There’s this feeling that this has happened before. 
There’s this feeling that this has happened before. 
As we approach a year since April 2025’s “Libertation Day” Tariff event, the market is feeling eerily similar, albeit under different circumstances.  We examine the factors and possibilities this week, On The Markets. 
 
This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: 
• An 80 year lookback on the S&P 500 in times of crisis and military action. 
• How has the S&P performed historically during oil-driven events? 
• A deep dive on major asset classes in the wake of this event-driven drawdown. 
 
8:40 2 Year Treasury Rate 
13:00 10 Year Treasury Rate is up 
14:55 Investor Sentiment 
18:18 S&P decline is not even at April 2025’s depths 
21:34 S&P returns through historic events 
24:04 S&P during times of war 
26:00 60/40 portfolios during oil-driven events 
31:20 Major indexes compared 
37:46 S&P and Nasdaq loses 200 day moving average 
40:06 Developed markets taking it on the chin 
43:30 Bond markets experiencing the “pain cave” 
45:20 Gold finally experiencing a sell off 
47:09 Bitcoin a mild bright spot? 
 
  
Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/ 
 
Video available on our YouTube Channel: https://youtube.com/live/QJ478p76EZI

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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.  
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