Why Sticky Inflation Is a Structural Problem
https://youtu.be/wQnVhZY5TzU Inflation may not come down as quickly as many hope. In this market update, we discuss why government spending and the surge in money supply during COVID continue to keep upward pressure on prices. With these structural forces in play, investors should prepare for a stickier inflation environment — and consider how it may […]
The Case for Active Investing Today
https://youtu.be/QXWOYjyaMUE?si=lStE3Huzng59oj7M The S&P 500 is as expensive as it has been in years, with a few mega-cap stocks driving much of the gains. In this video, we explain why this creates a strong setup for active investors. By taking a selective approach, investors can uncover opportunities that passive strategies may miss and potentially protect returns […]
It’s Time to Look Beyond the S&P 500
https://youtu.be/WbKjhUChCZk?si=zU8bltEQs3imifJh In this market update, Jim Gore presents a compelling case for diversifying away from U.S. large-cap stocks. With the S&P 500 more concentrated than ever, we believe the best opportunities may lie in international, emerging markets, and U.S. small-cap companies. By examining historical trends and current valuations, we explain why shifting your focus beyond […]
THOR’s Indicators: Quarterly Market Update (7.2025)
https://youtu.be/bTgjeDzko9Q In this quarterly update, Jim Gore analyzes THOR Wealth Management’s proprietary market indicators, offering insights into current market trends and explaining how we’re positioning portfolios for potential opportunities ahead.
Markets at Highs, but Weak Breadth Signals Caution
https://youtu.be/D3bfXJ51SVo The market’s making headlines with new all-time highs — but is this rally as strong as it looks? In this video, we dig into market breadth and why it matters. While indexes are setting records, only a fraction of stocks, especially in areas like small caps, are participating. In fact, less than 40% of […]
Small Caps Are on Sale — But Should You Buy Now?
https://youtu.be/I6bhspynKM0 Small-cap stocks are trading at some of the most attractive valuations we’ve seen in years. Is now the time to buy? In this video, we explore the data behind the small-cap opportunity, why the long-term setup looks strong, and why we’re holding off — for now.
Are We In A Recession?
https://youtu.be/4QqH3J-peCc Many clients are asking if we are in a recession and what that means for the stock market. Watch this video to discover our thoughts on the current economic environment and possible ramifications for the stock market.
Trade Deficit: Only 1/3 of the Equation
https://youtu.be/SjSEJv9zvDA Trump put on tariffs because of the US trade deficit. However, that is only 1/3 of the equation. The tariffs are certainly having an impact on the other 2 parts of the equation which will have a major impact on where to invest for the future. Watch Jim’s video to learn more.
Big Market Shift
https://youtu.be/8iKXJlRodz0 There has been a big market shift since April 2, 2025. There is also reason to believe this trend will continue based on history. Watch our video to learn about this shift and how to position your portfolio.
Stock Market 1987 vs. Today
https://youtu.be/8WXOX3SAby4 Many are comparing the recent sell-off to the stock market crash of 1987, but is that a good comparison? Find out our thoughts and get an update on THOR’s investment indicators today.