Archive FM

On The Markets

Bears

All the pundits and "experts" are feeling rosy about the markets prospects for 2025, yet SWA Principals Chris "Mulder" Sipes and Daren "Scully" Blonski think the yield curve may be telling a different story. 
  • A rousing discussion of the UFOs that have been reported over New Jersey this week. 

  • Perspective on why people are "lever-blind" when it comes to real estate, but they would never do the same in the stock market. 

  • The yield curve finally almost reinverts after years of confounding inversion.  In prior reinversions, that's been followed by a recession. 

  • The pattern in gold that has Daren feeling bullish. 


 
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 
 
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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. 
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. 
Broadcast on:
13 Dec 2024

All the pundits and "experts" are feeling rosy about the markets prospects for 2025, yet SWA Principals Chris "Mulder" Sipes and Daren "Scully" Blonski think the yield curve may be telling a different story. 
  • A rousing discussion of the UFOs that have been reported over New Jersey this week. 

  • Perspective on why people are "lever-blind" when it comes to real estate, but they would never do the same in the stock market. 

  • The yield curve finally almost reinverts after years of confounding inversion.  In prior reinversions, that's been followed by a recession. 

  • The pattern in gold that has Daren feeling bullish. 


 
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. 
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.