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Inflation The market is not liking the CPI report today as the inflation rate of 8.3% topped the expectation of 8.0%. It was down from July's 8.5% rate, but it remains stubbornly high and likely cements a Fed Funds Rate increase of 0.75% at next week's meeting. Energy was down 5.0% in the month and gasoline was down 10.6% in the month, but year ove…
 
Streaming Services We knew the day was coming when streaming would have bigger viewership than cable TV. It officially happened this past July. Streaming services accounted for 34.8% of total US TV viewing compared with cable at 34.4%. The 34.8% streaming services viewing climbed dramatically from 23% one year earlier. We may see similar numbers in…
 
AppleThere are a few fund managers that I follow and respect their opinions. One of them is Dan Niles who is a Stanford University graduate in electrical engineering. He has focused on tech stocks for over 30 years, and I always enjoy his commentaries and analysis. I have continued to warn that I still believe Apple stock is too pricey. Dan runs a …
 
Unemployment / Job Openings The jobs report today showed the labor market strength is slowing, but overall, it still remains in a very healthy spot. The headline number saw payrolls increase 315,000, which was essentially in line with the estimate of 318,000. While this was the slowest growth since April 2021, it is still a good growth rate and peo…
 
Apple ProductsIn the past we have posted about where will Apple find the next area of growth for their business. One area of growth for them could be the $452 billion mobile ad market which could grow to $680 billion in 2026. They also may take advantage of trying to get into the online advertising market which is about $600 billion. There are many…
 
High PricesThe highly anticipated inflation numbers for July came out today and were better than expected. July inflation was 8.5% a decline from June‘s inflation numbers of 9.1% and also below the forecast of 8.7%. One month does not make a trend however I believe this could be the start of the decline to December 31, couple reasons I think that.W…
 
Jobs ReportFriday’s job report was a good surprise showing non-farm payroll increased by 528,000 jobs, this caused the unemployment rate to fall to 3.5%. We have now recovered all the jobs lost during the pandemic returning to levels not seen since February 2020. Average hourly earnings were up 5.2% over last year but it appears that wage growth co…
 
Stock AnalysisIn a search for value at Wilsey Asset Management we’re always looking for companies that have gone on sale with strong fundamentals. What follows are four companies from last week that were down substantially from their 52-week highs. We have not done the research to see if they’re fundamentally strong, but they are definitely on sale…
 
Chip ManufacturingI for one am glad to see positive news from the Senate regarding a bill designed to boost US semiconductor competition. After a key procedural vote that passed 64-34, the stage is now set for final passage in the chamber either late this week or early next week. It would then head to the house for passage and finally to Joe Biden …
 
InflationAnother month, another extremely high inflation rate. The CPI came in today for the month of June at 9.1% which topped the estimate of 8.8% and was the highest level since November 1981. Energy inflation was top of mind yet again as gasoline prices climbed close to 60% compared to one year ago, electricity prices grew 13.7% over the same t…
 
Labor MarketFriday's job report will be a very important indicator for how the job market is holding up with inflation concerns and rising interest rates, but today we got the data for the JOLTs report. In May the labor market remained strong as there were still 11.25 million job openings. This far outweighed those counted as unemployed as it stood…
 
InvestingYou may be feeling that this year so far is the worst year investing in a long time. I’m here to tell you, you are correct if you are investing in the indexes and not value investing. Regarding stocks this has been the worst six months to start the year since 1970 as the S&P 500 was down 21% through the first six months. And if you thought…
 
Stock Market Value IndexIt's important to remember how quickly the right stocks can move and it's one of the many reasons I don't try to time market bottoms. If we look back to the last time the market was spooked by the Fed raising interest rates, it was December 2018 and the Russel 1000 Value Index lost 15.7% from November's close to the low in D…
 
May Retail SalesThe retail sales numbers were again disappointing in May as month over month they declined 0.3%. Comparing to May 2021 they increased 8.1%, but inflation in the month was 8.6% meaning spending adjusted for inflation likely decreased. Many areas in the report did not keep up with inflation as clothing and clothing accessory stores on…
 
Harrison Johnson, CFP® Financial Planner: Potential Changes for Social Security May Consumer Price Index ReportInflation numbers were released, there was no surprise to the upside or the downside with a year over year increase of 8.6% which is the highest since 1981. I believe these numbers will be in the high range for another few months because o…
 
April Jolts Report Although job openings declined in the recent JOLTs report they still remained elevated. The report showed job openings of 11.4 million in the month of April which was the second highest on record behind the upwardly revised 11.8 million in the month of March. May Employment Numbers Overall, the job numbers were good this morning …
 
Target (TGT) and Walmart (WMT) We have seen companies like Target (TGT) and Walmart (WMT) get absolutely hammered this earnings season with WMT down close to 25% from its 52-week high and TGT down over 45% from its 52-week high. While valuations may start to appear attractive in the retail industry, be careful as inflation could weigh heavily on th…
 
Energy PricesEnergy prices continue to climb as regular gas prices at a national level hit a record $4.523/gallon and diesel prices hit $5.573/gallon. Last month gas prices were at $4.08/gallon and diesel prices were at $5.028/gallon. If we look at last year, gas prices were at $3.045/gallon and diesel prices were at $3.171/gallon. For us lucky CA …
 
U.S. Airline BookingsI have said that I believe the economy will be held up by a shift from goods to services throughout the rest of this year. I was a bit worried with my prediction when I saw a headline that U.S. airline bookings dropped 17% last month from March.CPI (Consumer Price Index)I'm still sticking with my prediction that inflation likel…
 
April Employment NumbersEmployment numbers came out on Friday and while unemployment rates stayed the same as last month at 3.6%, not as good as the expected 3.5%, the economy still recovered 428,000 jobs above the estimate of 391,000 jobs. Declines in the MarketsIf you’re feeling a little bit uncomfortable with declines in the markets, it is justi…
 
Big Tech Companies Start to StruggleI'm quite excited to see many big tech companies start to struggle. I have been hesitant on the group the past few years as the valuations just did not fit in to a value investors strategy. GDP ReportWhile the headline GDP number of a -1.4% missed the estimate of 1.0% growth, the underlying numbers still don't wo…
 
Streaming ServicesAfter Netflix's results yesterday that saw the company lose 200,000 paid subscribers and forecast a loss of 2 million subscribers in the second quarter, it is clear the streaming competition is catching up with the company. I do believe this loss of subscribers is going to be isolated to Netflix as other streamers continue to play…
 
InflationComparisons of our current inflation to the late 70s in my opinion is not the same. From 74 to 79 the consumer price index was 8.1% however unemployment was at 7.9%. Recent unemployment just released is 3.6%. CPI ReportThe inflation problem has only gotten worse as CPI came in yesterday at 8.5%. This is the highest year over year gain sinc…
 
Walt DisneyI held Walt Disney in the portfolio many years ago and I’ve been waiting for a correction to come to put this wonderful business back in my portfolio. I always liked it because it was a family type business. Now the company seems to be getting away from the family orientation. Index InvestorsIt was not a good start for index investors in…
 
March 2022 Jobs Report To no surprise the job recoupment continued in the month of March as non-farm payrolls grew by 431,000. This did miss the estimate of 490,000, but the previous two months saw revisions total a gain of 95,000 which more than offset the miss. Job Openings and Labor Turnover Survey (JOLTS) The Job Openings and Labor Turnover Sur…
 
Apple’s New Phone: SEI recently read about all the hype on Apple products from the recent product event and special notice was taken to the big push on their new phone the SE which starts at $429 versus $699 for the cheapest iPhone 13. Would you fly in an airplane that uses only electricity?The electric vehicle market has taken off, but there’s alw…
 
Increases in the Economy: Retail sales came out today with a headline miss as they grew 0.3% compared to January below the estimate of 0.4%. A major positive in the report was January was revised upwards and compared to December, retail sales grew 4.9%. The initial January report showed a gain of just 3.8%. Oil CompaniesIf you hold in your portfoli…
 
SPACs: You may not remember about 18 to 24 months ago when the big rage was SPACs. These are special purpose acquisition companies, and many were formed back in 2020. We talked about not investing in these blind pools for fear of being hurt and losing money. Oil Price Spikes: Russia has made a bold call that if the West proceeds with a ban on energ…
 
The Right Stocks Will Do Well Over The Long Term US Electric Grid: The United States electric grid is becoming older by the day. In 2020 there were over 180 power disruptions February Jobs Report: The Russia/Ukraine news continued to dominate the markets and what was for the most part a strong jobs report flew under the radar. Nonfarm payrolls saw …
 
The SEC: Recently the Securities and Exchange Commission also known as the SEC passed a proposal that would force hedge funds and private equity funds to provide basic disclosures to their investors and guard against conflicts. Tax Returns: Did you have problems reaching the IRS last year? You wouldn't have been alone as the IRS had just 16,000 wor…
 
Inflation: We reported last week that inflation year over year was up 7.5%. Companies are doing their best to hide these increases in many ways such as reducing the portion size at restaurants or reducing the number of ounces of a product you buy in the store. Another trick they are using is not increasing the price but adding overpriced accessorie…
 
Highlights: On Friday, February 4 China and Russia announced a new oil and gas deal valued at roughly $118 billion. It should also be known that last year the trade between the two countries hit a record $147 billion. The big game is now just a couple of days away!!! As always we like to take a look at some numbers before enjoying the game. The tra…
 
Jobs Report The jobs report blew past the estimate of 150,000 today as nonfarm payrolls grew 467,000 in January. Also, November and December saw a huge revision upward as it totaled 709,000. While I was surprised by the magnitude of the beat, I wasn't surprised to see a good report. We can't forget that employers are still desperate for workers as …
 
Mentioned Topics: GDP Report The GDP report came in very strong this morning as Q4 saw an annualized growth rate of 6.9% which blew past the estimate of 5.5%. While this is a positive, there was a large gain of 32% from private domestic investment which is a gauge for business spending and inventory build. Public Pension Funds In an effort to incre…
 
The problems keep on coming for Peloton (PTON) as the stock traded as low as $23.25 today. That's a decline of more than 20% just for the day and compares to the company's all time high of close to $170 back in January of last year and is also lower than the IPO price of $29. In terms of market cap Has competition got the best of Netflix? In tradin…
 
We have talked before about how the big tech names like Apple and Microsoft continue to carry the NASDAQ. Proof of that was showing last week when 38% of the NASDAQ stocks had fallen 50% or more from their 52-week highs. You may feel safe with Bitcoin because it’s estimated that 114 million people hold Bitcoin. There are 7.9 billion people in the w…
 
Has Cathie Wood’s fame come to an end? After riding Tesla and other hot tech stocks in 2020, Wood predicted a strong 20% return in 2021 for her flagship fund ARKK. That was not the case as the fund lost over 23% in 2021 and is down nearly 9% to start 2022. Labor Force Participation Boston Beer Company The 10-year note hit 1.8% Friday morning Stocks…
 
The jobs report looked like a big disappointment this morning with payrolls increasing just 210,000, far below the estimate of 573,000. There were however some bright spots in areas that could help ease the inflation concerns. Harrison Johnson, CFP®: Power of Tax Deferred Growthโดย Brent & Chase Wilsey
 
On today's episode: Uh oh! Shocking news about the close for this year. What happened? Is it time to panic? What are less experienced investors using their options on? Why is this a bad idea? President Biden is going to release 50 million barrels from the US Strategic Petroleum Reserve. Is this going to effect gasoline or oil pricing? Peloton (PTON…
 
On today's episode: The Staples Center is getting a name change. What do we think about it? Big conglomerates are breaking up their companies. What does this mean for our economy? Harrison Johnson calls in to discuss about umbrella insurance. What is that and how can it effect you? Elon Musk is in the financial news again (no one is surprised thoug…
 
Get ready for a very informative episode today! Rivian (RIVN) is in the financial news. Good news? Bad news? Find out! People are quitting jobs at a record for this last month. How will this effect our economy? We analyze the stocks that you call in and want to talk about.โดย Brent & Chase Wilsey
 
We got a very informative show for you today. Employment numbers are out. What are they looking like now? Any positives? Any negatives to look out for? There could be some issues with 5G towers and signals that could be alarming for investors. We discuss the latest information on that. Bad news for the Zillow stock. We are about to hit a record on …
 
A jam pack show today! Labor shortage is causing problems in many sectors of the economy. Who is being effected the most? The deficit for the fiscal year ending on September 30th just came out. How much was it? What does this mean for our economy? Tesla will supply Hertz with 1000 rental cars. How is this effecting Tesla's stock? San Diego County T…
 
The National Retail Federation is predicting a new all-time record for Halloween spending which will reach $10.1 billion this year. The previous record was 9.1 billion in 2017. However, there could be a problem. Tesla continues to improve on revenue and earnings. Record revenue was reported at $13.8 billion which delivered a $1.6 billion third-quar…
 
On this episode of the Smart Investing Show: We talk about the importance of the Fighters' Fight Foundation and Breast Cancer Awareness Month. Please help however you can by going to https://www.fightersfightfoundation.com/. Retail sales went up better than the expectations. Where is this all coming from? JOLTs report looking pretty good still. Wha…
 
We got a jam pack show for you guys today. Check it out! Discussed Topics/Stocks: General Motors (GM) Red Rock Resorts (RRR) Vishay Intertechnology (VSH) Harrison Johnson, CFP: Refinancing before Retirementโดย Brent & Chase Wilsey
 
On this episode of the Smart Investing Show: The stock market went down pretty hard. Is this something that we should panic about? Is it better in China possibly? Was watching a movie at AMC really worth it? Harrison Johnson calls in changes that are coming to Roth accounts. We analyze that stocks that you want to talk about.…
 
Today on the Smart Investing show: Natural gas prices skyrocketed since the new presidency. What can we expect from this? Microsoft did something crazy with their stocks. What is it and why you shouldn't fall for it? Retail sales increased last month. What does this mean for our economy? The latest news on the inflation rate. The latest news on the…
 
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