Market Update: July 19, 2022 Short Squeeze Rally

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 had a green shirt day today up 2.8%

Kind of have some good news and some bad news, I’ll cover the bad news. First, it seems like this particular rally was a short squeeze. And so when you hear that, what they’re talking about is that people are shorting a stock. And so if I want to short a stock, I borrow it from a brokerage firm, let’s say at $10, I’d sell it at the open market that my $10 in hand, I’m hoping it’s gonna drop to something like $5. And I can take that and buy back my stock and give it back to the brokerage firm and I keep the difference, that’s my profit. Unfortunately, if it all of a sudden goes to $15. Now I’m kind of panicking, because I’ve just lost a bunch of money, I’m gonna have to pay 15 for something I sold for 10. And so I start buying it back. And this happens enough, and there’s a bunch of hedge funds out there, all of a sudden, the stock doesn’t, you know, starts going up, because everybody’s buying it goes to 70 and 8090 20, etc. And there’s an unlimited risk on the upside on the downside there because essentially, the stock can go to 100, and you paid 10, and you have to pay 100, to get it back to give it back to the brokerage firm. So that’s what they call a short squeeze.

And you can tell what happened today, if you look at what Bloomberg was talking about, which just simply if you look at the S&P 500, the most heavily shorted stocks were up five and a half percent. Now the S&P As I mentioned, was up 2.8. And the least heavily shorted stocks, let’s say on the Russell 3000, were only 3%. So really, you know, you can kind of tell what’s happened today, you have, you know, a lot of fund managers and hedge fund managers shorting very high short interest, lots of you know, money on the sidelines, they’re not buying stocks. And it doesn’t take much when the sentiment is so negative for a few positive situations that come through and start to drive it and then all of a sudden, everybody’s starting to cover the shorts, and it brings that market up substantially. And you’ll see these huge rallies. So very fascinating what happened today.

But here’s the good news. Many of the reversals that have happened in the market started off just exactly this way with high short interest and a short squeeze. And so what we’ve seen here is that, you know, we’re in a down market, right? There’s no doubt about that. And we’re down all year long. The S&P 500 is below the 200, day moving average, the 20, day moving average is moving down, the major trend is down. And we’ve had many of these little run ups, and they’ve all failed, this would be the fourth or fifth one, because those are the minor moves, and they move and they come back down and we will come back down at a new low. And so eventually, one of those minor moves will turn into a major move and reverse the entire trend of the market. And we’ll be back to kind of running forward with a major trend up instead of down. A lot of times short selling squeeze can start that, you know, I think probably tomorrow the market goes up to we hit exactly this very, you know, tip of this resistance, today is the third time probably going to break through it. There’s a lot more short interest out there if if the market gets rolling again. And you know, all of a sudden, we’re coming back up, there’s a kind of a gap before the next set of resistance. So you can see some motion coming here. And sometimes that eventually turns into kind of this fear of missing out retail investors start jumping in. And then finally the event, the institutional investors look at that and say, hey, you know, we got to get in there too, because we’re losing out to the indexes and what have you. I think the one thing that’s really holding the institutional investors back, though, is just the knowledge of what’s happening here.

We don’t have super low valuations. So it’s not the stocks aren’t real cheap, which they like to see in this type of a downturn. We don’t have a scenario where the Federal Reserve is on the stock market side, they’re very aggressively trying to fight inflation, which is tough for the stock market to deal with. And if anybody studies the 2000 downturn of 2008 downturn, there were lots of big, nice big runs before it fell further and further. And those ended up 45% Down to 57%. Down. So that’s, you know, in the recent enough memory that I think people are in those, these rolling downturns, you know, the last one we had was 2008, the one before that was 2000. We’ve had, you know, IV type downturns in 2018 2020, those are quite different. These are these rolling ones can have a lot of these big upturn. So I think that kind of keeps the institutions, you know, a little bit on sidelines, but you don’t know and so that’s kind of the good news, when you have these short covering rallies is it could turn things around and really get things going. So we’ll see how this plays out as far as that goes, but a good time to be an investor. Good time to be watching and seeing what’s happened. There’s a lot to learn here right now, and we’ll see what happens 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.