Market Update: May 23, 2022 Market Continues To Bounce Upward

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 up 1.9% Today turned out to be a really good green shirt day, this rally started essentially on Friday, middle of the day, we hit a low point and then rallied all the way back up to positive on the S&P 500. If you look at what happened today, we just kind of continued along that same path, and ended up with a really good day. So ongoing, we’re going to have to see, you know, is this a reversal of trend, or just a short to, you know, jump in there in the opposite direction. And that’ll have a lot to do with what’s going to happen here over the next five or six days to see how this might play out. But the big catalysts that I see is that on that Friday point, when it turned around, you know, the stretch measures that we use, looking to the downside there, it was really oversold. And it really just allowed itself to then be you know, pushed back up by the buyers, because the sellers have kind of exhausted themselves for the most part. And so you know, again, we’ll see how this plays out to the sellers come back in, you know, when the market comes back up again and drive it back down to we get some bad news that creates that.

So to get some good news today talking about lowering the China tariffs which might help with inflation, and talking really about what’s happening with China’s closed loops that they’re using, where they have people living, you know, on the porch or living in the factory, and they don’t aren’t exposed to others with the virus, but they’re still able to, you know, keep the porch running, keep the factory running, I that might be a surprise to the upside to the market, because the expectation was that we would have a pretty significant drop off and supply chain issues from China. And maybe it won’t be as bad as everybody thought. But with these closed loops in place, so we’ll see how that plays out. Inflation is going to be the battle. Obviously, they’re not going to be able to fight inflation just by raising interest rates. We have to get the supply side working the ships, the ports, the tracking the railroads, you know, that all the different things that we could possibly do to get more food on the shelves, globally, actually, gas and oil and offsetting, you know, what’s going to happen with Russia I think are going to be really important components to help out so the Federal Reserve doesn’t have to basically kill the economy trying to bring inflation back under control. So anyway, look forward to see what’s gonna happen tomorrow. Wouldn’t be surprised to see a little downward movement or a little sideways movement just because we’ve had such a good run from middle of Friday to today. And but love to see some continuation at some point during this week to the upside. So we’ll see how this plays out. Should be interesting. I look forward to talking to you tomorrow. Thank you

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.