Michael Sheldon, CFA®, FRM, CFP®

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@BittelJulien Does your chart go back more than 12 months?

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@josemorgado Incredible

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@kurtsaltrichter Banks / credit markets in a completely different position today.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@granthawkridge You need to review a wide range of economic data.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@Geiger_Capital You need to review a wide range of economic data.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@MikeZaccardi But how many of those were coming out of a recession?

[(((The Daily Shot))) @SoberLook]

US federal interest payments now exceed the defense budget.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

Helps explain a lot!

[Kevin Gordon @KevRGordon]

Since the beginning of 2023, S&P 500 forward EPS (white) +12.5% ... S&P 600 forward EPS (blue) -7.2%

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@MacroAlf How far back does this go? Thanks

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@EdKrassen Well said

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@TruthGundlach How do you explain that?

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@Lavorgnanomics Have excess savings really been depleted or is the savings rate just back at pre-Covid levels? There is a difference.

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@IanCulley Hi thoughts on gold?

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

Last week the Conference Board’s LEI was released and grew 9.85% Y/Y. The Delta variant, inflation concerns and supply chain issues are likely to create near term headwinds but growth looks likely to continue at a moderate rate into 2022. #Economy Source: Factset

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

Based on past history, the Fed may not raise short-term rates all that much in the next rate cycle #FOMC #FederalReserve #JeromePowell

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@agtrader Likely when Investors start to focus on increased supply and slower growth in 2022

[Michael Sheldon, CFA®, FRM, CFP® @msheldon_RDM]

@SamanthaLaDuc @jessefelder What about margin debt as a % of market cap? How does that look? Thanks

[Yahoo Finance @YahooFinance]

"We're going to get some pretty good growth through the remainder of the year," @RDMFinancial CIO Michael Sheldon says. But, "interest rates have increased quite a bit over a short period of time... maybe the rate of increase in rates... is giving people a little bit of a pause."

[Yahoo Finance @YahooFinance]

“As we start 2021, we’re still going to be, unfortunately, dealing with the lingering affects of the virus and that’s having an impact on some of the economic data that we’re seeing,” @rdmfinancial  Executive Director and CIO Michael Sheldon says.

[Yahoo Finance @YahooFinance]

“I think the markets may have started a little bit of a Santa Claus rally today,” @rdmfinancial Executive Director and CIO Michael Sheldon says. “That generally is a positive sign for the markets looking ahead to the following year.” https://t.co/ohsBg1S7Or