Thoughtful Money with Adam Taggart

Stocks remain overbought in the near term and a pullback is still likely, due in part to the upcoming blackout period for buybacks -- counsels portfolio manager Lance Roberts. Lance thinks now is a good time to trim positions, lock in gains, and raise cash in advance of the pullback -- and then when it happens -- to 'buy the dip'So get your shopping list ready. Lance shares his near the end of tod...

Today's volatile markets are sending stocks zooming higher, then downwards, and then up & down again erratically. This understandably raises both uncertainty as well as emotionally-driven decision making for investors. To be successful in markets like these, your job is exert patience. Wait for the "fat pitches". The investment opportunities that are clearly good values for the price you pay and t...

Student loans are now officially back in repayment…and millions of American borrowers are becoming delinquent. The credit scores of these millions are getting rated downwards, further impairing their ability to borrow more or service the debts they already have. Could student loan defaults prove to be the fateful domino that triggers the next US credit crisis? Macro & market analyst Stephanie Pomb...

The Game of Thrones Tariff Edition continues at its wild, unpredictable & ever-changing pace. The latest development as of this recording has the US placing a pause on its recently-announced 50% tariffs on the EU until July 9th. As we now have a *little* more clarity and data to look at since Trump's Liberation Day, what conclusions can we start drawing about the implications of these tariffs? Are...

Wall Street is loudly wondering: was the drop in March-April simply a correction in an otherwise intact bull market? Or...was the recovery in May a bear market rally, one now poised to roll over? When markets are as volatile and the macro outlook as uncertain as we've seen in the past few months, turning to the data & navigating by what it's telling us is often highly useful. Which is why we're fo...

Stocks are very overbought in the near term, given how far they've rebounded in recent weeks, warns portfolio manager Lance Roberts. So he thinks a pullback is highly likely here. In fact, it may already have begun. We discuss how low it may go, as well as how high bond yields may go, the impact of the "Big, Beautiful Bill" that just passed in the House, and Lance's firm's recent trades (spoiler a...

The markets have had a volatile ride so far in 2025, falling hard in March & April, but recovering nearly all of those losses here in May. So was the painful drop we experienced just a standard correction within an ongoing bullish market trend? Or has this been a bear market rally, poised to roll back over soon? For insight, we're fortunate to welcome Mark Newton to the program today. Mark is...

TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.#goldprice #silverprice #preciousmetals _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individua...

Today's expert, behavioral economist Peter Atwater, adjunct professor at William & Mary College, has long affirmed that changes in confidence consistently and predictably impact investor preferences, decisions and actions. Well, there's certainly been a lot happening so far this year to both spike and crash investor confidence. It's been one heck of a sentiment rollercoaster so far, with little si...

Bulls appear to have re-gained control of the stock market. If the bears truly have the upper hand, they need to prove it now...or stocks look set to rise to new all-time highs soon. Technical analysis expert Sven Henrich of Northman Trader walks us through his latest charts, showing where both the greatest risk and opportunity lies in today's markets. So who will win out, the bulls or the bears?...

The market is at a critical point, observes portfolio manager Lance Roberts. If the S&P can hold above the 200 daily moving average over the coming week, then the correction will be officially over and stocks should have an open field to run back up to the previous highs (and possibly higher).If not, then the odds that the recent run have been a bear market rally -- one that will fizzle out and se...

It's said that the "Trump put" on financial markets is not on the S&P in this second term, but rather on the 10year US Treasury yield. The rise in Treasury yields since 2022 has sent the cost of servicing America's federal debt to record highs, exceeding spending on national defense for fiscal year 2024.US Treasury Secretary Scott Bessent has indicated his and the President's desire to get the 10y...

Progress on trade deals has returned investor optimism to the financial markets. The S&P has regained all of its April losses and is now green for the year. But the growing sense that “everything is going to be OK” ignores the elephant in the room, warns macro analyst Stephanie Pomboy: stubbornly high bond yields. The longer the US 10year Treasury stays near or above its current 4.5% yield, the mo...

Last year, fears of recession faded from the headlines as the "no landing" narrative won out. But the disruption brought by the new Trump administration -- especially around global trade -- has brought recession concerns back to the forefront. The Administration says it isn't worried. That we're merely passing through a transitory "detox" period before new trade deals, tax cuts and de-regulation k...

The pace of change in the world order has accelerated notably in 2025.The era of globalization is being fast replaced by nationalism, protectionism and a shift towards regional trading blocks. In America, there's suddenly a recognition that runaway deficit spending and the accumulating pile of debt & unfunded liabilities is an existential problem that needs dealing with. How are these accelerating...

The current stock market rally looks long in the tooth, warns portfolio manager Lance Roberts. In his opinion, this looks likely to be a good time to lighten on positions, capture gains and prepare for a possible resumption to the downside. Stocks are exhibiting a classic correction trajectory, which historically has been punctuated with pronounced sharp rebounds like we've seen over the recent tw...

The world economy has become a lot more uncertain in 2025.The shift away from decades of globalization towards nationalism and regional trading blocks has accelerated with the protectionist policies the new Trump administration is now pursuing. Gold has reacted to this uncertainty by soaring to new highs, and demand for other commodities is also in high flux right now. Where is all this headed? An...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comPortfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers.🎙️ New to streaming or looking to level up? Check out Strea...

History tells us that civilizations and societies boom, bust and rise anew to repeat the pattern -- a pattern that demographer Neil Howe says is surprisingly predictable in both its timing and trajectory. Howe refers to these "seasons" of societal change as "turnings", and has famously has declared America is now well into a Fourth Turning, the "bust" part of its cycle -- where the status quo fall...

When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing and rise to new highs -- possibly as high as 7000 on the S&P -- by the end of the year. Of course, that was before the new Administration took office and all that has happened since then. So, is he still as bullish with his year-end outlook fo...

Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael Lebowitz. He thinks it's more likely that stocks top out soon, to then fall to re-test the April lows. We discuss his reasons why, as well as bonds, tariffs, recession risk, the Federal Reserves likely next moves, as well as his firm's recent...

Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will get back to "normal"Today's guest thinks yesterday's "normal" may now be an artifact of history. And that, like it or not, we've experienced "‘A Geopolitical And Economic Paradigm Shift’"That means the future of investing may look quite dif...

As worldwide tariff uncertainty persists and US-China tensions continue to escalate, are President Trump's trade policies speeding the economy into recession? For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financi...

Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn. His detractors call it "non-sensical" and "hamfisted".That it's based on faulty logic, poor math, and has done grave injury to relations with our closest allies. They fear it's actually driving the rest of the world into China's -- our chief c...

Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall. Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month. For many, this will be frustrating. Investors' hope will be raised, then dashed -- and then raised and dashed again. Lance doesn't expect a true bottom to be put in until the speculators currently in the ma...