Becker Private Equity & Business

In this episode, Scott shares 4 thoughts on how to run a business successfully during a recession.

Watch headcount & be careful not to over hire.

Take care of your customers.

Go easy on debt.

Invest carefully & in areas with the highest probability of success.

In this episode Scott discusses the importance of not looking for love and emotional support from your private equity investors.

In this episode Scott discusses:

Markets finished higher yesterday extending a 4-day win streak.

The Nasdaq gained 1.27%, the S&P 500 1.06% and the Dow .71%.

Futures point up today.

Bitcoin has risen nearly 17% over the last few days.

Oil is back to close to $90 a barrel.

B of A survey shows investors fleeing equities en Masse on fear of recession.

Peloton co-founder John Foley resigns from the board.

Goldman is laying off hundreds of people.

In this episode, Scott gives a market update for September 13, 2022.

In this episode, Scott discusses allocation of equities versus debt, which is important to both long term returns and mental health.  While long-term outcomes are important, Scott stresses the equal importance of managing your mental health when investing.

In this episode, Scott outlines five thoughts he has this morning related to the markets.

In this episode Scott discusses:

The markets had a terrific day and week last week. The Dow was up 1.19%, the Nasdaq 2.11%, and the S&P 500 1.53% on Friday.

Futures point up this AM on preliminary predictions that inflation maybe tempering just one bit. See "Inflation Showed Some Signs of Easing in August" - WSJ.

Year to date the major indexes recovered some this week with the Nasdaq now down 22.58% year to date and the S&P 500 now down 14.66% year to date.

Oil heats up this AM and has risen to nearly $88 a barrel. But, Oil prices are down nearly $30 plus dollars over the last 3 months.

Bitcoin has also risen to nearly $22,000.

Treasury yields after hitting 12-month highs, seems to be softening one bit this AM.

The Feds next meeting is Sept 20-21 and people largely expect the Fed to raise the Fed funds rate by 75 basis points.

Analysts largely predict company earnings to soften for the latter half of the year. See "Sliding Earnings Pose Next Test for the Markets" - WSJ.

In this episode Scott shares 2 key lessons in business.

In this episode, Scott gives a market update for September 9, 2022.

In this episode Scott discusses:

The markets have strung together two great days and they are poised to add to their gains this AM.

The 1-year treasury yield closed yesterday at 3.63%.

Mortgage rates hit a 15 year high and reach nearly 6%.

New jobless claims came in low giving more runway for Chairman Powell to aggressively attack inflation.

Oil rose back to $85 a barrel.

Bitcoin jumped almost 10% to close above $21,000.