- 6-7-2023 – SEC Chair Gensler: "We Don’t Need More Digital Currency"
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.
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Privacy & Opt-Out: https://redcircle.com/privacy45m | Jun 8, 2023 - 6-6-2023 – How the Dot-Com and Tech Bubbles Compare
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?"
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Privacy & Opt-Out: https://redcircle.com/privacy45m | Jun 7, 2023 - 6-5-2023 – Could Small-Cap Stocks Be Setting Up to Take the Lead in the Market?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | Jun 5, 2023 - 6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | Jun 3, 2023 - 6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | Jun 2, 2023 - 5-31-2023 – Markets Are Sounding Alarms on the World's Second Largest Economy
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.
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Privacy & Opt-Out: https://redcircle.com/privacy45m | May 31, 2023 - 5-30-2023 – How to Sequence Withdrawals in Retirement
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?"
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 31, 2023 - 5-29-2023 - Best of Caller Questions - Memorial Day
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 29, 2023 - 5-26-2023 – Can You Recession-Proof Your Portfolio?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 27, 2023 - 5-25-2023 – Why Is Crypto Acting Like a Risk Asset Again?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy47m | May 26, 2023 - 5-24-2023 – Could Require Minimum Distributions Cause You to Overspend?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy44m | May 25, 2023 - 5-23-2023 – Are Index Funds and ETFs Good for Retirees?
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?
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Privacy & Opt-Out: https://redcircle.com/privacy45m | May 24, 2023 - 5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 23, 2023 - 5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 20, 2023 - 5-18-2023 – Oil Price Dip Ignores Burgeoning Chinese Demand and Imminent Supply Crunch
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 19, 2023 - 5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy45m | May 18, 2023 - 5-16-2023 – How Do New I-Bond Rates Compare with CDs and Savings Accounts?
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?"
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Privacy & Opt-Out: https://redcircle.com/privacy43m | May 17, 2023 - 5-15-2023 – Is Investing in Emerging Markets Worth the Trouble?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 16, 2023 - 5-12-2023 - Best of Caller Questions
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.
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Privacy & Opt-Out: https://redcircle.com/privacy46m | May 12, 2023 - 5-11-2023 – Does It Pay to Diversify by Style?
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.
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Privacy & Opt-Out: https://redcircle.com/privacy45m | May 12, 2023
