Market Update: April 26, 2022 China Covid Policy And Fed Rhetoric Lowers 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:

Hello, everybody, welcome to Tuesday, the S&P 500, unfortunately was down 2.8%. Today came back down to the lows that we established in mid March, we have not gotten back down to the lows that were established in the morning of the invasion of Ukraine on February 24. So we’ll see how that plays out. We have two big catalysts driving the market down right now, Federal Reserve, aggressively talking about raising interest rates to fight inflation, which really kicked things off last week. But the reason that the market is responding so aggressively on the downside to that commentary, which has been made for a while, is because it’s an in combination with what’s happening in China, what’s happening in China can already slow down the economy, China’s essentially the world’s supply chain for all intensive purposes, as they close down cities and closed down factories, obviously, you’re gonna have a hard time, you know, selling things that you don’t have Texas Instruments, reported their earnings after hours are pretty good. How about the stock dropped 5% After hours, because they talked about having some softness in future quarters due to what was happening in China. And then obviously, if you can’t get supply, you might have more inflation.

One of the problems is we have this high demand and not enough supply. So if China’s cutting back on supply by closing plants, that puts more pressure on inflation also. So these are things that are happening, I think they work their way out here. Now, it might take a few months. But if we remember what happened at the end of 2018, Federal Reserve was raising rates at the same time that the federal government was trying to have sensually a trade war with, with China that was scaring the market that things might slow down. And it did, it came down and the Federal Reserve finally woke up and started actually lowering rates. And in 2018, we had good rate of return. So you can go through these periods where there’s just a disconnect from one organization to another, take some time. You know, the market is still about where it was a year ago. So it’s not a huge downturn. It’s not where it was at the all time highs, you know, said at the beginning of the year. But overall, these types of things happen on a fairly regular basis. I see this as opportunity. We still don’t see recessionary issues happening here in the short term. So when these markets come down, some of the best companies in the world are, are for sale, essentially. So being able to kind of continue to do the rebalancing and those types of things to accumulate those. It’s the same thing we did in 2018. It worked out so well. So we’ll continue to take a look at this. Again, the big issue is recession, which we don’t see right now. Got these other two forces that are battling it out here. We’ll have to see how that plays out. But anyway, let’s look forward to seeing you tomorrow. We’ll see what’s happening 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.