On The Markets

Be Careful Wishing For Rate Cuts


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Cut the rates, money will be cheaper, millions can refinance, market tends to love rate cuts, ...what could go wrong? 
This week On The Markets, Sonoma Wealth Managing Principal Daren Blonski , Chris Sipes CFP® and Marketing Director Dano Weir explain: 
  • Why the scenario where rates need to be cut means we are likely looking at a major economic downturn 
  • Why single family home sales are looking like 2008 
  • In the last 20 years should you have been in all gold or all stocks?  Joke’s on all of us, it’s a push? a
  • What is a massive drop in “Doctor Copper” telling us about a possible recession? 

8:01 US vs Global Equity Returns 

11:45 US Equities vs The Rest Of The World since 2009 

14:00 Investor sentiment 

15:25 Odds of a rate cut 

19:33 Job numbers 
 
23:09 2 year treasury vs. Fed Funds Rate 
 
27:30 Americans own more stocks than ever 
 
31:25 Time between S&P 500 All Time Highs 
 
33:12 S&P 500 – where are we going over time?  CAPE ratios 
 
35:38 Russell 2000 is still a dog 
 
37:00 Gold vs. US Stock Market 
 
40:10 New single family homes at near 2008 levels 
 
43:20 Why do we look at “Doctor Copper”? 
 
44:24 Jobs numbers 
 
54:48 Market heat map 
 
55:10 10 year treasury 
 
56:23 Oil performance 
 
59:00 NVidia and Microsoft performance 
 
1:02:00 Agg Bond index 
 

Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ 
 
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ 
Audio also available on  
Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 
Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj 
 
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser todetermine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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On The MarketsBy 707 Media