WealthVest

Historically, when you bought stock indexes at low multiples, expected returns were high and vice versa. #value

There is a lot of debate happening right now, largely along partisan lines, about whether tariffs are inflationary. #strategy

Businesses raise prices when they think their competition will do the same. Headlines of price shocks provide that cover. #inflation

With the recent Red Wave election results, one might be wondering if there are any restraints on the incoming administration.

An economic question that has become a highly political one. Has the significant rise in unauthorized immigration exacerbated inflation? #immigration

Acknowledgement that the Ring of Fire is no longer a powerful enough deterrent to Israel attacking Iran’s domestic military and energy infrastructure

The strength of gold is telling us that the global money printing cycle has consequences and that growing sovereign debt loads.

We add up the below positive and negative factors and see an economy that is still slowing but not on the cusp of a recession. #housing #economy

When the three-month average of the unemployment rate moves up by more than 50 basis points, a recession is sure to follow. #recession

Wall Street narratives and recommendations start with the answer that best suits their careers and their clients and find the justification secondly.

Perhaps markets are already beginning to reflect what 10% “across the board” tariffs would mean to inflation and rates. #economy

Economy is still rolling along like Ole Man River and inflation is still somewhere between accelerating and stubbornly sideways north of the Feds 2% target

Would have seemed unthinkable are now embraced by lawmakers on both sides of the aisle and certainly by both men vying to be the next President. #trade

Ask any experienced oil analyst what the next 10% move in oil is and you will likely get the same response: an eye-roll. #oil

The semi-retired with assets and savings and secondly, the young underemployed kid struggling to keep up with the rising cost of living. #economy

Productivity is profoundly important to our economic future. GDP is driven by two things: Workforce growth and productivity growth. #growth

Futures are now pricing in only 22% odds of a June cut, 10 yr yields ripped to the important 4.50% level and equity futures sold off hard. #markets

Worried about the job market. For good reason as the employment data that have been traditionally forward looking have been weak for a while now. #markets

Past 26 years, of the 435 seats in The House of Representatives, we have seen the number of districts considered a Toss-up fall from 164 to 23. #politics

Today’s CPI print came in slightly, very slightly, hotter than the street’s published expectations. #markets #inflation

Overall, the reaction in equities is slightly bullish as there were whisper estimates/fears of a higher number. #markets #jobs #PCE

It should have become clear to every market participant that this cycle would be different than previous cycles. #markets

Einhorn, a world class poker player, built his hedge-fund empire from a modest start of $1mm of capital to a powerhouse on Wall Street. #markets

Every month I say the same thing which is that I find it bizarre that the financial world obsesses over such a poor set of data, but it is what it is. #pay

1. Inflation metrics are falling cyclically. / The drivers of secular inflation are rapidly accumulating. #views

The old order of the past seven decades is rapidly giving way to protectionism and isolationism. #growth #strategy

In homage to Mr. Wien, we humbly offer ten views that we believe will come to fruition while consensus currently does not. #2024 #strategy

A demographically driven labor supply problem that is exacerbated by this phenomenon of people choosing to work less than they had prior to the pandemic.

Moody’s lowered its outlook on the U.S. Credit rating to negative from stable. This move comes amidst increased policy paralysis on Capitol Hill.

The QRA has become suddenly important because of the emerging concerns that there may be developing a supply/demand mismatch. #markets

It makes the 336k number harder to dismiss. It is simply harder to assume that it will be revised lower in the next few months. #jobs #markets

In this cycle, Job Openings per job seeker soared to unprecedented highs, but have been steadily falling recently. #jobs #markets

Fitch downgrade of the US Credit Rating may have been a surprise to markets but the reason for the downgrade: a steady deterioration of governance. #US

I wanted to get a better understanding of a popular theory that seems to posit the idea that deficits don’t matter. #deficit #myth

20% of GDP growth came from a sub-sector of the economy that normally accounts for only 1% of GDP. #GDP #strategist

Never had a fed tightening cycle when so many Americans with mortgages were locked into rates far below where they are currently settling out. #housing

The good news is that if Cathie is right, our current yawning budget deficits won’t be a problem nor will nosebleed tech sector valuations. #strategy

The reason so many of the hedge funds are playing for a bearish move is because the credit data has rapidly become consistently foreboding. #strategy

A MYGA is appropriate for someone who is closer to retirement and prefers tax deferral and a guarantee of investment return. #portfolio #investment

As a financial professional, there’s a lot you can do to build and/or enhance your Facebook presence and attract new clients. #advisors #socialmedia

Any step China makes toward aligning itself more closely with the Russia and its willful pariah status should be troubling to financial markets. 

Here are five common misconceptions that you might encounter when discussing the benefits of annuities with your clients. #annuities

Fixed index annuities offer that market protection, while still giving you upside potential based on market returns. #annuities #investing

If you’re looking for a way to help your practice stand out, video marketing is a great place to start. #advisors #marketing #video

Here are 6 steps you can take today to start developing powerful and timely campaigns for your practice. #marketing #advisors

Here are a few things to keep in mind when building a social media marketing strategy for your practice. #financialadvisors

Don't just be connected on social media because you feel like you have to be relevant, be noticeable. #financialadvisors #socialmedia

There are products with positive annual growth and guaranteed monthly income that may fit well in many clients' income plans. #retirement

Have you heard of structured annuities, buffered annuities, registered index-linked annuities or variable index annuities? #annuities

Strategies for leading a seminar audience to your call-to-action, how to create a smooth system for onboarding new clients. #retirement