Bull Sessions (11/15/2022)

We'll spend some time going over the weekly update ... Solomon Select ... Featured Funds ... Audit Updates ... November Tin Cup Status & Decisions. The 2022 Mid-Michigan Stockpickers breakfast is history and the BI Baker Model is historical. The contest provided yet another reminder of (1) the intoxicating siren's call of early stage companies and (2) how challenging this market has been versus traditional outcomes. Hug a Groundhog!

In this November 15, 2022 Bull Sessions webinar, Mark Robertson and Ken Kavula (joined by Matt Spielman) provided market analysis and investment insights using the Manifest Investing methodology. The hosts discussed encouraging inflation data, with both consumer and producer prices showing declines, potentially signaling the Federal Reserve may slow interest rate hikes. They reviewed the Value Line Index as a barometer for market expectations, noting that current forecasted returns of 14% remain above historical averages despite recent market volatility. The speakers addressed historical market bubbles—from the dot-com crash to the recent Cathie Wood and FANG bubbles—to provide context for current market conditions, emphasizing that downturns present buying opportunities for value investors.