Show Notes:

Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123?

Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth



Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

Show Notes:

Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party

https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v

Charlie Bilello post from 6/5/24

https://x.com/charliebilello/status/1798184430126944732

Tweet from Hedgeeye on inflation

https://x.com/Hedgeye/status/1798435967579120063

Example of a “heat map” – this one is from the website www.finviz.com/map

Show Notes:

https://x.com/morganhousel/status/1793613842792247688?

https://x.com/RyanDetrick/status/1792587665507852436?

https://x.com/SJD10304/status/1791573839622861226?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

The Resilience of the U.S. Economy

https://twitter.com/charliebilello/status/1793389802835865887

The Last of the Bears among Wall Street Strategist

https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v

https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0v

Why So Much Attention on NVDA?

https://x.com/charliebilello/status/1793383284585447560

https://x.com/charliebilello/status/1793384507887751185

https://x.com/charliebilello/status/1793386643828719688

Show Notes:

https://www.carsongroup.com/.../six-reasons-this-bull.../?

https://awealthofcommonsense.com/.../the-new-normal-in.../

https://twitter.com/TrendSpider/status/1783236887722999995?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

https://twitter.com/charliebil.../status/1785442300186763671?

https://www.wsj.com/.../housing-affordability-taxes...

https://www.wsj.com/.../iphone-stolen-device-protection...

https://twitter.com/lisaabramo.../status/1787605462759739600

https://twitter.com/BruceZaro/status/1788299562266108300

https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes:

• The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.

• Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

Show Notes:

• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”

• Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?"

• Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments

• Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes:

https://twitter.com/AndrewThrasher/status/1778057693908910553?

https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?

https://parentdata.org/theres-no-secret-option-c/