Market Update: March 7, 2022 High Oil Price Drops The Market

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:

Everybody, welcome to Monday, the S&P 500 was down 2.95%. Today, the big story, of course, was the price of oil. And the fact that over the weekend, there was lots of countries talking about the possibility of avoiding the use of oil and gas out of Russia, which of course, would, you know, diminish the world’s supply and drive up price as far as that goes. And so what we’ve got now those kind of interesting, I think, you know, we need to put this in perspective for where the market is, number one year to date, the S&P 500 is down 11.9%, which is not an unusual downturn amount in total, if you go from the very highest point beat last year, during the middle of the day, to the various lowest point on 24th of February, when the invasion started, it was a 14.6% drop. And so we bounced back, and we have not got back down to that low that we hit back in February, I’m pretty certain we’ll get back and challenge that. But if you look historically, at these rates of return on the S&P 500, you go back to World War Two to now there’s been 29 downturns between 10 and 20%, which is where we’re at now. And so they’re not infrequent, they’ve happened, you know, fairly often. And the average recovery, not the time for those is four months again, historically. So we’ll have to see how this one plays out.

But without a recession attached, you generally don’t have as big a downturn. So we really want to concentrate on how this potential situation in Ukraine and or what the Federal Reserve is doing can impact company earnings. And we have to be careful, because a lot of times, there’s things that we think will impact company earnings, and then they happen. So the third quarter before that we were hearing about inflation was going to impact company earnings company earnings went up 36% year over year, and in the fourth quarter heard the same thing had high inflationary number, it’s going to impact the company’s, they’re going to have less profits, profits went up 29% in the fourth quarter, and now we’re hearing that, you know, oil oils going up and energy costs going up. And that could impact company profits. Again, if they’re able to continue to raise the price of their services and products to meet the increased cost of producing those servers and products, you’re not going to see that impact company earnings. So it really has to do with how long can this go? There is a lot of money in our economy that’s floating around, people have been on average willing to pay more for some of these things. But you can only push that so far. So something we have to watch for as far as that goes. But things are still okay on the economic side as far as I’m concerned. And we’re gonna have to see how this whole thing plays out. But definitely another interesting dynamic with is Ukraine situation to add to the overall dynamics that we already had before. So lots of thoughts of things to watch right now as far as that goes. So anyway, look forward to talking to you tomorrow, and we’ll see what’s going to happen then. 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.