Excellent analysis of the Cyclicality of the markets. KNX, a trucking company, has huge downward revision to earnings. It has been CUT IN HALF, ($4 to $2.30) the thing companies need to stay profitable, or if not, the economy is going into a huge recession. County Executive Ryan McMahon is saying Micron Tech downturn is just a little cyclical downturn. MU cyclical QTR EPS peak occurred in April '06 before GFC crash and their current peak was in June 2022. Hedgeye Risk Management, LLC Danielle DiMartino Booth @RyanMcMahon Onondaga County Onondaga Community College #jobs #chipsact #AI #recession2023 #realestate #layoffs2023 #trucking #truckingindustry #shippingcontainer #consumer #economics #stockstowatch #investing #money #inflation2023 #hedgefunds #mutualfunds #etfs #optionstrading
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Deja vu all over again? QE, Quantitative Easing isn't going to save the housing market this time around. Federal Reserve will not go to 0% interest rates again. So how bad will housing, market, crash be this time? No pandemic lock downs in 2009 Pandemic, no 0% rates b/f 2009, no $1.6 Trillion on interest on national debt 2009. (graph TravisREMindset & Melody Wright) #retirement #retirementplanning #401k #IRA #financial #housing #realestateagent #realestate #mortgage #savings #taxes #insurance #IUL #Annuity #smallbusiness #mindset #entrepreneur #cashflow #cashisking #banking #riskmangement #NYC #investing #stocks Onondaga County #CHIPSACT #inflation
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This is not a surprise to those that see the economy from the ground up. Also, since U.S. is 70% consumption based once all the helicopter $$$ was spent where would next round of dopamine come from? Market Indexes don't reflex the extreme weakness & debt facing average Americans last five years. #retire #retirementplanning #savings #investing #portfolio #stocks #riskmanagement #inflation #CHIPSACT #InflationReductionAct #debt #savings #banking #realestate #housingcrisis #federalreserve #401k #IRA #taxes #taxstrategies #income #payroll #smallbusinesses #entrepreneur #IPOs #NVDA #banking #health #wellness #fitness #IUL #Annuity #insurance #fixedincome
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There are so many similarities to 2009 Housing Crash it's difficult to keep track. Think for yourself, think like you know nothing & learn everything. 818,000 less jobs means that many less people can afford to live. Let that sink in. How many Americans 60/40 portfolio will provide enough income after the market crashes? #retire #retirmentplanning #stocks #investing #savings #money #401k #jobs #layoffs #inflation #socialsecurity #smallbusinesses #unemployment #health #keto #carnivore #bonds #interestrates #realestate #housingcrisis #banking #NFL
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Best consecutive QTRs EPS in U.S. history was 9 out of 9, 2016-2018. Second best 8 out of 9 1998-2000. Retirees & those about to retire are at the beginning of a historical market crash. 2009-2018 was biggest stock market run, bubble, in history, but FED/Fed Gov't printed $8-$12 Trillion to delay it. How many Americans w/ a 60/40 portfolio will meet or exceed their yearly needed retirement income goals? #retirement #retirementplannig #401k #IRA #savings #money #wealth #gold #socialsecurity #banking #bonds #inflation #layoffs2024 #jobs #federalreserve #housing #realestate #mindset #motivation #education #knowledge #financial #finance #investing #investment #smallbusiness #stocks #ETF #riskmanagement #hedgefund #portfolio #taxes #assetprotection #IUL #Annuity #insurance #taxdeferred #Taxprotection
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Americans retirement portfolios are at or near all time highs. But what happens if there portfolios crash like 2008-09? Will their retirement income be enough to sustain their expenses? Housing stocks are up +200%, QQQ index,Tech, up +122% but discount stores -3%, biotech -12%, Computer Software Enterprise group, a true gauge of economic strength -12% last 4 years. #retirement #retirementplannig #money #savings #inflation #smallbusinesses #coaching #federalreserve #riskmanagment #jobs #Layoffs #401k #IRA #economy #retailsales #business #CEO #mindset #motivation #keto #health #wealth #savings #realestate
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