Burn-Off, Market Seasonality, Earnings & What Wall Street Won’t Tell You The Money Wise guys start the show with a rapid-fire market update for the week just passed. The Dow was down 1.1%, the S&P 500 was down 2.3%, and the NASDAQ was down 2.8%. Though it was a down week, all three remain in the positive year-to-date, with the Dow up 5.8%, the S&P up 16.6%, and the NASDAQ up 32.9%. The Money Wise guys warned last week that market seasonality might hit hard in August, with it tending ...
Aug 05, 2023•1 hr 21 min
A Narrowly Missed Record for the Dow & The Impact of Algorithmic Trading The Money Wise guys are back at it for another week of wise investment discussion- and wise-cracking, too! They start with a look at last week’s numbers from Wall Street, which showed the Dow up 0.7%, the S&P 500 up 1.0%, and the NASDAQ up 2.0%. YTD all three indices remain up, as well, with the Dow up 7.0%, the S&P up 19.3%, and the NASDAQ up 36.8%. We had another attack of the Fridays, after a reversal of the ...
Jul 29, 2023•1 hr 22 min
The Week of the Rotation, Earnings Reports & Retiree Spending Rules The Money Wise guys kick off another engaging episode with a look at last week’s numbers from Wall Street. The Dow was up 2.1%, the S&P 500 was up 0.7%, and the NASDAQ was down 0.6%. YTD all three remain up, with the Dow in the black 6.3%, the S&P up 18.1%, and the NASDAQ up 34.1%. The guys discuss whether it was “the week of the rotation.” They revisit how tech stocks have driven a huge amount of the total return fo...
Jul 22, 2023•1 hr 21 min
No Recession in Sight & Distorted Leading Economic Indicators The Money Wise guys are back for another week of Wall Street news, witty banter, and investor education! They begin the show with a review of last week’s numbers. The Dow was up 2.3%, the S&P 500 was up 2.4%, and the NASDAQ was up 3.3%. YTD the Dow is up 4.1%, the S&P 500 is up 17.3%, and the NASDAQ is up an astounding 34.8%. The markets are still chugging along, full of potential, surpassing the 2023 predictions of all th...
Jul 15, 2023•1 hr 21 min
Ain’t No Fun ‘Til The Fed is Done & The ADP National Employment Report The Money Wise guys are back after a week off for the holiday, and they start with a recap of last week’s numbers from Wall Street. It was a short week due to the Fourth of July, and the Dow was down 2%, the S&P 500 was down 1.2%, and the NASDAQ was down 0.9%. YTD all three major indices remain firmly in the positive, with the Dow up 1.8%, the S&P 500 up 14.6%, and the NASDAQ up 30.5%. The shortened week saw light...
Jul 08, 2023•1 hr 21 min
June Swoon, AI Profit-Taking, and ECB Impact The Money Wise guys kick-off this episode with last week’s numbers from Wall Street. The Dow was down 1.7%, the S&P 500 was down 1.4%, and the NASDAQ was down 1.4%. YTD all three major indices remain up, with the Dow up 1.8%, the S&P up 13.3%, and the NASDAQ up 28.9%. It was a bit of a profit-taking week, much like a typical June when we expect to experience a bit of a sell-off. They call it the “June Swoon” and, although June is historically ...
Jun 24, 2023•1 hr 21 min
A Triple Witching Day, Increased Volume & An ‘Are You Ready for Retirement’ Quiz The Money Wise guys are back with another jam-packed episode! They begin with a look back at last week’s numbers from Wall Street. The Dow was up 1.2%, the S&P 500 was up 2.6%, and the NASDAQ was up 3.2%. YTD the Dow is up 3.5%, the S&P is up 14.8%, and the NASDAQ is up a whopping 30.8%. The Money Wise guys joke about how far off their 2023 predictions were for the markets, which have had a strong six mo...
Jun 17, 2023•1 hr 21 min
The $64,000 Question, Talking Heads & The Russell 2000 Index The Money Wise guys kick off this week’s show with a look back at last week’s numbers from Wall Street. The Dow was up 0.3%, the S&P 500 was up 0.4, and the NASDAQ was up a slight 0.1%. YTD the Dow is up 2.2%, the S&P 500 is up 12%, and the NASDAQ is still taking the lead, with an increase of 26.7%. This week began with a Monday where we saw a bit of a sentiment shift from investors, with some undervalued areas like the Rus...
Jun 10, 2023•1 hr 21 min
A History of NASDAQ Trends & Undervalued Stocks This week brings with it another action-packed episode of Money Wise and, as always, the guys kick it off with a look at last week’s numbers from Wall Street. The Dow was up 2.0%, the S&P was up 1.8%, and the NASDAQ was up 2.0%. Year-to-Date all markets are on the rise with the Dow up 1.9%, the S&P up 11.5%, and the NASDAQ up 26.5%. The guys also share an interesting new statistic, through the first 100 trading days of 2023, the NASDAQ ...
Jun 03, 2023•1 hr 22 min
The AI Halo Effect & Investor FOMO The Money Wise guys are back with another jam-packed show! They begin with last week’s numbers from Wall Street. The Dow was down 1.0%, the S&P 500 was up 0.3%, and the NASDAQ was up 2.5%. Year-To-Date the Dow is down slightly, while the S&P 500 and the NASDAQ are both up. The guys discuss the big performance difference between the Dow and NASDAQ - a more than 24% difference YTD - which is a reversal from what we saw last year. Of course, AI has bee...
May 27, 2023•1 hr 21 min
NASDAQ Rising & The S&P 500 Equal Weight Index The Money Wise guys kick off the show with a rapid-fire market recap. Last week saw the Dow up, the S&P 500 up, and the NASDAQ up. YTD all three remain up, with the NASDAQ still up by double digits - 20.9%, to be exact. The AI craze has taken control of the market this year, fueling a meteoric rise for the NASDAQ. The guys discuss a few stocks leading the charge, plus what the S&P 500 Equal Weight Index looks like - and which tells m...
May 20, 2023•1 hr 21 min
Debt Ceiling Drama & Fears About the Potential for an AI Bubble It’s another action-packed episode of Money Wise and the guys kick it off with a look at last week’s numbers from Wall Street. The Dow was down 1.1%, the S&P 500 was down 0.3%, and the NASDAQ was up 0.4%. YTD the Dow is up 0.5%, the S&P is up 7.4%, and the NASDAQ is still leading the pack at 17.4% positive returns. The Money Wise guys discuss how growth funds are still taking the lead, what all the profit-taking has mean...
May 13, 2023•1 hr 21 min
More Regional Bank Drama & Short Selling Concerns What a week on Wall Street! The Money Wise guys start the show with a recap of last week’s numbers across the three major indices. The Dow was down 1.2% and the S&P 500 was down 0.8%, while the NASDAQ ended the week up slightly. The Dow is up on the year, as is the S&P and the NASDAQ. We had an attack of the Fridays once again, but a good one this time. It didn’t quite get us back to positive range for the Dow and S&P, but it help...
May 06, 2023•1 hr 22 min
A Perplexing Market & Examining Relative Strength John Davidson is back for this week’s episode of Money Wise - and he’s on fire! The guys start the show with last week’s numbers from Wall Street before moving into some stunning examples of high relative strength despite poor statistics. The Dow was up 0.9%, the S&P 500 was up 0.9%, and the NASDAQ was up 1.3%. The Dow is up on the year, as are the S&P and the NASDAQ. The Money Wise guys discuss a market that continues to be perplexin...
Apr 29, 2023•1 hr 21 min
A Snoozer of a Week, The Market Cha-Cha, and Low Volume (Again) The Money Wise guys are back in the studio, kicking off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was down, and the NASDAQ was down, though all three indices were down by less than half a percent. Year-To-Date the Dow is up, the S&P 500 is up, up the NASDAQ remains up by a pretty massive 15.3%. Overall, it was a snoozer of a week, and the Money Wise guys analyze the lighter volume tren...
Apr 22, 2023•1 hr 21 min
Inflation News, Banking Shifts, and Quantitative Tightening The Money Wise guys start this week’s show with a rapid-fire market recap. Last week showed the Dow up 1.2%, the S&P 500 up 0.8%, and the NASDAQ up 0.3%. YTD the Dow is up 2.2%, the S&P 500 is up 7.8%, and the NASDAQ is up 15.8%. It was a very busy week with inflation data and, all in all, things are moving in the right direction. Year-over-year inflation is at its lowest rate in nearly two years, and the CPI and PPI numbers con...
Apr 15, 2023•1 hr 21 min
Q1 in Review & A Possible Reflex Rally for the NASDAQ The Money Wise guys are back in the studio after a week off, and there’s much to discuss. First, they dig into last week’s numbers from Wall Street: The Dow was up slightly, the S&P 500 was down a bit but near-flat, and the NASDAQ was down. Year-To-Date, the Dow is up 1%, the S&P 500 is up 6.9%, and the NASDAQ is up 15.5%. The guys also review the Q1 numbers, which show the Dow up slightly, the S&P 500 up 7%, and the NASDAQ up...
Apr 08, 2023•1 hr 21 min
The Attack of the Yellen and a Credit Contraction The Money Wise guys kick off this week’s show with a review of last week’s numbers from Wall Street before diving into Fed comments, a credit contraction, and more. The Dow was up 1.2%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.7%. Year-To-Date, the Dow is down 2.7%, but the other two major indices are in the black, with the S&P 500 up 3.4% and the NASDAQ up 13%. The guys jump right into some spicy political commentary and explain ...
Mar 25, 2023•1 hr 22 min
Regional and Super-Regional Banks, Fear-Mongering, and Non-Traded REITs The Money Wise guys are back to continue the conversation on many of last week’s topics, but they begin with last week’s numbers from Wall Street. The Dow was down slightly, the S&P 500 was up 1.4%, and the NASDAQ was up 4.4%. YTD the Dow is down 3.9%, the S&P 500 is up 2.0%, and the NASDAQ is up 11.1%. Regional and super-regional banks are once again the main topic of conversation, and the guys discuss how much of t...
Mar 18, 2023•1 hr 21 min
Interest Rate Fantasies & The Silicon Valley Bank Failure The Money Wise guys are back in the studio for another rapid-fire market update. Last week’s numbers from Wall Street showed the Dow down 4.4%, the S&P 500 down 4.5%, and the NASDAQ down 4.7%. Year-to-date, the Dow is down 3.7%, the S&P 500 is up 0.6%, and the NASDAQ is up 6.4%. There's a lot to unpack in this week’s show and the guys start with the Fed Chairman’s more hawkish statements and how they dashed interest rate fanta...
Mar 11, 2023•1 hr 21 min
No New Bull Market Yet, Moving Averages & Retiree Spending Rules It’s another action-packed episode of Money Wise, and the Money Wise guys kick it off with a review of last week’s numbers from Wall Street. The Dow was up 1.7%, the S&P 500 was up 1.9%, and the NASDAQ was up 2.6%. Year-To-Date the Dow is back in the black, and the S&P 500 and the NASDAQ are also up. All three major indices are still meandering back and forth in a trading range, and the guys talk about moving averages a...
Mar 04, 2023•1 hr 21 min
The Bears Are Mauling & The Dangers of Equity Indexed Annuities The Money Wise guys are back at it, kicking off the show with a review of last week’s numbers from Wall Street. The Dow was down 3.0%, the S&P 500 was down 2.7%, and the NASDAQ was down 3.3%. YTD the Dow is now down 1.0%, with the S&P 500 and the NASDAQ still in the black. The Money Wise guys discuss why the Dow rolled over and went into the red, why they didn’t trust the run-up that January gave us, the hotter CPI, PPI,...
Feb 25, 2023•1 hr 21 min
The Fed’s Latest Measure of Inflation is a New Buzzword: Supercore Inflation The Money Wise guys are back in the studio with another candid episode featuring plenty of analysis and critical questions. They start with last week’s numbers from Wall Street, which saw the Dow down slightly, the S&P 500 down slightly, and the NASDAQ up. All three major indices remain up YTD. The guys are discussing the F Word today - that's right, the Federal Reserve was chock full of data points in their most re...
Feb 18, 2023•1 hr 21 min
Trading Range & the Fed The Money Wise guys are back again with another rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. YTD the numbers are looking positive, with the Dow up 2.2%, the S&P 500 up 6.5%, and the NASDAQ up 12.0%. There was no economic news last week, though Fed Chairman Powell spoke at a forum and didn’t say anything new. We’re still stuck in a trading range from the technical side, and we’re expecting what could be a ...
Feb 11, 2023•1 hr 21 min
It was another wacky week for the markets and the Money Wise guys are back to talk you through it. The Dow was down, while the S&P 500 and the NASDAQ were up. The guys revisit the NASDAQ’s incredible January performance which, of course, is unsustainable. They review the Fed’s latest moves and statements, which weren’t particularly hawkish or doveish, and try to make sense of the market’s forward outlook. In the second hour, the Money Wise guys share the ‘Are You Ready for Retirement?’ quiz....
Feb 04, 2023•1 hr 21 min
The original Money Wise guys are back in action for this show, as Joe takes a week off. Last week’s market recap is positive, with all three major indices up. The Dow was up 1.8%, the S&P 500 was up 2.5%, and the NASDAQ was up 4.3%. YTD these three indices are up 2.5%, 6.0%, and 11.0%, respectively. The guys dive into the technicals and discuss why we’re still seeing lighter volume, who exactly is doing all the buying, and whether we will have two back-to-back negative years in the market. I...
Jan 28, 2023•1 hr 21 min
The Money Wise guys kick off the show with a recap of last week’s numbers from Wall Street, and it was a bit of a mixed bag. The Dow was down 2.7%, the S&P 500 was down 0.7%, and the NASDAQ was up 0.6%. YTD all three indices remain up. The way the year kicked off was not sustainable, and the market seems caught in a trading range it just can’t break through. The guys talk through the technicals, explain why last week’s earnings reports were a salad instead of a main course, and so much more....
Jan 21, 2023•1 hr 21 min
The Money Wise guys are back in the studio with another rapid-fire market recap. Last week, the Dow was up 2%, the S&P 500 was up 2.7%, and the NASDAQ was up 4.8%. YTD all three major indices remain up. John Davidson joins the show once again for the first time in six months, bringing political commentary and sharing his frustrations with the Federal Reserve. The guys also discuss the market’s struggles in 2022 and the silver linings we’re seeing now, as well as moves the Davidson Cap team i...
Jan 14, 2023•1 hr 21 min
The Money Wise guys kick off 2023 with a rundown of last week’s numbers from Wall Street. The first four trading days of 2023 showed the Dow up 1.5%, the S&P 500 up 1.4%, and the NASDAQ up 1%. We had our first attack of the Fridays for the year, with what appeared to be due to a short covering rally related to average employment earnings revisions. We’ve still got earnings staring us in the face and upcoming CPI numbers, and a Fed with no immediate plan to stop raising interest rates. The gu...
Jan 07, 2023•1 hr 21 min
It’s the last show of 2022, and the Money Wise guys are ready to leave this year in the rearview! Last week saw the Dow down, the S&P 500 down, and the NASDAQ down. In Q4 of 2022, the Dow and the S&P were up, though the NASDAQ was down. YTD, all three indices remain down. It’s a statistic-heavy show, as the guys share where 2022 fell in the historical context of poor stock and bond performance, and they share why they’re looking forward to 2023. In the second hour, the Money Wise guys sh...
Dec 31, 2022•1 hr 21 min
