#103 - When to Sell

#103 - When to Sell

Since the stock market bottom on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by large cap S&P 500 index up 55.53%. The mid-cap S&P 400 index and small Cap S&P 600 trailed, rising 29.42% and 18.22% respectively. Is this a time to sell or buy more? Listen in this issue our analysis of identifying buying opportunities and when we believe it is time to sell.

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Avsnitt(167)

#143 - Are Turbulent Times Ahead?

#143 - Are Turbulent Times Ahead?

My grandson, Anton the 5th, and I flew our Piper Cherokee laterally across the country from southern Texas to the Annual AirVenture event in Oshkosh, Wisconsin earlier this month. Flying through the ...

6 Aug 202524min

#142 - AI Coming to a Job Near You

#142 - AI Coming to a Job Near You

AI has exploded onto the scene led by supercomputing chips by Nvidia (NVDA). Initially, CEO's and CTO's (Chief Technology Officer) were evaluating the potential of this new highly advanced self-learn...

30 Juli 202521min

#141 - Cost of Goods Annual Increases are Finally Slowing

#141 - Cost of Goods Annual Increases are Finally Slowing

Today the US Bureau of Labor Statistics announced the Consumer Price Index (CPI) for the month of June had increased to 322.56 points or 0.3%. On an annual basis, the annual inflation rate has increas...

15 Juli 202516min

#140 - Inflation and the Future of Prices

#140 - Inflation and the Future of Prices

The rapid rise of interest rates causes significant changes in lending activity and especially in the housing mortgage market. According to CNBC, the sale of previously owned homes in April declined...

17 Juni 202519min

#139 - Disparity Widens of Optimism Between Executives and Households

#139 - Disparity Widens of Optimism Between Executives and Households

In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth all depends on the consumer. That's you and me and how we spend and save our ...

4 Juni 202523min

#138 - Retirement During Volatile Markets

#138 - Retirement During Volatile Markets

For many of our retired clients, they had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for ...

28 Maj 202515min

#137 - Investors Panic and Resolve

#137 - Investors Panic and Resolve

The first four months of 2024 have been a wild ride for Wall Street. Investors don't respond well to change, and their typical response is to sell and ask questions later. In this issue we analyze t...

21 Maj 202518min

#136 - US Economy Roles On

#136 - US Economy Roles On

This year investors have been challenged to navigate market volatility that so far has been based more on speculation than facts on the economy. Since President Trump's inaugurated, he has rolled out...

14 Maj 202514min

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