Market Update: September 23, 2021 The Stock Market Had A Strange Up-Day Today

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 a lot today: It was up 1.2%. The Dow was up almost 1.5%, NASDAQ 1%, the Russell 2000 Small Cap index was up about 1.9% today. Everything was green. Not everything. But, most everything was green today, it was really an incredible day all together.


And I find it very, very strange because we had these situations, they’ve resolved to a certain degree, what happened with this big company in China, with the real estate debt, and that seems to help quite a bit yesterday. And then the Federal Reserve came out and talked about how they were going to be cutting back on the bond purchases. They were going to be raising rates might even be raising rates sooner. And we’ve seen the 10 year Treasury going up.


All of those things in the past and not even very long, though, even over the summer, when those types of situations came up, the market would usually fall in, and so today it comes up. We broke through the 50 day moving average. We fell through it before and then we’ve come back up, and so that’s a significant piece for a lot of these technical traders. And so it’s very fascinating to me, in the middle of this debt ceiling conversation: “What is happening?”


So, there’s a lot of potential reasons why; we’ll have to see how this plays out. Very, very good, though. When you have two really strong up days in a row, oftentimes that’s a great signal of a reversal for things to kind of come back, and definitely money was pouring in today.


I’d say for me, the most of the surprises that have come this year have been on the upside, where I feel like there should be some more deterioration before things turn around, and it doesn’t happen. And we were only down about 3.6% from the high here, over that little three week period of time, two and a half week period of time, and I felt like there was possibility, that it could come down some more. I still think that you might want to be a little bit cautious. I have this gut feeling that in this political environment, we’re going to run this debt ceiling conversation to the very edge, and that would probably scare the market in theory. So, we’ll kind of see what happens, as far as that goes.


Again, I do think that will be resolved. I don’t think they’re gonna let the US government default on anything, but it could get closer than we would like. Again, this political environment is kind of contentious, and I think that’s one of the issues that could happen here. So, very happy to see an up day. I’d love to see some of the pieces that went up today, a lot of good quality companies had some good runs, and it does show you the power of how much money is on the sidelines, and how powerful all the positives are that are currently sitting underneath this whole market and has been driving it all year. So that’s a good thing. So we’ll see how this plays out.


Again, I still think things are very positive. I just like to see what happens here with this debt ceiling, which could take a little while, before we get a resolution. But anyway, I look forward to seeing you tomorrow. If you get a chance to sit down and watch the Talk Money with Tom tomorrow at 12:15pm. I’d love to answer any of your questions and what have you there too, and see what’s gonna happen tomorrow. I give my summary for the week, tomorrow also at the beginning of the show. So 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.