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Blue Chip FM

Blue Chip Partners, LLC

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Blue Chip NOW! is a weekly market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina share their industry knowledge and insights to help make sense of what’s going on in the markets, plus look ahead to what’s on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your w ...
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Watch on YouTube here! From used vehicles to housing, we dive into the related CPI trends and unpack the encouraging and cautious future insights they offer. Discover how the CPI is calculated, the latest interest-rate projections from the Federal Open Market Committee (FOMC), and the influence of interest rates on the housing market. In this episo…
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Blue Chip NOW! is now being published with video! Watch this episode here. From the ramifications of concentrated positions to how the RSI indicator can tell us if a stock is overbought or oversold, we're covering all the bases. We'll talk about the importance of combining technical and fundamental analysis, managing risk, and avoiding common inves…
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On today’s episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest. Tune in to hear how a man’s ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it? …
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After the strongest May in 20 years, investors are wondering if this could be the calm before a midsummer storm. With 75% of gains driven by 6 stocks in May, it is clear that the S&P 500 Index is NOT always driven by 500 companies. Despite the concentration of returns seen in the domestic equity market last month, the S&P 500 Index touched a new al…
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Today’s episode is like one of those door prize goodie bags at your favorite birthday party: a grab bag of seemingly unrelated things and you’re going to love every single one of them! What is a stock split and why did NVIDIA do this? Should I be buying a stock ahead of a split or after the split? Is NVIDIA trying to get into the Dow Jones Industri…
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What is driving the stock market higher? When you look under the hood of the S&P 500, the number of stocks hitting new 52-week highs is growing. This means that both price and participation are factors in today’s bullish market. This trend is in stark contrast to the dominance of the Magnificent 7 in 2023, as this small handful of stocks was respon…
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There may be expenses that you’re getting charged that aren’t going to show up on your statement with your advisor. Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management. It's not a fee that shows up on a statement. But, you are probably paying it... Welcome to this week’s episode o…
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History likely will not repeat itself, but it may rhyme. Tune in as Chief Investment Officer at Blue Chip Partners, Daniel Dusina, CFA, discusses the historical precedent for recent strength in the stock market, as well as why he thinks bonds currently present a “once in a decade” investment opportunity. Delegate Confidently ™ and call our office t…
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Are you wondering what it takes for a publicly traded company to decide to start paying dividends to shareholders? Are you feeling the pain of these high interest rates and wondering what it takes for a friend or family member to just loan you money to buy a home instead of the bank? Are you sitting on the edge of your seat to know what model of bi…
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importanc…
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Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, and since today - April 15th - is tax day, the guys share various tax strategies to help keep the government's hand out of your cookie jar, as well as some valuable tax planning tips to utilize throughout the year to make sure you don't leave money on the ta…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, unpack Bitcoin and discuss why it is not a good investment, and give an overview of various account structures and the main differences between them. Conversation Markers: 0:35 – Introduction and market recap 1:29 – Scratching the surface on …
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and look at the American worker's impact on driving the market higher. Plus, Dan leads a discussion on dividends and how they can be an important piece to the retirement puzzle. Conversation Markers: 0:35 – Introduction and market recap: Don't…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, assess the monopolistic accusations directed at Apple in the U.S. government's antitrust case, and give a quick overview of the short-selling process. Dan also leads a conversation on retirees 'flipping the mental switch' from saving to spend…
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Matt Mondoux and Dan Seder are joined by special guest Madeline Dunn, Blue Chip Partners' new Director of Marketing, who highlights some exciting changes coming for the podcast. Dan also leads a conversation on Benjamin Graham's idea that in the short run, the stock market is a voting machine, but in the long run, it's a weighing machine. Conversat…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss whether the market is overvalued, and share why market participants should not use taxes as a guiding light. Dan also leads a discussion on key mistakes to avoid if you own shares of your company's stock. Conversation Markers: 0:35 – …
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss how index concentration continues with a recent change to the S&P 500. Plus, Dan leads a discussion on investor sentiment through cycles according to Sir John Templeton. Conversation Markers: 0:35 – Introduction and market recap 1:…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at some important valuation metrics for NVIDIA, and discuss if the market hitting all-time highs implies an imminent pullback. Plus, Dan shares a few takeaways from Warren Buffet's annual letter to shareholders. Conversation Markers: 0:3…
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the challenge for the Federal Reserve posed by the U.S. housing market, and look at the power of marketing for consumer staple companies. Plus, Blue Chip Partners' Founder and CEO Robert Steinberg stops by to share some exciting news. Conversatio…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt. Conversation Markers: 0:35 – Introd…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the factors that allowed Meta to post the largest one-day market capitalization addition in history, and discuss why good economic data should still be considered good news. Conversation Markers: 0:35 – Introduction and market recap 1…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to interpret the recent improvement in U.S. consumer sentiment, and look at how compounding with a tax-advantaged saving plan can benefit you. Conversation Markers: 0:35 – Introduction and market recap 2:36 – How to interpret the …
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the importance of "dollar cost averaging", share insights on JP Morgan's earnings, review the data that is driving continued strength in the semiconductor industry, and highlight the release of Dan's eBook for corporate executives: "M…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, share takeaways on the first approved Bitcoin ETFs, discuss if consumer staples will experience a bull or bear market this year, and look a little deeper into Nike post-partnership with Tiger Woods. Conversation Markers: 0:35 – Introduction a…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss what the implications for 2024 are with inflation already at the Fed's target, and unpack the ramifications of the recent malfunction of Boeing's 737 MAX 9 - plus the guys have some favorable Takes of the Week... for Michigan and Detr…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss what a downgrade from Barclays means for Apple stock - including what the announcement from Barclays means for individual investors' portfolios. Conversation Markers: 0:35 – Introduction and market recap 3:03 – Apple catches a down…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, debate if the recent action of Union Pacific's management is a vote of confidence, discuss what the recent court rulings mean for Alphabet and big tech, as well as share their 2024 predictions. Conversation Markers 1:28 – A vote of confidence…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to digest the Federal Funds Rate and what happens if current interest rate forecasts in the futures market are incorrect, as well as look at why current data does not support a lower interest rate environment in the near-term. The…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, provide a November market recap, discuss what falling home prices might mean for inflation in 2024, and share year-end corporate retirement plan opportunities. Conversation Markers 1:02 – A November to Remember 3:24 – What do falling home pri…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the current state of domestic consumers' cost of living and household debt, dissect earnings expectations for 2024, and discuss the value of Roth conversions. Conversation Markers: 1:28 – The current state of domestic consumers' cost …
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, take a closer look at Target Corp. (TGT) after last week's big move, discuss the trajectory of the U.S. economy and financial markets in 2024, and give an investor sentiment update. Conversation Markers: 1:12 – A closer look at Target Corp. (…
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Daniel Dusina and Dan Seder give a recap and analysis of the markets from the previous week and take a deep dive into The Magnificent 7 stocks. Conversation Markers: 1:26 – Diving deeper into The Magnificent 7 13:18 – Takes of the Week [Episode Length: 18:21] Please click here for important disclosure information.…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, review the performance of the Magnificent 7 stocks this year, explore the shifting dynamics in the housing market, and hold a discussion on the economy and recent consumer strength. Conversation Markers: 1:08 – Reviewing the Magnificent 7, an…
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Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, as well as a broader conversation concerning market dynamics and volatility. Conversation Markers: 0:49 – Recap and analysis from the previous week 2:06 – Volatility in the Markets 12:58 – Takes of the Week [Episode Length: 14:24] Please click here for impor…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, look at the market implications of the conflict in the Middle East, make sense of the "margin of safety" concept, and also take an updated look at investor sentiment. Conversation Markers: 1:10 – Financial market implications of the conflict …
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, make sense of recent labor market data, and discuss the importance of “zooming out” when analyzing market performance. Conversation Markers: 1:42 – Making sense of recent labor market data 8:39 – The importance of “zooming out” when analyzing…
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Daniel Dusina and Matt Mondoux review market performance for Q3 2023, discuss if there is warranted caution in the equity market, and discuss market sentiment and the return of the contrarian indicator. Conversation Markers: 0:41 – Q3 2023 performance 1:50 – Is caution warranted in the equity market? 7:50 – The contrarian indicator has returned 9:4…
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Matt Mondoux, Dan Seder, and Deborah VanDam give a recap and analysis of the markets from the previous week, plus discuss last week's statement from the Federal Reserve, as well as the relationship between the bond market and the stock market. In addition, Deborah gives an overview of required minimum distributions as we near the end of the year. C…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, and also discuss last week's CPI print, Google's antitrust trial, and implications from the UAW strike. Conversation Markers: 1:00 – Takeaways from last week’s CPI print, and thoughts on Fed posturing 4:40 – What does Google’s antitrust trial…
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, and also discuss what to make of the run in the energy market, Apple's recent selloff, and the power of staying invested. Conversation Markers: 0:45 – What to make of the run in the energy market? 5:00 – Thoughts on Apple’s recent selloff 9:20 –The power…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, and also discuss some positive developments in the equity market and some financial planning reminders as we start approaching year-end. Conversation Markers: 0:40 – Positive developments in the equity market 4:35 – A notable indicator 7:55 –…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the highlights from The Federal Reserve's Jackson Hole Economic Symposium, navigating cracks in discretionary spending, and more. Conversation Markers: 1:05 – Fed in focus 5:00 – Cracks in discretionary spending – how do we…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the restaurant industry, The Federal Reserve's Jackson Hole Economic Symposium, and more. Conversation Markers: 0:50 – Market technicals 4:35 – Eye-opening data on the restaurant industry 8:20 – Fed in focus, thoughts ahead…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the energy market, AAPL stock, and more. Conversation Markers: 1:25 – What is the energy market telling us about the path forward? 6:30 – The average intra-year market drawdown is larger than you think 10:00 – AAPL takes a …
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the high-yield bond market. Conversation markers: 1:00 – market returns, volatility, and cash balances 4:30 – how economic data is supporting market performance, and the changing construct of the high-yield bond market 9:15…
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