In this episode: The election is over! AND the rate cuts continue! Joshua is back in full form and takes a massive deep dive into one of the most unique positions investors have ever found theirselves in - comparing market data from non-consecutive Presidential terms from the same administration. Joshua also answers client questions about how best to position an individual portfolio with historical data in mind from President Trump’s first term. And, don’t forget that rate cuts will go on until inflation (continues) to improve! Will investor’s future be tied to Presidential policy or The Fed continue to manage inflation and cut rates? Catch this episode of The Financial Shepherd Podcast to find out.

It’s a Presidential Election SPRINT of an episode! Joshua takes this one solo and delivers all the data surrounding how the upcoming US Presidential election will (or will NOT) affect the market. Wondering how the election is going to influence your investment portfolio? Well you’re in luck, cause this is a data packed dumping of everything at SWM’s disposal. And, Joshua answers the most common questions from our clients regarding how their portfolio’s should be positioned during this election season. Still want more election-market info? Drop your questions in the comments below and Joshua will answer them on our next episode, currently scheduled for November 7th.

n this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.

In this episode: With no Fed Meeting this month investors are eagerly awaiting Fed Chairman Powell’s press statements slated for tomorrow (Friday, August 23, 2024)! Most folks are expecting the Fed to lower rates in September, and the market appears to already be pricing in the first rate cut. Joshua reviews data that he thinks explains the recent volatility we’ve seen in the market. And, delivers additional data that appears to confirm we are not headed for a recession any time soon. Also, more small caps and Presidential Election 2024 data investors should be paying attention to.

In this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.

In this episode: Core CPI, along with the rest of this July’s data, clearly shows inflation taking a nose dive. Finally! With the Fed set to meet next Wednesday, is a rate cut imminent or will the Fed continue to punt cutting rates to this fall citing the need for “more data”? Joshua goes into a deep dive of why small caps are set to see a huge rally. Joshua also details how weighting the market can set investors up for a big last half of the year. And, it’s finally here - the beginning of our election 2024 coverage. Yay.

In this episode: CPI data comes in better than anticipated, adding another month of data that clearly states inflation is falling like a rock, and illustrates lag effects, that have been disproportionally propping up inflationary numbers, beginning to fall over. And, Joshua lets it all out as the day-of trading on what should've been a positive market day goes in the wrong direction.