Left Brain Thinking

Things started well this week, but markets fell sharply after the Federal Reserve weighed in yet again with more hawkish commentary. The best offense for investors may be playing in defensive sectors like consumer staples, healthcare, and insurance.

CEO Noland Langford and Director of Research Brian Dress discuss the week's developments in the financial markets and another week of earnings reports.

Topic 1: Earnings Season Topic 2: Playing Offense with the Barbell Portfolio Topic 3: The Consumer

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This week we welcome our first guest to the Left Brain Thinking podcast. Ryan Reeves is the Founder/CEO of Investing City, an investment research subscription service covering high growth investments and fundamental analysis.

Ryan tells our Director of Research, Brian Dress, about what got him started in the investing business, describes his investment philosophy, and explains two of his favorite investment ideas, Datadog (DDOG) and SentinelOne (S).

To learn more about Ryan and his service, head to https://www.investingcity.org/ or follow him on Twitter @investing_city.

We are back again this week with another Jarvis Weekly Update. This week CEO Noland Langford and Director of Research Brian Dress discuss the week in the markets. We saw the end of the market's three week winning streak, while interest rates rose sharply for yet another week.

Topic 1: Confusion Reigns - Brian and Noland discuss weakness in homebuilders and semiconductor stocks and try to determine whether there are any areas of the market we can count on.

Topic 2: What the **** is going on with the consumer? - We cover the continued weakness in the retail sector even though oil prices are beginning to pull back.

Topic 3: Cash is King - Noland and Brian look at what sectors are working in the market and note the fact that businesses that generate cash flow are performing the best.

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Plenty to cover this week in the Jarvis Weekly Update. Volatility in the markets seems to be accelerating and there seems to be a real lack of liquidity out there. CEO Noland Langford and Director of Research Brian Dress cover whether this means there are opportunities out there for

CEO Noland Langford and Director of Research Brian Dress are back again for the Jarvis Weekly Update with plenty again to cover in the world of markets.

You can also watch the Weekly Update on YouTube here:

https://www.youtube.com/watch?v=dQu72jkAJLc&t=15s

Brian Dress, director of research at Left Brain Investment Research, says that the market for the first two months of 2022 has been field with 'bad reactions to good news,' but with the start of war in Ukraine the early results have been 'good reactions to bad news,' which is a positive sign that there are 'green shoots' of a recovery that the market is likely to see a few months down the line with . Dress urged caution in investors looking to buy the current decline, noting that he does not expect a V-shaped recovery and that it will be easy to mis-read big market up days as being meaningful, which they won't be until the market is broadly having 'good reactions to good news.'

Noland Langford, chief executive at Left Brain Investment Research says that with the Federal Reserve poised to hike interest rates several times this year, growth-oriented investors can find the right kind of "action" in corporate bonds and tax-free municipal bonds. He is expecting yields of up to 4 percent on munis and says the corporate bonds can be purchased at discounted prices now, but with intermediate maturities that should have them paying off shortly after the rate-cycle ends. Langford also talks about the benefits of making Roth IRA conversions now, as investors consider their tax picture.

Freddy Garcia, vice president for investments at Left Brain Wealth Management, says that the classic '4 percent rule' created by financial-planning legend William Bengen needs to be adjusted in times like what we are seeing now, with rising inflation and the growth outlook for the market changing. Garcia says the rule can work as intended -- designed to determine the size a nest egg should be to last a lifetime -- but only when it is managed to reflect market conditions that can impact long-term returns.

It's a short summary of each week's newsletter on our podcast channels, directing you to the key points and giving additional context to the written post. The same content is available with video on Left Brain's YouTube channel at https://www.youtube.com/channel/UC6bqGg_VfmuCH7E-s7rNUxQ Check out the most recent installment here, with CEO and Chief Investment Officer Noland Langford and Left Brain's investment team discussing many of the past week's most topical investment subjects, including the strength in the energy and materials sectors, as well as a quick discussion about whether Chinese stocks are showing signs of a bottom.