Jim discusses why the market has got it wrong.
Jim and Morgan discuss historical returns following peak rates and earnings.
Jim discusses interest rates and the National Debt.
Jim and Morgan discuss interest rates, fixed income, and economic data.
Jim and Jim discuss earnings, interest rates, and offer a reminder to create your Advyzon credentials or give us a call.
Morgan discusses signing up for the Advyzon site, and the sector rotation that has been occurring in the markets.
Jim discusses inflation and rebalancing.
Jim discusses the current state of the economy, and Morgan demonstrates how to create credentials on Advyzon.
Jim discusses the Federal Reserve’s balance sheet.
Morgan discusses the Federal Reserve decision to cut rates, and potential risks ahead.
Morgan discusses expectations surrounding the Federal Reserve meeting, and recent trades across many portfolios.
Jim discusses interest rate projections, the possibility of a recession, and how we are positioning portfolios.
Jim K discussed the Federal Reserve, the jobs revision, and recent adjustments to many portfolios.
Jim and Morgan discuss interest rate cuts, PE ratios and PEG ratios.
Jim K discusses the Federal Reserve and the SAHM Rule.
Jim discusses recent market events including the carry trade.
Jim and Morgan discuss valuation methods, recent trades, and capital gains.
Jim discusses economic news, interest rates, and recent news headlines.
Jim K discusses this week’s CPI report and possible Fed reactions.
Jim E discusses the danger of pure momentum stocks and the employment report.
Jim E & Jim K discuss the market place optimism, concentration and the Fed.
Jim K and Jim E discuss TTG’s technology changes and the security of your information.
Jim E discusses bond holdings and Convexity.
Jim and Morgan discuss consumer confidence, inflation, and the effect that rate cuts will have on fixed income in your portfolio.
Jim and Morgan talk about rate cut expectations and market performance.
Jim discusses what we know, and what we don’t know.
Jim discusses consumer sentiment and deep fakes.
Jim and Morgan discuss economic indicators and the market’s reaction to comments from the Federal Reserve.
Jim discusses some exciting housekeeping updates.
Jim discusses the interest rates, and how changes in interest rates affect your holdings.
Jim and Morgan discuss inflation and a message to Jerome Powell.
Morgan discusses comments from Fed members, and a brief review of the first quarter.
Jim discusses market conditions, and reviews charts from previous market downturns.
Jim discusses Volatility vs. Reality.
Jim and Morgan discuss economic conditions and the S&P 500 vs. the Equal-Weighted Index.
Jim discusses market breadth and inflation.
Jim discusses economic reports and warns of a new scamming tactic.
Morgan discusses market hurdles and the CPI report.
The Jims discuss earnings and the national debt crisis.
Jim K discusses recent economic readings and this week’s Federal Reserve meeting.
Morgan discusses the GDP report, inflation report, and the market’s reaction.
Jim E discusses inflation and interest rate expectations.
Jim K discusses the inflation report, reviews economic conditions, and more.
Morgan reviews 2023 and looks ahead to 2024.
Jim wraps up 2023, and provides some insight as to what to expect in 2024.
Jim and Jim discuss the Santa Claus rally, some holiday discounts, and gifts that are expected to arrive after Christmas.
Jim K reviews three key hurdles facing the market in 2023, and our progress and strategies as each hurdle is put behind us.
Morgan discusses the recent low-volatility trading days, and the recent jobs report numbers.
Jim discusses market support and resistance, earnings, and more.
Jim gives an inflation update and discusses a fixed income strategy.
Morgan reviews not only a recent chart of the S&P 500, but also the period surrounding the tech bubble.
Jim K discusses the Fed meeting and stocks versus bonds.
Jim and Morgan discuss recent events, the inverted yield curve, and earnings season.
Jim reiterates the importance of protecting your personal information, and discusses a strategy we are using in your portfolio, to maintain elevated income levels.
Jim and Morgan discuss the positive and negative conditions facing today’s market, and some equity positions that we are interested in adding.
Morgan reviews the third quarter, and discusses a strategy that will be used moving forward.
Jim K analyzes the S&P 500 chart, and discusses market outlook.
Jim and Jim discuss the Fed’s expectations for interest rates in the coming years, and market returns following peak rates.
Morgan discusses the facts, market opinions, and TTG’s opinions.
Jim E discusses Artificial Intelligence and a recent sale in many of your portfolios.
Jim K reviews recent economic data, some of which could be Recession warning signs.
Jim and Morgan discuss an options strategy and why call protection will become important moving forward.
Jim and Morgan take a look at a S&P 500 chart and remind you to stay diligent in protecting your personal information.
Jim E discusses inflation, earnings and some interesting history regarding the Fed.
Jim discusses Fitch’s downgrade of US Debt, and the most anticipated recession in US History.
Jim and Morgan discuss earnings season, the growing federal interest expense, and more.
Jim and Jim discuss the S&P rally, equal-weighted S&P, and some hurdles that we’d like to see put behind us, before being convinced that this rally will be sustained.
Jim and Morgan discuss the low-volume market rally and recent inflation data.
Jim and Jim discuss the bifurcation of opinion, and how any economic news can be portrayed to be “bad news” if desired.
Morgan discusses the second quarter and recent economic data.
Jim discusses the Equal-Weighted S&P 500 Index and the NAHB Housing Index.
Jim K discusses the Fed meeting and offers a reminder to guard your personal information, through an example of an Artificial Intelligence scam.
Jim E and Morgan discuss the bull market and recent earnings history.
Jim K and Morgan discuss the upcoming Fed meeting, recession expectations, and Chicago PMI.
Jim discusses the Debt Ceiling, small businesses, and how your portfolio has benefited from higher rates.
Jim K discusses the Debt Ceiling Crisis and a sophisticated scam that you should be aware of.
Jim and Morgan discuss the inflation report and first quarter earnings.
Jim and Morgan discuss the Jobs Report and the recent Federal Reserve meeting.
Jim discusses first quarter earnings, the current market trend, and the US Dollar as a reserve currency.
Jim discusses the volatile, low volume market and the shifting recession expectations.
Jim and Morgan discuss inflation data and how your risk profile helps us position your portfolios in times like this.
Morgan reviews the first quarter of 2023, and discusses the recent employment data.
Jim and Morgan discuss the SVB testimonies before Congress, and give an update on the technical side of the market.
Jim and Jim discuss what The Fed had to say this week, and the extra protection that Charles Schwab is providing for their account holders.
Jim and Jim discuss the market disruptions that occurred this week, and how the expectations for Fed action have shifted.
Jim K reviews the Inverted Yield Curve and discusses what will be needed for the support at 3800 to stay in tact.
Jim E and Morgan discuss earnings and risk premium vs. treasury yields.
Morgan discusses the next Fed meeting and takes a look at the inverted yield curve.
Jim E discusses disinflation and the recent CPI report that is causing market concern this week.
Jim K discusses the market’s trend line and how Fed actions may either change or confirm its path.
The Jims discuss the divergence between Fed statements and Market expectations, and the debt ceiling.
Jim E and Morgan discuss technical indicators and corporate and muni debt issuance.
Jim discusses earnings reports, the bounce we’ve seen in fixed income, and a recent addition to most portfolios.
Jim and Morgan discuss market assumptions and several market reports.
Morgan discusses Q4 2022 and looks ahead to 2023.
Jim K looks back at 2022 and looks ahead at 2023.
Jim E and Morgan discuss market support/resistance, bond returns, and recent transactions in many of your accounts.
Jim K discusses the recent Fed action and market news, and the reaction from the market.
Jim E discusses market returns following earnings troughs and today’s inflation reading.
Jim and Jim discuss corporate earnings and the key factors that have driven the market in the past week.
Jim and Morgan discuss a support/resistance line to watch and the possibility of a ‘Santa Claus Rally’.
Jim and Morgan discuss a Crypto Exchange filing for bankruptcy and the recent Fedspeak heard by the market.
Jim E discusses the most recent inflation reading and the importance of earnings in the long-term return of the market.
Jim K discusses recent Fed action and comments, market sentiment, and preparing for a market bottom in the coming months.
Jim and Morgan discuss the market ‘tug-of-war’ and a recent purchase.
Jim K and Morgan discuss third quarter earnings and the factors that drive the market under normal conditions.
Jim and Jim discuss the volatile market, recent bond additions, and expectations for the upcoming Fed meeting.
Morgan discusses the third quarter and the strategies being used in your portfolio.
Jim and Jim discuss discuss credit spreads and how the price of a bond is affected by changing interest rates.
Jim K and Morgan discuss what is known and unknown in this bear market. They also highlight 3 purchases that were made this week.
Jim E and Morgan discuss the CPI report and reasons to be optimistic as a long-term investor.
Jim K discusses the positive week in the market and the remarks of Fed Chairman Jerome Powell.
Jim E and Morgan discuss how bonds have performed in the past week, and highlight a couple of bonds purchased this week.
In this week’s update, Jim discusses the market movement and rate expectations.
Jim and Morgan discuss the 200-Day Moving Average, and where much of the market volume is coming from.
Jim and Jim discuss the Fed, oil prices, support/resistance lines, and more.
Jim and Morgan discuss the yield curve, jobs report, and a recent purchase.
Jim and Morgan discuss the Fed meeting, GDP report, and TTG’s strategy in the coming weeks.
Jim E discusses market conditions and a portfolio transaction.
The Jim’s discuss current market conditions and increasing portfolio income.
Jim K and Morgan discuss the Jobs Report, the 10-year US Treasury Rate, and more.
Morgan discusses the events of the past quarter including interest rate increases, bear market rallies, and falling consumer confidence.
Jim and Jim discuss market support and resistance levels, and the 10-year Treasury Yield.
Jim K and Morgan talk about the negatives and positives of the market, and the important role of bonds in your portfolio.
Jim E discusses inflation and the current trend in the market.
Jim K discusses market sentiment and some market leaders’ expectations.
Jim and Morgan discuss a recent add to many of your portfolios, and the risk of gambling in the market.
Morgan discusses retail earnings results and TTG’s position as investors, not traders.
Jim discusses some of the characteristics of a bear market and TTG’s keys for success.
Jim and Jim discuss the market’s reaction to another interest rate increase.
Jim and Morgan discuss the volatility and the buying opportunities it creates.
Jim K and Morgan discuss the volatile week in the market.