EPISODE · Jul 12, 2025 · 1H 3M
The Print Money Deluxe
from On The Markets · host 707 Media
If you ever made your own greeting cards or birthday invitations in the 90’s, then you probably used a program called Print Shop Deluxe. Long before Canva or Photoshop, this was what you’d use to make infinite graphics, literally out of thin air. The phrase ‘Print Shop’ popped in our head this week as we thought about...The Fed. Can they ever stop printing? Is the recent market resistance to seemingly catastrophic events simply because the money printers have been turned back on? We’ll discuss this week On The Market, plus a look at: “Big Beautiful Bill” contains tax cuts. Would increasing taxes on high-earners fix the deficit? Non-us companies are buying back their own stock. Why? Bitcoin is experiencing a “candle moment”. 12:37 W2 Taxes vs Investment Taxes 15:31 M2 Money supply 20:51 Investor sentiment 22:45 S&P tech sector 26:07 S&P’s quickest recoveries 29:59 Dividend Yields vs Treasury Yields 34:47 Mag7 actrually the Lag7? 36:44 Equity risk premium of the S&P 500 41:20 Fed Funds Rate 43:05 Non-us companies buying back stocks? 46:49 Bitcoin sets record 48:39 Risk cannot be eliminated 49:57 S&P 500 YTD 51:42 Developed markets looking healthy 52:57 Emerging markets in an uptrend 53:24 Long term treasuries trading sideways 54:06 Agg Bond Index 55:01 Gold still rocking for how long? 56:05 Bitcoin candle 56:50 Commodities and tariffs 57:49 US real estate market Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ _______________________________________ 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.
What this episode covers
If you ever made your own greeting cards or birthday invitations in the 90’s, then you probably used a program called Print Shop Deluxe. Long before Canva or Photoshop, this was what you’d use to make infinite graphics, literally out of thin air. The phrase ‘Print Shop’ popped in our head this week as we thought about...The Fed. Can they ever stop printing? Is the recent market resistance to seemingly catastrophic events simply because the money printers have been turned back on? We’ll discuss this week On The Market, plus a look at: “Big Beautiful Bill” contains tax cuts. Would increasing taxes on high-earners fix the deficit? Non-us companies are buying back their own stock. Why? Bitcoin is experiencing a “candle moment”. 12:37 W2 Taxes vs Investment Taxes 15:31 M2 Money supply 20:51 Investor sentiment 22:45 S&P tech sector 26:07 S&P’s quickest recoveries 29:59 Dividend Yields vs Treasury Yields 34:47 Mag7 actrually the Lag7? 36:44 Equity risk premium of the S&P 500 41:20 Fed Funds Rate 43:05 Non-us companies buying back stocks? 46:49 Bitcoin sets record 48:39 Risk cannot be eliminated 49:57 S&P 500 YTD 51:42 Developed markets looking healthy 52:57 Emerging markets in an uptrend 53:24 Long term treasuries trading sideways 54:06 Agg Bond Index 55:01 Gold still rocking for how long? 56:05 Bitcoin candle 56:50 Commodities and tariffs 57:49 US real estate market Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ _______________________________________ 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.
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The Print Money Deluxe
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