InvestTalk
In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial advisers, Justin Klein & Luke Guerrero. http://blog.investtalk.com
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The "Cyber" Supercycle: The New Utility
<p>As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.</p><p>Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my...
The Iran Escalation: The "Strait" Jacket on the Economy
<p>With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins.</p><p>Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Corporation (BC), How Much Minerals Should Allocate in a Portfolio, Free Cash Flow, CDW Corporation (CDW), Roll a R.E. Portfolio to Something Else.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST...
CPI Day: The "Sticky 3%" Problem
<p>Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.</p><p>Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vanguard Total International Stock Index Fund ETF Shares (VXUS), SoFi Technologies, Inc. (SOFI), Nu Holdings Ltd. (NU), Doximity, Inc. (DOCS), Bank Earnings.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST for a great de...
Emerging Markets: The 2026 Value Play?
<p>With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.</p><p>Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper.</p><br/>...
Housing: The "Lock-In" Thaw
<p>With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.</p><p>Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com<br/>* Check out Invest529: https://www.invest529.com<...
The Yield Curve "Un-Inversion"
<p>The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.</p><p>Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, United Parcel Service, Inc. (UPS), Rollover 403b to Roth I-R-A, Cardinal Health, Inc. (CAH), Winners and Loser Around the Tax Cuts and Tariffs.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST for a great deal: ht...
The 2026 "Great Rotation": Tech vs. The Old Economy
<p>As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.</p><p>Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com<...
The "January Barometer"
<p>Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.</p><p>Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k Contributions, Hewlett Packard Enterprise Company (HPE), PayPal Holdings, Inc. (PYPL), Hyatt Hotels Corporation (H), America’s Economy, Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI).</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my co...
The "Cash Trap" of 2026
<p>For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.</p><p>Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Investment Opportunities, Alcoa Corporation (AA), Kaiser Aluminum Corporation (KALU), Foreign Stocks.</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com<br/>* Check out Inve...
The Return of "Active" Management?
<p>In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.</p><p>Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap Trust, Inc. (RVT), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Software Stocks, ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Suncor Energy Inc. (SU).</p><br/><br/>Our Sponsors:<br/>* Check out ClickUp and...
