Magnificent 7 vs Everything Else

Much has been made over the “Magnificent 7” stocks over the last 15 months. The companies that comprise this Marvel-esque squad of super stocks are Microsoft, Apple, Nvidia, Amazon, Meta (Facebook), Alphabet (Google), & Tesla. But after more than a year of gains predominantly concentrated in these names, as the calendar turned to 2024, the…

All-Time Highs: Good or Bad for Stocks?

“I’m Back, Baby!” • George Costanza (Seinfeld, Season 5, Ep.1) • Frank Costanza (Seinfeld, Season 8 Ep. 7) • S&P 500 New All Time High (January 19, 2024) Before last week, it had been more than two full years since the S&P 500 had logged a new All Time High (ATH). When it did, as…

Financial Planning: Inspect What You Expect

If you have already attained a level of wealth and comfort with your finances this episode may not be for you… BUT WAIT! Most assuredly, you know someone who would benefit from getting a better handle on their finances. Whether it be the wealthy worrier, the high earner/ high(er?) spender, or simply someone who is…

CHART-A-PALOOZA – What Do The Charts Say?

You can’t spell Chart without ART. While the following charts will never sell for like a Picasso or Rembrandt, for a couple of wonks like Jesse & Chris, these charts do offer some level of beauty. Of course, beauty is in the eye of the beholder, and everyone will have their own interpretation. Chart-nerd or…

529 to Roth IRA?: Start the Clock

Happy New Year! We hope 2024 is off to a fast start for you, and you have laid out some plans to ensure this year ends with you in a better spot than you are today! Because that is our wish for you, and we tend to think in terms of plans ourselves, in this…

Stock Market: What To Watch For in 2024

In the final Random Gleanings video of 2023, Chris & Jesse offer up thoughts on some of the economic/market data points that will influence the trajectory of the market in 2024 – Earnings, Defensive Stocks vs the Market, & Rates. Additionally, they provide an update on a favorite chart – the Bull Market Checklist –…

Economic Forecast: 2024

This week, Random Gleanings digs deeper into questions for an Economist with Bryce Gill from First Trust. Shifting to a look ahead into 2024 this week (see last week’s review of 2023) Bryce shares a general forecast for the coming year before Jesse & Chris dive in with more specific questions pertaining to: – The…

Inflation – Mission Accomplished or Jury’s Out?

Random Gleanings welcomes a great guest, Bryce Gill – Economist for First Trust, into the studio for a information packed episode covering the year that was from an economist’s point of view. Chris and Jesse question Gill on everything from the 2023 Recession that never came, to the tech rally, bank failures, major commercial real…

R.I.P. Charlie Munger

Batman had Robin, Johnny Carson had Ed McMahon, and Sherlock Holmes had Dr. Watson. In the investing world, though, one man stands alone as the ultimate “sidekick”… Charlie Munger. Warren Buffett’s right-hand-man, Mr. Munger passed last week just a month shy of his 100th birthday. Jesse & Chris spend some time as fans of Charlie’s…