These massive AI deals look concerning
The numbers are exciting when companies like Meta or OpenAI announce they'll be purchasing billions of dollars in chips or computing power from companies like Nv...
Should you invest by following when insiders buy?
It sounds like it’s an easy thing. Just do what the insiders do because they obviously know the company well and if the stock were to drop in value an...
Another lawsuit against generative AI company Perplexity for copyright infringement
The New York Times has had enough, and they have filed a lawsuit in a New York Federal court. In October 2024, the T...
Will the stock market crash?
With the market continuing to march higher and setting record high after record high, I do worry more and more that a crash could be coming. It doesn’t mean it will happen...
Are tariffs impacting inflation yet?
The Consumer Price Index, also known as the CPI, in the month of June showed an annual increase of 2.7%, which was in line with expectations. Core CPI, which exclu...
Crypto losses increase 66% in 2024
At first you may be saying I thought Bitcoin has been increasing in value? While that is true, you have to remember that is only one of the many thousands of cryptoc...
The June jobs number looks stronger than it really is
I want to be clear; I wouldn’t say this was a bad report, but the headline number that showed an addition of 147,000 jobs in the month of June doe...
May retail sales look stronger than headlines show
After seeing headlines from several media outlets, I was worried May retail sales were slowing to a problem point, but I would say they actually look...
Church pension plans may be at risk
I hate to say this because we all want to believe that one of the safest places to go is church. Unfortunately, there are church pension plans like Saint Claire’s H...
Job openings post a sharp decline
The Job Openings and Labor Turnover Survey, also known as the JOLTs report, showed job openings of 7.6 million in the month of December. This was below the estimate o...
What bank earnings reveal for 2025
Most big bank earnings are out now and the news and the guidance did lean on the positive side. A concern was revealed, which was no surprise to us that loan growth ...
Watch out for record fraud when shopping.
With technology, shopping has become so easy and set records in 2024 of around $5.3 trillion. While this by itself is a problem as some people are over shopp...
Job openings remain strong, what does that mean for our economy?
The Job Openings and Labor Turnover Survey, also known as the JOLTs Report, showed job openings of 7.74 million in the month of October...
Inflation comes in hotter than expected, is that a problem?
The Consumer Price Index (CPI) showed September headline inflation was up 2.4% compared to last year, which was a little higher than the est...
Did the markets overreact to employment numbers?
Markets headed largely lower Friday morning after nonfarm payrolls grew by just 114,000 in the month of July. This was well below the estimate of 185,0...
Retail sales beats expectations but shows consumer is still softening.
June retail sales came in flat compared to the previous month, this topped the expectation for a 0.4% decline. Compared to last J...
March CPI
The March Consumer Price Index (CPI) report spooked investors and sent the likelihood of a Fed rate cut in June to around 20%, which was a sharp drop from the greater than 50% chance that wa...
March Jobs Report
I must say, I was very surprised by the strength in the March Jobs Report. Nonfarm payrolls increased 303,000 in the month, which easily topped the estimate of 200,000. Unlike prior...
Labor Market
While the headline number of 275k jobs created easily topped the estimate of 198k and sparked concerns the labor market remained too hot, the details of the report showed a much softer la...
Employment Situation
The numbers for nonfarm payrolls blew away expectations as they expanded by 353,000 in the month of January. This easily topped the estimate for 185,000. Job growth was widespread...
PPI
More great news on the inflation front as the Producer Price Index (PPI) fell 0.5% in the month of October, which was well below expectations for a 0.1% increase. This also marked the largest mont...
Home Sales
Existing home sales fell 2.2% in the month of July from June. Compared to July 2022, sales were down 16.6% and homes sold as the slowest July pace since 2010. Demand has definitely been hit...
United Auto Workers
I understand that unions want to try and provide benefits for their workers, but the United Auto Workers (UAW) seems to be asking for unachievable demands. The negotiations with St...
Stocks
When it comes to managing our half billion dollar portfolio, we always talk about how it is a market of stocks and not a stock market. With that being said, it doesn’t mean we don’t have a clue...
Jobs Report
After analyzing the recent jobs report further, I noticed some good news that was somewhat buried. There’s been concerns in this job market about the labor force participation rate remaini...
US Debt
The talk began Thursday morning about a rating downgrade for US debt. The bad news continues to make headlines and drive broader markets and value stocks lower. We took a look at the US debt v...
GDP Report
While the GDP report showed the economy grew at an annualized seasonally adjusted rate of just 1.1% and was below expectations of 2.0%, it showed the consumer is still spending. In total, t...
Jobs Report
Given the concerns around the economy, I'd say the jobs report was a positive one. It wasn't too hot which would've provided evidence for the Fed to increase rates more than anticipated, b...
Retirement Investment Rule
I was disappointed to see Joe Biden veto the resolution to overturn a retirement investment rule that allows managers of retirement funds to consider the impact of climate c...
High Prices
The highly anticipated inflation numbers for July came out today and were better than expected. July inflation was 8.5% a decline from June‘s inflation numbers of 9.1% and also below the f...
May Retail Sales
The retail sales numbers were again disappointing in May as month over month they declined 0.3%. Comparing to May 2021 they increased 8.1%, but inflation in the month was 8.6% meaning...
U.S. Airline Bookings
I have said that I believe the economy will be held up by a shift from goods to services throughout the rest of this year. I was a bit worried with my prediction when I saw a hea...
Walt Disney
I held Walt Disney in the portfolio many years ago and I’ve been waiting for a correction to come to put this wonderful business back in my portfolio. I always liked it because it was a fa...
Inflation:
We reported last week that inflation year over year was up 7.5%. Companies are doing their best to hide these increases in many ways such as reducing the portion size at restaurants or red...
On today's episode:
The Staples Center is getting a name change. What do we think about it?
Big conglomerates are breaking up their companies. What does this mean for our economy?
Harrison Johnson ca...
We got a very informative show for you today.
Employment numbers are out. What are they looking like now? Any positives? Any negatives to look out for?
There could be some issues with 5G towers and si...
The National Retail Federation is predicting a new all-time record for Halloween spending which will reach $10.1 billion this year. The previous record was 9.1 billion in 2017. However, there could be...
U.S. Fed Chair Jerome Powell gave a wait-and-see speech that reassured some investors for the economy up ahead. However, there are many downfalls to his speech. We analyze to see what they are.
Baby B...
Tons of information on today's episode of Smart Investing. Is it time to invest in Crocs? Amazon is opening department stores. How will that effect their stocks? T-Mobile has been hacked over the week...
Chase is back today with Brent on the Smart Investing Show. Today, they talk about the Fighter's Fight Foundation, bad news coming from the Producer Price Index, and how politics are causing investors...
What an episode we have for you today! We are talking about the competition in the hard seltzer brands, back to school shopping estimated sales, the recession that only lasted for two months last year...
On today's episode of Smart Investing, we talk about the increases in interest rates, the latest information on inflations (as it keeps on changing almost every day), liquidity issues are rising, and ...
Featured topics: Shopify, May jobs report, the 4 large companies that make up a combined market value of $5.6 trillion, and 3 reasons to invest in banks
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