The amazing post election rally is a clear demonstration that investor sentiment has dramatically shifted since this time last year:
This week’s program dives into the most important questions for investors now that the US equity markets have made all time highs:
How high can this go?
Who is buying?
What industries and companies are they buying?
Are equity valuations too high?
What will the next correction look like?
What asset classes, other than stocks, are still undervalued and performing well in 2017?
What are the biggest dangers to portfolios?
Headline Round Up!
*No New Regulations Allowed!
*No New Federal Bureaucrats Allowed!
*Deregulation! Manufacturing, Autos, Pipelines, Infrastructure, and Healthcare.
*Texas Banks Leading the Charge! Texas Capital and Frostbank Blast into Record Territory.
*Texas Instruments 17 Year High! 7% Revenue Growth and 28% Earnings Per Share Growth!
*Southwest Airlines All Time High!
*Royalty Trusts Spike!
*Technology Leading the Nasdaq to All Time Highs.
*Merger of the Week: J&J Buys European Bio Tech Leader Actelion.
*Cheniere Doubling LNG Export Capacity.
*Permian Basin Black Gold Rush Continues!
*Barclays Moves to Dublin!
9 Big Dangers to Your Portfolio!
- Lack of Real Cash Flow
- Bear Market Cycles
- Fear: Excessive Pessimism
- Excessive Optimism
- Performance Chasing/Over-Paying
12 Long Term Solutions!
- Draft a long term plan.
- Get big checks!
- Earn more than you spend.
- Prepare for the next market downturn through tactical allocation.
- Own assets that can increase in value by more than inflation.
- Make special purchases after record capital gains.
- Review annual expenses using a spreadsheet download.
- Calculate the likely forward return of available asset class choices.
- Use at least 3 competing, distinct asset categories.
- Buffet therapy?
- Tactically increase maturity value under control when possible.
- Tactically increase forward income when possible.
Featured Research Solutions:
Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
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