Market Update: March 15, 2022 Oil Drops And The Market Jumps

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 was up 2.14%. Today, I’m literally wearing out the green and the red shirts this year, lots of different things going on. I think this time period that we’re in here is really a masterclass on why you want to stay very diversified. In these types of markets, there’s so many cross currents, and they can have so many different, you know, reversals of things that you think so take oil, for example, it’s really fascinating. And I was going up beginning of the year, because the Re-opening has been happening faster than the supplies can keep up. And then all of a sudden, we have this invasion in Ukraine and oil really moves up, there’s some expectations that might go up to $200 a barrel and hit 137. Five days later, it’s back down to $95 a barrel. Some of that’s because some of the oil producing countries have talked about increasing production. And then there’s some hope that there’ll be a Ukraine, you know, resolution here at some point. But this week, seems like the biggest dropping of oil price has been because of the virus hitting in Japan, China, where they’re shutting down some of these major cities that produce a lot of different products. And maybe that would cause some slowdown in China, they won’t need as much oil. And so that price oil comes down and boom, what do we have today? Huge moves from the growth stocks, the tech stocks, what have you. And if you really look today, you know, Microsoft was up 3.9, apples at 3%, the semiconductor index that we use, so xx was up 4.6%.

I think, personally, that the two big updates that we’ve had last week, Wednesday of last week, and then this Tuesday, they had the same types of stocks running. My hope is that when things clear up and get a little bit better, and all these different areas, we’ll see those particular types of stocks really take off. We have three, I think pretty good growth stock type of pieces and our targeted indexes. But most of our money is in these broad indexes, which I think is the appropriate place to be right now. Just because it’s just really wild all the different crosscurrents. I think that’ll be the theme of the year here, too. So big day tomorrow with the Federal Reserve meeting. They’re going to meet met today. They’ll be talking tomorrow after their meeting, a second meeting. And so we’ll get to hear you know, what they think what did they see that the words that they use are really important to the market, we’ll see how the market responds to that. And then of course, they’ll tell about, you know, what interest rate increase they’ve decided on from this meeting as far as that goes. So very interesting timeframe. Good time to be, you know, really paying attention to what’s happening. So, look forward to talking to you 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.