Market Update: November 29, 2021 Will Omicron Bring Down The Stock 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:

Hello everybody, welcome to Monday. The S&P 500 was up a little bit more than 1.3% today, which was a really good move, very strong market all the way across the board. Friday was a really interesting day, obviously, a big down day, reacting to this new variant, this Omicron variant that came out. And so really interesting, I thought today was sort of a buying opportunity. We actually did purchase Costco in some of our portfolios, and did that specifically for the fact that inflation has been fairly high. Seems like a lot of people are moving towards a lower cost place like Costco to fight inflation. And so that’s been a good deal. And then the other part is really adding AMD, Advanced Micro Devices, to some of the portfolios to go with our Nvidia holding. The semiconductor arena, in the research that I’ve been doing, is definitely the big area.


Normally, I would buy an exchange traded fund that buys basically all the the different semiconductor companies, but some of the big ones like Taiwan Semi and was having trouble with kind of the China market. And then of course, Intel’s been having its own problems. So just buying the two big ones that are doing really well, that’s worked out great. We’re up a lot on Nvidia, for example, which we bought a few weeks back.


So, really interesting time in the sense that if you look at this virus, and again, I’m not a doctor, but I do study the virus a lot, especially as it impacts the economy and the stock market, and what we have seen as in each wave that we’ve had, we’ve had less impact on the economy and ultimately on the stock market. I think people are getting more used to it. There’s more vaccinated people, there’s more people that are just going about their business irregardless. And so it doesn’t have as much impact as it did in the past. A lot to learn about this particular variant, it does seem to spread pretty quickly. But how, how bad are the symptoms? So far, they seem to be light, but the people are young, so we’ll have to see how that plays out, what happens with the vaccinated people and those types of things.


So irregardless, if we look back to the very beginning, we didn’t even have a vaccine, the market’s almost up 100% since then. And so you know, the keys are still there: low interest rates, easy money, no place else to go, those are the things that are driving the stock market that hasn’t changed, and really won’t change as far as that goes. Matter of fact, a 10 year Treasury dropped on Friday, making stocks, again, I think even more, you know, desirable, ultimately, in a low interest rate environment.


So again, I always try to keep my eye on the basics. And when we’ve got low interest rates and lots of money flowing out and what have you, you know, it can usually survive some of these waves of virus that’s coming. You know, the Delta Variant happened this summer, you know, and we still had a 25% stock market increase for the year so far. It did have an impact, we probably would have made even more without it. Because we had supply chain issues and people not coming back to work because of the Delta Variant. But, still the third quarter earnings for the S&P 500 were over 36% in gains, year over year. So I thought this was a buying opportunity. And I still think it is this is still a bull market. Still, until rates get a lot higher, or something else comes along that really can be you know, a detractor from buying stocks. I think this is the area to be in. And we’re you know, we’ll continue to see some good gains here as far as that goes. So, look forward to seeing what’s gonna happen tomorrow and I’ll talk to you then 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.