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Animal Spirits to Animal Hibernation | Investing Caffeine
Investor mood or sentiment can change rather quickly. Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. However, those warm and fuzzy feelings soured last month, as investor focus shifted to on-again, off-again tariff talks, and stagflation concerns, which have…
Investing in Pigs and Kidneys: Building a $100 Billion Empire and Revolutionizing Organ Transplants | Investing Caffeine
How does one create a $100 billion empire while pioneering an endless supply of transplantable organs that could save millions of lives? The first step is launching a multi-billion-dollar satellite company (SiriusXM - SIRI). The next step? Founding a biotechnology company with nothing more than a high school-level biology education — all in a desperate…
Par for the Course | Investing Caffeine
Stocks have been in a multi-year bull market, but just as investors cannot earn positive returns every month, golfers also cannot achieve a hole-in-one or birdie on every hole, either. A challenging performance is exactly what happened last month when stocks recorded a bogey on the scorecard. More specifically, this is how far out-of-bounds the…
How to Profit from the Trump Crypto Wave | Investing Caffeine
We were honored to have our white paper on the cryptocurrency market published by the California Business Journal last month. Please enjoy the article below. Newly inaugurated President Donald Trump has wholeheartedly embraced the multi-trillion dollar cryptocurrency and digital asset industry. This is a seismic shift from the anti-crypto stance harbored by the previous administration.…
New Year, New AI Era & New Tariff Sheriff | Investing Caffeine
The first month of 2025 started with a bang when newly-inaugurated President Donald Trump announced a groundbreaking AI (artificial intelligence) program led by business titan thought leaders called Stargate, which promises to spend a half trillion dollars on AI data center infrastructure projects and create hundreds of thousands of jobs. Just one week later, a wet blanket…
Time in the Market Beats Timing the Market | Investing Caffeine
It was another great year in the stock market. But predicting the timing of a bear or bull market is more challenging. Fortunately for investors, the stock market is up a lot more of the time than it is down. More specifically, over the last century, the stock market has been up 73% of the…
No Market Misgiving on This Thanksgiving | Investing Caffeine
We’ll see if there is any gravy left for investors during the last month of the year, but so far 2024 has been a satiating feast that has stuffed investors. There has been a cornucopia of items to be thankful for, including the Federal Reserve, which is expected to provide some dessert this month in the…
Past Elections Status Quo Means No Need for Woe | Investing Caffeine
Scarier than Halloween, the current presidential election is causing people on both sides of the political aisle to be frightened by the idea of their candidate potentially losing. Uncertainty is generally petrifying to investors, resulting in downward pressure on stock prices, but with less than a week until election day, the stock market is providing…
Fed Injects Rate Cut Adrenaline | Investing Caffeine
There were a lot of injections, of the COVID vaccine variety, four years ago, but now the Federal Reserve is injecting some financial adrenaline through stimulative interest rate cuts. Expectations are for seven more -0.25% cuts over the next 12 months, but this cycle started two weeks ago when the FOMC (Federal Open Market Committee) initiated…
Another Hot Month, Another Fresh Record | Investing Caffeine
Summer is coming to a close, but the weather is not the only thing that remains hot. The stock market has been scorching hot as well. Both the S&P 500 and Dow Jones Industrial Average blazed to all-time record highs last month. In fact, both of these indexes have risen seven out of eight months…
The Great Rotation | Investing Caffeine
There are many styles of investing, and many ways to make money in the stock market. Just like the styles of men’s ties or women’s dresses come in and out of fashion, so too do the styles of investing. Some stick around for a long time, while other fads flop in short order, leading consumers…
Economic & Inflation Information Create Market Jubilation | Investing Caffeine
Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” Last month, this narrative remained intact. The S&P 500 index surged +3.5% for the month, the technology-heavy NASDAQ rocketed +6.0%…
Upcoming Live Webinar: Dow to 40 Thou, What Now? | Investing Caffeine
Wed, Jun 19, 2024, 12:00 PM - 1:00 PMThe Dow Jones Industrial Average recently reached the 40,000 milestone, but what does that mean for investors? There are plenty of questions to explore. With the looming elections, elevated inflation, and a cryptic Federal Reserve, should you be running for cover, or jumping on the bull market…
Bad News is Good News? | Investing Caffeine
Remember that global pandemic back in 2020 called COVID-19 that killed over 350,000 people in the U.S.? That same year, the unemployment rate reached a sky-high level of 14.9% (vs. 3.9% most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. With the whole population locked in their homes…
Choosing Your Favorite Dental Procedure: Recession or Inflation? | Investing Caffeine
Going to the dentist can be a pleasurable or painful experience, depending on whether you have been properly brushing and flossing your teeth. If the stock market was a patient, its 2024 checkup would produce a large smile. Why so happy? Because the S&P 500 index is up a healthy +5.6% in the first four…
Dow Knocking on the Door of 40,000 | Investing Caffeine
The stock market rang the doorbell of the New Year with a bang during the 1st quarter. The S&P 500 index built on last year’s +24% gain with another +10% advance during the first three months of the year. And as a result of these increases, the Dow Jones Industrial Average index is knocking on…
The Art of Maximizing Gains and Minimizing Taxes in a World of AI | Investing Caffeine
The AI Wave The weather may be cold during winter, but stocks were scorching hot last month, fueled in part by the surge in performance from AI (Artificial Intelligence) stocks. More specifically, the Dow Jones Industrial Average was up +2.2% to 38,996. The S&P 500 surged +5.2% to 5,096. And the AI-heavy Nasdaq index climbed…
Quickly Out of the Gate | Investing Caffeine
The race into 2024 has begun, and the U.S. market is off to a quick start. The S&P 500 jumped out of the gates by +1.6%, and the technology and AI (Artificial Intelligence) – heavy NASDAQ index raced out by +1.2%. The bull market rally broadened out at the end of 2023, but 2024 returned…
Sidoxia Webinar: The Keys to ’23 & What’s in Store for ’24 – Market Update | Investing Caffeine
Unlock valuable insights at our upcoming webinar:The Keys to '23 & What's in Store for '24! Tuesday, January 30th at 12:00 PMJoin us by registering here:https://lnkd.in/gczn4CPNDon't miss out on the latest trends and expert discussions. We will delve into a comprehensive market update. Register now!
The Douglas Coleman Show Interviews Wade Slome | Investing Caffeine
Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on The Douglas Coleman Show hosted by Douglas Coleman. Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored. If you are interested in learning…
My Future Business Interviews Wade Slome | Investing Caffeine
Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on My Future Business hosted by Rick Nuske. Wade shares his knowledge about the financial markets, his investing philosophy, and experiences that have shaped both his professional career and personal life. Tune in to the interview below! https://youtu.be/8TAE8Nnodds?si=94EyGqtd8DlDjKzr
This Baby Bull Has Time to Grow | Investing Caffeine
You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%. The gains have been even more impressive…
Did Santa Claus Come Early This Year? | Investing Caffeine
With all this potential recession talk that has lasted two years, you would expect a lump of coal to arrive in your Christmas stocking this year. But quite the contrary, Santa Claus appears to have arrived early this year as evidenced by the +8.9% spike in prices last month, the largest monthly increase in 10…
No Market Roar Due to War | Investing Caffeine
The devastating damage to humanity from the Israeli-Hamas war that is in and around the Gaza strip should not be diminished or understated - innocent lives on both sides suffer in any conflict. However, the economic impact should not be overstated either. In other words, the hundreds of billions of dollars in financial stock market…
Consumer Wallets Strong, Rate Hikes Long, What Could Go Wrong? | Investing Caffeine
Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. More specifically, as you can see in the chart below, the net worth of U.S. households has reached a record $154.3 trillion dollars in…
Register with Zoom for Our Upcoming Webinar! | Investing Caffeine
Register now for our upcoming Zoom webinar, “Hot Summer, Hotter Market – Economic & Investment Update” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27th @ 12:00 p.m.! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us. We can’t wait to…
Mission Accomplished? | Investing Caffeine
The Federal Reserve has a “dual mandate” designed to “foster economic conditions that achieve both stable prices and maximum sustainable employment.” The “dual mandate” is obviously a moving target, but it appears for now, based on the Fed’s explicit goals, Fed Chairman, Jerome Powell, has accomplished the central bank’s mission. More specifically, inflation, according to…
Hollywood Shuts Down & Market Goes Uptown | Investing Caffeine
According to scientists, July set a record as the hottest month in 120,000 years. In order to beat the scorching heat, millions of Americans made the pilgrimage to their local air-conditioned movie theaters to watch the combo-blockbuster “Barbenheimer” (Barbie and Oppenheimer), which has raked in sales of more than $1 billion globally in the first two weeks of its release.…
Fight the Fed… Or Risk Your Account Going Dead! | Investing Caffeine
Throughout history the prominent Wall Street mantra has been, “Don’t fight the Fed.” In essence, the credo instructs investors to sell stocks when the Federal Reserve increases its Federal Funds interest rate target and buy stocks when the Fed cuts its benchmark objective. The pace of interest rate increases since early 2022 has increased at…
AI Revolution and Debt Ceiling Resolution | Investing Caffeine
On the surface, last month’s performance of the stock market as measured by the S&P 500 index (+0.3%) seemed encouraging, but rather pedestrian. Fears of sticky-high inflation, more potential Federal Reserve interest rate hikes, contagion uncertainty surrounding a mini-banking crisis, along with looming recession concerns led to a -3.5% monthly decline in the Dow Jones…
Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement | Investing Caffeine
Stock prices go up more often than down, and that was the case again last month. The S&P 500, Dow Jones Industrial Average, and the NASDAQ were all up in April. For the year, the S&P has gained +8.6%, Dow +2.9%, and NASDAQ +16.8%. What’s more, these increases are built upon the appreciation experienced in…
Air Bags Deployed to Cushion Bank Crashes | Investing Caffeine
In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. However, the Federal Reserve and its Chairman, Jerome Powell, slammed on the brakes last year by instituting the most aggressive interest rate hiking policy in over four decades. At the beginning of last…
From Hard Landing to Soft Landing to No Landing? | Investing Caffeine
I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! With the Federal Reserve approaching the tail end of an aggressive interest rate hiking cycle, investors have been bracing for…
10 Ways To Destroy Your Investment Portfolio | Investing Caffeine
Upcoming Webinar - February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg? Wade W. Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors…
Recession Storm Fears Reign Supreme as Stocks Gain Steam | Investing Caffeine
Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. The stock market has reflected this positive fundamental shift during January, as the S&P 500 catapulted +6.2%, NASDAQ +10.8%, and the Dow Jones…
New Year, New Clean Slate | Investing Caffeine
Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. Before we turned the page on another annual chapter, Santa Claus chose to finish last year by placing a lump of coal in investor stockings, as evidenced by the S&P 500 index decline of -5.9%…
Feasting on a Full Plate of Concerns | Investing Caffeine
Investors and Thanksgiving feasters alike had a full plate to consume last month - and there has been a lot to digest. The buffet of issues includes the Federal Reserve’s fastest rate hike cycle in decades (see chart below), spiking inflation, a slowing economy, an unresolved war between Russia and Ukraine, declining home prices, and…
Bad Weather Coming: Hurricane or Drizzle? | Investing Caffeine
It was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon. Although the economy…
Even Winning Teams Occasionally Lose | Investing Caffeine
The stock market has been a winning team for years, generating outsized returns for investors. But so far this year, the winning streak appears to be coming to an end. For 2022, the S&P 500 index is down -21%, including -8% last month. However, since 2008, the stock market has generally been on a consistent…
Fed Ripping Off the Inflation Band-Aid | Investing Caffeine
Inflation rates have been running near 40-year highs, and as a result, the Federal Reserve is doing everything in its power to rip off the Band-Aid of insidious high price levels in a swift manner. The Fed’s goal is to inflict quick, near-term pain on the economy in exchange for long-term price stability and future economic gains.…