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Вміст надано Left Brain Investment Research and Brian Dress. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Left Brain Investment Research and Brian Dress або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Interest Rates Weigh on Markets; Is There Hope for the 4th Quarter?

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Manage episode 378343323 series 2969635
Вміст надано Left Brain Investment Research and Brian Dress. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Left Brain Investment Research and Brian Dress або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market.

We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks.

We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift. We welcome any Swifties that surf through to our video to learn a bit about investing!

Topic 1: What the **** is Going On Lately? Topic 2: Our Expectations for Q4

If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/

If you would like more information about our model portfolios head to https://leftbrainwm.com/report

Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

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100 епізодів

Artwork
iconПоширити
 
Manage episode 378343323 series 2969635
Вміст надано Left Brain Investment Research and Brian Dress. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Left Brain Investment Research and Brian Dress або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market.

We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks.

We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift. We welcome any Swifties that surf through to our video to learn a bit about investing!

Topic 1: What the **** is Going On Lately? Topic 2: Our Expectations for Q4

If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/

If you would like more information about our model portfolios head to https://leftbrainwm.com/report

Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

  continue reading

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