Let It Grow Investing

We break down why the major players in the stock market could have more upside and potential for growth in this market. Lack of IPOs in the market Competition being subdued with less venture capital money Less sell side pressure due to less "shiny" new stocks to buy High free cash flow in major names Also breaking down the CPI numbers released on Wednesday morning

On this episode: S&P 500 performance Unemployment numbers, wage growth, fed rate hikes IRS adding 30,000 new staff members to deploy $80B in funding Wal-Mart building out charging network and aiming for 65% automation in the coming years Microsoft partnering with Cognizant to build out healthcare cloud MSFT and Palantir to build out cloud partnership to public sector AMZN partners with DeBeers...

On this one we have a very special guest; my amazing wife Jessica stops in to talk about all of our financial past, present and future. Our investing knowledge varies, but this one shows you that there isn't only one way to invest for your financial future. We both work together to get to that end goal of retiring comfortably, but have different paths to make it there. Listen in to see where w...

We are looking at all things Q1. Where we went right and wrong with our investment picks. What has outperformed and where we expect gains to come from for the rest of the year. We look for stocks that have outsized gains left to come. Fed PCE numbers for February come in lighter than expected and the market ends the quarter in rally mode Nasdaq officially enters a bull market, up 20% YTD EV tax cr...

On this episode: Open letter to pause giant AI experiments above GPT-4 Credit Suisse whistleblowers say the Swiss Bank has been helping wealthy Americans dodge U.S. taxes for years $1.6B has been withdrawn from Binance after a CFTC lawsuit U.S. refinances have hit a 6 month high as rates drop to 6.45% Google announced an AI partnership with Replit Bank stocks rebound after First Citizens agrees to...

We look at the following: Tesla to potentially lose $7500 tax credit on some models Ford losing $2.1 B on evs in 2022, forecasted loss of $3B in 2023 NVDA moving on up with AI demand Bank shares that are plummeting...time to buy or sell? SOFI CEO buying up more shares Apple to spend $1B yearly on movie production, potentially buying English football streaming rights Microsoft continues to run up w...

We look at the rally in the market on Tuesday: Yellen calls for govt to backstop more accounts Fed expected to raise 25 bps on Wednesday Amazon to layoff 9,000 more employees Former Coinbase CTO bets on BTC to rise to $1M by June MSFT Bing now allows users to generate images with ChatGPT Google launches limited access to their AI platform "Bard" Nvidia discusses technology behind ChatGPT AI chips...

Insanity in the markets leads to massive confusion for all investors. So many twist and turns in the market this week and we try to cover on the longest episode to date. FED to pivot? chances of no rate hike at the next meeting increase Market is beginning to price in rate CUTS by end of year How much?? up to 100 BPS currently Credit Suisse getting bought out by UBS, with credit line from Swiss Na...

Let's catch up on the market: CPI report came in as expected .4% up in Feb, 6% YoY Fed being pressured to pause rate hikes but looking like a 25 bps hike next week Another bank goes belly up Bank ran on smaller banks possible? Money going to larger banks ChatGPT - 4 released. Able to pass the Bar exam in top 10% AI ETFs More META layoffs, 10,000 new jobs being cut Crypto run FDIC insurance WEEK 1...

We look at all the hectic news from the market this week! US unemployment rate spikes to 3.6% in February from 3.4% in January Powell's hawkish tone leads the CME fed watch tool higher 68% chance we see a 50 BPS rate hike at the next meeting Silvergate collapse Silicon Valley Bank collapses Massive bank run and implications on the broader market ROKU, Roblox, Circle and USDC among others get pulle...

We take a look at all the things going on with the market this week! Powell sounded more hawkish in his recent speech and it looks as though we might see a more aggressive rate hike at the next meeting. CME Fed watch tool spikes to 78% probability of 50 BPS hike at the next meeting in 13 days. Awaiting jobs numbers, CPI and PPI ADP Feb jobs report 242K jobs added, vs 200K expected Biden proposes t...

In this episode: Costco earnings Salesforce earnings and navigating a recession with Marc Benioff What's App to start accepting payments in Brazil META slashes prices on VR headsets Tesla Investor day and Shanghai production numbers for Feb Silvergate Bank crypto connection. How this banks is causing ripples in the crypto space WYNN casinos skyrockets on China reopening End of my first covered cal...

I started writing my first covered calls against some of the stocks that I currently own and want to share my experience with you all. I was very apprehensive about getting started into options, I'll share some of the reasons why, and how I got past those fears in order to begin earning income for writing these options contracts. We'll discuss the pros and cons of writing covered calls, what you n...

We look at all the news you need to know for making the best market decisions. There are 2 different camps of investors right now; cash and bonds, vs. high free cash flow companies with pricing power. Listen in to weigh out both sides to see what sounds like the right mix for you as an investor... BOTH can be a solid plan.  Rising PCE number (fed's favorite indicator) calls for 50 basis point...

On today's episode I had the opportunity to have a chat with Brad Bathgate of Bathgate Construction about all things business and investing with the main goal of getting to retirement ahead of schedule and over funded. We talk dividend stocks, real estate, rental properties, 529 plans, precious metals and much more on this one. Brad picks 5 stocks that he is focusing on for a special Week 10 poll...

We're covering the earnings of some stocks that we have been following for a long while with the names, DraftKings, AirBNB and John Deere. Diving into the housing market with reports from Redfin and Expedia (parent company of VRBO), as rates rise and demand cools prior to the start of the hot Spring real estate market. We look at the performance of the 3 major indices and build a plan as to what t...

We are back with another market update, including another CPI read from the Fed which is high, yet again. We look at treasury yields, diversifying your portfoliom earnings reports, and stocks that can compete with a rising inflation number.  6-month treasury bill above 5% Where to buy T-bills Why diversifying is necessary  CPI reports comes in at 6.4% PLTR reports Q4 earnings WEEK 1 Inve...

We are back again with another Monday morning market update. Rounding out earnings season we look at $DIS Disney and $PYPL Paypal Holdings, take a closer look at the revised CPI numbers in the US from December and look forward at CPI numbers from January that are set to be released on February 14th.  Disney cuts 7000 jobs Disney plus subscribers fall 2.4M last quarter $DIS CEO Bob Iger urges...

On this episode we take a closer look at the performance of the large cap tech stocks that had a monstrous January. Some of these names are still under their historical P/E trends, while other names in the S&P are trading above their historic benchmarks. Single stock exposure allows us to pick and choose the names we want to buy versus buying a currently overvalued ETF. Microsoft launches thei...

Back for another Monday market update after a busy week that was full of earnings, jobs report with a big surprise, and positive news on the S&P 500. The jobs report shocked us by adding 517k jobs when we only expected 188k. The S&P broke above 4100 and the 50 day SMA moved up above the 200 day SMA. We have been discussing market trends, and we'll go into depth about what this "golden cros...

With some of the biggest names reporting this week, we've got lots of info to cover. Fed chair Jerome Powell set to raise rates 25 basis points but do we hear a hawkish or dovish tone? The guide from the Fed can drastically change the market. Listen in to see what moves I have made to protect my portfolio as well what stocks I am looking to buy now, and what stocks we should have a while to build...

Today we cover market earnings for some of our favorite companies, PCE reports, GDP and the CPI report coming this week. Massive moves in the market have us questioning whether or not this is the start of a rally or a bear market trap. Chasing a rally can often times lead us into feelings of regret and dismay. Make sure you listen in for some tips on how to avoid a bear market trap and set yoursel...

On today's episode I chat with G.F. Ward about his new book 'From Zero to Financial Freedom Hero'. We dive into how he started his financial journey including climbing out of a mountain of debt, chipping away at those high interest credit cards, building a path towards financial freedom and staying the course.  Glenn is now a financial professional and shares his thoughts about what steps EVE...

Allow me to reintroduce myself! If you are new here or looking to get started, lets put first things first. We all need to know our goals for our money and develop a plan to get there! Whether you are retiring in 5 years or 40, building a plan now is the best way to get where you need to be. Some will tell you slow and steady in value stocks, others will say real estate, growth stocks, options, sw...

PPI comes in lower than expected for December at -.5% VS -.1% expected. So why is the market selling-off on Thursday? Comments from Bullard of the Fed, reports from BlackRock and other central banks actions are raising concerns in the market. China lifts unofficial ban on Marvel movies and sets release dates for "Black Panther" and "Ant-Man and The Wasp"  Apple working on cheaper mixed realit...