Measure, which allows statements about the economic situation in general of national economies
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Market Recap and Insights: Midstream Energy and Fed Policy In this October 8th episode of Dividend Cafe, Brian Szytel provides a market update, noting that the Dow was flat, while the S&P and Nasdaq showed gains. Key takeaways include the release of the September FOMC meeting minutes, indicating a general consensus on rate cuts despite some divergence in opinion. The episode also delves into the resurgence of M&A activity, IPOs, and positive earning sentiments as significant market drivers. There's a discussion on the midstream energy sector, highlighting its strong performance and the impact of recent tax reforms. Lastly, Sitel addresses a viewer question regarding the seeming contradiction between declining job numbers and a well-performing economy. 00:00 Welcome and Market Overview 00:45 FOMC Meeting Insights 02:08 Market Drivers and Trends 04:06 Midstream Energy Sector Analysis 05:12 Natural Gas and Data Centers 08:58 Economic Indicators and Job Market 10:48 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today's Post - https://bahnsen.co/4mVyUro Market Analysis and Economic Insights: The Monday Edition David Bahnsen, host from Newport Beach, California, presents the Monday edition of Dividend Cafe. He starts with a brief mention of sports events, then discusses market activity, noting minor changes in the DOW and gains in the S&P 500 and Nasdaq. David highlights the fifth consecutive month of market gains since September and evaluates historical performance of the S&P 500 after such streaks, concluding there's no clear prediction for the sixth month. He further examines market volatility in midterm election years, correlations with political events, and economic indicators like 10-year bond yields, ISM services sector performance, auto sales, and the Case Shiller home price index. David also reports on optimistic developments in Gaza and Japan's election of its first female Prime Minister. He concludes by touching on the impact of U.S. tariff decisions on the pharmaceutical sector, aid for soybean farmers, and anticipated actions from the Federal Reserve. 00:00 Introduction and Market Overview 01:26 Historical Market Trends and Midterm Election Insights 04:53 Sector Performance and Global News 08:54 Economic Indicators and Federal Reserve Updates 11:50 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Trump speaks to military leaders // Small economic trends that could signal big trouble // SCENARIOS!
Plus: Intel approaches Apple for investment. And Tesla registrations slump in Europe. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are we really on the edge of a recession—or are investors just overthinking the signals? Beyond unemployment and consumer spending, unusual data points like men's underwear sales, cardboard box demand, and even giant Halloween skeleton purchases are popping up as quirky economic indicators. Lance Roberts & Danny Ratliff break down: • Traditional recession signals like jobless claims, consumer spending, and market fundamentals. • Technical market warnings investors can't ignore. • Why strange metrics like cardboard boxes and holiday spending trends might reveal cracks in the economy. • The psychology driving investors to go “all in” or “head for the exits.” SEG-1a: The Dichotomy of Economic Data SEG-1b: When Stocks are "Richly Valued" SEG-2a: The Economic Indicators of Recession SEG-2b: Strange Economic Indicators SEG-2c: The Giant Skeleton Indicator SEG-2d: When Will Indicators Change? SEG-2e: How Gig Workers Skew Employment Data SEG-2f: What Would an Impending Recession Mean to the Stock Market? SEG-2g: A Change in Quarterly Reporting? SEG-2h: What If We Went Back to the Lows of April? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=UKIv4RZn6sE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Jerome Powell's Alan Greenspan Moment" is here: https://www.youtube.com/watch?v=nKShoQvDm38&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Two Dads on Money: Spotting Red Flags in Financial Advisors," is here: https://www.youtube.com/watch?v=kLQnqk_I9Ow&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #JeromePowell #StockMarketUpdate #PreMarketAnalysis #OverboughtMarkets #MarketVolatility #AlanGreenspan #RichlyValued #RecessionIndicators #StockMarketAnalysis #EconomicSignals #MarketFundamentals #InvestingInsights #InvestingAdvice #Money #Investing
Over the next 2 weeks, I am celebrating 5 years of Perth Property Insider by bringing you a mash-up of our most listened to episodes. Thanks so much for tuning in over the years! I have enjoyed the challenge of bringing you my insights each week and really appreciate all the positive & constructive feedback along the way. To celebrate the milestone, I thought I would do something very special and give away 5 places for a VIP lunch with me at Lotus in Mt Lawley. It's my favourite restaurant and it would be wonderful to share a fabulous lunch while we talk about property and life. So to be in the running, all you need to do is to post a review of the podcast on iTunes here and let me know on return email: jarrad@investorsedge.com.au If you don't have iTunes, you can post a Google review on the podcast here. I will then select the 5 lucky winners at my discretion. This is going to be a great mash-up of 5 of our very best, including: Episode 231: Will The Perth Market Crash & What Signs To Look For? Episode 217: Trends Shaping Our Perth Property Market with Grant Dusting Episode 183: Q&A: How Long Has the Boom Got Left, Should I Wait to Buy Later, How to End a Lease Early, Performance Metrics Explained and More Episode 177: How does Performance of Houses & Units Compare – What should I buy for 550k? Episode 176: 10 Property Forecasts & 10 Things That Will Stay the Same Over The Next 10 Years With Michael Yardney Let's go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Perth Property Market Expectations and Challenges [01:50] Impact of COVID-19 and Market Trends [02:20] Perth's Property Market Growth and Undervaluation [03:31] Investment in Units and Long-Term Wealth Building [06:15] First-Time Investor Tips and Market Conditions [13:10] Population Growth and Housing Demand [19:38] Economic Indicators and Market Cycles [28:22] Long-Term Investment Strategies [37:52] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.
Market Insights and Economic Updates - Sep 23, 2025 On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing and services were discussed, both indicating expansion but with slight drops from the previous month. The Richmond Fed Index saw a significant decline. The episode also delves into the AI investment story and its impact on valuations. Looking ahead, several economic indicators are expected, including new home sales data, durable goods, wholesale inventories, GDP estimates, and initial jobless claims. 00:00 Introduction and Market Overview 00:35 Interest Rates and Fed Expectations 01:38 Economic Indicators and PMI Numbers 02:33 AI Investment and Market Valuations 03:27 Passive Investing and Market Dynamics 04:23 Upcoming Economic Calendar 04:49 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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In this episode of the Crypto Rundown, Brendan and Tevo discuss the latest trends in cryptocurrency and blockchain technology, focusing on the upcoming month of October, which historically has been one of the best months for crypto. They analyze the impact of the Federal Reserve's decisions on the market, delve into technical analysis of Bitcoin and altcoins, and explore the evolving regulatory landscape, particularly in light of Gary Gensler's past actions. The hosts emphasize the importance of community engagement and technical analysis in navigating the crypto market, while also addressing viewer requests for specific cryptocurrencies.Brendan's 6 Week Trading Course with Live Technical Analysis 2x a WEEK!https://www.cryptorevolution.com/brendans-mbr-program?utm_source=Internal&utm_medium=YouTube&utm_content=Livestream&utm_term=20250919Watch the TA Herehttps://youtube.com/live/Tw-44GgViHUEfani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Plus500: https://plus500.comCheck out Avocado Green Mattress: https://avocadogreenmattress.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionChapters00:00 Introduction to the Crypto Rundown01:58 Market Updates and Federal Reserve Insights06:38 Technical Analysis: Bitcoin's Breakout Patterns14:00 Market Cycle Analysis and Altcoin Performance17:45 Interactive Q&A and Technical Analysis Session24:51 Deep Dive into Specific Cryptos: Solana, Centrifuge, and XRP35:54 Preparing for October: Historical Trends and Predictions38:39 October Optimism: A Bullish Outlook for Crypto40:54 Economic Indicators and Market Sentiment42:19 Regulatory Challenges and Industry Setbacks46:07 The Shift in Crypto Leadership48:32 Emerging Trends in Crypto Regulation50:14 New Financial Products and Market Dynamics52:35 The Rise of Leveraged Crypto ETFs56:34 Technical Analysis: Market Insights and Predictions01:00:11 Community Engagement and Market Sentiment01:11:47 Final Thoughts: Navigating the Future of CryptoMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:06) Nvidia's Strategic Investment in Intel(03:08) The Semiconductor Supply Chain Dilemma(10:21) The Future of Intel and TSMC(22:21) Airbnb's Growth Strategies and Advertising(31:57) Mark Zuckerberg's $600 Billion Commitment(36:31) Mortgage Payment Searches and Economic Indicators(40:48) Federal Reserve's Interest Rate Decisions(52:46) Fraud Watch: Trevor Milton and RCI Hospitality(01:04:49) Remitly's New Subscription Model and Market Strategy*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of the Trade Guys, we look at ongoing challenges to the EU-U.S. trade relationship, the early data on the macroeconomic impacts of the tariffs both home and abroad, and a recent executive order zeroing out tariffs on a select range of goods deemed not available in the United States. Trade continues to be the hottest policy topic in Washington, which is why we're bringing back our Crash Course: Trade Policy with the Trade Guys this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.
In this episode, Karl Eggerss discusses recent economic indicators that might be suggesting a potential economic slowdown. Key topics include weaker inflation and employment data, which are contributing to decreasing interest rates and anticipated rate cuts by the Federal Reserve. Eggerss explains that consumers are resisting inflation by choosing cheaper alternatives or reducing spending, causing companies to absorb some costs. He also discusses implications for investments, noting that market conditions are currently favorable as the Fed cuts rates while profits remain strong. 01:37 Economic Indicators and Market Response 04:21 Impact of Tariffs on Consumers 06:51 Investment Strategies in a Changing Market 11:36 Challenges and Opportunities Ahead 13:04 Conclusion and Final Thoughts
PREVIEW 5: Economic Indicators Show Positive Trends John Batchelor converses with Gene Marks, a columnist for the Guardian and Philadelphia Inquirer, about the economy. He reports strong demand across various regions, noting that demand picked up after the recession. According to ADP data, annual raises average 4.5% for employees staying in their jobs and 7% for those changing jobs, outpacing the 2.5-3% inflation rate. The booming stock market contributes to people feeling wealthier, benefiting the contracting and construction industries.
In this episode of the Crypto Rundown, Brendan and Tevo discuss the current state of the cryptocurrency market, focusing on Bitcoin, Ethereum, and Solana. They analyze market trends, price movements, and the impact of macroeconomic factors such as inflation and job data on the crypto landscape. The hosts emphasize the importance of supply and demand dynamics, particularly in Ethereum, and highlight the growing institutional interest in cryptocurrencies. They also touch on the potential for rate cuts and the implications for the market moving forward.Brendan's Technical Analysis Livestream Trading Coursehttps://www.cryptorevolution.com/mbr-notification?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250911Efani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Plus500: https://plus500.comCheck out Avocado Green Mattress: https://avocadogreenmattress.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionChapters00:00 Introduction to the Crypto Rundown02:40 Market Overview and Key Trends05:54 Bitcoin's Technical Analysis and Future Projections08:49 Ethereum's Performance and Market Position10:47 Solana's Outperformance and Market Dynamics12:24 Macro Economic Factors and Market Sentiment17:07 Altcoin Season and Market Indicators22:37 Ethereum Supply Dynamics and Price Predictions25:56 Ethereum's Future: Realistic Expectations29:01 Institutional Adoption and Tokenization32:29 The Role of Regulation in Crypto Growth35:26 The Surge of Crypto ETFs40:34 Economic Indicators and Their Impact on Crypto50:42 Navigating Market Cycles and Economic EfficiencyMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Daily Market Update: Record Closes and Economic Revisions In this episode of Dividend Cafe, Brian Szytel discusses the record-high closes on the DOW, S&P, and Nasdaq, noting a significant boost in the last 30 minutes of trading. He reviews year-to-date market performance and the recent revision in non-farm payroll numbers, which saw a considerable downward adjustment. The episode also covers the unusual yield curve movements, expectations for potential Fed rate cuts, and upcoming economic indicators such as the PPI and CPI numbers. Additionally, small business optimism has ticked up, reflecting a more confident outlook. The bond market's reaction, particularly the decline in 10-year yields, is analyzed, indicating potential continued strength in long-duration investments. 00:00 Introduction and Market Overview 01:02 Employment Data and Revisions 02:24 Yield Curve and Interest Rates 03:20 Economic Indicators and Small Business Sentiment 03:59 Bond Market and Long Duration Investments 04:40 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Boson also provides insights into nominal GDP expectations and the impact of tariffs on various sectors. Listeners are encouraged to visit DividendCafe.com for detailed analyses and a philosophical discussion on the U.S. free market economy from last Friday's special edition. 00:00 Welcome to Dividend Cafe 02:13 Market Recap and Insights 04:02 Public Policy Updates 05:58 Economic Indicators and Job Market 08:21 Housing Market Analysis 10:56 Federal Reserve and Interest Rates 12:25 Oil Market and Health Statistics 13:47 Closing Remarks and Special Mentions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
H1 - Wed Sept 3 2025 - The Charlie James Show - The Epstein Files were released, all 36,000 files - President Trump has caused the Dems to defend the indefensible.. - Joe Biden held 9 cabinet meetings in 4 years. - certain economic indicators that our economy is reboun
Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day Analysis In this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to value stocks. The episode discusses the current and future status of tariffs under the IEEPA and Section 301, as well as recent economic indicators such as ISM and PMI manufacturing numbers and construction spending data. Furthermore, Brian addresses the implications of the CHIPS Act and government stakes in private companies, highlighting concerns over government intervention in private enterprise. The episode concludes with observations on volatility and the performance of dollar-sensitive securities. 00:00 Welcome and Market Recap 01:02 Tariffs and Legal Battles 02:13 Economic Indicators and Manufacturing Data 03:25 Government Stake in Intel and CHIPS Act 05:47 Market Volatility and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this conversation, Chris Markowski, the Watchdog on Wall Street, discusses the current economic landscape, emphasizing the importance of understanding financial realities and the impact of tariffs on businesses. He critiques conventional financial planning and the media's portrayal of economic issues, advocating for a more independent and informed approach to investing. Markowski introduces the concept of anti-fragility in financial planning, encouraging listeners to prepare for market volatility and take advantage of opportunities rather than succumb to fear.
Today's Post - https://bahnsen.co/45lNva0 Analyzing a Flat Market and the Impacts of International Events In this Monday edition of Dividend Cafe, the host discusses the relatively stagnant state of the DOW, S&P 500, and Nasdaq, attributing this to ongoing events such as the meeting between President Trump, European leaders, and Ukrainian President Zelensky, and the upcoming Jackson Hole meeting with Chairman Powell. The episode delves into metrics like the earning yields and price-to-book ratios of the S&P 500, highlighting historically low real earnings yield due to high stock prices despite high earnings and moderate inflation expectations. David also explores foreign investments in U.S. stocks, particularly a record $163 billion purchase in June, insights into tariff impacts and court rulings related to the Consumer Financial Protection Bureau, and the uncertainty surrounding upcoming Fed rate cuts. On the energy front, updates include WTI closing at $62.63 and midstream energy sector trends discussed at a recent Las Vegas conference. The episode concludes with an overview of the supply-side effects of monetary and fiscal policy, touching upon tariff implications and monetary supply growth. 00:00 Introduction and Market Overview 01:38 Inflation Insights and Market Metrics 03:35 Valuation Indicators and Market Analysis 05:33 Foreign Investments and Geopolitical Updates 07:30 Tariffs and Legal Challenges 11:07 Economic Indicators and Sector Performance 13:21 Energy Sector Deep Dive 15:52 Monetary Policy and Supply Side Economics 17:51 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are: AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store. Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors. Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages. Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance. Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
Discover why economic indicators are mixed. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
Mixed Market Movements and Economic Indicators on August 7 In this episode of Dividend Cafe, Brian Szytel discusses the mixed movements in the stock market on August 7, with the DOW down 224 points, S&P flat, and Nasdaq down slightly. The 10-year yield rose by two basis points to 4.24%. Brian reviews initial jobless claims, noting a higher than expected number and a rise in continuing claims, suggesting a softening labor market. Despite this, the likelihood of a recession remains low at less than 20%, down from 60% in April, partially due to a de-escalation of U.S.-China tariffs. Additionally, Brian discusses the historical context of market performance in September and October, advising against short-term market timing. He underscores the importance of focusing on long-term returns, dividend growth, and compounding benefits. 00:00 Market Overview: A Mixed Day 00:41 Economic Indicators: Jobless Claims and Productivity 01:53 Recession Odds and Tariffs Impact 05:09 Historical Market Trends: September and October 07:08 Final Thoughts and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this episode of Corporate Finance Explained, we delve into the essential practice of integrating macroeconomic analysis into corporate financial strategy. We tackle the common disconnect between positive internal performance and concerning external economic signals, providing a clear pathway to informed decision-making.
Paul Galloway examines the current shape of the yield curve and the signals behind the 10-year treasury yield. He discusses market uncertainty, interest rate dynamics, inflation, and geopolitical factors influencing investor behavior. What does a flat curve mean for recession risk, borrowing costs, and future rates? Tune in to decode the outlook.
The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih discuss the latest economic data, including GDP growth, unemployment rates, and inflation trends. They also provide updates on the August 1st tariff deadline, highlighting the recent negotiations with various countries. Finally, they debate the value of TSA PreCheck, in light of the recent change in the shoe policy. Do you have a question you'd like us to cover on the podcast? Visit DentistAdvisors.com/podcast to submit a question or topic. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.
Phase I of Hurricane Helene repair along the Blue Ridge Parkway continues in Watauga County, but we are getting closer to completion of a key stretch of roadway between Parkway Elementary School and Bamboo Gap. On this week's Mind Your Business, we visit with Leesa Brandon, External Affairs Specialist with the Blue Ridge Parkway and National Park Service. She will provide an update on the phases of work that encompasses Helene repairs throughout our region. We'll also hear an update on ongoing Great American Outdoors Act work along the Parkway in Ashe County and where crews will go next when these projects are complete in the High Country.For up to the minute information about access, road closures, along with other information about visiting the Blue Ridge Parkway, visit their website here.Earlier this week, the Chamber released its Q2 Economic Indicators report. We discuss a few of the key topics and discuss some of the efforts and events that are impacting our economy this summer.Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show
Market Recap: Modest Moves and Economic Indicators - July 29th In this episode of Dividend Cafe, Brian Szytel provides an update on market movements for Tuesday, July 29th. The S&P 500 ended its six-day winning streak with a slight decline while the Dow and Nasdaq saw modest changes. The bond market experienced a decrease in 10-year yields, and there are emerging expectations for a potential Fed rate cut in September. The episode also covers recent economic updates including better-than-expected consumer confidence, in-line job openings, and a slight dip in the Case-Shiller home price index. Brian also discusses the topic of corporate trustees in estate planning and the upcoming FOMC meeting and employment data releases. The day was relatively quiet overall, with marginal market movements. Listeners are encouraged to reach out with questions. 00:00 Introduction and Market Overview 00:41 Economic Indicators and Predictions 01:14 Consumer Confidence and Job Market 02:03 Housing Market Update 02:39 Corporate Trustee Discussion 03:18 Upcoming Events and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
We're just 3 days away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET.Join the Patreon here: https://www.patreon.com/PeterZeihanJoin the Analyst Tier in July and we'll donate your membership fees to MedShare.More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/economic-indicators-retail-sales
Market Insights: July 24th Edition In this episode of Dividend Cafe, Brian Szytel reports from New York to West Palm Beach, Florida on a mixed day in the financial markets. The DOW was down, while the NASDAQ saw slight gains. The key discussion points include the volatility index hitting low levels akin to pre-February 2020 peaks, signaling a bullish sentiment. Positive trade rhetoric, declining interest rates, and strong US economic resilience are painted as reasons for the market's favorable outlook. Additionally, the episode dives into the Japanese and European market disparities linked to demographic and economic factors. The municipal bond market is analyzed with insights provided on its recent performance and future potential. The episode concludes with updates on economic indicators such as the flash PMI and initial jobless claims, highlighting improvements and ongoing challenges in various sectors. 00:00 Introduction and Market Overview 00:14 Equity Market Performance 00:40 Volatility and Market Sentiment 01:38 International Market Insights 03:08 Municipal Bond Market Analysis 07:05 Economic Indicators and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today's Post - https://bahnsen.co/414n2Lt Market Overview and Economic Insights: Dividend Cafe In this episode of Dividend Cafe, Brian Szytel stands in for David to provide a comprehensive update on market activities and economic indicators. Despite a quiet day, the Dow closed down 19 points, contrasting with record closes for the S&P and Nasdaq. Interest rates saw a decrease, influenced partly by political events in Japan. Earnings are generally positive with a 5.6% EPS growth, and 83% of reporting S&P 500 companies beating earnings estimates. Economic activity remains resilient with balanced labor markets and upcoming economic reports on jobless claims, PMI data, new home sales, and durable goods orders. Key political and economic developments in Japan, housing market dynamics, and potential Federal Reserve actions are also discussed. Lastly, insights on oil, energy, and the impact of tariffs on inflationary measures are shared. Brian encourages audience engagement through questions and looks forward to upcoming episodes. 00:00 Introduction and Market Overview 00:17 Market Performance and Earnings 00:41 Economic Indicators and Interest Rates 02:19 Sector Analysis and Valuations 03:37 Economic Calendar and Labor Market 04:15 Global Political Events and Currency Movements 06:00 Housing Market Insights 06:40 Federal Reserve and Interest Rate Speculations 07:37 Oil and Energy Sector Update 08:07 Inflation and Tariff Impacts 09:10 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Market Recovery and Economic Indicators: Analyzing July 9th In this episode of Dividend Cafe, Brian Szytel updates listeners on the financial markets for July 9th, with the Dow rising 217 points and other major indices showing gains. He discusses trends such as tight credit spreads, high equity flows, and low volatility. Brian delves into the implications of economic data like mortgage applications and wholesale inventories. Additionally, he reflects on recent Fed minutes, and shares a comprehensive response from David addressing concerns about the long-term sustainability of market growth, emphasizing a tailored, long-term investment strategy. 00:00 Market Recap: July 9th 00:54 Economic Indicators and Market Sentiment 01:31 Tariffs and Market Desensitization 02:48 Fed Minutes and Mortgage Applications 03:29 Wholesale Inventories and Consumer Sales 04:14 Q&A: Market Predictions and Portfolio Strategy 06:18 Closing Thoughts and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Phil Hawkins and Dylan Silver discuss the challenges and opportunities in the Texas real estate market, focusing on property taxes, education, community impact, and economic indicators. They explore the implications of high homeowners and auto insurance rates, the importance of improving school districts, and predictions for the future of the housing market, including potential price increases and investment strategies. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump's criticism of the Fed, and the potential political and market-driven forces affecting rate decisions. They explore Fed mechanics, historical precedent for presidential interference, and potential appointments like Scott Bessent. They also examine the inflationary impact of trade policy, tariff theatrics, and global economic slowdown signals. The episode concludes with Rob's investment outlook—bearish on bonds, cautious on equities, and optimistic about international and niche small-cap opportunities.--Timestamps:(00:00) - Introduction(00:13) - Discussion on Interest Rates and Political Interference(01:29) - Casual Conversation and Personal Updates(02:54) - Focus on Jerome Powell and Fed Criticism(09:54) - Mechanics of the Federal Reserve System(14:55) - Historical Context and Presidential Influence on the Fed(25:35) - Scott Bessant's Role and Potential Impact(33:58) - Critique of Janet Yellen's Bond Strategy(35:02) - Challenges of Managing National Debt(35:40) - Market Reactions and Yield Predictions(39:49) - Impact of Tariffs and Trade Deals(44:26) - Inflation and Economic Indicators(57:15) - Investment Strategies in Current Market(01:08:28) - Concluding Thoughts and Recommendations--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
TakeawaysBTS is the second largest retail season after winter holidays.Total BTS spending is set to total around $38 billion this year.Families are focusing more on essential items and discounts for BTS shopping.Retailers are adjusting strategies to capture budget-conscious shoppers.Economic indicators show mixed signals but overall consumer spending remains resilient.New tariffs are significantly impacting retail pricing and supply chains.Retailers are diversifying sourcing to mitigate tariff impacts.Category-specific strategies are crucial for navigating the BTS season.Communication of value and pricing transparency is key for retailers this season.Retailers should remain agile and data-driven to adapt to changing consumer behavior. Chapters00:00 This Week in Research: New Reports and Data02:03 The Importance of BTS for Retailers03:35 Consumer Spending Trends and Categories07:12 Economic Indicators and Consumer Behavior11:51 Impact of New Tariff Regime on Retail20:53 Retail Strategies Amid Tariff Challenges24:08 Category-Specific Retail Strategies34:11 Final Thoughts and Future OutlookCheck out the Coresight Research US Back to School series of reports to dive into US consumers' shopping expectations for the BTS season in more detail.
Is corporate finance about maximizing shareholder value, or should companies focus on broader stakeholder interests? In this episode of Corporate Finance Explained, we explore the evolving debate between shareholder primacy and stakeholder capitalism—and what it means for finance professionals today.Whether you work in financial planning, strategy, or corporate development, this episode provides practical takeaways to help you align financial strategy with long-term value creation.
Today's Post - https://bahnsen.co/4nsTzUY Market Comeback and Legislative Insights: A Mid-Year Review In this episode of the Dividend Cafe, we reflect on the historic market rebound in the first half of 2025, breaking a record previously set in 1998. Host David Bahnsen discusses the recent dramatic market fluctuations and the unpredictability of events like the US-Israel-Iran situation and trade tariffs. He also highlights upcoming reports for clients, including portfolio summaries and insights from the Berkshire Hathaway annual meeting. The episode covers recent legislative developments, including a significant bill expected to be signed by President Trump, and discusses various economic indicators such as bond market performance, housing market trends, and inflation data. Additionally, public policy updates from the EU and G7 countries are reviewed, emphasizing their impact on trade and tariffs. The episode closes with thoughts on the Federal Reserve's rate decisions and previews the upcoming discussion on market bubbles. 00:00 Introduction and Market Overview 00:54 Historical Market Comeback 02:16 Unpredictability of Market Events 03:39 Berkshire Hathaway Annual Meeting Insights 04:16 Market Performance and Sector Highlights 05:39 Legislative Updates and Political Maneuvering 10:21 Global Trade and Tariff Developments 12:33 Economic Indicators and Housing Market 16:11 Federal Reserve and Interest Rate Speculations 18:09 Conclusion and Upcoming Content Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today's Post - https://bahnsen.co/3FPqMt6 Market Reactions to U.S. Attack on Iranian Nuclear Sites and Geopolitical Implications In this Monday edition of the Dividend Cafe, the host discusses recent market reactions to the U.S. military strike on Iranian nuclear sites over the weekend. The discussion covers muted responses in equity markets, fluctuating oil prices, and subsequent rallies in bond markets. The geopolitical implications of the strike, including potential de-escalation by Iran and the impact on U.S.-China trade war negotiations, are explored. Additionally, the episode touches on the current U.S. legislative process concerning tax policies, the economic impact of AI on businesses, existing home sales, and upcoming political events. The host also pays tribute to Fred Smith, the late founder of Federal Express. 00:00 Introduction and Welcome 00:23 US-Iran Tensions and Market Reactions 02:34 Market Analysis and Reactions 06:27 Long-term Implications of US-Iran Conflict 10:30 Public Policy Updates 12:59 Economic Indicators and Predictions 16:13 Closing Remarks and Tribute to Fred Smith Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value. Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola Co., Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
Today's Post - https://bahnsen.co/4dVYgCC Market Rundown and Insights on Policy, Valuation, and Small Cap Opportunities In this Monday edition of Dividend Cafe, the host provides a comprehensive market analysis, noting flat to modestly positive performance across major indices and sector performance. Key topics include public policy developments, valuation metrics, and the impact of trade tariffs. The episode also highlights long-term investment lessons with reference to top-performing S&P companies and offers insights into small cap vs. large cap dynamics. Updates are provided on U.S. Senate's work on the significant bill, employment trends, and economic data from both the U.S. and China. The episode concludes with a preview of upcoming topics and encourages viewers to access further resources on the Dividend Cafe homepage. 00:00 Introduction and Market Overview 00:24 Market Performance and Sector Highlights 01:17 Encouragement and Resources 02:18 Valuation Metrics and Market Analysis 05:03 Small Cap vs. Large Cap Performance 06:07 Trade Tariffs and Company Strategies 06:58 Interest Rates and Employment Trends 08:03 Currency Movements and Market Leaders 10:14 Public Policy and Legislative Updates 14:16 Economic Indicators and Housing Market 15:56 Conclusion and Upcoming Topics Links to mentions of Apple and Amgen: https://economictimes.indiatimes.com/news/international/us/apple-stock-drops-1-5-after-wwdc-2025-keynotedid-apples-big-ai-reveal-and-siri-upgrade-fail-to-meet-investor-expectations/articleshow/121734860.cms?from=mdr https://www.barchart.com/story/news/32784272/how-is-amgen-s-stock-performance-compared-to-other-pharmaceuticals-stocks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Victor Davis Hanson analyzes why the Trump budget may be triggering a quiet economic reboot on this episode of “Victor Davis Hanson: In His Own Words.” “ The economy is doing very, very well. And a lot of it is the expectation of the things that are in process. The $10 trillion of foreign investment. This extensions of the tax cuts. Incentives for investment, in the new budget. “ Especially with the economy, it's being rebooted. It's being redirected in ways that economists are not even able to figure out. Because, we haven't done this before. And the net result might be that we're going to make progress both in the expansion of the economy and through growth in federal revenues cut down these deficits.” (0:00) Introduction: The Trump Budget in the Senate (0:03) Fiscal Debates and Tax Cuts (1:56) Economic Indicators and Market Reactions (2:47) Trade Deficits and Border Policies (3:46) Economic Growth and Federal Revenue (5:28)Revolutionary Developments in the Economy (5:56) Conclusion and Final Thoughts
In this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation and the labor market. They explore how tariffs are affecting economic indicators, the challenges in estimating tariff revenue, and the potential impact of upcoming economic reports on Federal Reserve policy.You can read Kathy's midyear report, “Fixed Income Outlook: Cool and Cloudy” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0625-43K6)
Market Recap and Upcoming Economic Indicators - June 5th Edition In this episode of Dividend Cafe, host Brian Szytel from Newport Beach TBG HQ discusses the market's downturn on June 5, with the DOW closing down 108 points, the S&P down half a percent, and the Nasdaq down eight-tenths of a percent. Bond yields slightly rose, with the 10-year yield up three basis points to 4.39%. The episode examines recent economic data, including higher-than-expected initial jobless claims and a decline in Q1 productivity, attributing some of the economic softening to tariffs and trade balance shifts. Brian also touches on the complexities of international trade deals and the implications of Treasury bonds on financial institutions like Silicon Valley Bank. He wraps up by discussing the anticipated non-farm payroll numbers coming out soon. 00:00 Introduction and Market Overview 00:45 Economic Indicators and Employment Data 01:37 Trade Balance and GDP Insights 03:13 Treasuries and Interest Rates Discussion 04:29 Intergovernmental Debt Explanation 05:12 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Midweek Market Insights and Legislative Updates In this episode of Dividend Cafe on June 4th, Brian Szytel from The Bahnsen Group provides a market overview, discussing the uneventful day in equities, with minor movements in the Dow, S&P 500, and Nasdaq. He explains the rally in the bond market caused by private payroll numbers missing estimates significantly. Brian also reviews the mixed economic indicators from the May ISM services index and services PMI, noting one indicator in contraction and the other in expansion. He addresses the fiscal impact and revisions of a significant legislative bill, emphasizing the need for reduced spending, especially on entitlements. Additionally, he answers a question about section 899 of the proposed bill regarding tax rates for foreign investors in U.S. assets. He concludes by previewing upcoming data releases for the week, including initial jobless claims, productivity numbers, trade deficit, and employment figures. 00:00 Introduction and Market Overview 00:38 Economic Indicators and Employment Data 01:53 Fiscal Policy and Deficit Concerns 03:06 Foreign Investment Tax Proposal 04:19 Upcoming Economic Data and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
It's simple: A booming economy, a foreign policy grounded in realism, a secure border, and popular working-class policies—all contrasted by a Democratic opposition mired in chaos, antisemitism, and no credible alternative. Victor Davis Hanson discusses this on today's episode of “Victor Davis Hanson: In His Own Words.” “Every time people say we're headed for a recession or his trade war is gonna tank the economy, data comes out. … Inflation is down. Energy prices are way down. Economic growth is up. Joblessness is down. “ Most of the issues that he's trying to undo of the progressive project, the public supports him. And his Democratic opposition—four months into his tenure—has still completely lost its mind and not only does not offer an alternative agenda, but personally, emotionally, psychologically puts people off.” (0:00) Current Polls (2:18) Economic Indicators and Trump's Policies (2:51) Trump's Foreign Policy Approach (4:47) Public Perception and Media Response (6:09) Democratic Opposition and Conclusion (8:03) Closing Remarks
Positive Market Updates and Key Economic Indicators - June 3rd Edition In this episode of Dividend Cafe, Brian Szytel reports from the Newport Beach office of The Bahnsen Group on the market's positive performance on June 3rd, despite initially lower futures. The DOW, S&P, and Nasdaq all saw gains. There was a minor decline in bond prices with a slight rise in yields. Key economic updates included an optimistic report on new job openings, which exceeded expectations, indicating employer confidence despite recent volatility. Conversely, factory orders fell slightly more than expected. The episode also touches on Elon Musk's criticism of a congressional spending bill and outlines the implications for government spending and debt. Upcoming employment reports are highlighted as significant data points to watch. 00:00 Introduction and Market Overview 00:37 Economic Indicators and Job Market Insights 01:26 Factory Orders and Economic News 01:53 Elon Musk's Reaction to Congressional Spending Bill 02:59 Debt to GDP Ratio Discussion 04:13 Upcoming Employment Data and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Market Updates, Tariffs Overruling, and Economic Indicators In this episode of Dividend Cafe, Brian Szytel from the West Palm Beach, Florida office discusses the day's positive market movements and notable economic events. Key topics include the overruling of tariffs by the US International Trade Court, revisions to Q1 GDP, jobless claims, and pending home sales data. The episode also addresses questions about high-frequency trading and rising treasury yields, emphasizing the potential deflationary impact of global indebtedness and market dynamics. Brian provides insights into the factors affecting market volatility and offers a preview of upcoming inflation data. 00:00 Introduction and Market Overview 00:35 Impact of US Trade Court Ruling on Tariffs 01:41 Economic Indicators and Employment Data 03:01 High Frequency Trading and Market Volatility 03:46 Rising Treasury Yields and Global Debt 06:33 Conclusion and Upcoming Insights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands
In this episode of 'Dividend Cafe,' hosted by Brian Szytel, the focus is on the recent positive movement in the markets driven by trade developments between the US and the UK. Key indexes like the DOW, S&P, and Nasdaq saw notable increases, while the 10-year bond yield also rose. Significant economic indicators such as jobless claims and productivity data are discussed, noting their implications on the overall economy. The episode also delves into central bank actions, highlighting interest rate cuts by the Bank of England and extensive monetary stimulus measures by the People's Bank of China. The episode closes by emphasizing the resilience and ongoing attractiveness of US markets despite short-term fluctuations. 00:00 Introduction to Dividend Cafe 00:20 Market Performance Overview 00:43 Trade Developments and Their Impact 01:27 Economic Indicators and Employment Data 02:22 Central Bank Actions and Global Implications 04:23 US Market Capitalization and Investment Insights 05:46 Conclusion and Upcoming Events 06:18 Disclaimer and Legal Information Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com