2025 Starts In June

There are some times in life when you just want a “do over”.  Wake up from a nap, and it’s as if the last 10 years didn’t even happen.  Well, this week for the market, it’s sort of like January-May just got blinked out of existence and...2025 starts in June! 

What tariffs? What war?  The market is once again tapping on an all-time high.  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir look at: 

• The importance of separating your portfolio from the headlines, because in the blink of an eye, the S and P is back on track. 

• Why having an emergency fund changes your financial “well being”. 

• Which country do you think is the largest oil producer in the world?  Would you be shocked to know it’s US? 

• Market’s tapping on all-time highs?  Guess what the money printing chart is showing? 

• Putting gold’s meteoric 12 month run in context. 

5:50 Largest companies by market cap over time 
7:45 Emergency funds and financial “well-being” 
11:14 Crude oil reserve levels 
12:52 US is the *largest* oil producer in the world?! 
14:40 Investor sentiment 
16:22 Number of unsold completed homes for sale 
19:26 Exisiting home supply 
21:31 Where’s the most housing inventory? 

22:35 What’s driving the stress in the housing market? 
23:43 What is the “Taylor Rule”? 
25:35 2 year treasury yield 
27:52 Money supply is increasing 
29:37 Foreigners are selling US treasuries?  You sure? 
31:15 Gold’s epic run 
35:24 Chances of a fed rate cut 
38:10 S and P regains all time high 
41:05 10 year goes down, bonds are up 
47:20 Oil prices 
50:42 Gold going higher? 
 
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