InvestTalk

In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health.   Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH...

Experts say there are tried-and-true payoff strategies.   Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great dea...

As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking.   Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI -...

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside. (Signs of weakness in China’s economy are fueling worries about oil demand.)   Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Tra...

A strong case can be made that value stocks remain the most undervalued. (Consider your allocation based on your risk profile between equity and fixed income.)   Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Ch...

Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk.   Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQN...

One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect.   Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, B...

The job cuts were driven by broader economic trends and a strategic shift towards increased automation.   Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares. Our Sponsors: * Ch...

Traders—and the Fed itself—are notoriously bad at predicting interest rate moves.   Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: http...

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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Grow...

One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal.   Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt. Our Sp...

The big swing factors are investment quality and expenses, as well as tax costs.   Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilip...

Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis.   Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule.    Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. G...

By invoking its authority, the regulator can make civil investigative demands.   Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.ant...

Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price.   Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields,...

For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets.   Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP) , IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, V...

Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.   Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard M...

A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs. SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, socia...

Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance.   Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer. Our Sponsors: * Check out Anthropic and...

Wide-moat companies carry sound balance sheets but there are other attributes to consider. Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market. Our Sponsors: * Check out Anthr...

Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023. (JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.)   Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wes...

Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market.    Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc.,...

When investing, you don’t know what you don’t know.   Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST f...

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis,...

The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs. (Fees are only a small part of the equation.)    Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings...