Market Update: November 17, 2021 Can Earnings Be Too Good?

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Tom Vaughan:

Hello everybody, welcome to Wednesday. The S&P 500 was down about .26% today. And really, it was kind of an interesting day in the sense that the broad markets were down a bit. But a lot of good news was coming out from different earnings reports. So we’re still getting third quarter earnings reports this week is mostly around retailers. We had Lowe’s and Target report today, for example and they reported really good numbers all together. You got Williams Sonoma and such, you know, coming up and whatnot, too. So be really interesting see how this plays out. Because, again, the key thing we’re looking at here is the consumer, are they able to, you know, continue to move forward? And so far, the answer is yes.


And ironically, today, the market fell, at least, it seems, partly because of the really good reports from these retailers and there’s some fear that the market, you know, the overall economy kind of overheat as this pent up demand comes in at a pretty high rate, and people are spending money, and we could end up at the higher inflationary scenario. And one of the ways to slow that down is obviously is to raise interest rates from the Federal Reserve. The consensus right now is that that wouldn’t happen until maybe July of next year with some people thinking it’s still not going to start till 2023. Some people think it might start earlier. But when you get really good numbers from these retailers, sometimes there’s a fear that oh, they might have to start even earlier than that, like February or something along those lines.


And it’s funny, if you read the articles, you know, kind of side by side, you’ve got one group that thinks, you know, we really are behind the ball here, we need to start raising rates and slow things down. And other group to saying if you look at, you know, some of the other pieces of the economy, we need to maybe not even raise rates until 2023. So this is the battle that we’re going to see a play out here.


Personally, I’m not really worried about the first rate increase, I’m more worried about the 10th, or the 15th rate increase, because that’s when things seem to really have had problems for the market in the past. We have seen some rallies actually, once they do start doing something like we saw just a few weeks ago, when they talked about cutting back on the bond purchases with the Federal Reserve. We saw very nice movement out of that. There is a part of the market that’s relieved that they might be trying to fight inflation and not let things overheat.


So it’s this basic teeter totter balancing thing that we’re going through right now. You know, we want the economy to grow to create jobs, we don’t want it to grow too fast to create inflation. So that’s something we’re going to be talking about going forward here. But I think the market’s really healthy. You know, a situation where demand is higher than you know expected, is really a good thing to have altogether. It’s a good problem. So, look forward to talking to you tomorrow. Thank you very much.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.