Wealth Wake Up

Blog

Wednesday, September 2, 2015

Portfolio Compass | September 02, 2015

"Downgraded event driven to neutral from neutral/positive; upgraded long/short to neutral from neutral/negative."

Monday, August 31, 2015

"China Challenge" | Weekly Economic Commentary | August 31, 2015

"Markets remain concerned with China's stock market and its potential impact on global economic growth."

Monday, August 31, 2015

"12 Questions for a 12% Correction" | August 31, 2015 | Weekly Market Commentary

"This week we answer the top 12 investor questions in response to the S&P 500's 12% correction."

Tuesday, August 25, 2015

"Mid-Cycle Credit Check" | Bond Market Perspectives | August 25, 2015

"High-yield bond valuations have cheapened in sympathy with equity market volatility but have shown relative resilience."

Monday, August 24, 2015

"The Market Downturn Is Here, Now What?" | August 24, 2015 | Weekly Market Commentary

"As a bull market matures over the second half of an economic expansion, periods of increased market volatility are likely to become more common."

Monday, August 24, 2015

"Forecast For Clear Skies" | Weekly Economic Commentary | August 24, 2015

"The latest reading on the Conference Board’s monthly LEI helps to provide some timely guidance regarding recent market volatility."

Monday, August 24, 2015

Market Volatility Client Letter by Burt White | August 24, 2015

"August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every year. "

Wednesday, August 19, 2015

Portfolio Compass | August 19, 2015

"No changes."

Tuesday, August 18, 2015

"Summer Quartet" | Bond Market Perspectives | August 18, 2015

"The Federal Reserve, China, oil prices, and the U.S. dollar continue to be the main drivers of bond price movements this summer."

Monday, August 17, 2015

"China Currency Conundrum" | Weekly Economic Commentary | August 17, 2015

"The Chinese government is actively working to transition China to a more domestically focused, consumer-led economy."

Monday, August 17, 2015

"Flat Start Does Not Mean Flat Finish" | August 17, 2015 | Weekly Market Commentary

"The S&P 500 dipped into negative territory for the year last week intraday on a price basis."

Friday, August 14, 2015

Search for Income | Q2 2015

The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.

Tuesday, August 11, 2015

"High-Yield Oil Slick" | Bond Market Perspectives | August 11, 2015

"We find current market-default expectations, which imply a 15% default rate over one year, overly pessimistic."

Monday, August 10, 2015

"What We Can Learn By Going Back To School" | August 10, 2015 | Weekly Market Commentary

"Expectations for the back to school shopping season are low, and this season may only be flat versus last year. "

Monday, August 10, 2015

"Global GDP Tracker: Summer 2015 Edition" | Weekly Economic Commentary | August 10, 2015

"Japan’s expected weak Q2 GDP results may be due to temporary factors, but the BOJ stands ready to enact more QE if needed."

Thursday, August 6, 2015

Assessing China’s Stock Market Client Letter by Matthew Peterson | August 6, 2015

"As of August 4, the Shanghai market is still up 16% year to date even after a nearly 30% decline from its June 12 peak. This roller coaster ride has received a great deal of attention; however, we expect the impact on China’s economy will be limited."

Wednesday, August 5, 2015

Portfolio Compass | August 5, 2015

"Downgrade industrial and precious metals views to negative/neutral from neutral."

Tuesday, August 4, 2015

"Summer Growth Concerns" | Bond Market Perspectives | August 04, 2015

"The markets’ reaction may be a signal to the Fed that September 2015 is too early for an interest rate increase."

Monday, August 3, 2015

"Productivity Puzzle" | Weekly Economic Commentary | August 03, 2015

"Labor force growth plus productivity growth are important indicators for long-term economic growth."

Monday, August 3, 2015

"Earning Update: Corporate Resilience" | August 03, 2015 | Weekly Market Commentary

"We expect another quarterly earnings gain in the second quarter despite the drags from oil and the U.S. dollar."

Podcasts

social security

Wealth Wake Up – 8/30/15

Host Dick Donahue talks about the latest economic reports, tax tips, the Solyndra scandal, and filing for Social Security online.

casg money

Wealth Wake Up Live – 8/29/15

Dick Donahue talks about the markets’ turbulent week, China’s falling currency, and why it’s important for investors not to panic.

wallstreet

Wealth Wake Up – 8/23/15

Host Dick Donahue talks about Friday’s big market drop, the growing breach of IRS files, and one reason why Alexander…

money theft

Wealth Wake Up – 8/16/15

Host Dick Donahue talks about students earning associates degrees before finishing high school, and the government’s cash cows Fannie Mae…

Scam Money Pocket

Wealth Wake Up – 8/9/15

Dick Donahue talks about changes in the 2nd-quarter GPD, improving employment reports, and the Fed putting off raising rates again.