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, CFA. http://blog.investtalk.com
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The "Lunar New Year" Liquidity Pump
<p>Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.</p><p>Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><br/>Advertising Inquiries: https://redcircle.com/brands
The "Valentine's" Financial Audit
<p>Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.</p><p>Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><br/>Advertising Inquiries: https://redcircle.co...
The "Super Bowl" Consumer Hangover
<p>A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.</p><p>Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Cons...
The "Midterm" Year Pattern
<p>2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4. </p><p>Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).</p><br/><br/>Our Sponsors:<br/>...
The "Grid" Bottleneck: AI vs. Utilities
<p>Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.</p><p>Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost S...
Tax Season: The "Refund" Stimulus
<p>As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.</p><p>Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><br/>Advertising Inquiries: ht...
The "Capex" War: Meta vs. Microsoft
<p>Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.</p><p>Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><br/>Advertising Inquiries: https://redcircle.com/brands
The Super Bowl Indicator
<p>As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.</p><p>Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><...
The "Insurance" Inflation Spike
<p>New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.</p><p>Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.</p><br/><br/>Our Sponsors:<br/>* Check out Quince: https://quince.com/INVEST<br/><br/><br/>Advertising I...
Japan's "Rate Shock": The Carry Trade Unwinds
<p>While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.</p><p>Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X...
