Planned Solutions

In this episode of the Planned Solutions Incorporated Podcast, The strong rebound in stock prices over the past two months has partially been due to short sellers reversing their bets against stocks. The short interest, the number of shares borrowed and sold, reached a high in mid-June but has since declined. Often when stock prices increase short sellers will engage in panicked buying as they rus...

In this episode of the Planned Solutions Incorporated Podcast, The US stock market has rebounded from its mid-June lows rallying 13% and cutting the losses for the year in half. However, the market is now nearing a key resistance line defined by the mid-March lows and the late-May/early-June highs. Should the market fail to push through this resistance level the lows from mid-June could be revisit...

In this episode of the Planned Solutions Incorporated Podcast, One of the themes of the stock market in 2022 has been the outperformance of value stocks over growth stocks. However, growth stocks have demonstrated a tendency to outperform value stacks when prices are trending upward as they have over the past six weeks. This may be a sign that growth stocks are more likely to lead market returns s...

In this episode of the Planned Solutions Incorporated Podcast, The second-quarter earnings season, in which companies report their results for the second quarter, will be picking up steam soon. The results will likely have a significant impact on stock returns for the remainder of the year as investors assess how companies are dealing with inflation, rising interest rates, and concerns about econo...

In this episode of the Planned Solutions Incorporated Podcast, increasing oil prices have been a major contributor to the high inflation rates in the US. The increase in oil prices is due to a variety of factors, but the most important may be the oil investment cycle. This is the pattern of increased and decreased investment in new oil supply in response to high or low prices. The lag between when...

In this episode of the Planned Solutions Incorporated Podcast, The S&P 500 entered bear market territory (defined as a 20% or greater decline from the previous high) in mid-June. The stock market is now very close to pricing in a recession which on average could be expected to lead to a 27% decline in stock prices. Therefore, even if the US economy were to go into a recession, the stock market may...

In this episode of the Planned Solutions Incorporated Podcast, the inflation breakeven rate is derived by comparing the interest rates paid on nominal Treasury bonds to the rates paid on inflation-protected Treasure bonds. It is a way for economists to gauge the inflation expectations of investors who are investing real money in these markets, as opposed to opinion surveys, making the inflation br...

In this episode of the Planned Solutions Incorporated Podcast, As high inflation continues to impact households and businesses, the different segments of the economy are pointing fingers at each other. Households blame government policy for overstimulating the economy last Spring, the government blames businesses for price gouging, and businesses blame households citing the low labor force partici...

In this episode of the Planned Solutions Incorporated Podcast, The stock market is currently testing a key level that could impact the performance of the market over the first six months of 2022. After declining in January, and then falling further in March, the stock market is now testing its lows from March. Should the market rebound in May it may create a double bottom which could be a positive...