Spring Time Deja Vu

There’s this feeling that this has happened before. There’s this feeling that this has happened before. As we approach a year since April 2025’s “Libertation Day” Tariff event, the market is feeling eerily similar, albeit under different circumstances.  We examine the factors and possibilities this week, On The Markets.  This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: • An 80 year lookback on the S&P 500 in times of crisis and military action. • How has the S&P performed historically during oil-driven events? • A deep dive on major asset classes in the wake of this event-driven drawdown.  8:40 2 Year Treasury Rate 13:00 10 Year Treasury Rate is up 14:55 Investor Sentiment 18:18 S&P decline is not even at April 2025’s depths 21:34 S&P returns through historic events 24:04 S&P during times of war 26:00 60/40 portfolios during oil-driven events 31:20 Major indexes compared 37:46 S&P and Nasdaq loses 200 day moving average 40:06 Developed markets taking it on the chin 43:30 Bond markets experiencing the “pain cave” 45:20 Gold finally experiencing a sell off 47:09 Bitcoin a mild bright spot?    Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/  Video available on our YouTube Channel: https://youtube.com/live/QJ478p76EZI_______________________________________ 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 to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.