October 28, 2024
Season 6 | Episode 39


Unlock the secrets of an ancient tradition's surprising link to stock market success. Discover how the Halloween strategy could transform your investing game, along with an intriguing peek into the origins of Halloween itself. We'll dive into the heart of the market's pulse, from the S&P 500's "Magnificent 7" to undervalued gems waiting to be discovered as earnings season heats up. Join Brad and the team as we navigate the twists and turns of global events and their ripple effects on financial markets, from oil price shifts driven by geopolitical tensions to the political stage's influence on indices.

Explore the unpredictable dance of the bond market and how it might impact your wallet, especially if you're dealing with variable rate debt. We'll uncover the stories of companies like Ford, defying expectations, and examine the significance of bond market volatility and its historical echoes. As the political landscape looms large, we caution against making hasty investment choices based on election predictions and instead spotlight undervalued opportunities like Viatris. Whether you're a seasoned investor or just curious about the financial world, this episode promises a well-rounded snapshot of the economic landscape and potential pathways to profit.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 21, 2024
Season 6 | Episode 38

Ever wondered how election outcomes might reshape your investment portfolio? We promise a comprehensive understanding of market dynamics as we approach Election Day, offering insights into how you can strategically position your investments amidst potential political shifts. We explore the cautious sentiment shadowing the stock market following a remarkable equities rally. Dive into Goldman Sachs' forecast on U.S. equity returns, and discover why sectors like nuclear energy and companies like Costco could be key to unlocking future investment opportunities.

Catch up on the latest market movements with a focus on the S&P 500's recent dip and pivotal earnings reports from giants such as Tesla and Humana. Gain a deeper understanding of geopolitical tensions in the Middle East and Moldova's EU referendum, while we also dissect the current political landscape with Vice President Harris leading in national polls. Learn about the broader economic indicators affecting sectors like housing, and what high mortgage rates might mean for future market trends.

Finally, explore the evolving market trends where the dramatic fall in electric vehicle prices and economic power shifts between the U.S., Europe, and Japan come into focus. Discover how the resurgence of nuclear energy and Costco's bold urban expansion in Los Angeles might redefine future growth strategies. We wrap up with a spotlight on Disney's leadership reshuffle, analyzing what James Gorman's appointment as chairman could mean for the company's stock and the strategic direction under Bob Iger's continued leadership.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 12, 2024
Season 6 | Episode 37

Join us for a captivating exploration of today’s financial landscape with our esteemed guest, Mr. Keith Lenton, as we draw parallels between the voyages of Christopher Columbus and the modern journey through markets. As bond markets take a pause on Columbus Day, the stock exchanges remain active, setting the stage for an enlightening discourse on the U.S. deficit. Discover how September's unexpected market performance and the relatively calm October provide a backdrop for understanding the impact of rising interest rates on the national debt, with interest payments now surpassing even Medicare spending.

We also bring you insights from the renowned real estate analyst Ivy Zellman, who sheds light on the complexities of the U.S. housing market. Despite the apparent quietness in sales, Zellman reveals the true challenge is a lack of housing supply rather than demand. With mortgage rates unlikely to drop soon, learn about the potential for margin compression in homebuilding and the particular vulnerabilities in markets like Florida and Texas. This segment also highlights the earnings reports from major companies such as UnitedHealthcare, Johnson & Johnson, and Netflix, painting a comprehensive picture of the current financial climate.

In our final segment, we turn our attention to the telecommunications and bond investing sectors. Gain valuable perspectives from Barron's on T-Mobile's market strategies and their fiber connection challenges. Greg Hall from PIMCO provides a deep dive into active bond fund strategies, explaining why they might outperform stock funds due to the unique nature of the bond market. We discuss Barron's take on high-yield bonds, risk management, and highlight investment options like iShares BB Rated Corporate Bond and Van Eck Fallen Angel High Yield Bond ETF. This insightful discussion concludes with Barron's key considerations for anyone seeking higher income investments in today’s low-rate environment.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern