On The Markets

Oil And Stocks Don't Mix


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There’s a growing trend and interest among young people in nostalgia from the 1990’s.  Physical compact disc (CD) sales have actually grown in recent years, Barnes and Noble are actually adding physical stores this year, and what’s at the heart of a new Middle East conflict?  Oil.  Let’s see how continued volatility in the oil market played out this week, On The Markets. 
 
This week Sonoma Wealth Managing Principals Daren Blonski CFP® and Sonoma Wealth Marketing Director Dano Weir examine: 
• Oil and stocks historically have been negatively correlated, and we definitely saw it this week.  Is this a brief incident?  Or is this an oil shock like we haven’t seen since the 1970’s? 
• Why farming statistics from the 1870’s could give you some reassurance about AI replacing all jobs. 
• So-called “stagflation” is also looming.  What are the prediction markets saying about the potential for rate cuts, at all this year? 
• As you'd expect, major spikes in gas prices, some of the sharpest in 20 years. 
 
1:30 1870’s farming stats indicate AI’s future? 
3:30 Investor sentiment 
5:59 Gas prices some of the sharpest spikes in 20 years 
7:35 Further info on gas prices 
10:03 Energy sector vs tech sector 
13:15 Interest rate market sniffing out the narrative 
15:30 Prediction markets feeling zero cuts in 2026? 
19:20 Personal consumption is up 
20:30 Housing prices slowing 
21:20 Private credit market is looking shaky 
24:45 S&P this week 
33:44 Bitcoin bottom? 
39:40 Microsoft bottom? 
 
 
Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/ 
 
Video available on our YouTube Channel: https://youtube.com/live/ZWZM6Ny9390

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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.  
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On The MarketsBy 707 Media