February 11, 2017: Performance Issues?

Over the last 30 years, the S&P 500 has returned about 10.35%/year. The average mutual fund investor during that same time earned just 3.66% per year. Over 30 years, a $10,000 investment matching the market would have earned almost $200,000. An average mutual fund investor, less than $30,000. The average investor left 85% of the money on the table, and paid for the privilege of doing so.

This week we began an exploration as to why the average retail trader performs so poorly, even in bull markets. To learn about just a few of these issues, check out this week’s show here:

Given this week’s topic we are going to be conducting a special class, “Making Money In Any Market”.  If you would like free tickets to this class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister shows, “The Right Side Of The Trade” and “Mastering Markets” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Wednesdays at 11am and Saturdays at 2pm

◾960 The Patriot:  Saturdays at 1pm

◾1360 KPXQ:  Saturdays at noon

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

September 10, 2016: I’ve Been Tired Before, Now I’m…

Recently we have had a number of students come in to the Academy with variable annuities and similar products. Often these students have no idea what they have really purchased and they are surprised to learn that their rates of return are nowhere close to what they were expecting. In some cases they focus on the first year teaser rate, in others the “illustrative” value, not the guaranteed value. People who think they are set for the rest of their days discover that they have five years or fewer of money remaining.

We also see people with financial advisors who have been losing money during a bull market and individuals with significant investments in mutual funds without any protection; both inside and outside of IRA’s and 401k’s. Most do not understand what they are risking or what to do before things go south.

The market today is substantially different than the market of the 20th century. We are likely looking at years, if not decades of very low returns in bonds and stocks. The reality is that traditional investing strategies are very unlikely to yield anticipated returns. Many baby boomers and members of subsequent generations are unlikely to ever fully retire.

In this week’s show we discuss these topics in more detail, as well as the market changes that have presented these challenges. Check it out here:

Given this week’s topic I am going to be doing a special class, “21st Century Retirement Strategies”. I will be teaching this class personally. If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

August 27, 2016: Cristal Ball…

Warren Buffet once said, “I try to buy stock in businesses that are so wonderful that an idiot can run them. Because sooner or later, one will.” I would say the same thing about countries. This election and its aftermath is going to be a nightmare…

Today we pulled out the old crystal ball. We spent a little time talking about the deteriorating finances of the country, then we looked at what was coming. We talked about the Fed, stocks, bonds, oil and a little gold. In general, this market may hold up through the election, even through next spring (it also might not), but then it could get pretty ugly.

For more specifics, check out this week’s show here:

Given this week’s topic I am going to be doing a special class, “How And When To Use Options For Income, Wealth And Protection”. I will be teaching this class personally.If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

August 13, 2016: Lies My Broker Told Me

Over the last 70 years the world and the world economy has changed dramatically, yet most peoples approach to the market remains the same. Despite no real returns for most people over the last 16 years, they continue to buy and hold stocks or mutual funds, waiting for the market to continue higher. They do nothing to protect their positions. That is not how to succeed in the market today.

In this week’s show we discussed some of these myths and faced some realities. If you want to know what to do now, check out this week’s episode here:

Given this week’s topic I am going to be doing a special class, “How Do I Trade And Invest In This Market”. I will be teaching this class personally.If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

July 30, 2016: Not My Job?

This week, we stepped back to address a big question, why should someone take responsibility for their investments? Why shouldn’t it be left to the “experts”? After all, we rely on doctors, lawyers, etc. for their specialized knowledge, why should investing be any different? There are many differences, one has to do with what financial experts actually know, another is what are their incentives, a third is the underperformance of these experts. Given that market rates of return are likely to remain exceptionally low over the next 10-20 years, these issues will become even more important for those trying to build a financially secure retirement. In this show, we address these issues, and more.

Given this week’s topic I am going to be doing a special class, “Trading And Investing In The 21st Century”. I will be teaching this class personally.If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

July 23, 2016: Low Bars and Highballs

The market continues to move higher, but seems to be losing steam. Volume is down, most market participants are selling (with the exception of companies buying their own stock and potential “mystery” buyers at the central banks). Earnings have now declined for five consecutive quarters (and it looks like a sixth is on its way) and the gap between GAAP (standardized earnings) and Non-GAAP (what can I get away with when I report earnings) continues to grow. This market can go higher, but risk continues to increase.

Check it out here:

Given this week’s topic I am going to be doing a special class, “Achieving Your Financial Goals In The 21st Century”. I will be teaching this class personally.If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am

July 16, 2016: Up On Rocky Top

The Dow and S&P are at all time highs, Happy Days Are Here Again! However, what do we see when we look beneath the surface?

  • Price/Earnings (P/E) ratios are at levels normally seen before major pullbacks
  • S&P earnings are scheduled to fall again this quarter for the 6th straight quarter, yet stock prices still rise
  • Companies are beating expectations, but only because they have lowered expectations, bought back shares and used a lot of “one-time charges” (for the nth quarter in a row)
  • The world is awash in a debt it can’t pay
  • Europe continues to struggle on many fronts
  • China is becoming more belligerent in the South China Sea
  • The Middle East is still the Middle East
  • Energy prices are falling
  • World trade is slowing
  • Etc.

Here’s the point. The market can continue to rise due to buybacks and government/central bank stock purchases, until it can’t. One day (no one knows when), this market must take a big hit. Are you prepared to protect what you have and profit when that day comes?

Check out this week’s show here:

Given this week’s topic I am going to be doing a special class, “Achieving Your Financial Goals In The 21st Century”. I will be teaching this class personally.If you would like free tickets to the class, call 84-48-Income (844.846.2663) and tell them that you read about it on the Next Week In Stocks website. I hope to see you there!

If you would like to submit a question to the show, or to give us feedback, please send an email to:  phoenix@tradingacademy.com. Also, check out our sister show, “The Right Side Of The Trade” on the following stations:

◾Money Radio 1510 and 99.3: Thursdays and Saturdays at noon

◾1100 KFNX:  Thursdays at 4pm

Of course, you can always find “Next Week In Stocks” on:

◾550 KFYI: Saturdays at 1pm and Sundays at 4am