A Top 20 Bank in the United States has collapsed. We discuss the contagion risk within regional banks as well as how this will impact the Federal Reserve's policy moves.
Note: Both interest and non-interest bearing accounts have a maximum coverage of only $250k through FDIC. https://www.fdic.gov/consumers/consumer/news/cnwin1213/coverageupdate.html
Welcome to 2023! This deep dive will examine a large number of economic indicators that our firm watches to predict recessions. 2023 will be a year of patience as the economy evolves and the market is currently mispriced based on inflation and earnings.
In our newest episode of "Making Cent$ of Wealth," we interviewed Dr. Stephen Miller, the Director of Research at the Center of Business & Economic Research at UNLV and discussed:
- Dr. Miller's career focused on inflation
- How high will inflation go and what the Fed must do
- Recession and the consequences of battling inflation
In the newest episode of Weekly Cent$, Andrew and Carl discuss:
➡️ One of the worst first halves of the year for equities
➡️ Catalysts for a rebound in the second half
➡️ The largest drop in government bond yields this week
To learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.
Questions? Comments?
Call us today!
Direct: (702) 878-3900
Toll-Free: (866) 600-3030
In the newest episode of Weekly Cent$, Andrew and Carl discuss:
➡️ Where markets are with charts and in relation to earnings
➡️ Fed meeting and new rate hike expectations
➡️ Expectations for the rest of the year
To learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.
Questions? Comments?
Call us today!
Direct: (702) 878-3900
Toll-Free: (866) 600-3030
During this new episode, Andrew Whalen & Carl Aschenbrenner discuss the top 5 behavioral bias traps investors need to avoid that lead to underperformance. They also discuss how the markets and the economy got into its current position and where our team believes they are headed over the next 6 months.
In the newest episode of Weekly Cent$, Andrew and Carl discuss unemployment, recession probability, corrections, stock prices, and inflation.
To learn more about the topics discussed From Carl's Desk, join our mailing list by emailing: info@whalenfinancial.com.
Questions? Comments?
Call us today at (702) 878-3900!
In the newest episode of Weekly Cent$, Andrew and Carl discuss inflation decline, recession indicators, Fed comments, and recent market actions.
Barron's Personal Inflation Calculator:
https://www.barrons.com/articles/personal-inflation-calculator-51651691668
In the newest episode of Weekly Cent$, Andrew and Carl discuss earning season's weak guidance, the Fed finally raised rates, and our portfolio game plan with today's market volatility.
In the newest episode of Weekly Cent$, Andrew and Carl discuss how bears outnumber bulls in a recent March institutional investor survey, the Fed announces a reduction of its balance sheet, and Buffet and Musk's involvement in HP and Twitter.
In the newest episode of Weekly Cent$, Andrew and Carl discuss the Fed raising interest rates for the first time since 2018. Also, they review technical charts of the stock market and if we've potentially found a bottom.
In the newest episode of Weekly Cent$, Andrew and Carl discuss the conflict between Russia and Ukraine, its' impact on global GDP, supply chains, and when it might end. They also discuss the oil spike, its' correlation with recessions, and the Fed reducing rate hike expectations and targeting a 25bp increase in March.
In the newest episode of Weekly Cent$, Andrew and Carl discuss the second quarter earnings season as they look for interesting, overlooked growth stocks.
#earningsseason #growthstocks #PTON
Please join CEO - Andrew Whalen for our State of The Markets.
Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021.
Some important topics that will be discussed during this webinar include:
- How the Stocks Performed in 2020
- What drove Market Performance in 2020
- The New Presidency and the effects on the economy
- Where are we now?
- Financial Forecast for 2021
CEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings.
Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010.
Please join us for this educational podcast, and we look forward to building your tomorrow, together, today!
Please join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm!
Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021. We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients investments and shaping a new client experience and landscape.
Thank you and we look forward to building your tomorrow, together, today!
Andrew Whalen - CEO provides an analysis of the upcoming year - "Outlook 2021: Powering Forward"
Some key takeaways in the area includes:
- New Economic Expansion for 2021
- Congress and the effects on the Market
- 2021 U.S. Market Forecasts
CEO Andrew Whalen shares his views about the upcoming U.S. presidential election and its potential impact on the markets and portfolios. Key points Andrew Whalen addresses during this presentation:
1- How this year’s recession may impact election results
2- The issues in play and how they may affect the markets
3- Consequences of a contested election
4- Impact of Political policies on the economy, sectors, and the markets
During this new episode, CEO, Andrew Whalen talks about disruptive technologies and their impact on the economy and stock market in the coming years. This includes BioTechnology, BlockChain, AI & Robotics, and Cyber Security. Join Andrew today and learn more about this 'disruptive' topic.
During this new episode, CEO, Andrew Whalen talks about our emotional behavior and responses - and how they can often negatively affect our short and long term investment decisions. He will discuss the objectivity that is needed and how to protect yourself - well...from yourself! Join Andrew today and learn more about this 'emotional' topic.
During this episode, we talk with local real estate agent, Lena Paola. We cover the impact of the pandemic on trends in the housing market, where mortgage rates are heading, and the outlook for home buyers and sellers. If you're interested in the current state of the real estate market you'll want to listen to this new episode.
The coronavirus is a pure negative externality. It initially caused a negative supply shock that was rapidly offset by a negative global aggregate demand shock. Households were then called upon to stay at home and avoid social interactions, which forced them to spend less. If consumers buy less, companies are inclined to produce less. This will have a negative impact on production and will cause massive layoffs.
Silicon Valley Bank Collapse
29:38
2023 Outlook - What it Means for Stocks & the Economy
1:00:08
Making Cent$ of Wealth - Battling Inflation with Dr. Stephen Miller
1:02:03
Weekly Cent$ - Catalysts for Rebound
14:33
Weekly Cent$ - Fed Raises Rates. What's Next?
30:07
Making Cent$ of Wealth - Behavioral Finance Mistakes to Avoid
32:33
Weekly Cent$ - A Mid-Cycle Slowdown?
20:03
Weekly Cent$ - Recession Indicators
12:21
Weekly Cent$ - Market Reactions
13:22
Weekly Cent$ - The Fed Announces a Reduction of its Balance Sheet
18:51
Weekly Cent$ - Yield Curve Starts to Invert
19:10
Weekly Cent$ - Fed Raises Interest Rates
16:49
Weekly Cent$ - Conflict between Russia and Ukraine and when it might end
16:19
Weekly Cent$ - Russia's Invasion of Ukraine
20:41
Weekly Cent$ - Volatility Discussed
14:28
Weekly Cent$ - Earnings Season
10:01
Making Cent$ of Wealth - State of The Markets
46:28
Making Cent$ of Wealth - New Presidency New Policies
46:00
Making Cent$ of Wealth - Whalen Financial 2021 RIA Vision
17:20
Making Cent$ of Wealth - Outlook 2021: Powering Forward
33:59
Making Cent$ of Wealth - Presidential Election 2020 Handbook
46:33
Making Cent$ of Wealth - Disruptive Technology
38:17
Making Cent$ of Wealth - Protect Yourself From Yourself
40:03
Making Cent$ Of Wealth - The Coronavirus, Real Estate, and You
22:59
Making Cent$ of Wealth - The New Normal
28:58