Episodes
Published 10/01/22
Steve Peasley explains that a 15% to 20% exposure in a certain sector is probably fine if you believe it is a good place to be for your situation. Stocks: FCX -- Freeport-McMoRan Inc. (NYS); CVS -- CVS Health Corp. (NYS); OXY -- Occidental Petroleum Corp. (NYS); DVN -- Devon Energy Corp. (NYS); NCLH -- Norwegian Cruise Line Holdings Ltd. (NYS); TROW -- T. Rowe Price Group Inc. (NAS); NVDA -- NVIDIA Corp. (NAS): TDOC -- Teladoc Health Inc. (NYS); JPM -- JPMorgan Chase & Co. (NYS). Topics:...
Published 10/01/22
The U.S. housing market is experiencing one of the most rapid and dramatic shifts in its history. Stocks: V -- Visa Inc. Cl A (NYS); GLPI -- Gaming & Leisure Properties Inc. (NAS); PDI -- PIMCO Dynamic Income Fund (FUND); PM -- Philip Morris International Inc. (NYS); UGI -- UGI Corp. (NYS); ATO -- Atmos Energy Corp. (NYS); VFC -- VF Corp. (NYS); GT -- Goodyear Tire & Rubber Co. (NAS). Topics: Caller question regarding dollar cost averaging; JUSTIN's talking point stories: Bank of...
Published 09/30/22
This has been a volatile year for stocks, with the S&P 500 starting 2022 on a high, entering a bear market in June, rallying over the summer, then recently giving up much of those gains. ----------- Stocks: PHM -- PulteGroup Inc. (NYS); HUM -- Humana Inc. (NYS); LUMN -- Lumen Technologies Inc. (NYS); an iTunes review question for SIRI -- Sirius XM Holdings Inc. (NAS). Topics: Caller question regarding real estate investing; JUSTIN's talking point stories: car insurance premiums (why are...
Published 09/29/22
Oil demand has remained resilient in the face of a multitude of challenges, and even prices of over $100 per barrel failed to curb it in any significant way earlier this year. ----------- Stocks: DKNG -- DraftKings Inc. (NAS); CI -- Cigna Corp. (NYS); COIN -- Coinbase Global Inc. (NAS); EXR -- Extra Space Storage Inc. (NYS); ELS -- Equity Lifestyle Properties Inc. (NYS); an iTunes review question for VZ -- Verizon Communications Inc. (NYS). Topics: Plus, caller question regarding crowd...
Published 09/28/22
In focusing on raising interest rates to cool inflation, have central banks and governments overlooked the importance of maintaining stable currencies? Stocks: COST -- Costco Wholesale Corp. (NAS); GIS -- General Mills Inc. (NYS); BEP -- Brookfield Renewable Partners L.P. (NYS); SGML -- Sigma Lithium Corp. (NAS); LUMN -- Lumen Technologies Inc. (NYS); iTunes review question for CPRX -- Catalyst Pharmaceuticals Inc. (NAS); plus caller questions regarding: Treasury Bills, Vanguard, farmland as...
Published 09/27/22
Thematic investing is a type of investing approach that prioritizes trends predicted to be successful over the long term instead of investing in specific companies or sectors.   Today's Stocks & Topics: U.S. Manufacturing, Goldman Sachs Cuts 2022 Target for S&P 500, 30 Year Fix Mortgages, Income Classes, HLLY - Holley Inc., BHP - BHP Group Ltd. ADR, Life Insurance, PBR - Petroleo Brasileiro S/A ADR, LPI - Laredo Petroleum Inc., HZO - MarineMax Inc., AWK - American Water Works...
Published 09/24/22
September's inflation’s resurgence failed to benefit I Bonds, which typically profit from higher prices.   Today's Stocks & Topics: The Housing Market, Heads of Largest Banks Testify in Senate Banking Committee Hearing, Loans, VPU - Vanguard Utilities ETF, FAX - abrdn Asia-Pacific Income Fund Inc., Retirement, VCSH - Vanguard Short-Term Corporate Bond ETF, Silver, PIMIX - PIMCO Income Fund Institutional. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out:...
Published 09/23/22
Whenever a central bank moves from monetary easing to tightening, there’s going to be an impact on a rate-sensitive sector like real estate.   Today's Stocks & Topics: Inflation, Energy, Private Equity, OMF - OneMain Holdings Inc., EWCO - Invesco S&P 500 Equal Weight Communication Services ETF, TFX - Teleflex Inc., Bank’s Manipulation of Silver, XYL - Xylem Inc., Housing Market, What To Do When a Company Goes Down 90%. Advertising Inquiries: https://redcircle.com/brands Privacy...
Published 09/22/22
Life stage and lifestyle both play roles in the inflation experience, so calculating a personalized inflation rate can be beneficial.   Today's Stocks & Topics: Stagflation, The Fed Meeting, Germany’s Energy Plan, FDX - FedEx Corp., MOS - Mosaic Co, Inflation, GOOG - Alphabet Inc. Cl C, How Do You Determine a Good Business, SQM - Sociedad Química y Minera De Chile S.A. ADR, Stock Screeners, TNK - Teekay Tankers Ltd., F - Ford Motor Co.    TRIVIA QUESTION: "Only 1 U.S. President has ever...
Published 09/21/22
It’s easy to get lost when building a sustainable portfolio because there are numerous questions to consider.   Today's Stocks & Topics: Brokers, Rising Bond Yields, Earnings, LMT - Lockheed Martin Corp., CE - Celanese Corp., HIG - Hartford Financial Services Group Inc., IBDR - iShares iBonds Dec 2026 Term Corporate ETF.   The PERSPECTIVE looks at the percentage of Americans that have owned stocks through the decades. Advertising Inquiries: https://redcircle.com/brands Privacy &...
Published 09/20/22
Adjustable-rate mortgages might be affected by interest rate hikes—and so could other credit products like credit cards.   Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Russia Economy, Retirement, FIW - First Trust Water ETF, ADBE - Adobe Inc., 5-year P/E Ratio, AAP - Advance Auto Parts Inc., Wash Sale, I-Bonds.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Advertising Inquiries:...
Published 09/17/22
Investors across all levels of experience are tempted when they perceive an opportunity to beat the market.   Today's Stocks & Topics: SOFI - SoFi Technologies Inc., I-R-A, IIPR - Innovative Industrial Properties Inc., LIT - Global X Lithium & Battery Tech ETF, INTU - Intuit Inc., POOL - Pool Corp., Bond Market, SCI - Service Corp. International, Cash & Interest Rates, Market Value. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out:...
Published 09/16/22
The Nasdaq Composite battled higher in choppy trading as investors tried to find their footing after the biggest one-day drop in more than two years.   Today's Stocks & Topics: Loan Market, Mortgage in Retirement, FCC Warning to Chinese Companies, Roth I-R-A and K1, LUMN - Lumen Technologies Inc., NEM - Newmont Corp., UNM - Unum Group, AZO - AutoZone Inc., I-R-A Contributions, Where to Invest. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out:...
Published 09/15/22
Stocks plunged as fears that the Federal Reserve will ultimately spark a recession spread like wildfire.   Today's Stocks & Topics: Where to Hide your Money from the Bond Market, The Fed Meeting, Money Management, KEY – KeyCorp., LAC - Lithium Americas Corp., FANG - Diamondback Energy Inc., Energy Sector, Value Stocks, VZ - Verizon Communications Inc., Value Rates ETFs. TRIVIA QUESTION: "As you get closer to retirement, what are 10 things you should have on your preparedness...
Published 09/13/22
Portfolio allocations for those in retirement should include a blend of inflation hedges and inflation beaters.   Today's Stocks & Topics: Tech Sector, European Economy, Bond Market, IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, INTC - Intel Corp., WBD - Warner Bros. Discovery Inc. Series A, PARA - Paramount Global Cl B, VALE - Vale S.A. ADR, RDIV - Invesco S&P Ultra Dividend Revenue ETF, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, Buying Euros, PFE -...
Published 09/13/22
Fueled by the Federal Reserve’s aggressive tightening, the stronger greenback is pushing rival currencies lower, driving up the cost of imported goods and feeding inflation in other economies.   Today's Stocks & Topics: Earnings, Mortgage, Covered Calls ETFs, Fiduciary, Housing Market, OMF – One Main Holdings Inc., SQSP - Squarespace Inc., BYND - Beyond Meat Inc., Earning Calls.   Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Advertising...
Published 09/10/22
The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades.   Today's Stocks & Topics: Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy ETF, HIMX - Himax Technologies Inc. ADR, MATV - Mativ Holdings Inc., WBA - Walgreens Boots Alliance Inc., RGR - Sturm Ruger & Co., MPW - Medical Properties Trust Inc., OMF - OneMain Holdings Inc., C - Citigroup Inc., XRAY - Dentsply Sirona...
Published 09/09/22
By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated.   Today's Stocks & Topics: POAHY - Porsche Automobil Holding SE ADR, PFIX - Simplify Interest Rate Hedge ETF, Gold and Silver Prices, Electric Vehicles, STAG - STAG Industrial Inc., AAPL - Apple Inc., Earnings Estimates. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy
Published 09/08/22
By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated. Steve's Talking Points: Will Volkswagen spin-off Porsche in an IPO?, What's going on with Bitcoin?, If we do build more EVs, we'll need a lot more lithium; TRIVIA question: "What percentage of Americans shop at Costco? AND-- if you had invested $1,000 at that adjusted IPO price, and retained all shares, HOW MUCH would that be worth today?" Stocks: BRKB -...
Published 09/07/22
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: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investors Moves, Investing Strategy. Advertising Inquiries:...
Published 09/05/22
Rallies within a bear market can often be mistaken for the beginning of a new bull run, only to reverse course and head lower. Steve's Talking Points: August Jobs Report, Apple's Annual Meeting, Don't Fight the Fed; KPP Premium Newsletter highlights; Friday metals and energy digest--numbers review. Stocks: AIRC - Apartment Income REIT Corp. (NYS); INTC - Intel Corp. (NAS); XPO - XPO Logistics Inc. (NYS); MMM - 3M Co. (NYS); VZ - Verizon Communications Inc. (NYS); SOFI - SOFI Technologies...
Published 09/03/22
According to a Fidelity Investments report, only 5% of 401(k) and 403(b) investors shifted their asset allocations during the second quarter of 2022.   Today's Stocks & Topics: Volatility, Globalization, DEA - Easterly Government Properties Inc., SLG - SL Green Realty Corp., FCCO - First Community Corp., FCX - Freeport-McMoRan Inc., Office Market, PARA - Paramount Global Cl B, FMS - Fresenius Medical Care AG & Co., Trailing Stops, Roth I-R-A. Advertising Inquiries:...
Published 09/02/22
A reckoning for China’s domestic real estate bubble may be imminent.   Today's Stocks & Topics: Retirement Plan, Buffer Funds, Globalization, AMZN - Amazon.com Inc., VRTX - Vertex Pharmaceuticals Inc., PCG - PG&E Corp., GOOG - Alphabet Inc. Cl C, XYLD - Global X S&P 500 Covered Call ETF, ALLY - Ally Financial Inc., ZIM - ZIM Integrated Shipping Services Ltd., LUMN - Lumen Technologies Inc., CWCO - Consolidated Water Co. Inc. Advertising Inquiries:...
Published 09/01/22
The so-called 'Great Resignation', and an unemployment rate that’s nearly the lowest it’s been since the 1970s, put employees in a position of power-- but that is changing.   Today's Stocks & Topics: Nuclear Energy, Globalization, TSN - Tyson Foods Inc. Cl A, MMM - 3M Co., BSCQ - Invesco Bullet Shares 2026 Corporate Bond ETF, ICLN - iShares Global Clean Energy ETF, SBLK - Star Bulk Carriers Corp., LXU - LSB Industries Inc., MPW - Medical Properties Trust Inc., TWO - Two Harbors Investment...
Published 08/30/22