Podcasts about market recap

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceAfter a rip-roaring rally that began in April, sending the market to new all-time highs, the S&P is now cooling off.Is this just a short breather before stocks race back to new highs soon?Probably not, thinks portfolio manager Lance Roberts.He assesses that the downside risks outweigh the upside ones, and that a correction of about 10% or so is the most likely outcome over coming weeks.He and I discuss why he thinks so, as well as the US Treasury's version of Operation Twist that launched this week, the future massive potential impact of stablecoins and, as usual, Lance's firm's latest trades.For everything that mattered to markets this week, watch this new Market Recap#marketcorrection #inflation #stablecoins _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

US equities finished down in Monday trading, ending near session lows. Higher yields and oil were no help for stocks in fairly quiet Monday trading. In macro news, August's Empire Manufacturing Index beat, tied for the highest print since December 2021

Stocks are now "stuck" in a trading range after their recent upside breakout.Is the rally running out of steam?Or are new highs ahead, perhaps after a brief re-test?Portfolio manager Lance Roberts and I discuss the odds, as well as the future of AI stocks, the latest employment & CPI data and, of course, his firm's latest trades -- of which he made many over the past week.For everything that mattered to markets this week, watch this Market Recap.If your work depends on important conversations and making informed decisions, Plaud can help you capture what matters and revisit it when you need it most. Visit https://plaud.ai/adam and use code adam for 15% off all Plaud devices. That's P-L-A-U-D dot A-I slash adam.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #aistocks #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

US equities were mostly higher this week though upside was limited. The S&P 500 and Russell 2000 were both up for a third-straight week, setting fresh record closes this week. The momentum trade was a standout this week, notably for memory and select AI infrastructure names, while semis were also broadly higher. Laggards included off-priced retail, department stores, athletic apparel, homebuilders, China tech, airlines, and insurance.

US equities were mostly higher in Thursday afternoon trading. Some of the modest upside was tabbed to the rate rally that followed the cooler July core PPI print. However, the market is pricing ~34% chance of a September rate hike, little changed from Wednesday.

US equities were mostly higher in Wednesday trading, though ended a bit off best levels. Upside tabbed to a couple factors, including in line July CPI that helped keep yields down for the day

Here it is, your long-awaited, highly anticipated Faire market recap for this summer season.I've been watching brands in our community have wildly different experiences during this Faire market, and I've also been studying a lot of what people outside of our community have experienced.Some walked away with 6-figure orders over 4 days, others didn't get a single order, and we're talking about the same platform, the same market, the same 4 days.I'm going to share with you what I saw behind the scenes, what worked, what didn't, and what this means for your wholesale strategy going forward.Today's episode is brought to you by our Paper Camp program. Paper Camp is our wholesale coaching program where we teach you everything you need to know to build strong wholesale foundations. Over the course of 4 weeks, we tackle your product line, sales tools, and marketing plan, and we even talk about how to exhibit at trade shows if that's what you want to do. We start with your product line and go into everything from how often you should be releasing new products to ensuring that your numbers are sustainable for the wholesale market and their price for profit.Then we move into sales tools you must have for selling wholesale so you make a strong first impression with buyers like catalogs and your terms and conditions. Then, we cover marketing strategies and ways to reach various store owners.Each week's teachings build on the previous week, and we host weekly live engaging coaching calls to answer all of your questions. We will open enrollment for our next round of Paper Camp soon, and we sell this program out every time we run it. Join the wait list and you'll get early access to enroll.SIGN UP FOR THE WAITLISTYou can view full show notes and more at http://prooftoproduct.com/453Quick Links:Free Wholesale Audio SeriesFree Resources LibraryFree Email Marketing for Product MakersPTP LABSPaper CampMentioned in this episode:Wholesale QuizTake the wholesale quiz at http://prooftoproduct.com/blindspot

US equities were mostly lower in Tuesday trading. It was another very quiet session without much of a narrative. This is likely a function of the waiting game for CPI/PPI over next couple of days, given heightened attention/uncertainty surrounding the Fed.

Grab your coffee and join Jess & Megs for another episode where we chat about crochet and life!⁠⁠⁠⁠⁠⁠⁠TRY LARRY'S COFFEE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠JESS' YOUTUBE CHANNEL!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BERG BOX QUARTERLY!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠JOIN THE CROCHET BAES FACEBOOK GROUP!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CROCHET BAES MERCH!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SHUT UP & TAKE MY MONEY!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Got a question or comment? Send The Crochet Baes an email: thecrochetbaes@gmail.comFind Jessica & Berg's Nest Crochet online:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Email: bergsnestcrochet@gmail.comFind Megs & Megs Makes Crochet Online:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Etsy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Link Tree⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chan's Designs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for creating The Crochet Baes beautiful logo!

US equities were lower in Monday trading, though the downside was fairly limited. It was a very quiet Monday session with few updates around the biggest market narratives. Nothing on the US economic calendar today in macro news.

Stocks have recently ripped to new highs, after spending months in a trading range.Is this a sustainable breakout?Or a false one, as we saw back in June?Portfolio manager Michael Lebowitz discuss the odds, as well as the new surprise payroll numbers, his outlook for bond yields, as well as his firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#stockrally #jobs #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The market had a special kind of rally this week and there's a special kind of name for it! What's the name? TUNE IN TO FIND OUT!

Major US indices were higher this week, with the S&P and Nasdaq both seeing their strongest weeks since April and the S&P ending at a fresh all-time high. Momentum outperformed again, though semis and memory were up and down through the week. It was a noisy geopolitical week, with the market looking for progress on reopening the Strait of Hormuz.

US equities were lower in Tuesday trading, though the downside was limited and indices remain on pace for solid weekly gains. Q2 results still very strong overall, though there is some scrutiny surrounding semi and software results. Geopolitics has been a lingering issue, with oil notably higher today amid reports Iran-Oman deal reopening Strait of Hormuz could bar US and Israeli vessels

US equities were mixed in Wednesday trading. It was another heavy earnings day with more than 75% of S&P 500 having now reported. There were mixed takeaways with AI capex scrutiny, elevated expectations, AI adoption/usage/initiatives and resilient travel demand some of the big themes.

US equities finished higher in Tuesday trading, ending just off best levels. Geopolitics a focus today after morning's comments from Treasury Secretary Bessent that a deal on reopening the SoH could come today or tomorrow. June JOLTS job openings printed at 7359K

US equities finished higher in Monday trading, ending near session highs. It was a risk on session to start the month of August with multiple tailwinds in focus. The highest ISM manufacturing print in four years showed support for the solid macro narrative.

In this episode, Pete welcomes veteran podcast producer Chris Stone back to the show for a candid conversation about today's mattress and furniture retail landscape. Drawing on more than 40 years of industry experience, Pete shares practical strategies for navigating slower sales, increased competition, and the challenges facing retailers today.   From actionable business insights to engaging conversation, this episode delivers valuable perspective and real-world advice to help you adapt, grow, and move forward with confidence—only on The Pete Primeau Show.  

There's one person in America that has NO situational awareness! Who? TUNE IN TO FIND OUT!

US equities were modestly higher this week, with the S&P 500 and Nasdaq both up for a second-straight week. Semis, memory, and AI infrastructure names sold off sharply at the beginning of the week, but a late week rebound was tabbed to factors including oversold conditions and a largely exhausted unwind. The July FOMC meeting ended with no rate change, as expected, though featured three dissents in favor of a 25 bp hike.

US equities were higher in Thursday trading. The momentum trade bounce was the big story. It played into recent talks around the unwind trade being largely exhausted. The biggest focus was on the hedge fund Situational Awareness, which suffered heavy losses from AI trade selloff, and is now said to have exited all of its public positions.

Stocks were lower in very choppy post-FOMC trading, with a lot of Fed-related moving pieces. Chair Warsh's press conference offered very few takeaways, though both stock and bond market volatility may reflect some uncertainty around the Fed's reaction function and lack of forward guidance.

US equities were mostly higher in Tuesday trading, not far from best levels. Breadth solidly positive, equal-weight S&P led the cap-weighted index by ~90 bp. Momentum selloff continues to reflect fears around AI capex/ROI, open-weight/China competition, circularity.

US equities were mostly higher in Monday trading. Today's risk sentiment was bolstered by a pause in kinetic hostilities in the Middle East. In macro news, June headline durable goods missed, though core capital goods orders and shipments both beat.

GET YOURSELF SOME LMNT, INCLUDING YOUR FREE 8-COUNT SAMPLE PACK at https://drinklmnt.com/ThoughtfulMoneyAre cracks starting to show in the market?The S&P has gone nowhere for two months now, and a momentum sell signal has just triggered.It has also recently broken out of it's trading wedge...to the downside.Are these signs that should worry investors a larger correction may lie ahead? Or are there good reasons to expect a recovery soon?Portfolio manager Lance Roberts and I discuss the odds, as well as the sustainability of the AI trade, the most common ways retail investors self-sabotage their returns, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.#marketcorrection #aistocks #technicalanalysis _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Wow… there's so much going on, we can't come up with just one pithy comment to get your attention. How so? TUNE IN TO FIND OUT!

Major U.S. equity indices declined this week, extending last week's pullback. Markets spent the week balancing strong AI enthusiasm against rising geopolitical and macro headwinds. Mag 7 earnings got off to a rough start despite solid results, highlighting investors' sensitivity to AI spending and margin pressure.

US equities finished down in Thursday trading, ending a bit above session lows. Big tech was broadly lower with GOOGL and TSLA the notable Mag 7 decliners on their reports. Capex a notable overhang on the former though remains a positive for the AI infrastructure narrative.

US equities finished mostly lower in Wednesday trading, though S&P gainers/decliners were fairly evenly split. Overall, momentum extended Tuesday's bounce.

US equities finished higher in Tuesday trading, ending not far from best levels. Momentum bounce was the big story today, though with no particular catalyst at play.

US equities finished lower in Monday trading, ending near worst levels. It was a fairly quiet session, but the narrative was still dominated by familiar themes. With few macro catalysts on the calendar this week, attention is pulled ahead to earnings: 86 S&P companies reporting this week.

What does it mean when stock go down on great news? TUNE IN TO FIND OUT!

US equities were lower this week as the S&P 500 and Nasdaq broke back-to-back weekly gains, while the small cap R2K was down for a third-straight week. Iran tensions ramped up again this week with the latest hostilities between the US and Tehran.

The second quarter of 2026 is officially in the books! In this episode, Austin Wilson, Jessica Hinks, and Chase Rose are breaking down what actually happened in the markets, what drove the movement, and what it all means for your financial plan going forward. They also share what clients are asking right now, what you should be watching for, and even highlight a few pieces of good news from around the world!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e41Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

US equities finished lower in Thursday trading, near session lows. Thursday saw another rotation out of momentum and into select cyclicals and more defensive pockets of the market. In macro news, headline June retail sales are up 0.2% month over month, in line with consensus but below May's upwardly revised 1.0%.

US equities were higher in Wednesday trading. Breadth was positive, though the equal-weight (RSP) trailed the cap-weighted index by over 50 bp. Momentum was under pressure again as SOX reversed its Tuesday's gains, with no help from positive ASML results.

Christmas in July continues, and this week we're heading to O Little Christmas Market!Jennifer and Josh recap the movie from beginning to end, discuss what worked, what surprised them, and why this one felt like a big improvement over last week's premiere.Along the way, we hand out plenty of Gold (and maybe a little Coal), talk standout performances, favorite moments, and whether this movie deserves a spot on your holiday watch list.If you've already watched it, we'd love to know:⭐ Was this one Gold... or Coal for you?Grab your favorite Christmas drink and weigh in with your thoughts! And -- as always -- may your days be merry and bright!

US equities were mostly higher in Tuesday trading. The rate rally on a cooler June CPI was a positive for risk sentiment, offering some pushback against the recent hawkish lean in Fed narrative. The momentum bounce was another tailwind following the latest unwind pressure that continued to be largely chalked up to technical dynamics.

US equities were lower in Monday trading as stocks ended a bit off their worst levels. Another big momentum selloff was the focus of the day, following a weak Asia session overnight. Similar to the momentum unwind that preceded last week's stabilization, there was no notable fundamental catalyst for the move

The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index.And while this trade has propelled the S&P higher, it's starting to show signs that it may be sputtering out.A head & shoulders formation appears to be forming. If confirmed, then it's highly likely semis will pull the overall down with them as they correct.Portfolio manager Lance Roberts and I discuss the odds of this, as well as the overall status of the AI trade, the latest jobs numbers, the resumption of kinetics between the US & Iran and the resulting likely impact on the price of oil, as well as, of course, Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#semiconductors #marketcorrection #oilprices _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

It was a mixed bag this week. How so? TUNE IN TO FIND OUT!

Small caps ripped. Gold fell. Bitcoin argued with itself. David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down what actually drove Q2 returns — corporate earnings, not headlines — and why the "Everything Bagel" approach to diversification just proved its worth again. No hot takes. Just the data behind small caps outrunning big tech and nobody talking about it.      Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   00:00 - Speculation Has No Earnings 00:28 - Q2 Review Kickoff And Quick Sports Talk 02:32 - The Quarter's Surprise Winners 06:07 - Earnings Boom Bonds Lag Gold Falls 11:22 - Bitcoin As Risk Asset Debate 12:56 - Valuations Concentration And Market Breadth 19:13 - Diversification Still Works 27:34 - Inflation Expectations And Fuel Spillover 34:35 - Ignoring Headlines And Staying Long Term 36:57 - AMA Requests And Closing   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/   About "Off the Wall":  Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com  

Major US indices were mixed this week, with the S&P and Nasdaq both rising for the fourth time in the past five weeks. The week saw some stabilization in the momentum trade. June ISM Services was in line with consensus.

US equities were higher in Thursday trading, with the S&P 500 and Nasdaq now on pace for weekly gains. Momentum was again the big driver in a continuation of Wednesday's rebound. The broadening-trade was back in evidence after yesterday's narrowly focused gains, with the RSP not far below another fresh record close.

US equities were mostly lower in Wednesday trading, though near the session highs. Geopolitics drove some of the broad risk-off today; oil and Treasury yields were up while S&P decliners outnumbered gainers by three to one. June FOMC minutes were largely uneventful.

US equities were lower in Tuesday trading, though off their worst levels. The momentum trade names led the market to the downside, with notable weakness in memory, semis, and AI energy infrastructure. Today's action extended the recent momentum selloff which has been attributed to factors including the growing fears around the return on investment for AI capex, Chinese and open source model competition, and frontier model commoditization.

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Mike and Brad break down the performance of the financial markets during the second quarter of 2026, discussing the key economic events that influenced stocks, bonds, and investor sentiment throughout the quarter. They examine the latest developments in inflation, interest rates, economic growth, corporate earnings, and Federal Reserve policy, while providing perspective on what these trends could mean for investors heading into the second half of the year. Brad also shares his insights on navigating ongoing market uncertainty, maintaining a disciplined long-term investment strategy, and avoiding emotional decision-making during periods of volatility. Whether you're an investor, retiree, financial advisor, or simply interested in understanding today's financial markets, this episode offers valuable insight into the Q2 2026 market recap, current economic conditions, and what investors should be watching next. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com.

Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there's a real risk now that reality won't be able to meet them.And once the Wall Street analysts realize that, they're going to have to adjust downwards -- which will pull stock prices down with them.Lance and I discuss the odds and potential timing of such a repricing, as well as the latest jobs numbers, the challenges of the "sandwich" generation, and of course, Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#jobsreport #earnings #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Today's Post - https://bahnsen.co/3R54h8Z David Bahnsen previews a forthcoming mid-year Dividend Cafe recap and notes a CNBC interview on market excesses in AI/tech and investor behavior. Markets rose sharply (Dow +300, S&P +1.1%, Nasdaq +2%) led by communication services; Google's first day in the Dow coincided with Verizon's exit, while materials fell. He argues recent breadth versus index performance supports rotation over correction, and questions whether stock and bond markets are truly pricing Fed rate hikes despite high futures-implied odds; the 10-year ended flat at 4.37%. He reviews Iran-US ceasefire uncertainty and Supreme Court activity, including sending the Lisa Cook firing dispute to lower court for due process while upholding an FTC firing. He flags bipartisan interest in taxing/data-center limits, discusses a likely housing bill with limited impact versus state/local barriers, cites rising supply-chain cost indicators, weak new-home sales and falling prices, notes Fed balance-sheet growth, oil at $70.50, and upcoming JOLTS and jobs data (Thursday). 00:00 Welcome and Week Ahead 02:12 Market Recap and Rotation 04:17 Fed Hike Debate 07:04 Geopolitics and Supreme Court 10:03 Data Centers and Housing Bill 12:59 Economy Housing and Fed Sheet 15:14 Energy and Jobs Week 16:05 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Markets are super-saturated in speculation.An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives."This will end in tears" warns portfolio manager Lance Roberts.We discuss the why & when of it, as well as the latest capital rotation underway, new risks to the AI bubble, oil prices and future inflation, Bitcoin's troubles, and of course Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bitcoinprice #aistocks _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.