Market Update Manufacturing growth is surprisingly good 4.1.2021.

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:

Hello, everybody, welcome to Thursday, just a quick update here, I am changing the name we’ve been calling this Shelter In Place for since March 22 of last year, I think we’ve done like 258 of these. And I’m just gonna call it Market Update at this point in time, just to keep it simple, still going to put it out every day won’t change as far as that goes. And looking forward to seeing those of you who can join me on the go live with Tom starting next Friday, April 9. And again, if you have any questions, you can submit them anytime you know at ask Tom with at golivewithtom.com and what have you. And you can submit those questions live as we’re going to, and all you do is you put in go I with Tom and hit enter you know .com, hit enter and you’re there. You don’t have to do anything. It’s anonymous, it’s kind of an interesting concept. And we’re going to be talking about all kinds of different things in terms of finances and markets, and what have you to deal with the objective being of trying to help you increase your net worth.

So today was a really exciting day, the S&P 500 was up almost 1.2% today. And I think really more importantly, we saw a big move in the small cap stocks. And so when you see small caps really start to move, that means people are willing to take on more risk. And oftentimes that will lead to more motion in the market to the upside. And one of the big catalysts today was the manufacturing port, which was phenomenal. One of the biggest jumps we’ve seen in quite a while that what’s called the ITSM, the Institute of Supply Managers reports every month, so anything about 50% is considered growth in manufacturing, anything about 55% is considered exceptional. And so the Wall Street Journal had a you know, estimate at 61%, which is great. That came out at 64%. This is one of the best readings on a monthly basis over the last 38 years. That’s really my theme of the day. And this is what I’ve been talking about.

I think that what is happening in the reality of the reopening and the number of people that are going to be hired, the number of you know, manufacturing dollars that are going to go out is much higher than what is being expected. And the upside surprise is where we make the money. Because you know, for example, in the area of manufacturing, if they would have hit 61, you wouldn’t have seen a tremendous amount of money coming into the market, because that’s already built into the market. That was the expectation, let’s say. But when it hits 64, that upside surprise causes more money to come in more excitement. And some of these things can get huge momentum and really get money coming in. And so my theme at the moment is that the reopening is going to be more aggressive than is what is being expected by the analysts. And that upside surprise is what’s going to create this motion. If you go back to this time last year, that’s exactly what was happening. Everybody thought things were gonna go down, down, down. And they started to go up, up, up. And so the market had to react and react and react and it’s still going on. And as this, you know, reopening happens, I think the reopening could be quite violent, because of the you know, pent up demand. And that will be a good thing, we might have to deal with some inflationary pressure.

But I do think that’s going to work its way through. So I think that, you know, theme of the day. And really kind of what happened today is this upside surprise. And we need to keep watching for those tomorrow they report employment, the expectation is around 700,000 jobs. And so we’ll see what happens with that the market is closed tomorrow. So it won’t be a video tomorrow for that. But we’ll you know, that’ll be interesting to see how that impacts on Monday. So you know, energy moved up today semiconductors moved up today, small caps moved up today, there was a lot of really good leadership, I thought altogether that was very, very positive.

So and also one of the things that was different today and actually yesterday to both growth and value did well today growth a little bit better on both days than value. But both did well which is not what we’ve been seeing we’ve been seeing this kind of teeter totter where one does well and the other one falls apart, or vice versa. So we are seeing some now broader money coming in. And so this is this is what I’ve been really hoping for. So let’s see what happens on Monday. I look forward to talking to you then. 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.