The Wise Investor Show®

Simon considers the dangers of conflating political leanings with investment positioning and also suggests investors not overact to post-midterm election stock market moves. The violent rotation out of AI-related names into other pockets of the market, including Value stocks, may have legs but also may already be overdone. He argues for proper portfolio balance and levelheadedness. Simon also comments on the latest earnings reports from UBER, V, LLY and AAPL. WIG Names: UBER, V, LLY, AAPL The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

With the election before us and the Fed meeting behind us, this week will be notable for a major blow up in AI land. Chase dives into the three topics, exploring what the explosive quarter for Alphabet means for the company and the sector going forward from here. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

Simon challenges some of the tired narratives we hear everywhere: " don't fight the Fed," "the market's super expensive," "we're in an AI bubble." He considers how stocks have performed during periods of higher rates, the sharp contraction in stock valuation multiples and the poor history of experts, especially Technology-focused experts, in predicting secular trends. He discusses the incredibly negative sentiment around bonds and how future prospects could be much brighter. Simon shares some takeaways from earnings reports delivered by LMT, RTX and COF. WIG Stocks: LMT, RTX, COF The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

Inflation shocks hit but had warning track power this week, as a strong rotation in the markets continued. Yields came down of their highs but some recent leaders in stocks continued to reel in their gains. This week, Chase digests this volatility for you and gets us ready for the heart of third quarter earnings season. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

Simon notes favorable momentum and four-year presidential cycle stock market precedent amid the current geopolitical and macroeconomic noise. He highlights the historically wide dispersion between a small stable of largely Technology-oriented names and a healthy chunk of the rest of the market in bear market territory. He notes how the earnings, valuation and consumer health backdrops are still conducive to higher stock prices if interest rates can stabilize. Simon also discusses CEG, VST and LMT as names that have corrected in price and could be worth considering. WIG Names: CEG, VST, LMT The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.