Episodes

Show Notes: Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly. By: Kelly Phillips published on May 15th, 2025  https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-social-security-not-exactly/?ss=retirement

GIVEAWAY!

Show Notes: Positive Earnings With a Tariff Divide Source: Charlie Bilello Research from 5/6/25 https://bilello.blog/2025/the-week-in-charts-5-6-25? Source: Bloomberg Article on 5/6 https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/? Goldman Says Bear Market Rallies Are the Norm Source: Bloomberg article on 5/6/25 https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?

Show Notes: X post by @isabelnet_sa on April 25, 2025 https://x.com/ISABELNET_SA/status/1915689168627175907 Xpost by bespoke investments https://x.com/bespokeinvest/status/1915408647955337498 X post by Subu Trade 4/24 https://x.com/SubuTrade/status/1915444909500207391 Some Considerations for Key Labor Market Data The Big Picture, Briefing.com https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm China Factory Activity Part 1 Source: X post from Bloomberg’s Joe Weisenthal htt...

Get answers quickly: How is the American Consumer? How is the American Dollar? How are US Treasuries? How is the Housing Market?

Show Notes: Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes: Our first episode with JC, recorded on 3.4.2021: https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes: https://youtu.be/FZMv4pNqAmo

Show Notes: Hard vs Soft Data Explained Source: Briefing.com Big Picture 3/28/25 https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of Stocks? X Post from D’Elia Capital on 3/19 https://x.com/deliacapital/status/19023541702475736...

Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270? Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/stat...

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors. #stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVw https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channel https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes: Bloomberg Article on 2/20 https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v X post from Coiled Spring Capital on 2/26 https://x.com/coiledspringcap/status/1894754608930803939 X post from The Trading Initiative on 2/25 https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes: Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781? Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes: Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082  Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515? https://x.com/mikezaccardi/status/1875908291093823587? https://ofdollarsanddata.com/rent-vs-buy-calculator/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab @alfcharts https://www.stockmarkettv.com/alfonsos-daily-note

Show Notes: Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html? Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retireme...

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290? The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes: Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331? Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean? Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/i...

Show Notes: https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24) https://bilello.blog/2024/7-lessons-from-2024?