Market Update: August 17, 2022 Unstretching 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 Wednesday, the S&P 500 was down a little bit more than point 7%. Today, kind of as expected yesterday, we got really close to the 200 day moving average and retreated. It’s kind of continued that retreat today, I’ve been mentioning that the market is really stretched out. And it’s bound to have some type of a pullback. It looks like what we’re getting now. But it is important to stay above the kind of breakthrough that we had before. We’re quite a bit above that at the moment. But that’ll be what we watch for as it pulls back, it could come all the way down to the top of that resistance that we got through before and then maybe bounce, you know, we’ll see what happens. But again, don’t expect great things here for a little while, just because the market has run so quickly, so fast. And I actually think this is a more positive thing to kind of consolidate here build up some more, you know, support, if we are going to try to get through that 200 day moving average, that would make that a healthier move. Sometimes these things just get so stretched out, it’s just bound to pull back. And I get a little bit more nervous when things go up so fast. So I do like to see what’s happening here.

I think this is good. A retail sales for last month came out actually flat. But if you take out autos and gas which both dropped, retail sales are at point 7%, although part of those increases in retail sales is because essentially people are buying the same things they bought last year for more, which makes it look like you know, retail sales are up overall. So but it does show the consumer is still out there, still buying, still moving in the right direction as far as that goes. So that’s good. And the Fed minutes from the last meeting came out. And there’s a lot of conversations in there about making sure that they didn’t over raise rates, that they were going to have to be a little bit careful there. These are not words that we’ve heard for a while from the Fed. They’ve been very adamant about, you know, really going after it. So they are trying to show, at least in the you know, they’re speaking that they’re moderating. Now, the market took off after that meeting, and a lot of the interviews that they’ve had recently have been a lot more aggressive. Again, a market that runs and runs creates a looser financial situation, which is more of a problem for inflation. Because people feel they can spend more money if their stock accounts and their 401k Isn’t what have you are going up. So kind of fighting the fed on that one. We’ll see how that plays out. But the market is doing pretty much what’s expected. Very interesting timeframe to watch. I would expect you know that we’ll see some kind of ups and downs happening this week. We do have the end of October expiration for options on Friday. So all kinds of strange things can happen then maybe better information will be achieved early next week, and hopefully we can hang in there and then eventually break through the 200 day moving average. So anyway, that’s what’s happening right now. 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.