InvestTalk

Of the nearly 3,000 active funds analyzed by Morningstar, only 47% survived and outperformed their average passive counterpart in the 12 months through June 2021.   Today's Stocks & Topics:  CEI - Camber Energy Inc., Central Banks, Oil & Gas, 401k, RY - Royal Bank of Canada, BMY - Bristol Myers Squibb Co., VICI - VICI Properties Inc., Onshoring, RIO - Rio Tinto PLC ADR, SNDR - Schneide...

The majority of Fed officials who have spoken on inflation say they think it’s temporary and likely to clear up once supply chain issues have dissipated, but many traders are expecting a more aggressive response. Also in this podcast: Healthcare Services Group Inc. - HCSG, Dow Inc. - DOW, Investment Co. PLC (UK) - INVA, EQT Corp. - EQT; Do Fibonacci numbers tell us anything about the market today?...

The U.S. economic recovery slowed sharply in the previous three months and, as products remained stranded at normally bustling ports, employers struggled to find workers and consumers battled with rising prices. Also in this podcast: Vanguard CA Intermediate-Term Tax-Exempt Fund - (VCAIX), SPDR S&P 500 ETF Trust - (SPY), Boston Beer Co. - (SAM), Medical Properties Trust Inc. - (MPW), Smartshee...

Leaders of the Federal Reserve, the European Central Bank, the Bank of England, and the Bank of Japan have all publicly said that supply chain bottlenecks could cause heightened inflation for a prolonged period. Also in this podcast: U.S. Lime & Minerals Inc. - (USLM), ProShares UltraPro Short - SPXU, Bank of America Corp. (BAC); Portolio Percentages & Telsa Inc. - (TSLA), Choose between a...

Getting to net zero carbon emissions by 2050 is going to require a revolution in the production of everything we produce, and a revolution in everything we consume. ALSO in this podcast: PayPal Holdings Inc. - PYPL, Seanergy Maritime Holdings Corp. - SHIP, Stryker Corp. - SYK; plus U.S. oil supply is at a record low, China has an energy crush, Steve's TRIVIA question (credit card history) and...

Special purpose acquisition companies raise money on the public markets and they have come under scrutiny for disproportionate insider benefits and lucrative incentives, oftentimes at the expense of retail investors. ALSO in this podcast: Anheuser-Busch InBev S.A. - BUD, International Business Machines Corp. - IBM, Moody's Corp. - MCO, Digital World Acquisition Corp. - DWAC; Roth IRAs, SPAC ma...

In this encore collection of listener questions, Steve Peasley and Justin Klein take turns responding to InvestTalk callers. In this compilation episode, topics include: Schwab SWPPX; Saving money for a home purchase; What do you think of the economy, Steve; Closed-ended funds; Where to store holdings for stock buying and investing?; and MORE. Our Sponsors: * Check out Anthropic and use my code Cl...

There are more than ten million U.S. job vacancies spread across all sectors and the worker supply problem is holding back output and increasing inflation pressures.   Today's Stocks & Topics:  INTC - Intel Corp., Paul Tudor Jones, Banks, What to Do with Extra Money, PTY - PIMCO Corporate & Income Opportunity Fund, VRM - Vroom Inc., CVNA - Carvana Co. Cl A, TSP - TuSimple Holdings Inc....

The arguments in favor of this ETF include a claim that the futures market is a better place for price discovery and that it guards against market manipulation.   Today's Stocks & Topics:  I-Bonds, CDs, Tether, Oil Prices, Banks, AG - First Majestic Silver Corp, GS - Goldman Sachs Group Inc., ORAN - Orange ADR, GOOS - Canada Goose Holdings Inc., NVDA - NVIDIA Corp, Bitcoin, Selling a Put....

As demand increases amid the pandemic fallout, there is a shortage of supply and prices are rising rapidly.   Today's Stocks & Topics:  401k, Earnings, Economy Slowdown, Electric Vehicles, PLBY - PLBY Group Inc., Investing Books, UPS - United Parcel Service Inc. Cl B, VZ - Verizon Communications Inc., BMY - Bristol Myers Squibb Co., Railroad Industry, HAL - Halliburton Co., Foxconn.   TRIV...

The nation’s homebuilders aren’t seeing any relief from supply chain issues that have slowed construction recently, but high buyer demand appears to be making up for it.   Today's Stocks & Topics:  CRSP - CRISPR Therapeutics AG, Productivity, Energy, Gas Bills, LTH - Life Time Group Holdings Inc., STNE – Stone Co Ltd. Cl A, Industries to Keep an Eye On, BNS - Bank of Nova Scotia, UEC - Ura...

With inflation de-valuing your money over time, it can be easy to feel as if you’re “wasting” the growth potential of your emergency money by only keeping it in a savings account.   Today's Stocks & Topics:  VNOM - Viper Energy Partners L.P. Un, Retail Sales, China Buying U.S. National Gas, Inflation, OPRT - Oportun Financial Corp., F - Ford Motor Co., Oil Prices, T - AT&T Inc., DFS -...

One prominent investor says the ‘deck is stacked’ in China, so why bother?   Today's Stocks & Topics:  QRVO - Qorvo Inc., SPY - SPDR S&P 500 ETF Trust, Nuclear Energy, Gas Shortages, GLD - SPDR Gold Shares, NYCB - New York Community Bancorp Inc., SMG - Scotts Miracle-Gro Co., IHI - iShares U.S. Medical Devices ETF, MU - Micron Technology Inc., PAGS - PagSeguro Digital Ltd. Cl A. Our Sp...

Depending on their personal situations, COVID-19 has been either a financial boom or bust for workers, and the fallout is also affecting retirement timelines.   Today's Stocks & Topics:  NEE - NextEra Energy Inc., Assets to Own, Shipping Bottleneck, Cash vs. Bonds, BGFV - Big 5 Sporting Goods Corp., T - AT&T Inc., VALE - Vale S.A. ADR, Dividends, MESA - Mesa Air Group Inc., AG - First...

Despite the massive disruptions, are there potential investment opportunities across some affected sectors?   Today's Stocks & Topics:  BRBR – Bell Ring Brands Inc. Cl A, Labor Force Participation, Earnings Season and Inflation, Purchasing Managers' Index (PMI), Smart Planning & Retirement, CLF - Cleveland-Cliffs Inc., MRO - Marathon Oil Corp., INTC - Intel Corp., CRSR - Corsair Ga...

If a highly inflationary period occurs, a Treasury Inflation-Protected Security or “TIPS” promises that you’ll get your principal back in inflation-adjusted dollars.   Today's Stocks & Topics:  OPCH - Option Care Health Inc., Banks, JOAN - JOANN Inc., MRNA - Moderna Inc., APPS - Digital Turbine Inc., AEHR - Aehr Test Systems, BXS - BancorpSouth Bank, DDOG - Datadog Inc. Cl A, LUMN - Lumen...

A health savings account offers triple tax benefits that stretch your healthcare dollars further.   Today's Stocks & Topics:  ASO - Academy Sports & Outdoors Inc., QCOM - Qualcomm Inc., Jobs Report, Selling Your Home, Ireland Tax Agreement, SAN - Banco Santander S.A. ADR, VOO - Vanguard S&P 500 ETF, PFE - Pfizer Inc., VALE - Vale S.A. ADR, RKLB - Rocket Lab USA Inc.   Plus: Key Ben...

Apparently, they started with a password phishing scheme, next exploited a flaw in Coinbase security, and then emptied accounts.   Today's Stocks & Topics:  WPM - Wheaton Precious Metals Corp., ADBE - Adobe Inc., Roth I-R-As, VMHG - Victory Marine Holdings Corp., The Bond Market and Cryptocurrency, APPS - Digital Turbine Inc., MKSI - MKS Instruments Inc., Criminal Misused of Cryptocurrency...

An arcane accounting term has become a focal point of securities regulators in Washington and Beijing, whose goals may be, oddly, aligned when it comes to U.S. listings of Chinese companies.   Today's Stocks & Topics:  UNM - Unum Group, Coal Supply, Builders Looking for Alternative Materials, Beijing Regulators, FBGRX - Fidelity Blue Chip Growth Fund, EPD - Enterprise Products Partners L.P...

An author explains how to break the stigma and have real conversations about finances.   Today's Stocks & Topics:  PSFE - Paysafe Ltd., Supply Change Issues, Windows 11, October Crashes, VFORX - Vanguard Target Retirement 2040 Fund Investor, Target Date Funds, IEP - Icahn Enterprises L.P., Getting a Credit Card, Gains and Losses, HFC - HollyFrontier Corp., KMI - Kinder Morgan Inc., ABB - A...

Federal Reserve Chairman Jerome Powell told lawmakers last week (9/30) that the central bank still expects a recent spell of high inflation to reverse but said it was difficult to pinpoint when that might happen.   Today's Stocks & Topics:  PM - Philip Morris International Inc., MO - Altria Group Inc., Chinese Stocks, The Housing Market, Treasury Inflation-Protected Securities (TIPS), Divi...

With Kohl’s, Nordstrom, and Macy’s shares trading lower, and Bed Bath & Beyond feeling the pain, what's ahead for retailers?   Today's Stocks & Topics:  VWEAX - Vanguard High-Yield Corporate Fund Admiral, Record Breaking on New IPOs, Manufacturing, BWA - BorgWarner Inc., KTRA - Kintara Therapeutics Inc., CCL - Carnival Corp., Dividends, AMZN - Amazon.com Inc., COUP - Coupa Software...

In an economy hungry for employees, can organizations find ways to adapt and attract boomers back to jobs they held before the pandemic?   Today's Stocks & Topics:  PYPL - PayPal Holdings Inc., SQ - Square Inc. Cl A, BIG - Big Lots Inc., OPEC, China, ETHE - Grayscale Ethereum Trust, GOEV - Canoo Inc., ATVI - Activision Blizzard Inc., SOFI - SoFi Technologies Inc., PFE - Pfizer Inc. Our Spo...

The analyst went on pullback watch in midsummer and his concerns include hotter-than-expected inflation, COVID variants, and policy uncertainty in Washington DC.   Today's Stocks & Topics:  SAN - Banco Santander S.A. ADR, Food Prices, OPEC, FDX - FedEx Corp., OKE - ONEOK Inc., VALE - Vale S.A. ADR, NET - Cloudflare Inc. Cl A, BCEI - Bonanza Creek Energy Inc., Stablecoins, MCB - Metropolita...

Global gas prices have tripled this year alone, sending ripples through markets and raising concerns that prices of the commodity will only continue to rise.   Today's Stocks & Topics:  SAM - Boston Beer Co. Cl A, Consumer Confidence Index, Best Countries for a Comfortable Retirement, Ford Factories, INTC - Intel Corp., UAA - Under Armour Inc. Cl A, I-R-A Rollover, Treasury Rates, QYLD - G...