loader from loading.io

The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024

Left Brain Thinking

Release Date: 06/21/2024

Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing show art Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing

Left Brain Thinking

0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth. There are three main forms of employee stock compensation: (1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options Each carries...

info_outline
How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference show art How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference

Left Brain Thinking

0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry. In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge...

info_outline
Is This a Market in Transition? Jarvis Update September 3, 2024 show art Is This a Market in Transition? Jarvis Update September 3, 2024

Left Brain Thinking

0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition? With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we are starting to see some new trends developing, as interest rates begin to crest and move lower. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss some of the most market-moving earnings over the past...

info_outline
How Does a Weakening Consumer Affect Your Investments? Jarvis Update August 16, 2024 show art How Does a Weakening Consumer Affect Your Investments? Jarvis Update August 16, 2024

Left Brain Thinking

0:00 Intro 0:53 Market Recap 3:44 Topic 1: Earnings Review; Consumer Weakening 7:36 Topic 2: Who Benefits from Lower Interest Rates? Markets experienced a quick and sharp correction in early August. This was driven at least, in part, by a weakening consumer and a perception that the Federal Reserve has been too slow to cut interest rates. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the two topics mentioned above. We give our thoughts on how a weakening consumer can impact your investments, along with some of the best areas of the market to...

info_outline
Are You Ready for the Market Rotation? Jarvis Update July 19, 2024 show art Are You Ready for the Market Rotation? Jarvis Update July 19, 2024

Left Brain Thinking

0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since the latest Federal Reserve meeting. We have seen two specific sectors of the market gain steam since Chairman Powell signaled that the first rate cut could be coming soon. We also take a quick look at the earnings from financial companies that have...

info_outline
Is Your Money Safe? Fundamentals of Investing show art Is Your Money Safe? Fundamentals of Investing

Left Brain Thinking

0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence. Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life...

info_outline
The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024 show art The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024

Left Brain Thinking

0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video. There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not...

info_outline
Should You Invest in Real Estate? Fundamentals of Investing (Part 2) show art Should You Invest in Real Estate? Fundamentals of Investing (Part 2)

Left Brain Thinking

0:06 Is Real Estate Really "Passive"? 2:20 What About Vacancy? 3:39 More Hidden Costs 5:53 Four Passive Investment Alternatives to Real Estate Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing...

info_outline
Should You Invest in Real Estate? Fundamentals of Investing (Part 1) show art Should You Invest in Real Estate? Fundamentals of Investing (Part 1)

Left Brain Thinking

0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing...

info_outline
How Should You Respond to this Market Correction? Jarvis® Update May 3, 2024 show art How Should You Respond to this Market Correction? Jarvis® Update May 3, 2024

Left Brain Thinking

0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions. What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian...

info_outline
 
More Episodes

0:00 Intro
1:02 Market Recap
2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing
8:04 Topic 2: Interest Rates, Inflation, and the Consumer

As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video.

There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing.

In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation.

Topic 1: Bull Roaring, Rally Narrowing
Topic 2: Interest Rates, Inflation, Consumers

If you would like to learn more about our how to take advantage of the current bull market, don't hesitate to reach out using the contact info below!

Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes

To check out our website, head over to https://leftbrainwm.com/

If you would like more information about our model portfolios head to https://leftbrainwm.com/report.

Email Brian at [email protected] for details.

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.