The Independent Advisors

Show Notes:

Positive Earnings With a Tariff Divide

Source: Charlie Bilello Research from 5/6/25

https://bilello.blog/2025/the-week-in-charts-5-6-25?

Source: Bloomberg Article on 5/6

https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?

Goldman Says Bear Market Rallies Are the Norm

Source: Bloomberg article on 5/6/25

https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?

Show Notes:

X post by @isabelnet_sa on April 25, 2025

https://x.com/ISABELNET_SA/status/1915689168627175907

Xpost by bespoke investments

https://x.com/bespokeinvest/status/1915408647955337498

X post by Subu Trade 4/24

https://x.com/SubuTrade/status/1915444909500207391

Some Considerations for Key Labor Market Data

The Big Picture, Briefing.com

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

China Factory Activity Part 1

Source: X post from Bloomberg’s Joe We...

Get answers quickly:

How is the American Consumer?

How is the American Dollar?

How are US Treasuries?

How is the Housing Market?

Show Notes:

Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes:

Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes:

Our first episode with JC, recorded on 3.4.2021:

https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes:

https://youtu.be/FZMv4pNqAmo

Show Notes:

Hard vs Soft Data Explained

Source: Briefing.com Big Picture 3/28/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of America...

Show Notes:

Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?

Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?

Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes:

Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?

Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?

Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?

Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?

Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/status/1896673142384492848

Recap on Recent Driving Forces in the Market

Source: Br...

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us.

When the stock market rattles you, lean on your advisors.

#stocks #stockmarket #investing #economy #fear

https://youtu.be/aSFwiDiMvVw

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channel

https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes:

Bloomberg Article on 2/20

https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v

X post from Coiled Spring Capital on 2/26

https://x.com/coiledspringcap/status/1894754608930803939

 X post from The Trading Initiative on 2/25

https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:

Bloomberg Article on 2/20

https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?

 X post from Coiled Spring Capital on 2/26

https://x.com/coiledspringcap/status/1894754608930803939

X post from The Trading Initiative on 2/25

https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:

Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1

Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916

Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781?

Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes:

Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/

Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082



Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

https://x.com/mikezaccardi/status/1873096140364890515?

https://x.com/mikezaccardi/status/1875908291093823587?

https://ofdollarsanddata.com/rent-vs-buy-calculator/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab

@alfcharts

https://www.stockmarkettv.com/alfonsos-daily-note

Show Notes:

Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?

Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?

The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?

Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?

Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d 

Blog post from Ben Carlson titled “The 4 Types of...

Show Notes:

https://x.com/nickgerli1/status/1865160521428750756

https://x.com/nickgerli1/status/1865162039842513110

Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/

Charlie Bilello’s 7 Lessons from 2024 (12/10/24)

https://bilello.blog/2024/7-lessons-from-2024?

Show Notes:

https://x.com/nickgerli1/status/1865160521428750756

https://x.com/nickgerli1/status/1865162039842513110

Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/

Charlie Bilello’s 7 Lessons from 2024 (12/10/24)

https://bilello.blog/2024/7-lessons-from-2024?

Show Notes:

Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?

Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?

Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 -

https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes:

Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?

Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?

Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 -

https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes:

Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html?

Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blog/the-day-after-2016-redux?

Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1854498774388773175?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” -

https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL



X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Show Notes:

2024 vs 2025 Tax Brackets: Married Filing Jointly

https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

Show Notes:

https://x.com/SJD10304/status/1846302979147944358?

https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/?

https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say?

https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your-eyes-and-buy-us-stocks-not-china-m2ikwagi?

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

Show Notes:

https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/?

https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388

https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/?

https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislation-financial-planning/?

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes:

Outlook for stocks after Fed rate cut: historically positive

Possibility of election year seasonal weakness

No recession expected; mid-cycle slowdown predicted

Consumer balance sheets in good shape

Bonds expected to rally with anticipated Fed rate cuts

Productivity surge in the U.S. economy- expected to support continued economic growth and a bull market

#269 Topics:

Show Notes:

Show Notes:

X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab

https://x.com/KevRGordon/status/1828042176057811051

X Post from Liz Young, Head of Investment Strategy at SoFi

https://x.com/LizThomasStrat/status/1828098863108128812

Research from 8/17/24

https://x.com/FactSet/status/1824935004943556922

https://x.com/FactSet/status/1824920409105457362

Show Notes:

Twitter: @MikeZaccardi

LinkedIn: @Mike Z.