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Agree about deepseek! Likened to sputnik? So look what sputnik did for USA in the long run!!! Same for deepseek.

11/1/06 4.6 % 7/1/07 5.2% 12/1/08 2.8%. Today 4.96% We are over leveraged in debt with the prospect of long term demographic slide / demand destruction. There is a world wide deep recession underway. 30 yr Chinese bond 1.9%. People are widely over optimistic about future US economic prospects. Buy long duration treasuries hand over fist.

Long term bond yields shot up in 2007 too.

Bond market not broken. It simply is calling the feds bluff.

Market did not grow fiats failed. Gold out paced SP500.

3:46- what's the proof for RFK being an "anti-vaxxer"? He's explicitly said he's not against vaccines broadly.

I'm an LPL customer. Let's call a spade a spade. Markets reacted very positively to Trumps re-election. Investors look at Trumps past performance as a future indicator. If the executive branch election remained with the same party, you'd get more of the same people-unfriendly market reaction. I'm more hopeful then even November 2015.

Clear and concise, thank you LPL

very insightful , thnks is it possible to get the slides for this call?

Earnings were up more the past two years because of continuing price gouging. All the extra expenses for consumers went to increased CEO, top executives, Board Members and major investors compensation and payouts. The real economy is determined by homelessness, wage & benefits, home ownership and other things that actually improve the lives of the majority, not a handful of greedy people who don't care.

Consumers aren't hanging in there we're they're just surviving.. be truthful don't spew out garbage.

Enjoy your insights

Very wise.

You know, I wished you guys reduced the size of your profile pictures. I would like to see the charts better. Thanks ;)

Aren’t we close to triggering the Sahm rule?

excellent commentary

you're touching your papers (or something) to the microphone and there's a weird noise when you shuffle and move them, so if you could stop that....

Love to see 100-year charts; staying long for a long time :-)

is there anywhere i can see the pdf version of the slides used?

Great Work Gents!

US labor union should be responsible for the off- or near- shoring. people in the world can do their jobs as they can but ask for much lower.

great insight Quincy !

📝 Summary of Key Points: 📌 The market experienced a rally driven by earnings and the AI story, with the S&P 500 up over 1% for the week, marking the 15th up week out of the past 17. 🧐 The focus was on the Magnificent Seven stocks that contributed significantly to the market's performance, with NVIDIA leading the rally and strong earnings growth supporting the gains. 🚀 Buybacks are back in focus, with companies like Meta, Apple, and NVIDIA announcing significant buyback programs, indicating potential stability and support for stocks in case of a market downturn. 💡 Additional Insights and Observations: 💬 Quotable Moments: "There's nothing bearish about breaking out to a record high." 📊 Data and Statistics: The buyback index has historically outperformed the S&P 500, with buyback stocks showing favorable factors like momentum, value, and growth. 🌐 References and Sources: The core PCE inflation report is a key data point to watch, with expectations for a potential uptick in inflation. 📣 Concluding Remarks: The market's resilience, driven by strong earnings, buyback programs, and upcoming inflation data, suggests a positive outlook despite potential short-term fluctuations. Investors should monitor key indicators like the core PCE report for insights into market trends. Generated using TalkBud

📝 Summary of Key Points: 📌 The market is currently uncertain due to concerns about inflation and the possibility of rate cuts being delayed. Reports on prices paid and received in manufacturing sectors are indicating an increase, which is not favorable for central banks. 🧐 The upcoming Fed minutes and speeches, especially from Vice Chair Philip Jefferson, are crucial for understanding the Fed's stance on rate cuts. Economic data releases, like leading economic indicators and initial jobless claims, will provide insights into the labor market and overall economic health. 🚀 Earnings season updates from companies like Walmart and Home Depot shed light on consumer behavior and economic trends. The performance of small-cap companies is closely monitored as they are indicative of economic conditions. Nvidia's upcoming earnings report will be significant for the semiconductor industry and market sentiment. 💡 Additional Insights and Observations: 💬 Quotable Moments: "The hope is that a rate cut comes along with an economy that is still growing, but it doesn't have to be growing at 5% or 4%. 2% would be what the Fed actually would probably prefer because the hope is that inflation pulls back as well." 📊 Data and Statistics: 76% of the S&P 500 companies have beaten earnings expectations, indicating a positive trend in Q4 earnings. The market valuation is currently high at 20.4 times forward earnings, emphasizing the need for companies to perform well. 📣 Concluding Remarks: The market is navigating through uncertainties surrounding inflation, rate cuts, and economic indicators. Earnings reports, Fed communications, and economic data releases will play a crucial role in shaping market sentiment and direction in the coming weeks. Investors should closely monitor these developments for insights into the economy and potential market movements. Generated using TalkBud

📝 Summary of Key Points: 📌 The equity markets closed 2023 with gains and have continued to rise in the early weeks of 2024, largely due to expectations of future rate cuts by the Federal Reserve and a soft landing for the economy. 🧐 Speculation over monetary policy, particularly rate cuts, has been a major focus for markets. While there has been talk of six to seven rate cuts, it is believed that there will likely be four. The Federal Reserve's stance on rate cuts will continue to impact the markets. 🚀 2024 will see elections in 64 countries, including a highly anticipated presidential election in the United States. The lead-up to the US election is expected to be volatile for markets, while post-election markets tend to stabilize. Long-term investors should stick to their investment plans, but tactical investors should proceed with caution. 💡 Additional Insights and Observations: 💬 "The Volatility Index (VIX) can provide insight into market complacency. Currently, we are experiencing low volatility, which often precedes periods of higher volatility." 📊 No specific data or statistics were mentioned in the video. 🌐 No specific references or sources were mentioned in the video. 📣 Concluding Remarks: Investors should be cautious in 2024 due to significant macro events, including potential rate cuts by the Federal Reserve and elections in multiple countries. While gains are anticipated in both equity and bond markets, investors should be prepared for a bumpy ride and avoid complacency. Long-term investors should stay committed to their investment plans, while tactical investors should exercise caution. Generated using TalkBud

📝 Summary of Key Points: 📌 The previous week saw stocks holding up well despite a backup in rates, indicating resilience in the market. 🧐 Big tech companies have reported strong earnings, driving overall earnings growth. Although these companies are expensive, their earnings growth justifies their valuations. 🚀 The labor market has seen some layoffs, but overall hiring remains strong. The ratio of part-timers to full-timers reflects uncertainty in the labor market. 🚀 The hosts preview the upcoming week, mentioning key economic data releases and the Super Bowl. 💡 Additional Insights and Observations: 💬 "Stocks held up well despite a backup in rates." 💬 "Big tech companies have been driving overall earnings growth." 💬 "The ratio of part-timers to full-timers reflects uncertainty in the labor market." 📣 Concluding Remarks: The hosts provide insights into the stock market and the economy, highlighting the resilience of stocks, strong earnings from big tech companies, and the state of the labor market. They also preview the upcoming week, mentioning key economic data releases and the Super Bowl. Overall, the discussion sheds light on the current state of the market and the factors influencing it. Generated using TalkBud

Quality info thank you!

📝 Summary of Key Points: 📌 The market is focused on the possibility of a rate cut, but business owners suggest rate cuts may not be as likely as anticipated. 🧐 The Fed would only cut rates immediately if economic data worsened and liquidity dried up, with their main concern being avoiding a policy error and ensuring stable inflation. 💡 Additional Insights and Observations: 💬 "The market has been expecting a rate cut cycle to begin on March 20, but Chairman Powell has stated that a rate cut in March is unlikely." 📊 The Institute for Supply Management (ISM) service sector report shows optimism and expansion. 🌐 Pay attention to messages from various Federal Reserve speakers, as some may deviate from the unified message. 📣 Concluding Remarks: The market's focus on a possible rate cut is tempered by business owners' suggestions that it may not be as likely as anticipated. The Fed's main concern is avoiding a policy error and ensuring stable inflation. It is important to pay attention to upcoming events and messages from Federal Reserve speakers to gain a better understanding of the market's direction. Generated using TalkBud

📝 Summary of Key Points: 📌 The hosts discuss the previous week's market performance, highlighting the strong performance of the energy sector. 🧐 They analyze valuations, particularly in relation to stocks reaching all-time highs. 🚀 The hosts discuss the breakout of the semiconductor industry and its significance as a barometer for market risk. 📊 They mention the January Barometer and the potential for positive seasonality signals in the week ahead. 🌐 The hosts touch on global equity returns and the Chinese market. 💬 They discuss earnings season, valuations, and the bond market. 📊 They provide technical analysis on the S&P 500, semiconductor industry, and bond yields. 💬 They mention upcoming economic data releases and the importance of tech earnings. 💡 Additional Insights and Observations: 💬 "The energy sector had a strong performance last week, outperforming other sectors." 📊 The semiconductor industry's breakout is seen as a significant indicator of market risk. 🌐 Global equity returns and the Chinese market are briefly discussed. 💬 "Earnings season is starting, and valuations will be closely watched." 📊 Technical analysis is provided for the S&P 500, semiconductor industry, and bond yields. 🌐 Upcoming economic data releases and tech earnings are mentioned as important factors to consider. 📣 Concluding Remarks: The hosts provide insights into the stock market, discussing various topics such as market performance, valuations, the semiconductor industry, and upcoming events. They emphasize the importance of earnings season, valuations, and technical analysis in making investment decisions. Overall, the hosts offer valuable information on market trends and potential investment opportunities. Generated using TalkBud

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Great job

This is among the more intelligent--and the more nuanced--interviews I've seen regarding economic forecasts. I've subscribed for this reason.

Good stuff! Thanks.

Excellent work, Quincy. I listened twice.

I just figured out yesterday that most rich crypto holders invest with professional crypto traders to learn new strategies and earn huge amount of money. How true is this

🤗 *promosm*

excellent!

I am new to LPL and enjoy the analysis from an unbiased standpoint. Thank you

Well done Quincy, keep telling it as you see it!

Appreciate this info/format

Appreciate this format/info

go to bed earlier work out on the morning

I listen to the podcast version, and appreciate all the commentary from all the analysts (and of course, Jeff!) but shout out to Quincy for calling it as she sees it with a comprehensive, yet concise way of explaining things that get straight to the heart of the matter.

You 2 are very stupid.

Excellent information in plain English

Any chance these slides are available in ClientWorks?

Thank you! Keep these reports coming and maybe add some check ins and laughter w eachother so we 'get to know you and the guests' (like Ryan Dietrich did to add some human-relating). Great data and sharing. Pause wo the word 'um' ;) Thank you for these important updates!!

Labor in Latin America needs to be upgraded tremendously for advanced manufacturing technology. Otherwise, US is still lost in competing with Asians.

𝖕𝖗𝖔𝖒𝖔𝖘𝖒

Honestly I appreciate you and your content , Technical Analysis is good but I find It truly baffling that major crypto youtubers just look mostly at pure T.A. and completely ignore the bigger narrative of why Cryptos pump/pumped and why the future outlook will be even rosier than it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of these tokens. We were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I’ve been day trading crypto for 2 weeks with Joel David Jason's daily signals and insights and was able to make $42,023 as profit from my initial $3,000.