The Independent Advisors

Show Notes:

Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwabhttps://x.com/KevRGordon/status/1828042176057811051X Post from Liz Young, Head of Investment Strategy at SoFihttps://x.com/LizThomasStrat/status/1828098863108128812Research from 8/17/24https://x.com/FactSet/status/1824935004943556922https://x.com/FactSet/status/1824920409105457362

Show Notes:Twitter: @MikeZaccardiLinkedIn: @Mike Z.

Show Notes:Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918?US Wage GrowthX post from Charlie Bilello on 8/14https://x.com/charliebilello/status/1823710733168996606C-Suites mentioning “Recession” in earnings calls…X Post from Ryan Detrick on 8/13/24https://x.com/RyanDetrick/status/1823456221057228930Financial Planning Topic of the week – Article from Dalvin Brown in the WSJ on 7.27.24 titled “Key to Happiness or Distrust? The Couples who itemize their monthly bills - https://www.wsj.com/personal-finance/these-happy-couples-arent-sharing-bank-accountstheyre-sharing-spreadsheets-c33c3b70

Show Notes:Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Linked In Post from Campbell Harvey - https://www.linkedin.com/posts/camharvey_it-has-begun-over-the-last-year-i-have-activity-7225216764152868864-_nBb/?utm_source=share&utm_medium=member_ios

Show Notes:https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming?https://x.com/granthawkridge/status/1813374265686999061?Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealth

Show Notes:X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23https://x.com/MichaelKantro/status/1815906361315566021Tweet from Markets & Mayhem on 7/23https://x.com/Mayhem4Markets/status/1815912732845052319

Show Notes• Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024• Global Markets Investor - Recession in the future?• Ben Carlson - Total Returns in the past 5 years• Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443?Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html?Lot’s of equity consumers could tap if/when interest rates drop…https://ritholtz.com/2024/06/weekend-reads-621/FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097?Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html?Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html?Graphic from a blog post from Ben Carlson on his blog “A Wealth of Common Sense” on 6.18.24 that shows the average annualized performance of companies before and after the first year they became one of the ten largest stocks in the US - https://awealthofcommonsense.com/2024/06/chasing-the-biggest-stocks/? Blog post from Jim Blankenship, CFP titled “The Problem with naming your estate the beneficiary of your IRA” on 5.6.24 - https://financialducksinarow.com/4046/the-problem-with-naming-your-estate-the-beneficiary-of-your-ira/

Show Notes:Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

Show Notes:Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Partyhttps://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0vCharlie Bilello post from 6/5/24https://x.com/charliebilello/status/1798184430126944732Tweet from Hedgeeye on inflationhttps://x.com/Hedgeye/status/1798435967579120063Example 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. Economyhttps://twitter.com/charliebilello/status/1793389802835865887The Last of the Bears among Wall Street Strategisthttps://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0vhttps://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0vWhy So Much Attention on NVDA?https://x.com/charliebilello/status/1793383284585447560https://x.com/charliebilello/status/1793384507887751185https://x.com/charliebilello/status/1793386643828719688

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/1787605462759739600https://twitter.com/BruceZaro/status/1788299562266108300https://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 outperformance.Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

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 Managementhttps://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-decadeBlog by Ben Carlson - Are We Living in The Roaring 20s? -https://awealthofcommonsense.com/2024/03/are-we-living-in-the-roaring-20s/Article by Jan-Patrick Barnert and Michael Msika - https://www.bloomberg.com/news/articles/2024-03-27/pension-funds-seen-selling-32-billion-of-stock-into-quarter-end?Article from Bloomberg, Housing-Bond Sales Hit 10-Year High as Mortgage Rates Stay Lofty -https://www.bloomberg.com/news/articles/2024-03-27/housing-bond-sales-hit-10-year-high-as-mortgage-rates-stay-lofty?

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/1767926346246689079Tweet from Michael Kantro, Chief Investment Strategist -https://twitter.com/MichaelKantro/status/1767996650297901198Tweet from Brian G at Alpha Charts -https://twitter.com/alphacharts/status/1768013302716604898

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 NotesBlog 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 NotesTweet 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/1758092278059434119Tweet from FactSet -https://twitter.com/FactSet/status/1758947447076798764Tweets from FactSet -https://twitter.com/FactSet/status/1760037881937035740

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-time-for-a-tech-breather?Inflation detail -https://www.bloomberg.com/news/articles/2024-02-12/fed-officials-eye-broadening-disinflation-as-new-rate-cut-test?Article from Bloomberg -https://www.bloomberg.com/news/articles/2024-02-12/commercial-property-loans-coming-due-in-us-jump-to-929-billion?Overweight the Magnificent Seven (BofA Fund Survey) -https://www.bloomberg.com/news/articles/2024-02-13/bofa-survey-shows-investors-are-all-in-on-us-tech-stock-rally?

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=Godkt5FzuqWcmpmvo2G5JgTweet from Franklin Templeton -https://twitter.com/FTI_US/status/1745229093082190295Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1749448179181814159?Checking in on Earnings Thus Far -https://twitter.com/FactSet/status/1749572171221844032Financial Planning Topic of the week -https://www.thomaskopelman.com/blog/options-for-how-to-manage-your-finances-as-a-married-couple

Show NotesExpectations 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.goodfinancialcents.com/should-i-do-a-debt-consolidation-loan/

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 over 500 articles since 2012. We encourage listeners to check him out! Twitter: @SethCL

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/?

Show Notes:Tweet from Joey Politano -https://twitter.com/JosephPolitano/status/1734570072176251320Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chillResearch from Charlie Bilello -https://twitter.com/charliebilello/status/1735785477586723024Tweet from Jonathan Ferro on Fed Speak Confusion -https://twitter.com/FerroTV/status/1735658977176797682Bullish on Bonds Tweet from Gunjan Banerji -https://twitter.com/GunjanJS/status/1737116673344405692Article by Matt Baisden “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types?

Show NotesBlog Post from our friend Ryan Detrick -https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/?Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?

Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Sam Ro –https://twitter.com/SamRo/status/1729151079793692842Tweet from Callie Cox -https://twitter.com/callieabost/status/1729136015330414805Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your-market-shapes-your-portfolio/

Show Notes:Tweet from Nancy Pelosi Stock Tracker -https://twitter.com/pelositracker_/status/1725326755194384613?NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089Morgan Housel referencing Peter Lazaroff -https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel?Tweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1729287713688273310Research from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1729935098470944867Research from Charlie Bilello -https://twitter.com/charliebilello/status/1729591684848058568Tweet from Ben Carlson -https://twitter.com/awealthofcs/status/1725538079459488136?

Show Notes:Blog post from Ben Carlson “The crash callers won’t save you.”-https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/status/1723099629565129137?Retirement Account Contribution Limits for 2024 -https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000

Show Notes:Blog post from Joe Fahmy “Four Reasons for a year-end rally” -https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rallyTweet from Ryan Detrick -https://twitter.com/ryandetrick/status/1720565217845809388?Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?

Show Notes:Discussion on Treasury Refunding & the Bond Market -https://home.treasury.gov/.../financi.../quarterly-refundinghttps://home.treasury.gov/news/press-releases/jy1864https://www.youtube.com/watch?v=9oGcTTYznaw

Show Notes:Tweet from Money Visuals, Ashby Daniels -https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5JgYTD Performance Across the S&P Research by Charlie Bilello -https://twitter.com/charliebilello/status/1715373008263557378Economists Increase US Growth Projectionshttps://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?Median net worth during the pandemic article in Bloomberg -https://www.bloomberg.com/news/articles/2023-10-18/americans-net-worth-surged-by-most-in-decades-during-pandemic?“The Big Mistakes People Make in Medicare and How to Avoid Them” by Anna Wilde Matthews - https://www.wsj.com/health/healthcare/medicare-advantage-enrollment-risks-923e7952

Show Notes:Blog post from Adam Turnquist -https://lplresearch.com/2023/10/13/bull-market-check-up/Tweet from Dan Russo -https://twitter.com/danrusso_cmt/status/1710618834837684289?

Show Notes:Tweet from Mike Zaccardi -https://x.com/mikezaccardi/status/1711103046904664518Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1710034393778020430Tweet from Scott Brown, CMT -https://twitter.com/scottcharts/status/1709193397053927885Tweet from Barchart -https://twitter.com/Barchart/status/1709290997614616946

Show Notes:Tweet from J.C. Parets from All Star Charts -https://twitter.com/allstarcharts/status/1709192984128884976Tweet from Investment Wisdom -https://twitter.com/InvestingCanons/status/1708875089767198815

Show Notes:Blog post by Ryan Detrick “10 things to know about a government shutdown” -https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/Tweet from Caleb Franzen -https://twitter.com/CalebFranzen/status/1706750189510230271Tweet from Callie Cox -https://twitter.com/callieabost/status/1704905602047336855Tweet from Lisa Abramowicz -https://twitter.com/lisaabramowicz1/status/1707129713452277778Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1707132840788251128Tweet from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1706786492797055305Article by Nick Maggiulli “How to Save for a House -https://ofdollarsanddata.com/how-to-save-for-a-house/

Show Notes:Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"-https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/Chart on the Vix from Topdown Charts -https://www.chartstorm.info/p/chart-of-the-day-vix-seasonalityTwitter post from Bloomberg Markets -https://twitter.com/markets/status/1703486921387708511CME FedWatch Tool -https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?Bloomberg Article, “Wall Street Comes to Grips with How Wrong It’s Been in 2023” -https://www.bloomberg.com/news/articles/2023-09-17/wall-street-is-coming-to-grips-with-how-wrong-it-s-been-in-2023?Article from Nick Maggiulli, “How to Save for a House" - https://ofdollarsanddata.com/how-to-save-for-a-house/