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Week 4 Talking Points

Good Life Advisors – Talking Points – Week 4 “We’re Going to be Guided by the Data” – J. Powell,  Wednesday 1/26 The S&P 500 hit an All-Time closing high (4,796) on January 3rd, the second trading day of 2022. 17 Days later it closed at 4,326, a drawdown of 9.8%….

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Week 2 Talking Points

Good Life Advisors – Talking Points – Week 2   Two weeks into the new year and most of the major indices are in the red. Overall, equities were down this week, with most domestic indices adding to last week’s declines. The Russell 1kValue is the sole outlier on our list…

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Week 1 Talking Points

Good Life Advisors – Talking Points – Week 1 Yields are Rising on Quantitative Tightening Outlook   The Fed’s policy pivot remained one of the big stories this week. The bulk of the focus was on the December FOMC minutes, which pointed out that participants generally noted that given their outlooks for…

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Week 52 Talking Points

Good Life Advisors – Talking Points – Week 52 Three Years In a Row for Equities Friday was both the last day of the year and the two-year anniversary of the  World Health Organization’s China office being informed of a number of pneumonia cases of an unknown etiology, detected in Wuhan. In those…

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Week 48 Talking Points

Buy The Dip Still Working  The S&P 500 made its 65th 2021 all-time closing high on Friday jumping 3.85%. There were several factors behind the big bounce this week. The most powerful seemed to be initial data that suggested Omicron is milder than other variants and that the three doses of the…

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Week 46 Talking Points

Emergence of South African Covid variant triggers broad flight to safety: Risk assets came under pressure Friday following the news that a new and worrying Covid variant was discovered in South Africa and had already spread to quarantined travelers in Hong Kong and Belgium. Scientists say the variant may be…

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Week 45 Talking Points

US equities were mixed this week with mega cap growth and tech leading the way. Overall growth was the clear winner gaining 1.8% while the R1k value actually feel by 1.8%.  Energy put in the worst performance as oil sold off on concerns about government responses to elevated prices and…

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Week 44 Talking Points

Good Life Advisors – Talking Points – Week 44 All Time Highs, Again  Positive earnings, continued covid improvement and a better-than-expected jobs report sent the equity markets to new all-time highs again. Adding to the sentiment was an expectation of the infrastructure bill being passed, which did happen later Friday evening….

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Week 43 Talking Points

Good Life Advisors – Talking Points – Week 43 Nothing Scary About October This Year  The S&P 500 Jumped 6.9% In October, closing over 4600 for the first time ever. Growth was back in the driver’s seat for the week and the full month, outperforming value by 335 bps in October….

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Week 42 Talking Points

Good Life Advisors – Talking Points – Week 42 All-Time Highs Everywhere You Look   For perspective, all currently happening:  Stocks: All-Time Highs, Dow Jones 35,677 on Friday  Home Prices: All-Time Highs, Median Sales Price of All Houses Sold -$374.9k  Bitcoin: $66k on Wednesday  5- and 10-Year Breakeven Inflation Rates –…

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