Inverted Yield Curve: Recession and Market Returns
https://youtu.be/AY7KNUjwFbw This is a follow-up to a blog that my associate Jimmy Stechschulte wrote about the yield curve on July 11th. What does the inversion of the yield curve mean for the economy? Are we going into recession? Is it a good predicter for future stock market returns? Check out our most recent market update […]
THORdex Halftime Report
https://youtu.be/ZE-oE7NpbWk See what our current indicators are telling us. Small company stocks are intriguing, but there may be a better time to load up on small company stocks in the future. Don’t get caught up in the small company rally the past few days.
FED is Already Easing – But is there enough cash to power the market higher?
https://youtu.be/K7Yc-JSZ1-w Inflation up, Inflation down. It has been a yo-yo year so far on monthly inflation figures. The Federal Reserve is already easing. But are investors tapped out?
Why Price Matters – Even for NVIDIA
https://youtu.be/ZtVVUw5xnSI You can make money with any investment – collectibles, stocks, bonds, etc. The most important factor in determining how much you make is the price you pay for the investment. In this market update, we discuss why price is so important. Are investors in NVIDIA going to end up like the investors that bought […]
Alert! Financial World is Changing!
https://youtu.be/1KABjRHoTfk The Russian invasion of Ukraine has caused the dominoes to fall around the financial world. The US and Europe have added to the fire over the past month. See why the “BRICS” countries are concerned and have a dilemma on their hands.
Three Main Economic Theories
https://youtu.be/Oxh0xzcO1z8 Since the 1930s, there have been two main economic theories (Keynesian and Austrian). Today, there is a new theory called Modern Monetary Theory (MMT). In this update we give a brief synopsis of each and when (if) they should be applied.
Avoid Investing in the S&P500 Index
The S&P 500 Index is the most concentrated than it has ever been. This concentration is worse than 1999 which led to a multi-year period where active management outperformed the S&P 500 Index. We believe history will be repeated.
Economy – Good, Bad & The Ugly
https://youtu.be/Oxh0xzcO1z8 Not all things are negative in this economy. In this market update, Jim Gore talks about what is good, bad, and ugly. During the 2008-2009 financial crisis, individuals were hit the hardest while businesses had strong balance sheets. We are in the exact opposite position today.
MLPs: Still Very Attractive
We have talked about the attractiveness of Master Limited Partnerships (MLPs – Midstream Pipelines) for several years (see below links to prior updates). They still look good from a fundamental perspective and technically they are not overbought. Investors have pulled money out of MLPs over the past 4 years while the asset class has been […]
Federal Deficit – Cause and Solution
https://youtu.be/j7AvPWvCOTQ On the eve of another possible Government shutdown, we thought this would be a good time to review the causes of deficit and what needs to be done to correct it.