The Independent Advisors

Show Notes:

Outlook for stocks after Fed rate cut: historically positive

Possibility of election year seasonal weakness

No recession expected; mid-cycle slowdown predicted

Consumer balance sheets in good shape

Bonds expected to rally with anticipated Fed rate cuts

Productivity surge in the U.S. economy- expected to support continued economic growth and a bull market

#269 Topics:

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X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab

https://x.com/KevRGordon/status/1828042176057811051

X Post from Liz Young, Head of Investment Strategy at SoFi

https://x.com/LizThomasStrat/status/1828098863108128812

Research from 8/17/24

https://x.com/FactSet/status/1824935004943556922

https://x.com/FactSet/status/1824920409105457362

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Twitter: @MikeZaccardi

LinkedIn: @Mike Z.

Show Notes:

Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?

Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918?

US Wage Growth

X post from Charlie Bilello on 8/14

https://x.com/charliebilello/status/1823710733168996606

C-Suites mentioning “Recession” in earnings calls…

X Post from Ryan Detrick on 8/13/24

https://x.com/RyanDetrick/status/1823456221057228930

Financial Planning Topic of the week – Article from Dalvin Brown in the WSJ on 7.27.24 titled “Key to Happiness or Distrust? The Couples who itemize their monthly bills - https://www.wsj.com/personal-finance/these-happy-couples-arent-sharing-bank-accountstheyre-sharing-spreadsheets-c33c3b70

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Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email

Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email

Linked In Post from Campbell Harvey - https://www.linkedin.com/posts/camharvey_it-has-begun-over-the-last-year-i-have-activity-7225216764152868864-_nBb/?utm_source=share&utm_medium=member_ios

Show Notes:

https://www.ssa.gov/news/press/releases/2024/#7-2024-1

https://www.optimisticallie.com/p/rate-cuts-are-coming?

https://x.com/granthawkridge/status/1813374265686999061?

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

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X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?

Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23

https://x.com/MichaelKantro/status/1815906361315566021

Tweet from Markets & Mayhem on 7/23

https://x.com/Mayhem4Markets/status/1815912732845052319

Show Notes

• Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024

• Global Markets Investor - Recession in the future?

• Ben Carlson - Total Returns in the past 5 years

• Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September