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This week on America on the Road, Jack Nerad and co-host Chris Teague test two cars that are about as different as two cars can be — the 2026 Lexus LC 500 and the 2026 Toyota Prius. In the news and comment section, Jack and Chris break down major shifts in the global auto industry as electric vehicle sales slow and automakers adjust their plans. The show also features a deep dive into new pickup and EV technology, and an in-depth interview with Mazda launch strategy expert Jon Leverett.
In this special pre-market editorial, we're joined by Rick Bensignor, President of Bensignor Investment Strategies and publisher of the Supposedly Irrelevant Factors institutional newsletter. Rick also runs the In The Know Trader platform, offering the Tactical Trader Report and Daily Tip Sheet for active investors. Rick breaks down how his models identified the recent market top, why sentiment feels far more bearish than positioning suggests, and the price levels he's watching to determine whether this pullback deepens or stabilizes. He also shares his outlook on AI names, Bitcoin's sharp correction, precious metals resilience, and where miners, energy, and natural gas fit into the broader risk picture. Key Discussion Points Recent market top & downside targets - How Rick used DIA and SPX levels to call for a 5–8% pullback. Sentiment vs. data - Why headlines sound bleak, yet investor polls remain closer to neutral. AI shakeout before another major rally - What a true “washout” would look like and why Rick expects another powerful upside leg. Bitcoin, gold & miners - BTC as a risk gauge, gold as the steadier hedge, and why GDX may still see volatility. Energy & natural gas - Oil's long downtrend and how Rick is trading nat gas after buying near the lows. Stocks/ETFs Mentioned: DIA, SPY, QQQ, IWM, SLV, GDX, XLY, XLC, XLK, XLE, Bitcoin, gold, silver, crude oil, natural gas. Click here to visit the In The Know Trader website - https://intheknowtrader.com/ ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
2 suggestions for EVERYONE:1. Journal - it always helps me look back at situations like what now feels like. 2. Get the $5 Trendspider trial this weekend and have Sidekick analyze your portfolio for risk and potentially make suggestions. Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
We're joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a breakdown of Monday's sharp market rebound following Friday's China-driven selloff. TG shares how his Moxie Indicator helped flag the correction in advance, why volatility was flashing warnings, and how he's now positioning into the next phase of this bull market. Key topics discussed: Friday's selloff setup: how rising VIX + Moxie divergences signaled a short-term top Monday's rebound: why TG views it as “healthy” and what must confirm a true uptrend Trading framework: waiting for price to reclaim moving averages and Moxie > 0 before sizing long Sector leadership: nuclear energy, AI infrastructure, and drone stocks still showing strong relative strength Commodities watch: gold and silver looking stretched; uranium and copper remain structurally bullish Webinar preview: TG's upcoming Thursday, Oct 16 session on spotting divergences, Moxie signals, and risk management strategies Stocks / ETFs Mentioned: SPX, UVIX, VIX, RUT, IBIT, FNGU, FNGS, GDX, SIL, SILJ, URA, URNM, UUUU, SMR, OKLO, COPX, COPJ, XLE, RCAT, DNA, GEV -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Is the Fed press conference a sell the news event? Or in September 2026 will the market be up? What about these stocks? Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
Chris Vermeulen says the market's price action is what matters most, not Fed Chair Jerome Powell's comments. Vermeulen thinks the market's recent pullback was a buying opportunity, and today's broad rally is a sign of a continued melt-up. He also believes the recent defensive flows into sectors like utilities and healthcare were a sign of fear that has now turned into FOMO buying. He remains bullish on the market, but sees a potential correction on the horizon for the energy sector, specifically in the XLE.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down a high-conviction short opportunity in the energy space, triggered by a sudden shift in ISM sector data and weakening fundamentals in major oilfield service companies. Focusing on Schlumberger, he outlines a bearish calendar put spread targeting downside into earnings, with a 3:1 reward-to-risk profile. Ben also explores a broader macro angle, noting softening crude oil positioning among large speculators and offering an alternative, simpler XLE put play to capture a September–October market pullback. Both setups aim to combine macro, fundamental, and technical alignment for maximum edge. ITPM Flash Episode 86 A Slippery Slope with Ben Berggreen || Filmed 11-Aug-2025, Uploaded 14-Aug-2025 ||
A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report) If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year. Click here to visit the CPM Group website to learn more about the firm. Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels. lick here to learn more about The Schachter Energy Report
XLE is back to kick off San Diego Comic-Con 2025 with their annual READY PARTY ONE party at the Parc Nightclub in the Gaslamp District of Downtown San Diego. Bernie Bregman joins us to give us all the details, including theme, tickets, music, and all the details. Get ready to party SDCC!
Barbara Goodstein sees some standout opportunities in a few select groups of the market including defense, energy and crypto. Within the defense space, she points to the VanEck Defense ETF (DFNS) as well as General Dynamics (GD) and Rolls Royce (RYCEY) as ways to play that group. For energy, Barbara highlights U.S. energy independence as a reason why Middle East conflicts don't impact the U.S. as it used to, and she lists XLE and OIH among energy tickers to track. Meanwhile, for the crypto space she likes Strategy (MSTR) based off of its Bitcoin (/BTC) treasury reserve strategy. Barbara says that crypto could be "the next strategic reserve asset" and believes investors should hold some crypto in their portfolio.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Getting close to higher and higher highs... Economic reports holding strong! Oil on the move, VIX stable – what could go wrong? Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
As A.I. stocks rally on news of the Stargate project, Theotrade's Don Kaufman's stays bullish on Broadcom (AVGO) due to its ability to ride on coattails of leaders like Nvidia (NVDA). He later breaks down his bullishness in Nike (NKE) and bearishness in the energy sector (XLE). Rick Ducat dives into the technical trends of each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Volatility sparking up No rate cuts until maybe June now Inauguration just days away – what is in store? Guest – Pat Camuso – crypto tax specialist NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession. Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (META), (SPY), (XLE)
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, January 7th. Timecodes 0:00 - Yields, Vol & The Dollar 12:30 - S&P 500 Impacts 18:30 - XLV 21:00 - XLP, KO & PEP 26:00 - Calls Of The Day (AAPL & TSLA) 37:20 - Chart Of The Day (NVDA) 42:00 - XLE & XOM -- Learn more about FactSet: https://www.factset.com/lp/mrkt-call Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Nossos sócios Luis André Oliveira, Sarah Campos e Yara Cordeiro debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, foram divulgados dados de atividade (ISM de manufaturas) nos EUA, um pouco mais altos que o esperado, com melhora em componentes de demanda e queda em componentes de emprego. Também foi oficializado o fim do acordo que permitia o envio de gás russo para a Europa através do território da Ucrânia, como amplamente esperado. Foram divulgadas notícias de que o presidente Biden está planejando banir perfurações de petróleo e gás em certas áreas federais, através de uma lei que dificulta reversões futuras, impactando os planos do Trump de aumento de produção. O Mike Johnson foi reeleito como presidente da Câmara dos Representantes dos EUA. Por fim, foram divulgados dados de atividade também na China, com a parte de manufaturas ainda fraca, mas melhora na parte de serviços e construção. No Brasil, o noticiário seguiu repercutindo o bloqueio das emendas parlamentares, mas sem grandes novidades tendo em vista o recesso do Congresso. Ainda, foram divulgados os dados fiscais do BCB relativos a novembro, em linha com o esperado, mas com revisões baixistas no histórico da dívida pública, impactadas pela surpresa altista no PIB nominal do 3º tri/2024. Nos EUA, os juros fecharam entre 2 e 5 bps, e as bolsas tiveram desempenho misto – S&P500 -0,48%, Nasdaq -0,68% e Russell2000 +1,06%. O petróleo subiu quase 5%, enquanto o XLE (índice setorial de energia americano) subiu 3,44%. No Brasil, o jan/26 fechou 29 bps, o Ibovespa caiu 1,44% e o real ficou estável. Na próxima semana será importante acompanhar os dados de inflação no Brasil e na Zona do Euro, de mercado de trabalho nos EUA, e de atividade (indústria e varejo) também por aqui. Não deixe de conferir!
Today's Big 3 are LNG, IRM, XLE. Kevin Green walks through example trades on all 3 names and looks at the technicals on each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.Show Notes:Coterra Energy's Careful GrowthWhy APA Corporation Stock Is A Bargain NowRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
It's Fed week, and many are predicting a 60% chance the FOMC will drop rates by a half percent; elections are drawing nearer: How will markets behave? (Why the polls are never right) Markets' 4% loss two weeks ago followed by 4% recovery last week; reversal days tend to mark bottoms, but not always. Last weeks' reversal was very bullish, but that doesn't mean we cannot have another correction. One risk is oil prices. XLE is over sold. The three risks we're watching include oil; discussion on the true meaning of inflation. Prices vs rate of change are two different things. The linkage of the economy to oil prices. Lance describes the Roberts' Roomba behavior. Hilarity ensues. Inflation's effects on small businesses, per the NFIB Small Business Survey, a look at Sales Expectations vs actual sales. A brief explanation of our Radio commercials; the impact on earnings by economic activity. Resume Builder survey: Why Gen-Z are most difficult to work with. SEG-1: Fed Week & Oil Price Clues SEG-2: Three Risks We're Paying Attention To, Pt-1 SEG-3a: The Roberts' Roombas SEG-3b: Risks We're Paying Attention to, Pt-2 SEG-4a: Why We Play Commercials SEG-4b: Risks We're Paying Attention To, Pt-3 SEG-4c: Why Gen-Z is Difficult to Work With Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=R1-uDC1Ue8A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Oil Prices Belie Economic Weakness" is here: https://www.youtube.com/watch?v=HVKUNA8mTG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Create a Retirement Blueprint" https://www.youtube.com/watch?v=PDHDI0ulqcc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- 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/ #InvestmentTrends #StockMarket2024 #FinancialInsights #PortfolioManagement #MarketForecast #RecessionWarning #InterestRateHikes #WealthBuilding #MarketStrategy #EconomicAnalysis #FedPolicyUpdate #StockMarketTrends #EconomicRecession #InflationRisk #InvestmentAdvice #FinancialMarkets #FederalReserveOutlook #Markets #Money #Investing
Markets saw a 4% decline week before last; last week, markets recovered by 4% in anticipation of what the Fed is going to do this week. Did that big reversal day two weeks ago mark a market bottom? Not necessarily, because there are plenty of examples where such has occurred at market peaks. There is no doubt the recent reversal was bullish, and there is no real reason to be overly bearish at this point. However, risks remain, and one of them is in Oil Prices, which have continued to weaken. Despite a bounce following a sharp sell off, the trend in oil prices remains weak. That does not suggest much relative strength. There is a high correlation between the direction and trend of oil prices with economic activity. The Energy ETF, XLE, which also tracks oil prices very closely, is very oversold, and traders' positioning is very weak on oil stocks. It wouldn't be surprising to see a rotation into energy stocks leading up to the election, especially if it appears a Trump return to the White House is imminent. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=HVKUNA8mTG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #CPI #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #MarketVolatility #20DMA #50DMA #100DMA #OilPrices #EnergyETF #XLE #2024Election #InvestingAdvice #Money #Investing
It's Fed week, and many are predicting a 60% chance the FOMC will drop rates by a half percent; elections are drawing nearer: How will markets behave? (Why the polls are never right) Markets' 4% loss two weeks ago followed by 4% recovery last week; reversal days tend to mark bottoms, but not always. Last weeks' reversal was very bullish, but that doesn't mean we cannot have another correction. One risk is oil prices. XLE is over sold. The three risks we're watching include oil; discussion on the true meaning of inflation. Prices vs rate of change are two different things. The linkage of the economy to oil prices. Lance describes the Roberts' Roomba behavior. Hilarity ensues. Inflation's effects on small businesses, per the NFIB Small Business Survey, a look at Sales Expectations vs actual sales. A brief explanation of our Radio commercials; the impact on earnings by economic activity. Resume Builder survey: Why Gen-Z are most difficult to work with. SEG-1: Fed Week & Oil Price Clues SEG-2: Three Risks We're Paying Attention To, Pt-1 SEG-3a: The Roberts' Roombas SEG-3b: Risks We're Paying Attention to, Pt-2 SEG-4a: Why We Play Commercials SEG-4b: Risks We're Paying Attention To, Pt-3 SEG-4c: Why Gen-Z is Difficult to Work With Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=R1-uDC1Ue8A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Oil Prices Belie Economic Weakness" is here: https://www.youtube.com/watch?v=HVKUNA8mTG0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Create a Retirement Blueprint" https://www.youtube.com/watch?v=PDHDI0ulqcc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- 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/ #InvestmentTrends #StockMarket2024 #FinancialInsights #PortfolioManagement #MarketForecast #RecessionWarning #InterestRateHikes #WealthBuilding #MarketStrategy #EconomicAnalysis #FedPolicyUpdate #StockMarketTrends #EconomicRecession #InflationRisk #InvestmentAdvice #FinancialMarkets #FederalReserveOutlook #Markets #Money #Investing
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietly dominating the 2024 sector performance race – driven by everything from a friendlier Federal Reserve to AI-fueled electricity demand growth. To help you understand and capitalize on these trends, I take a deep sector dive into energy and utilities for this week's MoneyShow MoneyMasters Podcast episode. Joining me are Roger Conrad, Editor of Conrad's Utility Investor, and Elliott Gue, Editor of Energy and Income Advisor.We start by covering the big-picture environment in the energy and utilities sectors, including why energy demand should hold up despite concerns about China's economy and why (and by how much) investment in Artificial Intelligence-related data centers is boosting electricity demand. Elliott next discusses energy pricing and supply, as well as the reasons natural gas has struggled despite stability in oil. Roger shares his insights on the resiliency of the power grid, and how and where utilities are investing to improve it. Both experts also talk about how politics and policy shifts can impact energy and utility investments, as well as sector performance.The conversation next pivots to top picks in each sector. Elliott highlights a promising “Big Oil” name, a play on stronger gas pricing down the road, and an energy services stock he likes. Roger discusses an Eastern US power producer and a renewables play that shows promise. Finally, the two sector experts preview what they'll cover in more detail at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246
What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neutral stance, and what it means for future market pullbacks and opportunities. Learn about the pivotal shift in market leadership from high beta growth stocks to more stable value stocks, and how this balance is playing out between large caps and small/mid-caps.Sector dynamics are also under the spotlight as Katie highlights the potential revival in the energy and materials sectors. Hear about the promising signals from energy ETFs like XLE, OIH, and XOP, and the recovery prospects for base metals, especially copper. We also explore gold's unique bullish setup in the current commodity cycle and compare the defensive roles of healthcare and utilities sectors in today's market. Katie's breakdown offers a comprehensive view of sector shifts and how investors can position themselves to take advantage of these trends.Active management in volatile markets is a focal point as Katie explains how active managers can outperform through effective risk management and drawdown mitigation. Discover the significant role of technical analysis in identifying market trends and managing risk, particularly when fundamental factors take a backseat. Gain insights into the shifting dynamics of small cap and large cap benchmarks, the influence of the dollar's strength on market sectors, and the incorporation of international equity markets. This episode is packed with valuable advice and strategies, making it essential listening for any investor looking to navigate these turbulent times with confidence.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
The King of the Hill Corvette is making a comeback, and we have the specifications, the hype and our comments on what the newest and hottest version of “America's Sports Car” means to you and to General Motors. The just-released specs on the new 2025 Chevrolet Corvette ZR1 are mind-boggling. Tucked behind the driver and passenger is the most powerful V8 ever produced in America from an auto manufacturer, and it's housed in an iconic design that has the goods to challenge the world's best supercars. Former Road & Track Editor Matt DeLorenzo and former Motor Trend Editor Jack Nerad, who is, of course, the host of America on the Road and owner of a classic Corvette, will give their thoughts on what promises to be a landmark vehicle. While some observers suggest that we have enough crossover SUVs already, Toyota obviously doesn't think so. To prove the point, the brand recently introduced the first-ever 2025 Toyota Crown Signia, and it's set to arrive in dealerships virtually as you read this. The brand is taking an upscale approach with its new toy. Available in XLE and Limited trims, the Crown Signia is equipped with the Toyota Hybrid System and all-wheel drive. With a four-cylinder engine doing the heavy lifting, the hybrid system delivers a net output of 240 horsepower and achieves an EPA-estimated 38 mpg combined rating. The Crown Signia's handsome exterior boasts a stylish and sleek monochromatic grille and the option for 21-inch wheels. Inside, the premium cabin offers seating for five and a fold-flat second row. Passengers can enjoy a quiet ride with standard leather-trimmed seating, soft-touch materials, and the option of a panoramic glass roof. The likable new model is also equipped with a 12.3-inch Toyota Audio Multimedia touchscreen and comes with standard Toyota Safety Sense 3.0 advanced driver assistance system array. Of course, all this sounds as appealing as a hot fudge sundae topped with real whipped cream, but how does it drive? Guest co-host Matt DeLorenzo will tell us in his portion of the road test segment. In the other half, host Jack Nerad will describe his weeklong encounter with Volvo's newest version of its C40 Recharge battery-electric crossover coupe. The big news is the Single Motor version of the Volvo C40 Recharge that Nerad tested. It's the first rear-drive Volvo in years, and it makes the handsome C40 Recharge a much more competitive player in the cutthroat BEV crossover market. This week, our special guest is Frank Hanley, head of automotive benchmarking at J.D. Power. If you want to know which vehicles are most loved by their owners—something that most of us would really like to know—he's the man to tell you. We'll have the results of J.D. Power's annual APEAL study and Hanley's analysis coming up in our interview segment. If you haven't noticed, new and used cars have rocketed up in price over the past five years, and now Cars.com details that trajectory in a new study. We'll have our take on what the trend means to you. Tesla is in the news again —isn't it always? — as it recalls more than 1.8 million vehicles for a safety problem. We'll tell you what the issue is this time and share our reactions. And there's a battle brewing over automatic emergency braking. We'll tell you who the combatants are and what is likely to happen next. America on the Road is brought to you by Driving Today.com, Mercury Insurance, and EMLandsea.com , the publisher of Nerad's latest book, Dance in the Dark, which is available HERE on Amazon.com
If there's one episode you listen to, it should be this one. It's a complete list of why I buy stocks, why I hold stocks and when I look to sell stock using $COST, $MSFT and others as examples. 1) 3pm Spaces today on Twitter (or X) 2) I bought $MSFT - why 3) What to do when you buy a stock 4) $AAPL portfolio management by Stephanie Link 5) AI earnings 6) Hedge Funds moving to $XLE and $XLB 7) Earnings including an Alpha Pick that's up 20%+ 8) Crypto SEEKING ALPHA PREMIUM - save up to 20% plus a FREE 7 day trial Sign up for ALPHA PICKS here - SAVE $50. SIGN UP FOR TRENDSPIDER AND GET ALL OF THESE 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists 4) Custom Scanners to find entries TRENDSPIDER SALE - best offer available (limited time) Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page - $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964
كلام ينوّر أول بودكاست عربي مبسط عن الحياة المالية ، في اللينك ده هتلاقوا كل الروابط الخاصة بكلام ينور تقدروا تتواصلوا معانا وتسمعونا من خلالها linktr.ee/Kalamyenawar زوروا موقعنا الإكتروني هتلاقوا الحلقة مكتوبة بالكامل وهتلاقوا ترجمة لبعض الكلمات والمصطلحات اللي اتقالت في الحلقة 169: episode-169 في حلقة النهارده بنتكلم عن واحد من أهم أدوات الاستثمار اللي ممكن تستفيد منها في تنويع محفظتك الاستثمارية، وهي صناديق المؤشرات المتداولة (ETFs) اتكلمنا قبل كده عن الصناديق المتداولة ولكن النهاردة بتكلم بشكل أعمق شوية عن الصناديق المتداولة اللي بتتركز على القطاعات المختلفة في السوق الأمريكي في حلقة النهاردة: إيه هي صناديق المؤشرات؟ إزاي الصناديق بتساعدك تنوع استثماراتك وتقلل المخاطر؟ المصروفات الإدارية لكل صندوق وازاي حجم الصناديق دي بتأثر على الاستثمار؟ أهم 11 صندوق مؤشرات متداولة على القطاعات في السوق الأمريكي: قطاع التكنولوجيا (XLK) قطاع المالي (XLF) قطاع الرعاية الصحية (XLV) قطاع الطاقة (XLE) القطاع الاستهلاكي غير الأساسي (XLY) قطاع الاتصالات (XLC) القطاع الصناعي (XLI) القطاع الاستهلاكي الأساسي (XLP) القطاع الخدمي (XLU) قطاع العقارات (XLRE) قطاع المواد (XLB) ما تنساش تضيف الصناديق دي لقائمة المراقبة بتاعتك، و تبعت لنا أسئلتك واستفساراتك، و استنونا في حلقة جديدة الأسبوع الجاي تابعوا حلقتنا واكتبولنا آرائكم بعد سماع الحلقة إدعمنا على patreon/Kalamyenawar تابعوا شمس على OmarShams@Linkedin OmarShams@clubhouse تنويه هام: جميع الآراء التي تم التعبير عنها من قبل شمس وضيوف البودكاست هي آراؤهم الشخصية ولا تعكس رأي أي كيان ينتمون إليه. هذا البودكاست مخصص لأغراض تعليمية فقط ولا ينبغي الاعتماد عليه في القرارات الاستثمارية. أي اعتماد على المعلومات المقدمة يتم على مسؤوليتك الخاصة #كلام_ينوّر #بودكاست #بودكاست_عربي #بودكاست_بالعربي #استراتيجيات #استثمار #صناديق_مؤشرات_متداولة #قطاعات
This episode is chock full of goodies to trade/invest on. 1) CPI on Wednesday is key 2) Earnings this week 3) $TSLA robo taxi 4) $XLE and Energy stocks continue to run 5) All social requests for stocks SEEKING ALPHA PREMIUM - my $50 off coupon - save up to 20% Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. BIG Trendspider sale - get it for the year while the sale goes on and I'll send you: 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists 4) Custom Scanners to find entries Click this link - https://trendspider.com?_go=gary93 Then email me at dailystockpick3@gmail.com and I'll send you the welcome letter with everything to import. I collaborated with My Weekly Stock on a VERY timely FREE newsletter - When to Sell - dailystockpick.substack.com Want to beat the S&P? Sign up for Alpha Picks here. Seeking Alpha Premium and my paid newsletter have FREE 7 day trials available. TRENDSPIDER SALE - best offer available (limited time) Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you the welcome letter that includes all the algorithms, watchlists and scanners that you see me use each and every day. Get $50 off a year of Seeking Alpha. https://www.sahg6dtr.com/2L9M597/R74QP/ Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 NOTES All links in the FREE newsletter - http://dailystockpick.substack.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message
How much money do you need to retire? We will take a look at that age old questions. We review three defensive ETFs that all hit 52-week highs on Friday. We also cover some high yield dividend investments that may perform well in the current market if we get the anticipated interest rate cuts from the Federal Reserve in 2024.
EASTER SALES Trendspider sale is active NOW! SALE ENDS SOON SEEKING ALPHA PREMIUM - my $50 off coupon for a limited time gets you 1 year for $179 - SALE ENDS SOON Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Today: 1) Inflation readings the market will digest for Monday 2) Catalysts for next week - $TSLA - $DIS 3) A look back at Q1 winners - $XLC and $XLE - how to find the future winners in these ETF's BIG Trendspider sale - get it for the year while the sale goes on and I'll send you: 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists 4) Custom Scanners to find entries Click this link - https://trendspider.com?_go=gary93 Then email me at dailystockpick3@gmail.com and I'll send you the welcome letter with everything to import. If you don't have Seeking Alpha Premium, I think it's the best tool out there I collaborated with My Weekly Stock on a VERY timely FREE newsletter - When to Sell - dailystockpick.substack.com Want to beat the S&P? Sign up for Alpha Picks here. Seeking Alpha Premium and my paid newsletter have FREE 7 day trials available. TRENDSPIDER SALE - best offer available (limited time) Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you the welcome letter that includes all the algorithms, watchlists and scanners that you see me use each and every day. Get $50 off a year of Seeking Alpha. https://www.sahg6dtr.com/2L9M597/R74QP/ Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 NOTES All links in the FREE newsletter - http://dailystockpick.substack.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message
Unlock the mysteries of market seasonality with Jeffrey Hirsch as he illuminates the patterns of stock performance tied to the calendar. We delve into the Stock Trader's Almanac, with a spotlight on the January effect and the peculiarities of small versus large cap behavior, especially during election cycles. In our conversation, Hirsch dissects the nuances of interest rates, market breadth, and the small cap to large cap ratio, offering a treasure trove of insights for investors keen on decoding current market dynamics and forecasting future trends.Venture beyond the borders of the U.S. financial landscape as we traverse the globe, examining the seasonal strength in ETFs such as XLE and FCG and their implications on the energy sector. From China's economic hurdles to India's bullish surge, we confront the role of geopolitics and currency shifts during the market's 'best six months'. We also scrutinize sector rotation and market sentiment, arming you with knowledge to navigate potential volatility and capitalize on emerging market leaders.Lastly, we scrutinize the overarching influence of the Federal Reserve's policies and dissect the correlation between the 10-year Treasury yield and the S&P 500. Hirsch shares his expertise on the S&P 500's pivotal levels and the Fed's decision-making process, with a keen eye on credit spreads and bond market signals. Whether you're intrigued by Bitcoin's seasonal trades or seeking strategies for commodities like oil and gas, this episode is packed with actionable advice interwoven with the analytical prowess of a market seasonality guru.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Market seasonality, an upcoming presidential election, and a positive January Barometer. Jeffrey Hirsch, editor of the Stock Trader's Almanac, joins Investor's Business Daily's “Investing with IBD” podcast to talk about the upsides in these events. Learn about typical market behavior in a presidential election year, why the Fed just isn't what it used to be, and why it pays to watch the energy index (XLE) and stocks like Virco Manufacturing (VIRC) and Super Micro Computer (SMCI). Learn more about your ad choices. Visit megaphone.fm/adchoices
CPI ticks up – PPI ticks down – never a dull moment. Earnings season is here – Banks reported and most hit the skids. Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready! Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. Follow @andrewhorowitz Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, November 28th. Topics For Today's Pod ⤵️ - Rate Cuts Coming? - X Marks the Crude Spot - Chart Check on 10-Year Yields Timecodes 0:00 - Fed Sparks Rally 9:15 - S&P 500 12:15 - NASDAQ 12:40 - Yields 20:25 - Oil Trade, $XLE & $OIH 27:00 - U.S. Dollar & Gold 29:50 - Micron ($MU) --- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, November 28th. Topics For Today's Pod ⤵️ - Rate Cuts Coming? - X Marks the Crude Spot - Chart Check on 10-Year Yields Timecodes 0:00 - Fed Sparks Rally 9:15 - S&P 500 12:15 - NASDAQ 12:40 - Yields 20:25 - Oil Trade, $XLE & $OIH 27:00 - U.S. Dollar & Gold 29:50 - Micron ($MU) -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Finding something to lean on. John Kosar, president and chief market strategist at Asbury Research, joins Investor's Business Daily's “Investing with IBD” podcast to talk about how he's revised his metrics to forecast stock directions, and why he's looking for an offsides market and some support before heading in. Kosar also shares his thoughts on why he's watching ETFs like XLU and the XLE, and why Apple (AAPL) and Microsoft (MSFT) matter to the XLK. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, November 1st Timecodes 0:00 - Fed Update 6:25 - S&P 500 + Yields 12:00 - Energy, XLE & Oil 19:45 - Starbucks + Apple 31:55 - Highs vs Lows 38:45 - Semis (AMD, NVDA and MCHP) MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Markets exuded optimism today as the Dow lead with an over 500-point gain. With big names still on the plate for this week's earnings, one has to question, is the bull back? I'll offer my $0.02 on the issue, discuss some new trades and answer any listener questions that come in live starting at 2pm PT today!! #trading #futures #cryptocurrency #Energy #bitcoin #XLE Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/TraderMerlin Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart
A short week for the TraderMerlin family as I will be taking 2 days off to celebrate. Today, we will look at what has happened so far this week and answer a few listener questions that came in over the past couple days. The show will be live at 2pm PT today!! #trading #futures #cryptocurrency #Energy #bitcoin #XLE Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/TraderMerlin Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart
BlackRock makes a bold move in the race for a Bitcoin Spot ETF! Today, we will look at their actions as well as the frenzy it has created in the crypto markets. We will also look at the recent pullback in bond yields and the shrinking of the yield curve inversion The show will be live at 2pm PT today!! #trading #futures #cryptocurrency #Energy #bitcoin #XLE Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/TraderMerlin Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, October 11th. Timecodes 0:00 - PPI + Yields 7:00 - S&P 500 11:10 - NASDAQ-100 12:45 - U.S. Dollar, $UUP Update 17:00 - Crude Oil Gaps 20:20 - XLE, Exxon Charts 23:40 - Delta Chart 27:00 - Domino's Chart 29:35 - Fastenal 31:00 - Banks (JPM, BAC) 34:20 - United Healthcare (UNH) 35:20 - Industrials (XLI) MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
New to technical chart analysis? David Bartosiak explains the basics. (1:45) - What Is A Moving Average And How To Use It? (12:00) - Breaking Down Nvidia's Stock Charting Using Moving Averages (24:30) - Using Darvas Box Theory To Find The Right Time To Invest (28:40) - Golden Cross vs Death Cross: Are They Helpful To Identify Investing Trends? (37:10) - Using Moving Averages For Stocks On A Strong Run (46:20) - Episode Roundup:NVDA, ELF, DIS, WBBA, CTAS, CVX, XLE, IWM, SPY
Take to the Podcast First on of obviously did not have audio. We will discuss the market update major indexes, IWM leading the charge, silver gold, struggling energy, US or XLe surging.
Low IVR, Defined risk bearish diagonal spread in XLE who's 3 biggest components are XOM,CVX & SLB
Today's guest is Malcolm Turner Malcolm has over 25 years in the financial services industry but specializes exclusively in commercial lending. In 2007, he co-founded Castle Commercial Capital LLC, a national commercial mortgage banker and brokerage based in Southfield, MI. Show summary: In this episode, Sam interviews Malcolm Turner, co-founder of Castle Commercial Capital LLC. Malcolm shares his journey into commercial lending, starting with his background in financial services and his transition from residential lending to commercial lending. He discusses the challenges and opportunities in the current market, emphasizing the importance of finding the right financing options for different types of deals. Malcolm also talks about the benefits of bridge lending and gives examples from the self-storage industry. -------------------------------------------------------------- Intro [00:00:00] Starting a Commercial Mortgage Brokerage [00:00:49] Surviving the Financial Crisis and COVID [00:03:21] Specializing in Multifamily and Bridge Loans [00:05:46] The importance of speed and time in closing deals [00:11:34] The risk and challenges of unbankable deals [00:15:40] Strategic repositioning of a hotel property [00:19:16] The challenges and opportunities in the current market [00:22:27] Using premier properties to feed applications and keep occupancy high [00:23:34] The importance of meeting with a finance guy ahead of a deal [00:24:36] -------------------------------------------------------------- Connect with Malcolm: YouTube: @CastleCommercialCapital LinkedIn: linkedin.com/in/malcolmturner/ Facebook: https://www.facebook.com/malcolm.a.turner Twitter: @CastleLoans Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below: Malcolm Turner (00:00:00) - A lot of people that were doing bridge loan deals that shouldn't have. Mm. And so now with the price increases, okay, they're not competitive and it's like, oh, bridge loans are bad. No, that deal should have never been in a bridge loan in the first place. Sam Wilson (00:00:14) - Welcome to the How to scale commercial real estate show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big. Malcolm Turner has over 25 years in the financial services industry. He specializes, though, exclusively in commercial lending. In 2007, he co-founded Castle Commercial Capital, LLC. They are a national commercial mortgage banker and brokerage based in Southfield, Michigan. Malcolm, welcome to the show. Malcolm Turner (00:00:46) - Thanks, Sam. Thanks for having me on. I'm honored to be here. Sam Wilson (00:00:49) - Absolutely. Malcolm, The pleasure is mine. There are three questions I ask every guest who comes on the show in 90s or less. And you tell me, where did you start? Where are you now and how did you get there? Malcolm Turner (00:00:58) - I started in. Malcolm Turner (00:01:01) - Well, how far you want to go back? I started in financial services as a financial advisor. And then the laws changed with Glass-Steagall, where everyone got in everyone's backyard. You know, insurance guys selling brokerage and broker, selling insurance and got into residential lending. That was a tremendously lucrative at the time. You couldn't do deals fast enough. There wasn't enough appraisers to do them at that time. This is oh five, oh six, and was having a conversation with my pastor and his office one day about me doing the right thing for a client, which meant putting him in a fixed rate FHA loan, and my manager wanted me to put them in an option arm that would have blowed up three years later had we, you know, you know, new had a crystal ball. And I was like, Yeah, but this guy is a single guy. First deal. We should do the right thing, right? Oh, there you go, Malcolm Talking about that. Do the right thing. Stuff, you know, and I said to my pastor, why he's doing the right thing. Malcolm Turner (00:01:57) - A batch of dishonor. And he says, Well, if you were going to do a company, you know, mortgage broker, brokerage, how would you do it? I'm like, well, do commercial because commercial is about the numbers. It's not about the kitchens and the bathrooms. It's the math. You know, And we talked about I said, you set up an office and you have to build relationships with lenders and do this, that and the other. And that's about all it would take. It goes, Great, let's do it. I was like, Oh, I thought we were talking hypothetical. He's like, No, I love you like a brother and I trust you with money. We should do it. And I was like, okay. I was like, Well, I love you too, man, and I trust you. But the only thing about mortgages. So we would be doing all the work and we're splitting the money and I don't want to mess up our relationship. Malcolm Turner (00:02:41) - And he's like, Yeah, you're right, Malcolm. I totally get that. Tell you what, you you don't have to train me. I get it. I'll be humble, let you coach me. Um, let's build a legacy for our families, and I'll fund it. And you set it up, and then we'll be evenly yoked. I was like. Okay. And that's how Castle Commercial Capital was born 16 years ago. Sam Wilson (00:03:06) - Wow. That's a that's an unconventional story. I love that getting into lending in 2007 doesn't seem like the most favorable time to start a company like that. Malcolm Turner (00:03:21) - It was not. Our saving grace was the residential market crashed first. Commercial really didn't get pounded until 2010. That's about when the, you know, it finally caught up to commercial. You know, but since then, we've survived the great financial crisis. We survived Covid. You know, we've even survived just the latest rate increase over the last year because there's been quite amount, quite a bit of turmoil, especially on my side of the table. Malcolm Turner (00:03:54) - You know, lenders have gotten and all lenders are going out of business. You know, when lending stopped during Covid and in March of 2020, by the time June and July rolled around, some of those lenders didn't make it, you know, and we're still here. So I'm I'm I'm glad to do that. But, I mean, that's not because I'm special or anything like that. But I've always recognized like when Covid hit, I said, okay, no one's funding right now. Not sure when they're going to kick up. So let's redo our website. It's a great time to do it. Let's redo our marketing. As a matter of fact, let's come out with a commercial mobile lending app. Let's do that. You know, and so I've always tried to stay out front and say, okay, you know, like Wayne Gretzky said, you know, he's great because he skates to where the puck is going. Not to where the puck is, you know. And that's up the side. Malcolm Turner (00:04:51) - And then we just wrote our book financing the Bankable deal, you know, And so I was at the commercial, the National Commercial Mortgage Brokers Conference in Vegas last year, and I was talking to a bunch of commercial lenders and saying, Hey, I'm writing this book. Where do you guys think the market is going and what's it doing? And, you know, did I cover everything? You know, Is there anything I missed? And one of the guys was somewhat skeptical. And we had a breakout session the next day. And during the breakout session, he found out everyone on the panel had done business with me. But him. He was like, Wait a minute, you did business with him. You did along with him. And both of the guys going, Yeah, he sure did. Yes, he does. They're like, Well, okay, well, you got to get us in there, right? You know? And I was like, Yeah, okay. You know, that's awesome. Sam Wilson (00:05:38) - That's awesome. Well, tell me this. What what is the type of lending that you specialize in now? Malcolm Turner (00:05:46) - Right now, most of our business is multifamily. Most of our businesses are multifamily and we kind of slid into the bridge loan, the bridge lending space because you know, the market for deals. That are picked over and everyone's fighting for. If the market is this big, those deals are this big. Sam Wilson (00:06:09) - Right. Malcolm Turner (00:06:10) - And so there's another you know, this is a stat a lot of people don't know, but like 85% of commercial loan applications are denied. Yeah. Believe that are denied. Right. That doesn't mean that the other that the the 15% are great and the other 85% are terrible. You know, there's probably another 25%. Of those deals that are doable. They just don't know how to do them when their bank says no. Right. Right. And so I was at a a commercial multifamily meetup and a banker was doing the presentation on financing. And at the end of it, they said someone asked the question, well, outside of there were a small community bank outside of you guys doing loans, who else can do them? Another way to do multifamily as well, the small banks and big banks. Malcolm Turner (00:07:02) - And I was like, That's it. And they were like, Yeah, just just those two. And that was from their perspective, Right, Right. And I was like, okay. So I posted in the group on their Facebook page. There's seven alternative ways of financing deals between Fannie Mae, Freddie Mac, USDA, FHA, HUD, Right. Private lending, bridge lending. There's a whole smorgasbord of options, you know, and everyone's getting in the business. You have insurance companies, pension funds, hedge funds that are setting up mortgage funds. So there's plenty of capital in the marketplace. Now, deals, on the other hand, is another story, but there's plenty of capital to get to get deals done right. Just no matter what, it's going to cost you. And then if you're buying, can I price my deal where the cost of capital makes sense, you know? Sam Wilson (00:07:54) - Right. Right. That that's the the kicker right there. Can I price my deal where the cost of capital makes sense? And, you know, there's a lot of fear, I think, in the marketplace right now. Sam Wilson (00:08:09) - What are we on? And you would know this stat better than me, but I read it maybe. A month ago. That year to date, transaction volume in the multifamily space was down 75% nationally. The rising interest rates are a concern, as you said. You know, you guys have weathered through that. But having, you know, specializing in the bridge lending space, there's a lot of people that look at bridge lending now, especially with a, you know, suspiciously. They look at it and go, oh, absolutely. Bridge lending. Don't I got to go? Like, that's not for me. Tell me why it still is a good option for the deals you guys are getting done. Malcolm Turner (00:08:51) - Well, I think you start with when is it inappropriate? Mm. Right. If you have a cherry deal, it's cash on like crazy. You got tremendous occupancy or expense ratio is is fantastic. The property condition is great, the location is great. You know, you don't need a bridge loan. Malcolm Turner (00:09:16) - And what I've seen is for convenience and speed and just, you know, again, convenience because it's not as many hoops to jump through. A lot of people that were doing bridge loan deals that shouldn't have. Mm. And so now with the price increases, okay, they're not competitive and it's like, oh, bridge loans are bad. No, that deal should have never been in a bridge loan in the first place. Sam Wilson (00:09:39) - Right. Malcolm Turner (00:09:40) - You know, so for me I look at if the deal has something wrong, if it's got what we call heron on the deal, poor occupancy, poor cash flow, you know, there's all time. There's a situation where there's a time sensitive thing going on. Like, for example, I had to deal with closed where there was two partners, two guys partnering on a deal. They own the property probably about 5 or 6 years when I was getting a divorce. And and, you know, sometimes you see it coming. Sam Right. You sort of know the handwriting's on the wall, right? And the one partner says, Look, if you're getting divorced, we got to get out of this partnership because I don't want your wife winning, winning your half of the deal, and I can't be partners with her. Malcolm Turner (00:10:28) - Right. You couldn't make it work. I sure as hell can't. Right. So. So they were looking to get out fast. Their property manager was my client. So I have been he's been I do commercial real estate meetup here locally in Southfield, Michigan. And this guy's been coming to my meetups a couple of years and he had about ten rental properties. And so we did a portfolio loan, cashed out of his cash, a bunch of equity out of his residential. And then literally 45 days later, these guys said, Hey, hey, Rob, do you know anybody that might want to buy this property? Because we got to get out fast. And he was like, Hey, me, me, me, me, me. Right. He's already been the property manager and he had the cash and he knows what the issues were with, with the property, right. And there were certain things they were they should have done, but they weren't doing. They could have made it more profitable. Malcolm Turner (00:11:25) - And so he knew where it could go. So we financed that deal, got those guys out, and we closed in like 30 days. Sam Wilson (00:11:33) - Wow. Malcolm Turner (00:11:34) - You know, and for the speed for closing that quickly and beating the attorney right to the courthouse, you know, he got that property at like a 15 know 18% discount to value. Right? Right. So for some sellers. Speed and time. Let's just say time is more important than money. Right, Right, right. And so, you know, you have to say and play a blue ocean strategy. And say, okay, where am I looking at deals that no one else is looking at and then how do I make that work? And then that's where a bridge loan could come in. And even if the deal is is fine and there's no pressing issues like these two partners had, you might still offer that lower price. But I will close quickly. I will close in three weeks. I will close in 30 days or less, you know, and see if they bite now, if they don't bite. Malcolm Turner (00:12:32) - And he says, okay, fine, you didn't you know, you didn't bite. I guess I won't have to go the traditional route, you know, because there's going to be a higher cost with the bridge loan. Sure. Right. But if I'm getting an 18% discount off a value. I don't care. Sam Wilson (00:12:47) - Right. Malcolm Turner (00:12:48) - The math works, right? Sam Wilson (00:12:50) - Well, hopefully the math works, because even if it's a discount, if the current cash flows don't cover the, you know, the current expenses, then it becomes an interesting, interesting equation. Malcolm Turner (00:13:02) - Well, right. That's where the math has the math. Right. Right. And I say that in my in my book. The math has to work. Right. Right. And you can't fall in. And one of the mistakes sometimes investors will make is they'll they'll find a deal or maybe it's a deal that been paying on for a long time. It finally comes available. They get a shot at it and it's a bad deal. And I'm telling them it's a bad deal. Malcolm Turner (00:13:28) - They got other advisers telling them it's a bad deal and somehow they still trying to make it work. I remember I had a guy shop a deal to me three times in two years. In the first time, I was like, Yeah, I don't think this is going to work. He didn't listen. He went to someone else, you know, didn't work, pay some guys money up front to quote unquote pre-approval or some nonsense. Okay. And came back to me. And then the third time, a real estate commercial real estate brokerage here in town say, hey, Mac, I got a client coming in tomorrow. He's got this big deal downtown Detroit. We're trying to make it work, you know, I know it's short notice, but can you meet me in my office at 10:00? Because he doesn't have his financing set. And I was like, sure, sure. I walked up to the meeting and the guy's name the broker's name was Levi, right. And I was like, Hey, Levi, how are you doing? Is that good? He's like, Malcolm. Malcolm Turner (00:14:20) - I was like, Mike. And Mike was like, Hey, Malcolm, how are you doing? I'm like, Good. He was like, Oh, you know, each other. I was like, Oh, yeah, right. And we went to talk about the deal and he was like, Yeah, I got the spreadsheets. Like, It's okay, Mike. I got everything on your deal. I don't throw that stuff away. So everything you submitted to me is all those financials still the same? Yeah. Okay. Well, your options. The options I gave you six months ago. The options I gave you a year or two years ago. I'm probably the ones you still should take. And he wasn't willing to listen. He was so in love with this deal. He just couldn't let it go. Sam Wilson (00:14:57) - Mm hm. And it was a deal that should have just been let go, is what it sounds like. It was just a bad deal. Malcolm Turner (00:15:04) - It was. Well, it wasn't. Malcolm Turner (00:15:05) - I won't say it was a bad deal, per se. It wasn't a great deal for him. Right. And he ended up losing it. Someone else got it. And, you know, long story short, it was a deal that was probably like a million and a half. And I just saw it. It sold for like 5.20. Sam Wilson (00:15:22) - Wow. Malcolm Turner (00:15:23) - So, you know. But but if I you know, they always say, you know, there's there's more than one way to skin a cat. Sometimes there's only one. There really is only one. And if I say this is how you make it work and that's how you get it done and the guy doesn't want to do it was nothing I can do. I can only advise. Sam Wilson (00:15:40) - You can only advise. Let's talk a little bit about your financing, the UN bankable deal book. And again, you know, this kind of goes obviously hand in hand with bridge loans, things like that, that help get some of these deals across the across the finish line. Sam Wilson (00:15:56) - But what are un bankable deals and why? What's compelling about those that makes people even want to buy them? I mean, if banks are looking at it going way, way, way too much risk, kind of like you looking at it going, Hey. That's a that's a challenging deal. Like what? What's the motivation behind someone trying to get deals like that done And what's the what's the I mean, just give me some color behind that if you can. Malcolm Turner (00:16:21) - Sure, sure, sure. I mean, from my perspective, a good bankable deal has got some hair on it that scares the willies out of everybody else. So one, you're not going to have a lot of competition when it comes to negotiating the deal, because most people, I think, don't think it's possible. Right. To you know, like I said, it may have cash flow issues or occupancy issues. And the question becomes, does your team because I believe teamwork makes the dream work. Right? Does your commercial real estate team have a plan? To turn that property around. Malcolm Turner (00:16:59) - You know, sometimes that that property, that own banker will deal is a hotel that's failing miserably as it is a lot of hotels right now, Sam, that are in trouble. A lot of the biggest category of deals in foreclosure and forbearance. Our hotel deals. Okay. Sam Wilson (00:17:18) - It's not it's not office space. Malcolm Turner (00:17:21) - No, it's hotels. It's hotels. Sam Wilson (00:17:25) - Tough. Why? Malcolm Turner (00:17:26) - Because if I'm, um. Ford. Okay. And I'm leasing 50,000ft², and I've got a five year lease, right? I'm paying my bills. Right? Right. For may try to negotiate with the landlord, but I'm paying my bills. Yeah, okay. In a hotel, though, right? It's consumer based. So Right. So the consumers are like, Yeah, that area's not that hot anymore or we don't like that property anymore or it's not managed well. It can drop like a hat. You know? And so as an investor, though, sometimes we know in commercial it's about highest and best use. Right. Malcolm Turner (00:18:14) - So one of my examples in my book is about strategic repositioning. I had a client, she bought one of these, um, drive in like motel type places. You know, we're talking about, you know, the movies. You pull up to it, that's where everybody hides out and trying to hide from the FBI. You're on the lam. One of those type hotels. And she closed off the place. She put wrought iron fencing all around it. She made it senior only because seniors only need about that much square footage. Right. She took the wall out and the and the back of the unit in between. So she made two units. One one unit is like their living area and the other unit is a bedroom. Sure. Bedroom, private bath. Right. The other one was like a little living area with a kitchenette. Okay. She provided housekeeping for them. She provided meals for them three squares a day, all for all inclusive price of, like 2500 a month. Sam Wilson (00:19:15) - Wow. Sam Wilson (00:19:15) - Okay. Malcolm Turner (00:19:16) - The square footage was only 432ft². We? You know, that thing was cash flow and like crazy, right? Sam Wilson (00:19:30) - I'm sure it was. Malcolm Turner (00:19:32) - You know, And so she's like, let me do it again. And so that's where now if she goes to get a loan for multifamily. That's not going to work there. Look, this is a hotel, right? You're going to have to do some renovations to it. We don't know about your experience doing that, you know? How successful is it you're going to change the use? What about. But if somebody has a plan and they've got it worked out and she had a chef that would come in in the in the clubhouse of the of the place, he would cook meals for all the residents on a daily basis. It worked out. It cost her like $5 a meal. Wow. Right. The maid service, same thing. And the great thing about the maid service. They're all seniors, right? They're on fixed income. They loved the fact that meals, housekeeping, everything was included for her. Malcolm Turner (00:20:26) - She knew her property was going to get kept up because the maids going in there cleaning everybody stuff. And if somebody was having a rough time, if they were sick or they weren't doing well, the maid would know first. Sure. And say, Hey, Mrs. Johnson, And you know, Unit three B is struggling. You may want to call her adult children, have them come check on her. You know, So it was a way to better manage the property as a property manager because the maid was giving her all the gossip on what was going on with the place, you know, and every unit was maintained well, and she made a really good profit. Oh, and she gave them cable, right? Because she gave them like basic cable. And the only thing those tenants had to pay for was their own cell phone. Sam Wilson (00:21:08) - Wow. Malcolm Turner (00:21:09) - Wow. And that was not a bankable deal. But that was where, you know, and I believe she bought that property all in between the renovations and the purchase was like a mill one. Malcolm Turner (00:21:23) - And I think the value of our cash flow was something like 2.4. Wow. And then when I met her, she wanted to cash out, refi and then go buy her another one. Sure. And I was like, Absolutely. Sam Wilson (00:21:37) - Absolutely. Yeah. Because you got the model. I mean, that's it. And I think that's what I'm hearing you say here is anything that is outside of the ordinary, it's not maybe cash flow positive and or if it is cash flow positive, the value add plan has not yet been implemented. A heavy value add plan has not yet been implemented. So what you need are a couple of things. Tell me if I'm wrong, but you need someone with a skill set to implement the heavy value add plan. Yes. And then, you know, obviously, you know, that's really it. In the second part is to have that plan. So if you have those two things inside of a deal, maybe that non-traditional or the lender's traditional lenders won't look at, you need to go to the non-traditional route, which is through maybe somebody like yourself that helps specialize in that. Malcolm Turner (00:22:27) - Okay. And there's money for you know, there's money for all of that. And as lenders who aren't scared. Of a value add project. Right. They're not scared of even if it's like a straight, like obviously repositioned, but also just, you know, this is a property that maybe market rents are 1200 a month and the current rents are like 700, 800 bucks. The owner is like, you know, 82 years old. And he just didn't feel like putting everyone on a new lease. So the whole rent roll is month to month. You know, it's on the market and the bank is like, Yeah, yeah, we didn't want to do that. But if you've got a guy that's got, let's say, 4 or 5 properties already in the area, he's bringing in applications, right? Rental applications from those other properties. Okay. He knows I can fill up those 20 units easy, no time. You know, I know guys, they do self storage like that. They'll have a great location and they'll they'll have one property. Malcolm Turner (00:23:34) - That's the real big marketing property. It's on such a great corner that property is always filled and they use those extra locations to fill other self storage. They got like 5 or 6 other self-storage units that are not on great locations, so therefore they were cheaper. Sam Wilson (00:23:50) - Right. Malcolm Turner (00:23:51) - Right. And they use the one premier property, right? The trophy property to feed the applications and keep the occupancy high and the other self-storage properties that they have. Sam Wilson (00:24:02) - That's awesome. I love it. I love it. Malcolm, I've learned a lot from you here today. Learned about bridge lending. You learned about the times when it's a good application and a good opportunity to use that. Talking about your book Financing the Unbreakable Deal, we've talked a lot about the advantages of using bridge lending, convenient speed. The yeah, just went kind of through a lot of those details on that. I've learned a lot from you. Certainly appreciate you taking your time to come on the show today. If our listeners want to get in touch with you and learn more about you, what is the best way to do that? Malcolm Turner (00:24:33) - They can find us on YouTube. Malcolm Turner (00:24:36) - We have a YouTube channel, Castle Commercial capital. You can find us on YouTube. Our website is Castle Commercial Capital. I also have my book website, which is financing them. Bankable deal. They can learn more about the value that's in our book and if they want to book consultation, I offer this to all of your listeners there. They can have a free consultation for half an hour with me to discuss the deals that they're working on and future deals, because one of the best ways to be really effective with your financing and I put this in my book is to meet with your finance guy ahead of the deal and say, Hey, here's where financing is at, here's where it's going, here's the best deals to get done, and then go out in the marketplace and see which. And it's amazing. Sometimes I'll have a conversation with someone. And literally three days later, I found just the deal you were talking about. Really? Yeah. But it's like and I'll end with this, it's like getting a car, you know? I got a black Toyota Venza, XLE. Malcolm Turner (00:25:36) - Not a whole lot. I'm on the road. Most. We don't even know what that car is. I didn't know what it was. I fell in love with it when I saw it. Right now, I see them all the time. Every day. Right? Right. It's like once you get an eye. For certain types of deals. You see them. You know, I've got an eye for commercial real estate. You know, I personally like to buy single tenant leased properties that are vacant. So every time I'm driving down the street and I see an empty McDonald's or a former Baskin-Robbins or a close Starbucks, I'm like, ha ha ha. And then I'm reading What's the other tenants around that? And most people just drive by those places, right? Sam Wilson (00:26:15) - I love it. I love it. Malcolm, thank you for taking the time to come on the show today. We'll make sure we include the links to your book and to your website there as well. There in the show notes. Sam Wilson (00:26:25) - I certainly appreciate your insight and your time. Malcolm Turner (00:26:27) - Hey, thanks for having me on, Sam. I appreciate. It was fun. Sam Wilson (00:26:30) - Hey, thanks for listening to the How to Scale Commercial Real Estate podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts, whatever platform it is you use to listen. If you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories. So appreciate you listening. Thanks so much and hope to catch you on the next episode.
Price targets, trends and charts on some of 2023's most important commodities, and how to invest in them. (1:30) - What Exactly Is Going On With Commodities As A Whole? (7:45) - Breaking Down Oils Current Performance: What Should Investors Expect? (13:00) - Should You Be Investing Into Gold Right Now? (17:15) - The Smart Metal: What Is Copper Telling Us About The Market? (20:30) - The Hidden Gem of Commodities: Where Should You Be Looking? (27:40) - Episode Roundup: CVX, XOM, XLE, XOP, GDX, NEM, ABX, FCX, HSY Podcast!
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 11th 0:00 - Intro 5:30 - EY on CPI 11:15 - Yields & Rates 18:00 - Metals & Mining (Gold/Copper) 22:00 - Energy (Crude Oil, OIH & XLE) 26:30 - No Fear Of Debt Default? 32:00 - Google & Disney 35:30 - Earnings Insight MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what's next for investors. Plus the XLE energy ETF breaking a 7-week win streak. Has the trade run out of gas, or are there still gains to come?Fast Money Disclaimer
Guest: Frank Curzio - a listener favorite is in the house. Markets got faked out - the Fed remains on a rate hike rampage. Frank tells us what he sees the future is going to look like if earnings come down and multiples move to a "normal" level? AND, how to play the potential for a stock market move lover. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (AAPL), (META), (SPY), (XLE), (GLD), (AMZN)
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