The Print Money Deluxe

If you ever made your own greeting cards or birthday invitations in the 90’s, then you probably used a program called Print Shop Deluxe.  Long before Canva or Photoshop, this was what you’d use to make infinite graphics, literally out of thin air.  The phrase ‘Print Shop’ popped in our head this week as we thought about...The Fed.   
 
Can they ever stop printing?  Is the recent market resistance to seemingly catastrophic events simply because the money printers have been turned back on?  We’ll discuss this week On The Market, plus a look at: 

• “Big Beautiful Bill” contains tax cuts. Would increasing taxes on high-earners fix the deficit?  

• Non-us companies are buying back their own stock.  Why? 

• Bitcoin is experiencing a “candle moment”. 

 
12:37 W2 Taxes vs Investment Taxes 
15:31 M2 Money supply 
20:51 Investor sentiment 
22:45 S&P tech sector  
26:07 S&P’s quickest recoveries 
29:59  Dividend Yields vs Treasury Yields 
34:47 Mag7 actrually the Lag7? 
36:44 Equity risk premium of the S&P 500 
41:20 Fed Funds Rate 
43:05 Non-us companies buying back stocks? 
46:49 Bitcoin sets record 

48:39 Risk cannot be eliminated 
49:57 S&P 500 YTD 
51:42 Developed markets looking healthy 
52:57 Emerging markets in an uptrend 
53:24 Long term treasuries trading sideways 
54:06 Agg Bond Index 
55:01 Gold still rocking for how long? 
56:05 Bitcoin candle 
56:50 Commodities and tariffs 
57:49 US real estate market 
 
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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.  
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  
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