USA Financial Trending Report
81 episodes - English - Latest episode: about 1 month ago -The USA Financial Trending Report is a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. It is hosted by the investment professionals at USA Financial Portformulas and includes important updates regarding their patented RAM Score indicator, as well as other data found in their monthly Trend Tracker publication.
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Episodes
What’s Trending: Rates Too High, Yet Somehow Too Low
March 27, 2024 12:50 - 18 minutes - 26.4 MBThe Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don’t realize is that there is a little-known calculation that actually helps identify this. We’ll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or ec...
What’s Trending: Active vs. Passive Portfolio Errors
March 13, 2024 18:52 - 13 minutes - 19.5 MBAs humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend t...
What’s Trending: Market Up, Americans Down
February 28, 2024 13:49 - 11 minutes - 17.1 MBThe stock market and GDP are up, but consumer sentiment and happiness are down. So, what’s the disconnect? In this episode of the Trending Report, we’ll talk about what this disconnect means for the stock market looking forward, as well as break down market data as of 2/23/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is pu...
What’s Trending: China’s Shocking Decline
February 14, 2024 16:26 - 17 minutes - 24.6 MBA low birth rate, dire economy, and declining stock market are all contributing factors to China’s shocking decline. In this episode of the Trending Report, we’ll dive into what this looks like and how it relates to over to the United States, as well as covering market data as of 2/9/24. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This ser...
What’s Trending: 2023 Historical Stock Market Stack-Up
January 10, 2024 19:46 - 13 minutes - 19.2 MBWelcome to the first Trending Report for 2024! In this edition, we’re going to take the opportunity to look back on the past year from a historical perspective. We’ll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. Thi...
What’s Trending: Cost-Crunch on the Homefront
December 14, 2023 15:22 - 12 minutes - 18.3 MBWhat’s going on with mortgages, interest rates, and home prices? In this episode of the Trending Report, we’re going to dive into the cost-crunch taking place in the real estate market for first-time homebuyers and existing homebuyers alike. We’ll also take a look at the stock market using data as of 12/8/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets ...
What’s Trending: Soft Landing with Rate Cuts
November 30, 2023 16:17 - 15 minutes - 22.4 MBCertain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner. In this episode of the Trending Report, we’re going to talk about exactly what that means, how that is impactful, and what is going on in the market using data as of 11/27/23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets ...
What’s Trending: The 60-40 Portfolio Falter
November 15, 2023 13:50 - 13 minutes - 20 MBInvesting in the stock market is a moving target, and we’re seeing that risk like never before. The 60/40 example of a traditional basic portfolio has faltered in ways we haven’t seen since before World War II. We’ll talk about that in this episode of the Trending Report, as well as cover how the market is being impacted using data as of 11/13/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical...
What’s Trending: Worrisome Recession Indicators
October 11, 2023 18:55 - 11 minutes - 16.3 MBIn this episode of the Trending Report, we’re going to discuss 12 worrisome recession indicators. We’ll talk about what those indicators are, what they’re telling us, and how the stock market is reacting and illustrating based on all that’s going on using data as of 10/6/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is publ...
What’s Trending: 9 Facts on Government Shutdowns
September 28, 2023 13:10 - 10 minutes - 14.9 MBIn this episode of the Trending Report, we’re going to get into 9 facts that will help you understand U.S. government shutdowns – how they work, how they operate, how they come to be, and what the impact might be moving forward. We’ll also cover market data as of 9/22/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is publish...
What’s Trending: The Great Resignation Becomes The Great Gloom
September 14, 2023 13:25 - 12 minutes - 17.9 MBA powerful business phenomenon has been taking place where The Great Resignation has now become what is being labeled as “The Great Gloom”. What does this mean for the stock market and corporate America? In this episode of the Trending Report, we’ll discuss how this phenomenon may play out in the economy, as well as dissect market data as of 9/8/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topic...
What’s Trending: 8 Charts to Decode Real Estate
August 31, 2023 14:14 - 13 minutes - 20 MBWhat’s going on in the real estate environment, and how is it impacting the stock market? In this episode of the Trending Report, we’re going to look at eight different charts to decode what is going on and share what you might expect moving forward. We’ll also dive into market data as of 8/25/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or econo...
What’s Trending: Momentum is Difficult to Overcome
August 17, 2023 15:37 - 13 minutes - 19.7 MBAs the Federal Reserve tries to get their arms around inflation, they’re learning that overcoming the momentum of strong employment is continually difficult and they’re going to have to manage the interest rate increases very closely. We’re going to talk about what it is that’s going on, how it needs to be overcome, and how that is impacting the markets using data as of 8/11/2023 in this episode of the Trending Report. The Trending Report is an ongoing video/podcast series with analysis on...
What’s Trending: 10 Reasons a Recession Has Not Hit
July 27, 2023 14:23 - 15 minutes - 34.5 MBA group of economists have identified ten reasons they feel the U.S. has NOT entered into a recession. Will it hold? Will we be able to fend off interest rate increases from throwing us into a recession? In this episode of the Trending Report, we’ll be talking about the resilience of the country and what exactly is going on in the economy using market data as of 7/21/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, ...
What’s Trending: Debt, Jobs, and Politics Influencing the Market
July 13, 2023 12:58 - 16 minutes - 23.7 MBWe’re at an all-time high on U.S. government debt, we’re at an all-time high on women in employment, and we’re at an all-time high on political polarization. In this episode of the Trending Report, we’ll break down how these all-time highs are affecting the market using data as of 7/7/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This ...
What’s Trending: Indexes Can Be Misleading
June 27, 2023 18:30 - 12 minutes - 17.4 MBMarket index performance can be very confusing and misleading, especially if you do not understand how the weighting system works inside of an index. In this episode of The Trending Report, we’ll explain how this system works, as well as cover market data as of 6/23/23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published b...
What’s Trending: 7 Economic Indicators Flashing Red
June 14, 2023 14:37 - 17 minutes - 24.8 MBRight now, we have seven economic indicators that are all flashing red. In this episode of the Trending Report, we’ll talk about some of the impact that it’s currently having on the markets, and what might be anticipated as we look at all the data collected here as of 6/9/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is pub...
What’s Trending: 3 Angles to Assess U.S. Government Debt
May 25, 2023 12:23 - 10 minutes - 14.9 MBThe clock has been ticking and now here we are bumped up against the U.S. government debt ceiling deadline. In this episode of the Trending Report, we’ll focus on taking the complex and making it simple, discussing what’s going on with the U.S. government debt ceiling and why it is important for you to understand. We’ll also take a deep dive into market data as of 5.19.23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, ...
What’s Trending: 7 Paths for the U.S. Debt Limit
May 11, 2023 13:37 - 13 minutes - 19.6 MBWithout congressional action, it’s anticipated that we will default on the U.S. government debt as of June 1st. In this episode of the Trending Report, we’ll talk about the seven paths forward from here and what that might mean for the market. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment profession...
What’s Trending: Surging Debt, Surging Vacancies
April 27, 2023 15:50 - 13 minutes - 19 MBThe U.S. government debt has banged into the ceiling once more at $31.4 trillion. In this episode of The Trending Report, we’ll wrap our minds around how large the debt really is and what it represents, plus we’ll talk about the commercial real estate environment – specifically office space – and what it means for business. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within...
What’s Trending: Is Your Economic Glass Half-Empty?
April 13, 2023 19:26 - 16 minutes - 23.4 MBIt has been scientifically proven that our mind can do a lot of damage when it comes to our investing approach and our philosophy about the future. In this episode of the Trending Report, we’ll assess how the 24/7 news cycle has a negative impact on the emotions you apply toward your money, as well as how the market is scoring out using data as of 4/7/23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time t...
What’s Trending: Can Unemployment Predict the Next Recession?
March 30, 2023 13:48 - 11 minutes - 16.9 MBIt turns out that layoffs, unemployment, and recession have predictive qualities amongst each other, but in a very contrarian sense. In this episode of The Trending Report, we’ll take a closer look at this relationship, as well as how the market is scoring out using data as of 03/24/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This se...
What’s Trending: 6 Things That Determine a Recession
March 15, 2023 12:25 - 14 minutes - 20.4 MBMost people don’t realize that there are actually six indicator components that identify whether or not we’ve gone into a recession. We’re going to talk about what those six items are, what it means, and how it’s impacting the stock market using data as of 3/10/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by t...
What’s Trending: 4 Charts Reveal Impact on Real Estate
March 01, 2023 14:50 - 12 minutes - 18.5 MBThe Federal Reserve raising interest rates is having a trickle-down effect - just maybe not the way they had hoped. It is impacting inflation, the stock market, and it’s impacting real estate. We’ll dive into these numbers, as well as how the market is scoring out using data as of 02/24/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. Thi...
What’s Trending: Big Biz vs Small Biz vs Fed Reserve
February 16, 2023 18:21 - 15 minutes - 22.6 MBWhat’s going on with the increasing of interest rates? Where does inflation currently stand? What is going on with the job market? In this episode of the Trending Report, we’ll cover how all of these things are impacting what’s taking place in the economy and the market, using data as of 2/10/23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy....
What's Trending: Market Recovery Hinges on This
January 24, 2023 17:04 - 14 minutes - 21.1 MBMarket recovery hinges on a quick inflation drop! In this episode of the Trending Report, we’re going to discuss four major components, how they relate together, give you a snapshot of what inflation is doing, and the headway being made. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at...
What’s Trending: Market Currents Making Waves
December 15, 2022 21:38 - 13 minutes - 18.9 MBCertain market sectors are starting to make waves in the overall market. Some are jumping to the surface, while others are falling to the bottom. We’ll dive into that in this episode of the Trending Report, as well as how we are re-dissecting market data in a slightly different manner using data as of 12/9/2022. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets...
What’s Trending: Has the 60/40 Portfolio Changed Forever?
November 30, 2022 14:28 - 12 minutes - 18 MBIn this episode of the Trending Report, we’re going to discuss the surprising impact that the fed’s tightening cycles on interest rates has been having on the 60/40 passive portfolio, especially as it relates to bonds. We’ll also cover how the market is scoring out on a macro and micro level using data as of 11/25/2022. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the...
What’s Trending: The Speed of Rate Hikes
October 28, 2022 12:02 - 12 minutes - 17.9 MBInterest rates are increasing faster than any other time in the past 35 years, but economists are already starting to predict when rates will go back the other direction. In this episode of the Trending Report, CEO Mike Walters compares current rate hikes to past trends, as well as how the market is scoring out on a macro and a micro level using data as of 10/21/2022. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, explo...
What’s Trending: Big 4 Expenses Impact Volatility
October 13, 2022 12:26 - 12 minutes - 18.1 MBHousing, healthcare, food, and transportation – they’re the big four expenses coming out of every household. But how do they correlate with inflation? In this episode of the Trending Report, we’ll take a closer look at how Americans are spending their dollars and how that spills not only into the commodities market, but also creates a tremendous amount of volatility in the stock market. We’ll also cover market data as of 10/07/2022 from a capitalization and sector perspective. The Trending...
What’s Trending: A Macro View of the Market
September 29, 2022 12:11 - 11 minutes - 16.6 MBIn this episode of the Trending Report, CEO Mike Walters shares perspective on interest rates, unemployment, stock market performance, and other important correlated data from a macro level viewpoint. We’ll also cover market data as of 9/23/2022 from the lens of capitalization and sector subsets. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy....
What’s Trending: Intelligent Risk and Intentional Effort
September 15, 2022 12:22 - 11 minutes - 11.2 MBIn addition to looking at market data as of 9/9/2022 from a viewpoint of capitalization and sector subsets, we’re also going to talk about world happiness and what that means from an economic standpoint and how it is so dependent on people being rewarded for intelligent risk and intentional effort. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or econom...
What’s Trending: Energy = Driving Force
August 23, 2022 19:47 - 11 minutes - 10.1 MBThere has been a huge change in how cash is calculating out against the rest of the stock market. It’s a mammoth movement in a short amount of time. But what does that mean for the market and economy? In this episode of the Trending Report, we dig into the numbers as well as how all of this is scoring out on a macro and a micro level using data as of 8/19/2022. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a...
What’s Trending: GDP vs. Unemployment
August 11, 2022 17:39 - 12 minutes - 11 MBThe stock market has been showing some signs of strength, but GDP and unemployment are at odds with each other. In this episode of the Trending Report, CEO Mike Walters talks about what this means for the market and the economy, as well as how all of this is scoring out on a macro and a micro level using data as of 8/5/2022. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place withi...
July 2022 - USA Financial Trending Report
July 13, 2022 14:44 - 15 minutes - 13.8 MBIn this episode of the USA Financial Trending Report Mike Walters, CEO of USA Financial, shares the latest news regarding the trends we are tracking in the stock market as of July 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving s...
June 2022 - USA Financial Trending Report
June 27, 2022 20:24 - 14 minutes - 13.4 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of June 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tra...
May 2022 - USA Financial Trending Report
May 19, 2022 19:34 - 11 minutes - 10.4 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Trac...
April 2022 - USA Financial Trending Report
April 22, 2022 14:09 - 15 minutes - 14.4 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of April 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tr...
March 2022 - USA Financial Trending Report
March 18, 2022 19:48 - 15 minutes - 14.1 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of March 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tr...
February 2022 - USA Financial Trending Report
February 16, 2022 19:19 - 15 minutes - 14.7 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of February 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend...
January 2022 - USA Financial Trending Report
January 19, 2022 20:14 - 11 minutes - 10.9 MBIn this episode of the USA Financial Trending Report, CEO Mike Walters shares the latest news regarding the trends we are tracking in the stock market as of January 2022. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attentio...
December 2021 - USA Financial Trending Report
December 20, 2021 17:30 - 14 minutes - 13 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of December 2021. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend ...
November 2021 - USA Financial Trending Report
November 11, 2021 14:31 - 12 minutes - 12.5 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of November 2021. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend...
October 2021 - USA Financial Trending Report
October 20, 2021 18:00 - 14 minutes - 14.9 MBCEO Mike Walters scores the stock market with power, support, demand, and torque to come to a overall score and better picture of the overall stock market in this end of Q3 October episode of the USA Financial Trending Report. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also pub...
September 2021 - USA Financial Trending Report
September 20, 2021 18:23 - 13 minutes - 13.8 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of September 2021. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Tren...
August 2021 - USA Financial Trending Report
August 23, 2021 19:16 - 14 minutes - 14.6 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of August 2021. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend T...
July 2021 - USA Financial Trending Report
July 20, 2021 12:00 - 14 minutes - 14.5 MBCEO Mike Walters shares how USA Financial Portformulas scores the stock market based on power, support, and demand in this end of Q2 July episode of the USA Financial Trending Report. There has been great movement below the waterline in the stock market lately, learn some of the markers that can cause that water to turn over. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding ...
June 2021 - USA Financial Trending Report
June 22, 2021 12:33 - 9 minutes - 9.71 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam looks back on 2020 to compare against the latest 6 months of 2021 to focus in on why we are invested the way we are. The volatility the market yields can lead to emotional responses, Kevin discusses the value of formulaic and unemotional investing on a set schedule. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a ca...
May 2021 - USA Financial Trending Report
May 24, 2021 12:00 - 13 minutes - 12.5 MBIn this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2021. To find out more, please visit http://www.usafinancialformulas.com/investor/resources/trending-report The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets...
April 2021 - USA Financial Trending Report
April 20, 2021 18:20 - 16 minutes - 23.1 MBCEO Mike Walters shares the stock market areas of strength following the pandemic in this end of Q1 April episode of the USA Financial Trending Report. There has been great movement below the waterline in the stock market as certain companies falter while others thrive under pandemic conditions and beyond. To find out more, please visit http://www.usafinancialformulas.com/investor/resources/trending-report