technologies Inc., PSFE - Paysafe Ltd., MMM - 3M Co., F - Ford Motor Co., RIVN - Rivian Automotive Inc. Cl A, Transaction Fees.

11-17-2021: Why GE and J&J May Not Be the Only Iconic Companies About To Break Up

Thu, 18 Nov 2021 01:03:23 +0000

Across all market sectors, iconic companies are under pressure from activists to split up or are making the decision to look within their own operations and slim down.

Today's Stocks & Topics: XEL - Xcel Energy Inc., Fannie & Freddie, Inflation, China, PCAR - Paccar Inc., XOM - Exxon Mobil Corp, EPD - Enterprise Products Partners L.P., LZ - LegalZoom.com Inc., SG - Sweetgreen, Inc., ASML - ASML Holding N.V., AMZN - Amazon.com Inc., AFRM - Affirm Holdings Inc. Cl A, RIVN - Rivian Automotive Inc. Cl A, VEGI - iShares MSCI Global Agriculture Producers ETF, STKL - SunOpta Inc.

11-16-2021: The Consumer Sentiment Index Fell to A Decade Low In Early November

Wed, 17 Nov 2021 01:03:46 +0000

Surging prices, a labor shortage, and a broken supply chain are making Americans uneasy.

Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, WU - Western Union Co., Creating a Trust, RRD - R.R. Donnelley & Sons Co., NNDM - Nano Dimension Ltd. ADR, GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares, HBI - Hanesbrands Inc., FRHC - Freedom Holding Corp., Retail Sales, Labor Participation Rate.

TRIVIA QUESTION: "With the worker shortage having an impact, can you name several of the large American companies that are already paying-- or have agreed to pay-- employees $15 per hour?"

11-15-2021: Is The Fed Losing Credibility Over Its Inflation Narrative?

Tue, 16 Nov 2021 01:00:21 +0000

The contention of one high profile investor is that the false characterization of inflation as transitory is risky-- and the Fed is making a major policy mistake.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Five Reasons Why the Stock Market Might Be Weaker in 2022, Price Increases and Consumers, Pay Mortgage or Retirement Plan, NHI - National Health Investors Inc., MYRG - MYR Group Inc., SCI - Service Corp. International, HOPE - Hope Bancorp Inc., Investing Options, X - United States Steel Corp., MO - Altria Group Inc.

11-12-2021: Big Business Warning: Supply Chain Issues and Inflation Are Here to Stay

Sat, 13 Nov 2021 01:00:15 +0000

Companies around the world are battling supply chain bottlenecks as a post-pandemic spike in consumer demand is overwhelming industrial production capabilities.

Today's Stocks & Topics: XOP - SPDR S&P Oil & Gas Exploration & Production ETF, ASO - Academy Sports & Outdoors Inc., Young Workers with Large Pay Increases, Consumer Sentiment, GOOG - Alphabet Inc. Cl C, MMP - Magellan Midstream Partners L.P., ADS - Alliance Data Systems Corp., Fixed Income Alternatives, AMZN - Amazon.com Inc., NVDA - NVIDIA Corp., C - Citigroup Inc., Copper Stocks, WTRH - Waitr Holdings Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

11-11-2021: Report: Younger Women Are Narrowing the Gender Investing Gap

Fri, 12 Nov 2021 01:05:13 +0000

Nearly three-fourths of millennial women, ages 25 to 40 years old, are now investing outside their retirement accounts and compared to other age groups, they are also more likely to invest for specific goals.

Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc. Inflation, PENN - Penn National Gaming Inc., MMC - Marsh & McLennan Cos, Copper Stocks, Comparable Securities, ELY - Callaway Golf Co., RIVN - Rivian Automotive Inc. Cl A, NRZ - New Residential Investment Corp. and Justin Klein interviews an expert on the easy and cost-effective way to set-up a will or a trust.

11-10-2021: Wholesale Prices Rose 8.6% Year-Over-Year in October, Tied for Highest Ever

Thu, 11 Nov 2021 01:05:00 +0000

The government’s producer price index, which serves as a gauge of final demand prices from goods producers, rose 0.6% which is an indicator that inflation pressures are continuing to burden the U.S. economy.

Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Disney’s Earnings, LAND - Gladstone Land Corp., FPI - Farmland Partners Inc., Consumer Price Index, 401k Contributions, EPAM - EPAM Systems Inc., New Spending Package, DOCU - DocuSign Inc., EBF - Ennis Inc., DM - Desktop Metal Inc., T - AT&T Inc., Electric Vehicles Sales.

TRIVIA QUESTION: "Of the 44 countries evaluated in the 2021 Global Retirement Index (GRI), what RANK do you think America earned? Were we first, last, or somewhere in between?"

11-9-2021: Four S&P Sectors Hit New Highs

Wed, 10 Nov 2021 01:03:31 +0000

Four S&P 500 sectors — industrials, consumer staples, consumer discretionary and technology — reached fresh all-time highs Friday (11/5), the index’s seventh straight day of gains.

Today's Stocks & Topics: Selling Roth I-R-A Stocks Before Retirement, PYPL - PayPal Holdings Inc., UUUU - Energy Fuels Inc., NLOK – Norton Life Lock Inc., Natural Gas, SSRM - SSR Mining Inc., COP – Conoco Phillips, DD - DuPont de Nemours Inc., ZG - Zillow Group Inc. Cl A, PCRFY - Panasonic Corp. ADR, WY - Weyerhaeuser Co, China Property Sector.

TRIVIA QUESTION: "Can you name the 6 stages of Career Growth"

11-8-2021: Cryptocurrencies Rally: Ethereum Hits New All-Time High

Tue, 09 Nov 2021 01:06:27 +0000

Cryptocurrencies are known for their volatile price swings, with moves of up to 20% higher or lower relatively common.

Today's Stocks & Topics: LPX - Louisiana-Pacific Corp., New Legislation, Post-Covid Economy, MFA - MFA Financial Inc., Preferred Bonds or Preferred ETFs, VLTA - Volta Inc., WES - Western Midstream Partners L.P., YETI - YETI Holdings Inc., IAT - iShares U.S. Regional Banks ETF, RIVN - Rivian Automotive, ARCB - ArcBest Corp., Natural Gas.

11-5-2021: Zillow Shares Plunge After Company Exits Home-Buying Business

Sat, 06 Nov 2021 00:00:23 +0000

Zillow shares have lost two-thirds of their value since February as the company’s new home-buying business turned into a money-losing albatross.

Today's Stocks & Topics: Roth I-R-A, Jobs Report, California’s Natural Gas, IRS Limits for Next Year, QS – Quantum Scape Corp. Cl A, LAND - Gladstone Land Corp., MDC - M.D.C. Holdings Inc, Index Funds, WCC - Wesco International Inc.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.

11-4-2021: The Fed Holds Rates Near Zero Yet Some Borrowing Costs Are Already on The Rise

Fri, 05 Nov 2021 00:03:52 +0000

Even though the Federal Reserve didn’t raise its benchmark rate Wednesday, the days of low rates are clearly numbered, and consumers can expect to pay more.

Today's Stocks & Topics: SYN - Synthetic Biologics Inc, IEA - Infrastructure & Energy Alternatives Inc., I-Bonds, STNG - Scorpio Tankers Inc., JAMF - Jamf Holding Corp., RILY - B. Riley Financial Inc., Mortgage and Retirement, BG - Bunge Ltd., SLB - Schlumberger Ltd., DISCA - Discovery Inc. Series A, AMC - AMC Entertainment Holdings Inc. Cl A, PCG - PG&E Corp.

11-3-2021: Small Caps Kick Off November with A Rally

Thu, 04 Nov 2021 00:09:55 +0000

The small-cap-focused Russell 2000 rose nearly 3% on Monday (11/1), far better than the S&P 500 which ended the session only slightly higher.

Today's Stocks & Topics: Roth I-R-A, OPEC, Carbon Tax, PNW - Pinnacle West Capital Corp., VZ - Verizon Communications Inc., Insider Trading, CPB - Campbell Soup Co., XOM - Exxon Mobil Corp., SBOW – Silver Bow Resources Inc., CVX - Chevron Corp., GSL - Global Ship Lease Inc. Cl A, PFG - Principal Financial Group Inc., GVP - GSE Systems Inc.

11-2-2021: What to Expect for Fund Capital Gains Distributions In 2021

Wed, 03 Nov 2021 00:05:44 +0000

A strong year suggests that a decent amount of capital gains will be paid out.

Today's Stocks & Topics: MRK - Merck & Co. Inc., ATVI - Activision Blizzard Inc., Rules and Regulations About Cryptocurrency, Financial Planner, American Airlines, IWM - iShares Russell 2000 ETF, IWR - iShares Russell Mid-Cap ETF, QS – Quantum Scape Corp. Cl A, TEVA - Teva Pharmaceutical Industries Ltd. ADR, XSD - SPDR S&P Semiconductor ETF, GNW - Genworth Financial Inc. Cl A, Infinite Banking, Private Contract Association, Limited Liability Company (LLC).

TRIVIA QUESTION: "What's the average number of holidays employees get paid each year in the U.S.? AND-- about how much does it cost the federal government in wage dollars to fund each PAID holiday?"

11-1-2021: In One of The Most Volatile Markets in Decades, Active Fund Managers Underperformed

Tue, 02 Nov 2021 00:08:27 +0000

Of the nearly 3,000 active funds analyzed by Morningstar, only 47% survived and outperformed their average passive counterpart in the 12 months through June 2021.

Today's Stocks & Topics: CEI - Camber Energy Inc., Central Banks, Oil & Gas, 401k, RY - Royal Bank of Canada, BMY - Bristol Myers Squibb Co., VICI - VICI Properties Inc., Onshoring, RIO - Rio Tinto PLC ADR, SNDR - Schneider National Inc. Cl B, Interest Rates, PSEC - Prospect Capital Corp., I-R-A, International Banks, Value of a Stock, UHAL - Amerco.

10-29-21: Is The Market Starting To Price In More Interest Rate Hikes Than The Fed Is Indicating?

Sat, 30 Oct 2021 01:45:00 +0000

The majority of Fed officials who have spoken on inflation say they think it’s temporary and likely to clear up once supply chain issues have dissipated, but many traders are expecting a more aggressive response.

Also in this podcast: Healthcare Services Group Inc. - HCSG, Dow Inc. - DOW, Investment Co. PLC (UK) - INVA, EQT Corp. - EQT; Do Fibonacci numbers tell us anything about the market today?, Which investing strategy should I use?, iTunes review question: What does taking profits mean?, Steve comments on new battery technology and the building real estate "difficulties" in China, Steve shares highlights of the KPP Premium Newsletter, and MORE.

10-28-21: Third-Quarter Economic Growth May Not Paint A Pretty Picture

Fri, 29 Oct 2021 01:50:00 +0000

The U.S. economic recovery slowed sharply in the previous three months and, as products remained stranded at normally bustling ports, employers struggled to find workers and consumers battled with rising prices.

Also in this podcast: Vanguard CA Intermediate-Term Tax-Exempt Fund - (VCAIX), SPDR S&P 500 ETF Trust - (SPY), Boston Beer Co. - (SAM), Medical Properties Trust Inc. - (MPW), Smartsheet Inc. - (SMAR); Donor advised funds, Justin comments on the FTC scrutiny of Facebook, and MORE.

10-27-21: Will This Be A ‘Brutal Winter’ For The Energy Markets?

Thu, 28 Oct 2021 01:50:00 +0000

Leaders of the Federal Reserve, the European Central Bank, the Bank of England, and the Bank of Japan have all publicly said that supply chain bottlenecks could cause heightened inflation for a prolonged period.

Also in this podcast: U.S. Lime & Minerals Inc. - (USLM), ProShares UltraPro Short - SPXU, Bank of America Corp. (BAC); Portolio Percentages & Telsa Inc. - (TSLA), Choose between a 15 or 30 year mortgage?, Dollar cost averaging?, Steve comments on: Durable goods orders report, Google "blowout" earnings, FCC and ban on China Telecom; iTunes review questions for SilverSun Technologies Inc. - (SSNT), Ovintiv Inc. - (OVV); Steve's TRIVIA question on the History of Soda Pop mentioning Coca-Cola (KO) and PepsiCo (PEP).