Summer Float

We sincerely hope you’ve found some “me”or family time or both so far this summer, perhaps just lazily floating in a body of water.  According to Daren, that’s actually what happens with the market this time of year too... 
This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir look at what Daren calls his “Summer Float”, with markets just floating higher amid low trading volume.  Also on the episode, we dig in to: 

• Changes to tariffs coming in August.  Some are massive and yet...nobody seems to care like they did in April? 
• Jobs numbers, unemployment is allegedly low...but what about all those Fed cuts and unemployed graduates? 
• Would you believe 75% of the S&P is at a discount?  Yes...what 75%? Is it an opportunity? 
• Gold just continues it’s epic run.  Is it a “bull flag” about to go higher? 

7:36 Tariff changes coming in August 
10:56 Job losses in the US 
15:50 Days between S&P all time highs\ 
17:40 S&P real returns by decade 
19:39 S&P price to earnings ratios over the decades 
25:39 S&P Concentration 
27:43 Investor sentiment 
28:22 US existing home sales 
31:20 Small caps for AI? 
33:00 S&P equal weighted returns 
34:58 Guess which S&P stocks are at a huge discount right now? 
36:10 Russell 2000 hasn’t been all time high for awhile... 
37:23 S&P 500 look 
46:55 Let’s look at Bonds 
47:50 Gold’s epic run 
49:14 Bitcoin looking healthy 

Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ 
 
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Audio also available on  
Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 
Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj 
 
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  
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