Why Does the Market Go Up When Recession May Be Looming?

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:

Easan Arulanantham:

Why is the market going up as recession fears increase? You know, you talked about how like good news is now being taken poorly by the market. Can you explain that a little bit further?

Tom Vaughan:


Yeah, so recession fears are going up. And that at least this week, and even last week, for part of it, the markets going up, and so doesn’t make sense. I mean, so much of the news that is coming out is pointing towards more recession. So many of the analysts and different people that are out there that talk about the market, are talking about recession, more and more, I actually think recession on Google search, you know, trend, jump dramatically, right, so people are looking it up. And here goes the market to the upside. So there’s a couple of reasons that could be happening. First of all, it could just be a counter move, right. So in other words, if the major trend is down, which it is now, and for me, one of the ways I look at major trend is the 200 day moving average. So when that’s down to me, that means a major trend is down. And so that means is that the bigger move is on the downside, and you can get these minor moves or counter trends. So we could just be having a counter trend we’ve had, I think this is the fourth one this year, markets down, down, down, but we’ve had four up trends. So the minor trend so far this year has been up. So that could be one reason, kind of irrelevant to the recession or anything, it’s just kind of the way it works.

So many people get negative at some point in time that they’ve already sold out. The only people left are the are the buyers, they come in a smaller group, but they can move because there’s nobody else to fight them on the other side. Eventually, that price gets up high enough, and some more people sell off at those use those points to kind of lighten up more and more. Right. And so you know, that’s why we’ve had failures on all of these run up. So that’s one reason why the market could be moving up, even though the recession talk and thought process and indicators are more aggressive. A second reason that the market could be moving up is just because the market looks forward. Right. And it looks six to 18 months. And so one of the things I keep reading about is that there’s now some expectations that the Federal Reserve will raise rates so much, that they’ll slow down the economy too much. And I’ll actually be lowering rates by this time next year. Oh, right. So 12 months from now. So the market is going to start moving up. If on those on that basis. Now, that parameter might fail, you know, or get readjusted, and people realize that there’s other things happening or what have you. And maybe they won’t be lowering rates till 2025, or, you know, whatever it might happen. But that is one of the calculus that’s happening right now, if you read the articles, there are a lot of people thinking that the Federal Reserve is going to have to shift to the other side and start to reduce rates. And that’s usually good for the stock market. And so the stock market is starting to respond to that now, right?

Easan Arulanantham:


So is that why growth, stocks are running a little bit more than value, because as interest rates, the prediction of interest rates coming down, means that these companies are able to grow a little bit better?

Tom Vaughan:

That’s exactly right. So, you know, because we’ve seen growth stocks struggle here, as you know, rates have come up. And as you know, interest rates have gotten higher and higher due to higher inflation. So just the opposite would happen if they start to lower rates next June or something we’d see, you know, obviously, the technology stocks doing better. So we’re already seeing that run happen, at least this week, right? I mean, we’ve seen the videos and the apples, and what have you outperformed the market pretty heavily this week. So, you know, there’s some other things too, I mean, it is, this concept of the dip buying is much more prevalent than it used to be. And it’s especially prevalent and, you know, the group that became involved in the market since 2020. And they’re pretty aggressively, you know, buying on these dips and continuing to move up, and they’re moving up the same stock.

So even when it didn’t make sense for technology to run in some of these run UPS we’ve had earlier this year, technology has often been the lead. So there is a group that really wants to buy those stocks, that whether the archetype funds, right, they have the big runs, and these timeframes are the stocks that are in those or you know, Apple, Microsoft, you know, Google, some of those have had some big gains here in this last couple of weeks. So sometimes it’s just that there’s a group out there that is small, but very powerful when nobody else is playing. Right. So, you know, it’s, there’s, there’s a lot of reasons that could be going up right now. And whether it holds up is I think, more important, as far as that goes. Because we’re now running into resistance right where we are now. There was very light resistance for what we ran through. So that’s pretty easy to move up. But now we’ll get past that. What’s the catalyst to jump us through that resistance, and then we have another big jump of light resistance so could jump again. But then there’s actually a really big resistance point. above that so you know those are the things we have to see to see a true bottom that happened you know back a couple of weeks ago but yeah it’s it’s a good question

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
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  • thinkpipes®
  • Right Capital
  • YCharts, Inc.