Revere Asset Management - Your Money

 Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble? In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s 07:45 – Is Gold Warning Us or Running With the Markets? 11:30 – A Change in Character 18:30 – Breadth and the NASDAQ McClellan Summation Index 24:30 – BITCOIN’s Price Action, the Halvening, & Tracking the Narrative 35:00 – Is the Dollar In Trouble? — Show Links: Jeremy Siegel: More room for Bull Market https://www.thinkadvisor.com/2024/04/09/jeremy-siegel-more-room-for-bull-market 10 Best Large Active Stock Funds of Q1, 2024: Morningstar https://www.thinkadvisor.com/2024/04/10/10-best-large-active-stock-funds-of-q1-2024-morningstar Is Gold warning us or running with the markets? https://www.advisorpedia.com/strategists/is-gold-warning-us-or-running-with-the-markets OMB completes review of Final DOL Fiduciary Rule https://www.thinkadvisor.com/2024/04/11/omb-completes-review-of-final-dol-fiduciary-rule Fiduciary Rule gets Dems’ support as NAIFA seeks halt https://www.financialadvisoriq.com/c/4476834/583484/fiduciary_rule_gets_dems_support_naifa_seeks_halt Tax Bill with 100% Bonus Depreciation may move forward in the Senate https://www.thinkadvisor.com/2024/04/09/tax-bill-with-100-bonus-depreciation-may-move-forward-in-senate Social Security 2025 COLA Estimate climbs to 3% https://www.thinkadvisor.com/2024/04/10/social-security-2025-cola-estimate-climbs-to-3 — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Bitcoin Halving, Gold, Or Stocks? | Your Money Podcast – Episode 495 appeared first on Revere Asset Management.

 Treasury buybacks? Social Security clawback notices? And what was this wedge drop all about on Thursday? The shop reviews the key ingredient to secure retirement, job gains (or job losses, rather), and what Thursday’s wedge drop means for consistent gains before diving into commodities, software, and real estate sectors worth watching. Remember – the tape tells all! In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 02:30 – Mailbag: The Key Ingredient to Secure Retirement 05:45 – Planned Treasury Buybacks? 14:00 – Let’s Talk Jobs 18:00 – This Week in the Markets 25:00 – The Tape Tells All! 33:30 – Reviewing Thursday’s Wedge Drop — Show Links: Planned debt buybacks not meant for periods of market stress, US Treasury official says https://www.reuters.com/markets/rates-bonds/planned-debt-buybacks-not-meant-periods-market-stress-us-treasury-official-says-2023-09-21 Treasury: Buyback Announcements and Press Releases https://treasurydirect.gov/auctions/announcements-data-results/buy-backs Allworth advice https://www.usatoday.com/story/money/2024/03/31/americans-live-to-100-retirement-cost/73143871007 Your Client got a Social Security Clawback notice. What should they do? https://www.thinkadvisor.com/2024/04/01/your-client-got-a-social-security-clawback-notice-what-should-they-do Senior Housing rebounds as Boomers move in – WSJ Subscription https://www.wsj.com/real-estate/senior-housing-rebounds-as-boomers-move-in-0369536e?st=f6ue47oh1er0ndm&reflink=article_copyURL_share — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Making Gains on Treasury Buybacks | Your Money Podcast – Episode 494 appeared first on Revere Asset Management.

 Are you a HODLer for life? Crypto may be at the top of the finance conversation as of late, but where does the smoke stop and the fire start? The shop talks Sam Bankman-Fried’s 25-year sentencing, Larry Fink’s retirement crisis, and the real secret to riding the wave before diving into Bitcoin’s complicated mining strategies and big developments in small caps. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 03:30 – Sam Bankman-Fried Gets 25 Years 04:30 – Mailbag: Winning the Bitcoin Horse Race 11:45 – Mailbag: Breaking the Broker-Dealer Chains 20:30 – Larry Fink’s Retirement Crisis 28:00 – This Week in the Markets (Ride the Wave!) 37:00 – Looking at Bitcoin from 35,000 Feet 46:00 – Small Caps, Big Developments 51:00 – REBAR – Revere Estimated Balance At Risk — Show Links: Congress has become a Long Term Threat to our Economic Well Being https://www.advisorpedia.com/strategists/congress-has-become-a-long-term-threat-to-our-economic-well-being Blackrock’s Fink calls on Boomers to fix the retirement crisis https://www.thinkadvisor.com/2024/03/26/blackrocks-fink-calls-on-boomers-to-fix-retirement-crisis Retirement ‘Crisis’ calls for New Thinking: BlackRock CEO (calls for giving him more $$) https://www.financialadvisoriq.com/c/4464664/577284/retirement_crisis_calls_thinking_blackrock Everything to know about RMD Planning for 2024 https://www.thinkadvisor.com/2024/03/25/everything-to-know-about-rmd-planning-for-2024 New Bill changes how Social Security COLAs are calculated https://www.thinkadvisor.com/2024/03/28/new-bill-ties-social-security-cola-to-cpi-e House Committee approves Bill to kill DOL’s Independent Contractor’s Rule https://www.financialadvisoriq.com/pc/4461524/577254 Bankman-Fried sentenced to 25 years in prison over FTX collapse https://www.thinkadvisor.com/2024/03/28/bankman-fried-sentenced-to-25-years-in-prison-over-ftx-collapse — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Catching the Stock Market Wave! | Your Money Podcast – Episode 493 appeared first on Revere Asset Management.

 Blue skies ahead! Bullish markets abound! Everything’s coming up green… right? The shop digs into whether or not Bitcoin’s will lead the economy to greater solutions and whether or not the blackout period around corporate buybacks will trigger bearish positions before diving into the great Bitcoin halving and a few key statistics worth tracking for stronger portfolio gains. In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 03:45 – Mailbag: 1-Hour Stochastics & Company Policies 09:30 – Mailbag: Hyperinflation & The Bitcoin Disruption 12:30 – Bitcoin: Digital Gold or Digital Pearls 17:45 – Blackouts of Buybacks Threaten Our Bullish Run 22:30 – Price is Truth in the Bitcoin Halving 29:00 – This Week In the Markets 34:15 – Daily Statistic Tracking for Average Gain Percentage — Show Links: You say Bitcoin is Digital Gold? Maybe it’s Digital Pearls – WSJ (subscription) https://www.wsj.com/finance/currencies/bitcoin-disruption-digital-pearls-95bed498 Blackout of Buybacks threatens bullish run https://www.advisorpedia.com/markets/blackout-of-buybacks-threatens-bullish-run 10 Big Tax Disagreements in Biden, GOP Budget Plans https://www.thinkadvisor.com/2024/03/21/10-big-tax-disagreements-in-biden-gop-budget-plans What You need to know about the new bill targeting GRATs and Abusive Trust https://www.thinkadvisor.com/2024/03/21/what-to-know-about-the-new-bill-targeting-grats-and-abusive-trusts — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Digital Gold in Bitcoin Futures | Your Money Podcast – Episode 492 appeared first on Revere Asset Management.

 Interval Fund? Integral Fund? Fact is, neither is good! Danny talks Hotel California rules in investment banks this week (you can check out anytime you like, but you can never leave!) before diving into why billionaires don’t own Roth IRA’s, how timing may be a bigger factor to your retirement draw than anything else, and whether or not the market is seeing a change in character through the lens of Ted’s TSLA stage analysis. In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 04:00 – The Hotel California of Investment Firms 09:00 – Billionaires Don’t Own Roth’s! 11:30 – Mailbag: IRA’s & Wash Sales 18:00 – Timing is CRUCIAL 24:00 – Is the Market Seeing a Change in Character? 34:00 – The Revere Difference 41:00 – Reducing Headaches with TSLA’s Stage Analysis 50:00 – Leveraging Confirmation Bias in Behavioral Finance — Show Links: Is Long Bitcoin still the best trade of 2024 https://crowdedmarketreport.substack.com/p/is-long-bitcoin-still-the-best-trade PPI Double beat brings back memories of Volcker, Jackson Hole: Mar 14, 2024 PPI Double Beat Brings Back Memories of Volcker, Jackson Hole: Mar. 14, 2024 Experts predict quick OMB Review of Final DOL Fiduciary Rule https://www.thinkadvisor.com/2024/03/11/experts-expect-quick-omb-review-of-final-dol-fiduciary-rule Social Security 2025 COLA Estimates Jumps to 2.4% (“jumps” LOL) https://www.thinkadvisor.com/2024/03/12/social-security-2025-cola-estimate-jumps-to-2-4 Social Security Claiming: The Case of the Public Pension https://www.thinkadvisor.com/2024/03/14/social-security-claiming-the-case-of-the-public-pension Biden’s 2025 Budget continues to fight against Mega Roths (lol) https://www.thinkadvisor.com/2024/03/11/biden-2025-budget-continues-fight-against-mega-roths — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Timing Trades for Market Risk Management | Your Money Podcast – Episode 491 appeared first on Revere Asset Management.

 Has NVIDIA Topped? What’s happening at AMD? And most importantly – will this Bitcoin ETF make it onto the podcast? The shop broadcasts sans-Danny this week to explain how Revere’s rules of risk are constantly working to benefit the client side along with the characteristics of a climax run before diving into some key examples of keeping risk tight (SMCI, NVIDIA, and AMD to name a few) for better portfolio management. In this video for educational purposes only, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 01:45 – Mailbag: Will This Bitcoin ETF Make the Podcast? 08:45 – This Week In the Markets 11:30 – Explaining Our Revere Risk Rules 16:00 – Characteristics of a Climax Run 19:45 – Reviewing Three 2024 Trades for Keeping Risk Tight 41:45 – Lessons from the Tech Sector with AMD and NVIDIA 58:00 – Looking Back Before the Weekend — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Better Trades, Smarter Outs, & Risk Rule Management | Your Money Podcast – Episode 490 appeared first on Revere Asset Management.

 Are your vibes lying to you? This week on Your Money, Danny digs into economist Paul Krugman’s recent comments regarding rising grocery prices and ignoring the vibes before diving into Apple’s dramastically-approaching 180 line, Bitcoin in the wake of Morgan Stanley’s considered ETF position, and whether or not to trust your instincts when it comes to growtection. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 04:30 – Mailbag: Vibe-flation? 10:00 – Paul Krugman’s Grocery Prices 21:00 – Reviewing the Fundamentals 27:30 – This Week In the Markets (Ride the Wave!) 38:00 – Apple’s Dramastic 180 44:00 – Breadth & The Bitcoin Futures 48:30 – XBI’s Sideways Range — Show Links: Is it wise to follow the Smart Money as CEOs Depart https://www.advisorpedia.com/strategists/is-it-wise-to-follow-the-smart-money-as-ceos-depart The Good News The Bad News: Thoughts from the Frontline – John Mauldin https://www.mauldineconomics.com/frontlinethoughts/the-good-news-bad-news-economy Proposed Federal DAF Rules could shut down some charities https://www.fa-mag.com/news/charities-may-find-it-impossible-to-meet-proposed-federal-relugations–attorney-says-77102.html 8 Facts about 401k Assets and Bankruptcy https://www.thinkadvisor.com/2024/02/22/8-facts-about-401k-assets-and-bankruptcy — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post Following The Smart Money | Your Money Podcast – Episode 489 appeared first on Revere Asset Management.

 Are you an Icarus investor, and should you have listened to Daedalus? And is there a ticking time bomb in commercial real estate and interest rates? The shop talks flying too close to the sun and the key factors worth considering before choosing your financial advising firm before diving into ARK’s Icarus Investing strategy and why NVIDIA’s recent gains may be a sign of things to come. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 02:00 – Fond Farewells 05:00 – Debunking the New Normal 09:00 – Mailbag: Trust (and Getting Madoff’d) 15:45 – Are You An Icarus Investor? 25:15 – Grand-Slam Growtection 38:00 – NVIDIA, SMCI, & The Blow-Off Top — Show Links: ARK Investments tops Morningstar list of ‘Wealth Destroying ETF Issuers’ report https://www.reuters.com/business/finance/ark-investments-tops-morningstar-list-wealth-destroying-etf-issuers-report-2024-02-05 Could this be the New “Normal” for Interest Rates https://www.advisorpedia.com/viewpoints/could-this-be-the-new-normal-for-interest-rates Your Client’s 401k will be gone within a decade https://www.fa-mag.com/news/your-client-s-401-k–will-be-gone-within-a-decade-77009.html How worried should you be about commercial real estate https://www.fa-mag.com/news/how-worried-should-you-be-about-commercial-real-estate-76926.html Dozens of Banks rapidly piled up commercial property loans https://www.fa-mag.com/news/dozens-of-banks-rapidly-piled-up-commercial-property-loans-76976.html — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post ARK’s Icarus Investing Strategy | Your Money Podcast – Episode 488 appeared first on Revere Asset Management.

 When are the ten best days in the market? Are the ten best days in the market even a real concept? The shop digs into California’s recent tax run, the trouble with insurance company pension guarantees, and why today’s charts don’t look all that different from 1995’s market before diving into Danny’s father’s seven-figure CISCO lesson and why NVIDIA’s Price-to-Earnings-to-Growth ratio is nothing to sneeze at. In this video for educational purposes only, Dan Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 00:00 – Opening Bell 05:00 – Jeffrey Gundlach’s Trimming the Bonds 06:45 – Mailbag: $300k Lifetime Pension Limits 09:00 – Mailbag: A Tale of Two Charts 21:00 – Japan’s Rising Debt Crisis 28:00 – Sizing Into Earnings 34:00 – The Seven-Figure CISCO Lesson 41:15 – A Note on Twitter Finance Experts 43:15 – NVIDIA’s PEG Ratio 51:00 – Sell Disciplines — Show Links: 12 Filing-Season Tax Facts for 2024 https://www.thinkadvisor.com/2024/02/07/12-filing-season-tax-facts-for-2024 DoubleLine Trims Riskiest HIgh-Grade Bonds on Rate Concerns https://www.fa-mag.com/news/doubleline-trims-riskiest-high-grade-bonds-on-rates-concerns-76937.html 10 Things to Know about Estate Planning for Cross-Border Couples https://www.thinkadvisor.com/2024/02/14/10-things-to-know-about-estate-planning-for-cross-border-couples How Pension De-Risking could strike a devasting financial blow to America’s Retirees https://www.msn.com/en-us/money/retirement/how-pension-de-risking-could-strike-a-devastating-financial-blow-to-america-s-retirees/ar-BB1i9aj6 The Seven Samurai: How the Big Tech Rescued the Market in 2023 https://www.advisorpedia.com/markets/the-seven-samurai-how-big-tech-rescued-the-market-in-2023/ Jeremy Siegel: Big Tech Showing ‘Overspeculation Signs’ https://www.thinkadvisor.com/2024/02/13/jeremy-siegel-big-tech-stocks-showing-overspeculation-signs 10 Things Advisors need to know about Assisted Living Facilities https://www.thinkadvisor.com/2024/02/12/10-things-advisors-need-to-know-about-assisted-living-facilities Californians are Dreaming of Lower Taxes https://www.fa-mag.com/news/californians-are-dreaming-of-lower-taxes-76935.html Why so many Estate Plans are Out of Date https://www.thinkadvisor.com/2024/02/14/why-so-many-estate-plans-are-out-of-date-jamie-hopkins — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post PEG Ratio & Fed Day – A Tale of Two Charts | Your Money Podcast – Episode 487 appeared first on Revere Asset Management.

 Is 2024 the year of living dangerously? Is the banking crisis over? And speaking of banks, what’s happening at New York Community Bank? This week on Your Money, the shop talks narrow markets, explains the four-year Bitcoin halving, reviews the minor outperformance of smallcaps, and digs into pricing power through the lens of Chipotle and McDonalds. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 08:30 – Mailbag: Unpacking The Big 7 11:15 – Mailbag: The Day After Black Monday 22:00 – Explaining The Bitcoin Halving 26:30 – The Minor Outperformance of Smallcaps 35:00 – Chipotle, McDonalds, and Pricing Power — Show Links: The Year of Living Dangerously: Economist are trying to imagine scenarios in a world that keeps defying expectations https://www.fa-mag.com/news/the-year-of-living-dangerously-76262.html The Banking Crisis may not be over https://www.advisorpedia.com/strategists/the-banking-crisis-may-not-be-over Fear Not! FAs can Clear Complaint that followed Clients’ Pandemic Panic Selling https://www.financialadvisoriq.com/c/4409254/571774/fear_clear_complaint_that_followed_clients_pandemic_panic_selling — Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to Revere Asset.com. The post The Year of Living Dangerously | Your Money Podcast – Episode 486 appeared first on Revere Asset Management.