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10-17-24 Volatility & The Market Climb
10-17-24 Volatility & The Market Climb

Retail Sales numbers today, and earnings recaps (so far) and previews; looking for an outsized seasonal adjustment to Retail Sales due to calendar an…

1 year, 2 months ago

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10 -16-24 You Ain't Rich
10 -16-24 You Ain't Rich

Will the strength (or weakness) of the consumer be revealed in this week's Retail Sales report? Liquidity is continuing to flow into markets; if thin…

1 year, 2 months ago

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10-15-24 Greed & How To Lose 100% Of Your Money
10-15-24 Greed & How To Lose 100% Of Your Money

Retail Sales figures should be interesting, as retailers were stocking up ahead of the short-lived dockworkers' strike. Lance previews Thanksgiving a…

1 year, 2 months ago

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10 -14-24 Wall St. Vs. Main St. - Who's Right
10 -14-24 Wall St. Vs. Main St. - Who's Right

It's Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepar…

1 year, 2 months ago

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10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhil…

1 year, 3 months ago

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10-9-24 Markets Rally - What Tuesdays' Tech Stock Surge Means For Investors
10-9-24 Markets Rally - What Tuesdays' Tech Stock Surge Means For Investors

The Trauma of Hurricanes revisited: Hurricane Alicia (1983) remembered as Hurricane Milton bears down on Florida today; Lance shares his bizzare drea…

1 year, 3 months ago

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10-8-24 You Can't Avoid Risk - But You Can Manage It
10-8-24 You Can't Avoid Risk - But You Can Manage It

The key to successfully managing money is managing risk. Economnic news is absent; no 50bps rate cut in November, thanks to a strong jobs report, and…

1 year, 3 months ago

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10- 7-24 Millennial Earnings Season Begins
10- 7-24 Millennial Earnings Season Begins

This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report …

1 year, 3 months ago

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10-4-24 The Importance Of Trusts In  Financial Planning
10-4-24 The Importance Of Trusts In Financial Planning

Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to b…

1 year, 3 months ago

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10-3-24 When A Crystal Ball Clouds Investor Judgement
10-3-24 When A Crystal Ball Clouds Investor Judgement

A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest …

1 year, 3 months ago

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