Run It Hot

Consumer Price index (inflation) burning at 3% still, stocks in and around the all-time high neighborhood, valuations of companies with no profits through the roof and just for kicks, even more Fed cuts seem imminent.  This week On The Markets, we’ll look at the "engine” of American finance, and why the power players are choosing to RUN IT HOT 🔥.  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • Market closed at an all time high.  Why if you followed logic, you got smoked. • What some are calling the ‘scariest chart in the world’- a massive gulf between S&P returns and job listings that defies patterns of the last 20 years. •Do fundamentals matter? Tech companies with NO REVENUE are lapping Nasdaq companies WITH revenue.  HUH? •Global banks now hold more gold than US dollars...  9:30 Largest stock valuations still below 2000 bubble price to earnings 10:30  Retail trading is back 12:30 Tech companies with NO REVENUES are doing the best? 23:21 Interest payments on US debt exceed defense spending 24:27 Global central banks soon have more gold than US Dollars 31:05 Gold’s share of global investable assets 35:33 30 year mortgage rate is coming down.. 39:00 A look at the S&P 41:26 Agg Bond Index   Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/  Video available on our YouTube Channel_______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser todetermine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.