What the Data is Telling Us: Embracing Opportunities with Gratitude – November 2024

Join Ryan for a comprehensive market update and observations on the post-election landscape. Ryan dives into sector performance, money flow trends, and volatility insights.

We’ll analyze how domestic markets are stabilizing, the challenges in international markets, and the unexpected movements in bonds.

With the election behind us, we discuss what lies ahead and which sectors look the strongest moving into the historically favorable months of November, December, and January.

Whether you’re navigating cautious optimism or looking for opportunities, this breakdown will help you make sense of the current market trends.

What the Data is Telling Us: Will the Market Get Spooky? – October 2024

Join Ryan as he takes a deep dive into current trends, from seasonal patterns to market behavior around past elections. While things haven’t played out exactly as expected, there’s still a lot of optimism, with long-term trends looking strong and money flow continuing to hold steady. He also talks about potential recession concerns and how we’re adjusting our strategies to spot market shifts faster.

From sector performance, where we’re seeing growth in key areas like technology and energy, to understanding defensive plays in consumer staples and healthcare, Ryan touches upon several ways to look at the market and plan your investing strategy for the remainder of 2024. Additionally, he highlights some unique ways we’re analyzing the market, including removing time from charts to get a clearer picture of real movement. It’s all about staying ahead of market changes and making informed decisions.

Be sure to subscribe for future updates on where we’re headed in the final quarter of 2024 and beyond!

What the Data is Telling Us: Election Season – September 2024

In this video, we take a data-driven approach to understand what the election season means for the economy and the market.

Regardless of who wins, opportunities will arise, but they may differ based on the outcome. We explore the potential return of a recession, typical election-year market behavior, and what history tells us about September and October trends.

Additionally, we discuss the significance of money flow, recession indicators like unemployment and the yield curve, and how they compare to patterns before the 2008 financial crisis.

Lastly, we analyze the upcoming Federal Reserve meeting, which may have an even greater impact than the election itself. Stay informed with our insights and strategies to navigate these uncertain times.

What the Data is Telling Us: What’s on the Horizon? – August 2024

In this insightful video, Ryan explores the current state of the financial markets as we navigate through 2024. The discussion begins with an analysis of the yen carry trade and its impact on market volatility, particularly in tech stocks. Ryan delves into the recent sell-off trends, the implications of an inverted yield curve, and the potential for an upcoming recession.

He examines how recent interest rate changes in Japan have triggered significant market shifts and provides a detailed look at the relationship between market volatility and investment strategies, highlighting the importance of keeping an eye on emerging trends.

Ryan offers a thoughtful analysis of various market sectors, identifying which areas remain resilient amidst broader market challenges. He discusses strategies for reducing risk and positioning for potential rebounds, emphasizing the importance of cautious optimism in uncertain times. This video equips viewers with valuable knowledge to navigate the complexities of today’s financial landscape.

Join Ryan as he offers insights into market dynamics, sector performance, and investment strategies tailored to help you navigate the current economic environment. 

What the Data is Telling Us: What’s Cooking This Summer? – July 2024

In this video, Ryan provides his monthly update on what’s happening in the market this summer from a financial standpoint.

Ryan touches upon how inflation, interest rates, and global events are impacting the financial markets and what this means for investors. While the major indices have continued on their upward trend, not all sectors of the market are participating. Discover which sectors are seeing the most significant growth and which ones are facing challenges.

In addition to the equity markets, Ryan also touches upon the bond markets, highlighting the ongoing struggles there and possible outlook for the coming months.

Whether you’re an investor, financial advisor, or simply curious about market trends, this video offers valuable insights into the economic landscape of this season.

What the Data is Telling Us: Keeping Your Cool – June 2024

Join us for this month’s analysis of the current state of the financial markets, with insights from our President and Chief Investment Officer, Ryan Redfern.

Ryan shares his observations of the summer’s market trends so far and specifically why this summer might be promising for investors (hint: it’s based on historical election year cycles).

He also points out that while the indices are going up, the market is split. Few stocks actually driving higher and most stocks actually trending down. Could this mean a pullback in the coming weeks? It’s all about paying attention.

As always, Ryan breaks down complex information into easy-to-understand insights and actionable advice. Whether you’re an experienced investor or just starting out, understanding the data and keeping a cool head are crucial for long-term success. Watch this short video to gain both! 

What the Data is Telling Us: Should We “Sell in May”? – May 2024

The “Sell in May and Go Away” strategy suggests exiting the stock market from May through October to avoid historically weaker summer performance. While the data shows the S&P 500 has underperformed during these months, averaging only a 1.7% return versus higher returns the rest of the year, the period has still been positive nearly two-thirds of the time since 1950.

This year, being a pre-election year, could favor better returns from May-October based on historical patterns. When the market has been up year-to-date heading into May, as it is in 2024, the “Sell in May” period has averaged over 4% returns and been positive more than 75% of the time. Current market conditions like oversold levels and negative sentiment also suggest potential for a summer rally.

As an RIA firm, we don’t blindly follow the “Sell in May” adage. While we’ve taken some defensive measures by raising cash ahead of the seasonally weaker period, we remain data-dependent. We’re prepared to adjust exposures if the evidence shifts, using any summer weakness as an opportunity to add to core positions at better valuations for long-term clients aligned with their goals.

Don’t forget to like, subscribe, and hit the notification bell to stay informed about the latest developments in the world of finance and economics from your friends at Shadowridge! 

What the Data is Telling Us: Are We at a Peak – April 2024

In this compelling financial analysis, we embark on a journey through the intricate maze of data points, charts, and indicators to discern the current state of the markets.

By dissecting the data from multiple angles and considering historical precedents, Ryan provides a unique view of the current economic landscape.

Join us as Ryan navigates through the complexities of the data, illuminating key findings and shedding light on what the numbers are truly telling us. Whether you’re a seasoned market veteran or a curious observer, this video promises to deepen your understanding of the forces shaping your financial future. Tune in and empower yourself with knowledge to navigate the ever-changing currents of the markets.

What the Data is Telling Us: Spring Has Sprung – March 2024

As the seasons change, so too do the dynamics of the markets, and understanding these shifts is essential for savvy investors.

In this insightful video, Ryan comments on the latest financial data to uncover the emerging trends and opportunities that signal a new season in finance. It’s not just the weather that changes in the spring – markets change, as well. Don’t be caught by surprise!

From seasonality to sector rotation to relative strength, we’ll delve into the numbers to provide you with valuable insights for navigating the ever-changing landscape of investments and the markets.

As we embrace the spirit of renewal and growth that comes with spring, now is the perfect time to reassess your financial goals and position yourself for success in the months ahead. Ryan’s video will help you to harness the power of data-driven insights to make informed decisions, watch for danger signs, and capitalize on the opportunities that lie ahead.

Tune in now to discover what the data is telling us about the changing season in finance and how you can leverage this knowledge to achieve your financial objectives.

What the Data is Telling Us: Signs of Positivity – February 2024

In this insightful exploration, Ryan delves deep into the numbers to uncover uplifting trends and promising indicators that offer a glimpse of hope in the markets this coming year.

In an era often dominated by headlines of uncertainty and challenges, it’s crucial to seek out the positive signals that remind us of resilience and progress. Ryan examines the current market trends, behavior of various sectors, and historical performance during an election year. Join us as we observe what seasonality factors additionally indicate may happen as we move through this interesting year.

Whether you’re a data enthusiast, a veteran investor, or simply curious about the state of the markets, this video offers valuable insights and reasons to feel optimistic about the road ahead.

What the Data is Telling Us: New Year, New Market – January 2024

Will this year be anything like last year in the markets? Or are we in for something completely different?

In this video we dive deep into the emerging trends and historical data shaping the financial landscape as we embrace the new year.

Explore with Ryan as he unravels the mysteries behind the numbers, offering you a different look at the current market scenario and what it means for investors like you. From emerging opportunities to potential challenges, Ryan breaks down the data to help you make informed decisions in navigating the ever-evolving financial world.

Whether you’re a seasoned investor or just starting, our goal is to empower you with the knowledge to thrive in the new market landscape. Join us for a data-driven exploration that goes beyond the headlines, providing you with a strategic perspective that can make a difference in your financial journey.