The Investor Resources Radio Show: Recent Episodes
Don Creech and Perry Sikes
The stock market does not care how old you are, how rich or poor you are, if you are working or retired or when you need to make withdrawals from your portfolios. You cannot impose your desired outcome on the stock market. With investing, the unexpected is reality. How you prepare to manage unexpected negative events is critical for financial success. Listen to Don Creech and Perry Sikes discuss the markets and topics affecting investor decisions. Be prepared for the unexpected.
Feeling bad about markets; 1912 psychology?; Caller: Sector Rotation; Silicon Valley Band; Caller: small caps?
M and A over FAANG+?; Rumors and hysteria; Beware fear merchants; Confusion reigns; Artificial intelligence and your job
No need to run to the bank; Crazy is. Crazy does.; Questions to ask; CPI higher than wages; Are you a “patsy?”; Quitting a job and 401k
Taxing the unsuspecting; Record breaking reversal; Finally! An alternative!; Guaranteed 5%; Recession dead ahead; Dr. Copper in demand
Fed can’t WHIP inflation; Social Security; 5% is chasing you; High rates bad for the market?; Stock slump is good news?; Traders errors
A bump in the road; 60/40 portfolio lies; More Inflation; No one in the Hall of Fame; Gloom and Doom racket; Rear View Mirror plan; Life expectancy vs Longevity; Defense is #1; Chokepoint 2.0
“Old is older than I am.”; Go with the Flow; Revisiting Peter Lynch; Caller: Pension; cash out?; Caller: Soc Sec now or later?; Dangerous advice on-line
Recession: To be or not to be; Bad news is bad again; I’m conservative – this week; Identity investing; Give me a washboard!
Expanding the late shift; Caller: 401k or Social Security?; Tech Bubble Bursting 2.0; Caller: Time to buy bonds?; Will house prices drop 20%?
Bye-bye Robinhood Cult: Looney Tunes Economics: It could’ve been worse?: Helloooo – IRS: Slower, but still higher
Digital Currency Debacle: The Aftermath Economy: “Economy calling Tower”: Choose: Inflation or Unemployment: ‘Tis the season to be thankful
Digital Currency Debacle: The Aftermath Economy: “Economy calling Tower”: Choose: Inflation or Unemployment: ‘Tis the season to be thankful
Digital Currency Debacle: The Aftermath Economy: “Economy calling Tower”: Choose: Inflation or Unemployment: ‘Tis the season to be thankful
$300 oil?: Markets do go down: Is there a “right” way?: Is it time to buy bonds?: Context is still needed: No power for Tesla’s trucks
Bear market antidepressant; Changing horses mid-stream; Recession? Bah! Humbug!; 4.5% CD? No kidding?; Knowing how it should be
Everything is upside down: Where oh where are the FAANGS?: Up means Down?: Another recession indicator: Is the Fed sleeping?: Inflation isn’t leaving: Caller: What about ESG?
Recession do-it-again: BTD Death Knell: Day traders go back to work: Can the market get worse?: Trend can be your friend: Home buyers missing
Semiconductor follow up; The buy-the-dip whine; Won’t like what’s coming; Emotional investing; Expect the unexpected; Coping with losses; Disappointing hedge fund; Fiduciary question
Fear and Greed are drivers; Caller: What about semiconductors?; No Bear Market peace treaty; Washed out; Only down 80%; Action-Reaction; On-shoring/Near-shoring
Don’t fight the Fed?; Why not? They’re messed up; Mirror, mirror on the wall…; Markets cycle with the economy; Caller: IRA rollover choices; Is this your first bear market?; Central banker panic
Buffett: Believe it or not!; The slow 60/40 death?; Who said it was easy?; Reality is messy!; Do E-bonds work?; And international is good?; The Dollar. Gimme more!; The Rental Indicator.
Bye bye American Pie; OPEC undermines G7; Just “Bye” to Morningstar; Bye bye Japan; Bye bye to internationals; Bad news is good?
Economic distortion; It IS different this time; Bumper car market; Why sell after a recent buy?; No longer a friendly Fed; Election distraction; Winter energy crisis ahead
Really? Powell is serious?; Caller: Are we pre’29 or pre’08?, Forgetting “transitory”; Caller: Where’s the electricity for EVs?; Caller: Headline trading; Is investor fear driving market lower?
Has the “Bear” died?; Will the new legislation increase oil/gas?; What about inflation?; The 200-day battle; Japan promotes alcohol. Huh?
What’s Priced In; Everything Must Fall; There Will Always Be Sorcerers; Crypto Exchange Blockchain.com Is Laying Off; The Last Time Inflation Was This High; Large-scale Gasoline Demand Destruction; Don’t Let Facebook Ruin Your Retirement Plan
REMEMBER: Don’t fight the Fed; Is it A bottom or THE bottom?; Housing affect on CPI will be a problem; The fatal flaw in 401k plans; Gasoline’s demand destruction
It’s not that bad!; Even the Fed is uncertain.; Bye-bye soft landing.; Will the real inflation number stand up?
Three broken legs; Caller: impact strong Dollar?; Inflation’s hanging on; Collapsing inflation hedge; Where o’ where is the recession; Inflation gets even stickier
The I-bond isn’t “me” friendly; No more free lunch; User fees spreading/increasing; Gasoline is lower, temporarily; Killing the energy business will destroy our lifestyles; Schwab cuts fees; Consumers: Spend or Save; Less gas = less shopping; Generics benefit over brand names; Supply chain is not solved
Inflation has a mid-life crisis; Learning from history; ‘Bye-bye raises; The wind of macro changes; From “hot” to normal housing
An Inefficient Market Theory; It’s a new world; Recession? Yes? No?; Yield junkies; Rally to the Bottom; Peaking inflation?
Bear market rally; Rangebound rules the day; Two things; It really is that bad; $10/gallon gasoline; Housing starts to soften; Recession in-bound
Hibernating bear waked up; Disappearing Crypto; Common traits in bear markets; Not a child’s book
Caution. Antenna up!; Bear Markets aren’t short-term; An era ends; Complication not needed; Let’s face reality; You know “free” isn’t “free; Forget the bear. Watch the dragon
It is worse than it looks; Amazon – an economic indicator; Caller: Is government paying off debt; Caller: How to track food prices; Caller: What strategy for a down market:; Fiduciary or Not; Not so clear redemption penalties
Revisiting “Hindsight Capital”; “Mama said there’d be days like this”; 21 and gone; “Mama said there’d be days like this”; When is low, low enough?; Lightning Strikes the Bond Market!; The glut that disappeared
Mr. Market is the boss; Greg Norman and Winston Churchill; Macro Doom sells well; Malinvestment in green energy; Inflation, taxes and vacation; 8.5% inflation – a brain freeze
Favorite sons no more; Another jab weakens 60/40; Finally, no more negative; Am I dreaming?;Lucky again!
Gaming Inflation; The Big Bad Bear is after Bonds; Bob called about tech stock losses; Strategic portfolios are stuck; There is no magic in 60/40
Bonds are stable, Except when they aren’t – like now; Bonds worst drop on record; Food inflation? No kidding?; “It’s looking a lot like…” 1980; The 60/40 blues; Mortgage bond losses
The biggest risk of all; Get-even-it is; Process wins; emotions lose; The Fed blames wages for inflation; Rising wages are still losing; The bear isn’t awake, yet; Corrections can take time
Bear Market? You kiddin’ me?; Crashing or Consolidating Bears; A boxed in Fed; Rate hikes of … How Much?; Food inflation has just begun; Charlie called about value stocks; Phill called with investor survey; Brad called regarding a Crypto hedge
Gasoline, Putin and WWIII?; Buffett: An active manager; Fossil fuels essential for food; Deborah called about Contra Fund; Equal weight SandP; Predictions are so…. Hard; Dynamic markets
Now, do you get it?;Control what you can; Where’s the big bad bear?;Ignoring “expert” predictions;Reality: Front and Center;Less talk, more research
Another Housing Bubbler?;Investors Should Ignore Risks?;Bet against Apple and Microsoft?;Death of the FAANGs?;Globally rising interest rates;How to fail in the market;The market is so…”crashy”
Is Mr. Market getting a tattoo?; Rinse, Repeat, Recession; Anti-patterns! What?; Risk is priority #1
Rising rates and rising volatility; Market corrections are self-correcting; A lesson from losing a million dollars; Kent asked about inverse funds; Paul asked about energy and value ETFs
The ’29 Crash “There’s Blood in the Streets”; Retiring in a down market?; Frank called regarding Fed decisions; What about a recession; What triggers getting in the market; You do have company
Rates Rising; Professionals have left; From Wall Flower to the hot seat; New movie: “Fear of the Day Traders”; From “doesn’t matter” to WHAT? It’s inflation, stupid! Caller: Where’s the bottom in Bitcoin?
Alfred E Newman and bear markets; Tech bubble repeating or not; Bond bubble is deflating; Permabears never hibernate; Just buy on the cheap; Omicron and inflation tied at the hip?; Zoom Zoom. EXXON?
Learn anything last year?; Bacon…+18%!; Gold? You’re kidding; Bitcoin is a laundry; Is AMC being squeezed?; A lesson in valuations; An unending bull market; How does inflation affect REITs?; Semiconductors and; A ROTH or an annuity?
Santa’s supply chain problem; Who’s afraid of the big bad Fed?; Art called on the investment pyramid; Daniel called on cryptos; Demographics is destiny; Oh what a pain I’m in
Outcome focus is more exhilarating; Kent called regarding gold, silver and miners; Mr. Market is a manic-depressive; Volatility is a love-hate indicator
OH NUTS! Not again!; Can the SandP really drop 50%?; Remember $0.30 gasoline?; No. But who’s complaining?; Dave called with buy and hold success; Is “transitory” becoming transitory?
COVID fear remains supreme; What’s next?; The Fed’s nightmare is worse; Is diworsification a real word?; A stock picker’s nightmare; Can both be true?; I don’t know!
Amazing! Nobody’s happy; Coffee nears decade high; Caller: When is the next bear?; Democrats give wealthy a gift; Investing in high inflation; Productivity vs. wage gains; Deflation is next?; Tesla didn’t make everyone rich
Zillow stock down 70%?; Government making new jobs?; Lawyer support legislation; Las Vegas caller re: stock bubble; Jim –Rare mineral stocks; Big money avoiding Gold; Right answer? I don’t know
Everyone’s nightmare; We prefer inflation; Economic disruption 2.0; S and P reality disconnect
Transitory is persistent; The Fed did it; More Inflation; Debt ceiling crisis 2.0 in December Global; power play
The energy crisis is already here; Inflation everywhere; Misunderstood asset allocation; Misallocated labor
A broken clock; History is seductive; Target date funds don’t manage risk; Mike called regarding a bond ladder; The stock market’s generational change
Risks from China and the Fed; Actively managed funds are not risk management; Buy and Hold is not risk management; Rebalancing to target is not risk management; Bending, not breaking; Climate Change – a marketing mantra
A myth? Buy and Hold; A myth? Gold and Inflation; A myth? Balance portfolio and risk management; Caller: Risk in mortgage REITS; Staying invested in bubbles?
Used cars aren’t the sole inflation driver; CPI or PPI? PPI is real!; What’s normal inflation “got to do with it?”; “Fear of Missing Out” is dumping money in the market; Caller: Why are semiconductor indexes falling?; Amazon, Gold and Bond Bears love fest; Price wins over “the story”
The new Delta dawn is economic; The quasi-infrastructure bill is a “stimulus?”; e-Vehicle production is a backward priority; The overlooked good market driver; Inflation? Here to stay or gone tomorrow?; “Transitory” means prices hikes will slow not go away; Caller: Where will we get Lithium and other rare metals?; Windmill farms reduce power generation. Huh?
Where are we going?; Caller: What about precious metals?; Senate joining the “Big Spender”; The e-Vehicle scam; The overlooked good market driver; Caller: Should I sell my blue chips?; “Buy Low/Sell High” requires Selling High
“Normal” never exists in markets; Are bond traders wrong about inflation?; “Transitory” re-defined by the Fed; Christmas shopping time is here; The unknown and unknowable; New buyers for houses you don’t know
“Normal” never exists in markets 2; Are bond traders wrong about inflation?; Inflation is a real problem; Mike called re: 401k strategy; Shipping delays ARE normal; The CRASH that never happened; New buyers for houses you don’t know
Wild week – doom and gloom to sunshine; Rain coat portfolios are common; Hindsight bias is a mistake; An unknown bond manager; Own leaders; sell losers; Avoid the worst market days; Rule 1: don’t lose money; An untrustworthy buy signal
A wild week – more to come; The stuff dreams are made of…; Try as you may, it is unknowable; An untrustworthy buy signal; From “too hot” to “just right?”; So much cash. What to do with it?
Mixed up inflation data; Fund managers give up; Once again, the market is skewed; Consumers! Ready! Set! To!; What happened to the Bear Market?'; 'This isn’t supposed to happen
Bucket theory failure; Mixed up inflation data; Fund managers give up; Consumers! Ready! Set! To!; Rebalancing isn’t safety; Market Generated Information
People want stocks; People make stocks volatile; Will the next bear market last long?; Take this job and shove it!; Rising entrepreneurs; No problem with record household debt; Robinhood again
Disappointment ahead; Focus on prices; Rising interest rates – gone missin’; Buying overvalued bonds? 70% odds you aren’t; Robinhood For Sale!
Managing risk is challenging; Inflation or no; Fed forecasting errors?; Bond assumptions at 5.5% - HUH?; Financial marketing abuse; Markowitz: “I never said that!”; Rental woes are an opportunity?; No escaping demographic trends; $2 Trillion is a lot of money
Really? That bad?; Seattle Queen-in-residence acts; This is what we wanted, isn’t it?; It grows on trees; Quitting your job?; All inflation is transitory; Offshoring is coming back; Dynamic markets require dynamic portfolios
From “Great!” to “It can’t be true!”; Stop worrying! Just buy it!; Granddad’s advice is old school:
{text-decoration: line-through;}helecopter DEL {text-decoration: line-through;} B52 Bomber money; “This isn’t your father’s {text-decoration: line-through;}Buick DEL {text-decoration: line-through;} market”; Margaritas-to-go? Really. Here the text is normal,
“For want of a nail…”; No discounts at car dealerships; Semiconductor supply likely sparse for 3 years; Employers bribing applicants to get workers; Bill sold building. Do what with the cash?; Gene from NC asks about interest rates; “To build or not to build…”; Another housing bubble!; SPACs have grown old in a year
Early signs real estate prices topping out; What’s your plan when the music stops?; Buying on the dip; It’s de ja vu 1999 for bonds; Stock market addiction; Media reports on crashing market; Age should not drive your portfolio; Risk is from market generated data
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Get Ready! Inflation ahead; Yuri called about international tax co-ordination; As in life, reality wins; Has Buffett been sleeping at the wheel?; Ten things to remember; When is the next Taper Tantrum?; Theodore called regarding energy
Its Back! Inflation!; Crash Psychology; Beware! It’s a Fraud.; Caller: Can we return to the gold standard?; Caller: Are import rules causing inflation?; Is housing in a bubble or not?
Is Mr. Market crazy?; Can government ever get enough taxes?; If not crazy, he is annoying!; >MOMO?; Caller asked about Game Stop trading
Beating the market doesn’t happen with diversification; Is value on the verge of resurrection?; What’s the big deal with cryptos?; When were losses outlawed?; That sloshing sound is cash;Housing bubble de ja vu
Stocks can and do go down; Bud called about annuities for risk management; Who wants more risk?; Dynamic markets means change; Not so safe
Mr. Market announces the end of Covid-19; Is there hope for downtown Seattle?; Are mutual funds giving up on mutual funds?; Plop. Plop. Fizz. Fizz. Oh what a relief it is.; S and P-500 climbs over another hill; Bull markets are hard to stop; Remembering “Dow 36,000”; And you think stocks are risky?
Market confusion: Not so new national credit card: Tech bubble de ja vu or…: Bear market fears: The inflation fear failure
Inflation Rising; Gold is sleeping; Taxes and technology; When in doubt, experiment: “They" were wrong; The Fed is impotent; The long-term rate-of-return isn’t yours
It’s not different this time; Pretending you are in for “the long-term"; Growth stocks turned red; Gene from NC called regarding rotation from tech stocks; Rod from Snohomish had concerns about market high And spiking lumber prices affecting his new home; Jimmy wants to help son who is a Robinhood trader; Russ from Bonney Lake asked about ROTH conversion; Bond safety is blowing up; Unbelievable 2020 401k returns; Auto dealer called regarding spike in used car prices
Mr. Market’s School of Pain; Concentration is reality; Wall Street Banks turn “bullish?"; Clyde called regarding interest rates; Peter called about precious metals; Janet called about gifting to minors
Inflation and “Modern" Portfolios; The stock market square dance: “change partners and do se do"; John asked about market timing; Richard asked about his broker’s recommendation; Ed asked about Lithium demand for e-vehicles; Traffic lights do exist in the market; Zillow is smiling at your home; Small town fever isn’t Covid; Need money? Call Congress
Safe Haven Collapsing; …but I am a believer; Is history really a teacher?; Growing in demand; Overbought could be your problem
Gaming the system; You Only Live Once; Bye bye Bezos; Size does matter; Buying High has changed
S and P 500 is back to its Dec 17, 2020 low; All 2021 gains wiped out; Jan 2021 is a negative -1.113% for the month and YTD;Market Mythology 101; Signal – Insanity at its highest; Does Anyone Really Know?; Melvin lost; Fear Not! Powell to the rescue…or not; It’s technology! Well, yeah…
Guru city is all the rage: But for the loss of a password…: No longer waiting for a jet plane: Markets are like driving through the mountains: Bubble are in the eyes of the beholder
30+ years to get here. Now What?: Work from home – A corporate celebration?: Is Tech over valued?: Is real estate a better place to be? Or emerging markets?: Continuing with Tech?: BitCoin – Gold – India?: Fire Arms – Ammo?: Round and round I go: Mesmerized by an hour glass: TikTok isn’t the sound of 007 disarming a bomb: It isn’t a penny ante game. Or is it?
A pull-back is good news?: Cardboard is a market indicator?: The newbies are all in: All time high means even more?: Large companies are losing ground: Taxpayer Capitalism