Diazo Wealth

Quarterly Review Webinar

REPLAY

Missed our third quarter webinar? Download the replay as we discuss the coming quarters and what factors could have an impact on your portfolio.

Original Broadcast: Tuesday, October 26, 2021 @ 1pm PT

During the webinar, we discussed:

Review of the latest quarter and the YTD results of 2021

  • The third quarter showed the first signs of resistance to the recovery with September being the first down month for the broad market in 8 months due to economic surprises waning.
  • For now, inflation looks “transitory,” but labor market slack holds the key to whether it becomes more persistent.
  • Sentiment, including margin debt and CEO confidence, suggest some contrarian market risk.

Strong Recovery In Place

  • 17 million jobs added back
  • 11 million job openings (all-time record)
  • Strong consumer & business credit health and conditions
  • Ongoing stimulus from government-induced liquidity (>$5 Trillion)
    • Including $850 billion in direct payments to citizens
  • S&P 500 earnings projections have risen +45% since May 2020
  • Risks include higher tax rates, inflation, Fed taper/tighten, valuation
 

Presenters

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Justin J. Long CFPº
FOUNDER/LEAD ADVISOR

Download Webinar Replay