Sell in May and Go Away
Sell in May and Go Away explained. Watch our video and learn how investors should think about market seasonality in 2025.
Conflicting Economic Signals: What’s Really Going On?
CPI is down, but national debt and money supply are rising. Jim Gore analyzes these conflicting economic signals and what high valuations mean for investors.
The Banking Industry Looks Strong but Keep an Eye on Nonbank Lenders
https://youtu.be/xAmrxd9NERQ?si=-2s7iQEx768kSq-m The banking industry is looking strong, with loan default rates remaining low — a sign that banks are managing credit risk well. Consumers are holding up too, with wage growth roughly keeping pace with inflation, though after taxes real income is still lagging. Nonbank lenders are a different story. The recent bankruptcy of Tricolor […]
How are the Economics of the Individual?
https://youtu.be/kgutoUmbkU4 68% of US GDP is personal consumption. Therefore, the economics of the individual is critical to the economy. If spending is reduced because of excess debt or higher interest rates, it could have a negative effect on the US economy.
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.
State of the Consumer Part II
https://youtu.be/dfijPJulnTA Last March we put out a Market Update on the State of the Consumer. At that time, the consumer was in relatively good financial shape, and we did not have concerns about a drop in consumer spending. Things have changed since that time. Today the banks are more cautious with their lending and are […]
The State of the Consumer
https://youtu.be/KsgbS7J_feo The economy benefited from consumers drawing down their savings which were accumulated during the COVID shutdown. Today the consumer is not stressed and has room to increase spending. However, if the current trends continue, consumers might hit a wall over the next several months. Watch this video to learn more.
National Debt – Reality Check
https://youtu.be/CVuCuFFKuhQ As the Federal Reserve continues to raise interest rates this year, it is causing a problem for our national debt in the form of increased interest payments. Interest payments for the federal government are up 22% in the last two months alone. This is also contributing to debt problems for individual consumers as credit […]
Treasury Yields Impact on Stocks
https://youtu.be/gom7e-KRgJg Interest rates continue to climb and the 40-year bull market in bonds is officially over. In this update we explain why rising treasury yields are having a negative impact on the stock market.
US Stock Market – 1999 or 1970s?
https://youtu.be/knI94rRYrTw There are a lot of people comparing the US stock market today to that of 1999. Today there are two significant differences from that time period. In this video we will discuss these differences and why we believe the 1970s may provide a more accurate comparison.