You just sort of wake up and are in a cycle that you don't know how it started and it's unclear when it'll end.  The money has money, the money goes to the performance, the performance is Ai, the Ai keeps spending, the employment doesn’t matter, wash rinse repeat.  Because... 
 
The Virtuous Cycle Continues 
 
This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: 
• This closed loop cycle of investment and Ai that seems to be feeding on itself.  Is there an end or should we be saying This Is The Way now? 
• How has the S&P performed during government shutdowns? 
• Wait the average consumer is in a GOOD position? 
• Ai companies with high “valuations”...kay what historically what has that done for their stock’s performance? 
• Bounceback for Bitcoin and a weekly ATH for S&P 
 
9:20 What’s the S&P performance during government shutdowns? 
11:30 Wealth breakout by generation 
18:50 Price to earnings ratio and equity returns 
20:35 Valuations are a poor predictor in the short term 
22:30 Average consumer is in a GOOD position? 
27:21 Sentiment indicators 
28:27 What economic environment are we in? 
29:30 Consumer Price Index compared to manufacturing 
35:45 Does the official data show gold has overtaken treasuries as a Central Bank reserve asset? 
37:50 NVDA breakout again 
40:00 Heat map 
44:20 Bitcoin hits ATH 
46:00 Bonds are back in vogue? 
47:10 Equal-weighted index hits ATH too 
47:40 Oil chart signaling...too much supply? 
49:40 The dollar has gotten pounded this year 
50:09 Gold looks like a crypto chart 
53:19 Market volatility 
 
 
 
 
 
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