Looking out over next year this week, we look at where the trouble lies. While corporate results are expected to remain strong, a key tailwind for the market's results for years will start to be a headwind and may have an outsized impact on returns.

On today's podcast, David goes over the latest economic data the group is following as well as discusses how inflation could impact the housing market if you are thinking about your next move.

Simon discusses the current reversal in what had been working in the market. He cautions against momentum trading and market timing, argues for portfolio balance, and examines the current environment relative to both the pre-Covid landscape and during the 2013 "Taper Tantrum". He makes the case for owning quality dividend-paying stocks and IBM, specifically.

On today's podcast, Chase talks about the volatility since Black Friday, resulting from the Omicron Covid-19 variant and the Fed's comments this week. Also, a look at what we'd consider buying if the volatility continues.  

Today on the show, Vasilios discusses the Q3 growth scare, inflation concerns, and the Fed. He also counts down The Wise Investor Group's top 10 holdings, sharing why the team considers them our favorite investment ideas. He also briefly talks about the group's incorporation of traditional value principles into the modern investment environment, and how that framework allows construction of a portfolio built to succeed in the long run.

Simon discusses how challenging it is to improve returns through market timing. Specifically, he throws cold water on the idea that investors can successfully market time by weighing the probability of recessions, focusing on market valuations, or measuring the duration of a bull market. 

Simon discusses how pessimism is dominating the headlines, but overall there are more tailwinds than headwinds. He details why stock investors should still be optimistic about 2022. He also highlights the buy rationale for Visa (V), Disney (DIS), and Johnson and Johnson (JNJ).

Financial Planner, Matt Anderson, tells you what you need to know about the current status of the Build Back Better plan. Many of the changes that would affect individuals in the original draft have been removed. In fact, most higher income people will see a tax cut next year if things stay where they are now.

The electric vehicle market is compelling but investors are treating some new stocks like they're the hottest dotcom stocks of the late 1990s. Today we look at some comparisons in the market, as well as looking at an alternate asset class for investing during periods of inflation.

Simon discusses how the recent growth scare is sufficiently discounted in stock prices and how most economically sensitive sectors and industry groups are currently leading.  However, he advocates for portfolio balance and owning companies with secular drivers over trying to chase momentum. He highlights the more cyclical names in the WIG portfolio: Aptiv (APTV), Magna (MGA), Caterpillar (CAT), and Fortive (FTV).