Craig Callahan of $IOLZX says "crazy silly" earnings growth will drive markets up the worry wall for a few years, Mark Boulton of $RISE says better emerging markets returns start w/ cutting tech & China exposure, + @cloop803 on @wallethub survey on rising household debt levels.
@adam_turnquist of @LPL won't be surprised by a summer consolidation, but will be surprised if the market's not up more year-end, Ron Deutsch of @magnus_ria on why "safe" strategies may fail under current market pressures, Tiana Patillo on @Vanguard study of women savers & more!
Kyle Guske of @NewConstructs puts $SPCX in #TheDangerZone before the IPO, saying it will have a negative no-growth value despite its lofty valuation, Dominic Ceci of @JohnsonBank on the market climbing/overcoming worries & @vijay_hedges on the bad omen in consumer credit trends.
Darrell Cronk of @WFInvesting on why rate hikes could be trouble as market digests 4%+ inflation, @StratFi likes #HALO stocks (heavy assets/low obsolescence); says market has potential to finish '26 +20%; Gordon Hamilton of $KYN on looming long-term energy infrastructure opps.
Adam Rozencwajg of @Go_Rozen $GRHAX fears oil inventories will be emptied in the next 60 days, driving crude to $150-$200+/barrel (for a while). @ToddRosenbluth of @Vetta_Fi makes $XLU his #ETFoftheWeek. Plus, are indexed universal life policies too good to be true ... & more!
@SavvyInvestorPM on the struggles retirement savers face in dealing with inflation far beyond their expectations and how it impacts a lifetime of savings, Deana Healy on an @Ameriprise survey on the challenges faced by financially solo adults, plus audience questions answered!
@CharlesRAAII on #AAIISentimentSurvey showing optimism falling hard, creating big bullish-bearish gap (a contrary indicator); @vijay_hedges says his Captain Inflation-fighting alter-ego gets a sidekick this week in Kevin "The Hawk" Warsh, plus Tom Bernard on #TheIndexofAmerica.
Eric Stein of @voya and Bryce Doty of Sit Investment both see interest rates and Treasury yields rising, but not for long, because it'll quickly destroy enough demand that rates will be lower by year's end. Plus @hamrickisms on the impact of peaking mortgage & inflation rates.
@carleygarner#talkingtechnicals with @ChuckJaffe on the 5/15 show gave investors a reminder on why it's OK to act/react in crazy headline times: "Markets are unforgiving in the short run but in the long run they're actually very forgiving."
Andrew Almeida of @XYPNOfficial says the risk of reacting to geopolitics are as big/bigger than standing fast and keeping your portfolio on plan. Brendan McCann on @MorningstarInc's 2026 #USFundFeeStudy, + John Barr of $NEEGX & $NEAGX talks stocks in the #MoneyLifeMarketCall.
While everyone is trying to figure out what to buy with the market near record highs, @WayneTCFA of @BetterInvesting is emphasizing having a selling methodology before you buy anything ... in this clip from the #MoneyLifeMarketCall from the 5/13 show.
@carleygarner is leaning into Treasuries expecting the market to take a turn that could drop $SPX to 5,500, @JohnColeScott on how bad news is impacting BDCs, and why he's not looking to the bottom-dwellers with current big discounts, & author Nick Sargen on #GlobalShocks.
Your bond fund is becoming something of a tech fund, and the reason is due to A.I. ... Oh yes, you do want to take in this commentary from the 5/12 show from @awells10000 of @SanJacAlpha.
@awells10000 of @sanjacalpha on why interest rates will rise even if the Fed cuts, @MattHarrisCMT says chaos/fear is creating buying opps, Martha Moore on @nabe_econ Biz Conditions survey showing economists see higher prices passed to consumers amid shrinking profit trends.
Parag Sanghani of @westwood_group $WEEI / $MDST on how war in Iran will boost oil profits & the economy - and hurt consumers - for much longer than you expect, Matt Freund of @calamos says sentiment is distracting investors from "a positive backdrop for risk assets" & more!
Erik Aarts of Touchstone Investments on how rising oil prices are responsible for higher bond yields, @ToddRosenbluth of @Vetta_Fi makes $PCY his #ETFoftheWeek & Tony Gallea of the Working Profit letter talks value investing in the #MoneyLifeMarketCall.