Higher and Higher?

SWA Principal Daren Blonski is on assignment today, so SWA Principal Chris Sipes and Marketing Director Dano Weir take the reins of On The Market and look at: • The importance of giving yourself grace when it comes to investing and avoiding the phrase "I should've known". • Why childcare is an under-the-radar expense when it comes to economic reporting and why in some ways it's your "second mortgage". • Why the inverted yield curve indicator may be malfunctioning. Full video available on our YouTube Channel: https://youtu.be/SkkqKb3dRgk Take Sonoma Wealth's Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis CHAPTERS 0:00 Intro: We Almost Themed This One After Creed 1:00 Why a Marketing Director Is on a Market Commentary Show 2:31 How We View the Past vs the Future 4:06 Nvidia in Hindsight: The "I Should've Known" Trap 5:17 Dollar Cost Averaging as an Antidote to Fear 8:38 Childcare: The Under-the-Radar Second Mortgage 11:56 Sentiment Check: AAII, Fear and Greed, Bitcoin 13:45 What Sentiment Looked Like at the October 2022 Low 15:02 Defining the Terms Bullish and Bearish 15:35 Bitcoin Price Check (No Candles This Week) 16:50 All-Time Highs and the 90-Day Election Indicator 19:17 S&P 500 Two-Year Rate of Change in the 95th Percentile 20:36 The Bull Market Broadens Beyond the Leaders 21:05 Scott McNealy's 10-Times-Revenue Warning 23:37 Price-to-Sales Across the Top 20 by Market Cap 24:54 Breaking the Quote Down in Plain English 26:44 Apple and Microsoft Valuations in Historical Context 29:00 Emerging and Developed Markets Check-In 30:06 CPI Comes In Hot: Zooming Out on Inflation 31:35 Rates Turn Higher After the Fed's Half-Point Cut 33:41 Who Actually Sets Treasury Yields? 35:25 Bonds Struggle as the Rate Teeter-Totter Tilts 37:04 Fed Funds Futures and the November Meeting 38:06 Gold Holds Its Uptrend 39:33 The Yield Curve Inversion Reaches 25 Months 40:59 Yield Curve Explained: Nike Check Mark vs Eyebrow 43:38 Fund Managers Bet on a Steeper Curve 44:40 Credit Card Debt and Pro-Cyclical Deficits 46:24 Wrapping Up References: https://www.bls.gov/news.release/archives/cpi_10102024.htm https://fred.stlouisfed.org/series/T10Y3M https://www.aaii.com/sentimentsurvey https://www.epi.org/child-care-costs-in-the-united-states/ https://www.investor.gov/introduction-investing/investing-basics/glossary/dollar-cost-averaging