Market Update: October 7, 2021 Agreement Reached And We Move Back In

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. The S&P 500 was up almost a little bit over .8% today, so it’s three days in a row that we’ve had good up days. And of course, they reached an agreement on the debt ceiling, finally. It is for a short term, and then we’ll see what happens going forward. But, I am encouraged by the fact that there was at least some negotiations and meeting of the minds to make this happen. It makes me feel better going forward that the concept of allowing a default isn’t something that we want to have happen.


So, we have moved all of our assets back in. Three weeks ago, we put a freeze on new monies that have been coming in, and kind of piling up. We don’t like to buy during downturns until we feel more confident, and so that went back into that also. So, really good timeframe. Let me show you something here on this chart they think’s important to watch for kind of coming up next.


And so what I’ve got here, this is a chart of the S&P 500, so far for this year. This is the 50 day moving average, this orange line here. And this blue line is the 200 day moving average. You can see that the price held above this 50 day moving average every time, except for this last downturn. So, of course the debt ceiling default is something to be taken seriously. A lot of people have to take money off the table, just in case. But you can see today, we had a nice jump upward with the announcement. And we got really close to getting back through the 50 day moving average.


So, a couple things that I watch for. Number one, is this consolidation of purchases that happened here over the last week or so. That provides some support, if the price does fall back down. People will usually buy when it comes back to those levels. The other thing I’m watching for, is it getting through the 50 day moving average, because I think once it does that it, has a shot of slowly moving its way up to a new all time high. But the most important thing that I would point out here, is that if you look at the very high point here, and the very low point here, by my calculation: that’s only a 5.9% drop.


So that’s pretty significant, if you think about all of the things that have been happening. Impossible issues with the Federal Reserve, supply chain issues, what’s happening in China, the debt ceiling, and the market drops 5.9%, from its highest to its lowest point, at least on the S&P 500. That shows you an awful lot of strength. And that’s where the positive part of this comes in.


We were able to take advantage of this, and buy in a little bit lower, which is great. But really, it’s very, very amazing to me, that this isn’t down 15% or 20% in that particular environment. And it just shows you the liquidity and how much money is coming into this market, and what’s probably going to drive it forward. And if you look back to my positive Friday comments about three weeks ago, now we can kind of see those portions just starting to come through. If we hit a new all time high, that’s why. It’s because of all those things that are out there that are happening.


So, I really look forward to seeing what’s going to happen tomorrow. Join me for my Talk Money with Tom show at 12:15pm. I start that show off with a summary for the week. And so I look forward to talking 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.