Episodes

Show Notes: Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v Charlie Bilello post from 6/5/24 https://x.com/charliebilello/status/1798184430126944732 Tweet from Hedgeeye on inflation https://x.com/Hedgeye/status/1798435967579120063 Example of a “heat map” – this one is from the website www.finviz.com/map

Show Notes: https://x.com/morganhousel/status/1793613842792247688? https://x.com/RyanDetrick/status/1792587665507852436? https://x.com/SJD10304/status/1791573839622861226? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

The Resilience of the U.S. Economy https://twitter.com/charliebilello/status/1793389802835865887 The Last of the Bears among Wall Street Strategist https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0v Why So Much Attention on NVDA? https://x.com/charliebilello/status/1793383284585447560 ht...

Show Notes: https://www.carsongroup.com/.../six-reasons-this-bull.../? https://awealthofcommonsense.com/.../the-new-normal-in.../ https://twitter.com/TrendSpider/status/1783236887722999995? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes: https://twitter.com/charliebil.../status/1785442300186763671? https://www.wsj.com/.../housing-affordability-taxes... https://www.wsj.com/.../iphone-stolen-device-protection... https://twitter.com/lisaabramo.../status/1787605462759739600 https://twitter.com/BruceZaro/status/1788299562266108300 https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes: The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market ou...

Show Notes: • Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest” • Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?" • Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments • Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes: https://twitter.com/AndrewThrasher/status/1778057693908910553? https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html? https://parentdata.org/theres-no-secret-option-c/

Show Notes: https://twitter.com/charliebilello/status/1776007989863817612? https://twitter.com/TimmerFidelity/status/1775158918307512762? https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

Show Notes: Jessup Wealth Management https://twitter.com/Todd_Sohn/status/1772607791217135725? https://www.carsongroup.com/.../why-a-strong-start-to.../? https://twitter.com/jasongoepfert/status/1772252026165977279? https://www.wsj.com/.../realtors-settlement-change-buy...

Show Notes: Blog by Ryan Detrick “16 Charts to know this election year”. - https://www.carsongroup.com/insights/blog/16-charts-and-tables-to-know-this-election-year/? Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/? Article by Allison Schrager - Why 401k’s may be going away? - https://www.wealthmanagement.com/retirement-planning/401ks-will-be-gone-within-decade Blog by Ben Carlson - Are We Living in The Roaring 20...

Show Notes: Tweet from Charlie Bilello - https://lnkd.in/gpKJrm8A? Tweet from Ben Carlson - https://lnkd.in/gq2Fd89t? Article written on FA Mag, Biden’s 2025 budget proposal if reelected - https://lnkd.in/gdHf7REX

Show Notes: Article from Adam Turnquist, “Who Do Markets Want to Win the Election” - https://www.lpl.com/research/blog/who-do-markets-want-to-win-the-election.html? Tweet from Unusual Whales - https://twitter.com/unusual_whales/status/1765369742661910893? Research from Charlie Bilello - https://twitter.com/charliebilello/status/1767926346246689079 Tweet from Michael Kantro, Chief Investment Strategist - https://twitter.com/MichaelKantro/status/1767996650297901198 Tweet from Brian G at A...

Show Notes: Tweet from Wayne Whaley - https://twitter.com/WayneWhaley1136/status/1761184949909004367? Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/

Show Notes Blog post from Ben Carlson titled “How often do bear markets occur?” - https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/? Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?

Show Notes Tweet from Equity Clock - https://twitter.com/EquityClock/status/1757949750123340130? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1757896351038197914? Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266? Tweet from Matthew Miskin at John Hancock Investments - https://twitter.com/matthew_miskin/status/1758092278059434119 Tweet from FactSet - https://twitter.com/FactSet/status/1758947447076798764 Tweets from...

Show Notes: Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html? Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86? Blog post by Austin Harrison “Almost Time for a Tech Breather”? - https://www.grindstoneintel.com/p/almost-t...

Check out this week's Show Note before episode 238 goes live! Blog post from Rocky White from Schaeffer’s Investment Research - https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024? Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024

Show Notes: Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1750521267076137316? Tweets from Ryan Detrick - https://twitter.com/ryandetrick/status/1741200976495718747? https://twitter.com/ryandetrick/status/1744189996079227296? Financial Planning Topic of the Week - https://www.plancorp.com/blog/401k-maxed-out-next-steps

Show Notes:  Tweet from Seth Golden - https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Franklin Templeton - https://twitter.com/FTI_US/status/1745229093082190295 Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1749448179181814159? Checking in on Earnings Thus Far - https://twitter.com/FactSet/status/1749572171221844032 Financial Planning Topic of the week - https://www.thomaskopelman.com/blog/options-for-how-to-mana...

Show Notes Expectations for rates from Bespoke Investment Group - https://x.com/bespokeinvest/status/1747320771058225401?s=20 "Rent and Gen Z-ers." by Ana Teresa Solá - https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html "Lets be honest about Social Security." by Brenton Smith - https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-social-security "Should I Do A Debt Consolidation Loan?" by Jeff Rose - https://www.goodfinanc...

Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group. · Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond. · Seth has been an independent trader and economist since 2000. · In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX complex. · He is most widely known for coining the thesis “Desensitization of volatility.” · Seth has written and published ...

Tweet from Arun Chopra - https://twitter.com/FusionptCapital/status/1740105871370432619? Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/? Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461? How To Manage Your Money After You Retire – https://smartasset.com/retirement/where-to-put-retirement-money-after-retirement

Show Notes: Tweet from Ryan Detrick on and snippet from the chart report newsletter - https://twitter.com/RyanDetrick/status/1737330878525723073? Blog post from JC Parets “Perfectly Normal Market Behavior” - https://allstarcharts.com/perfectly-normal-market-behavior/?