Logo
    Search

    About this Episode

    In 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, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing.

    Recent Episodes from USA Financial Trending Report

    What’s Trending: Active vs. Passive Portfolio Errors

    What’s Trending: Active vs. Passive Portfolio Errors

    As 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 taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: Market Up, Americans Down

    What’s Trending: Market Up, Americans Down

    The 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 published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: China’s Shocking Decline

    What’s Trending: China’s Shocking Decline

    A 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 series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    What’s Trending: 2023 Historical Stock Market Stack-Up

    What’s Trending: 2023 Historical Stock Market Stack-Up

    Welcome 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. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: Cost-Crunch on the Homefront

    What’s Trending: Cost-Crunch on the Homefront

    What’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 and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: Soft Landing with Rate Cuts

    What’s Trending: Soft Landing with Rate Cuts

    Certain 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 and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: The 60-40 Portfolio Falter

    What’s Trending: The 60-40 Portfolio Falter

    Investing 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 trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: Worrisome Recession Indicators

    What’s Trending: Worrisome Recession Indicators

    In 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 published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    What’s Trending: 9 Facts on Government Shutdowns

    What’s Trending: 9 Facts on Government Shutdowns

    In 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 published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

     

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    USA Financial Trending Report
    enSeptember 28, 2023

    What’s Trending: The Great Resignation Becomes The Great Gloom

    What’s Trending: The Great Resignation Becomes The Great Gloom

    A 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 topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.

    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.

    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.

    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/

    Powered by USA Financial

    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    USA Financial Trending Report
    enSeptember 14, 2023