Brian Ransom, CFA®, MBA, MS - Signature Wealth Management Group

Market Update: August 20th, 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. So this month we had our first bout of volatility in a while. The early August selloff was sparked by margin calls on Japanese Yen carry trades. That’s a bunch of words that essentially mean people were over-levered, they were caught offsides, and had to sell as a result. Even though this is the same exact trade that caused the [...]

By Brian Ransom, CFA®, MBA, MS|2024-08-29T13:20:36-04:00August 29, 2024|Videos|

Market Update: July 22, 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. Let’s start off with a quick inflation update. Core inflation continues to fall indicating that the 2022 inflation cycle is nearing its end. This particular inflation reading triggered a market rotation into a variety of different stocks that had previously underperformed the tech-centric indices. This includes a very strong rally in small caps as pictured here in the blue by [...]

By Brian Ransom, CFA®, MBA, MS|2024-08-01T14:15:57-04:00August 1, 2024|Videos|

Market Update: June 21st, 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. Let’s start off with a quick inflation update. We got some decent news on the inflation front this month. While the total CPI shown here in red looks like it’s still stuck in it’s sideways trend, the positive news is actually beneath the surface. Sticky-price CPI shown here month-over-month here in blue, quarter-over-quarter in green, and year-over-year in orange, is showing [...]

By Brian Ransom, CFA®, MBA, MS|2024-07-01T14:54:47-04:00July 1, 2024|Videos|

Market Update: May 17, 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. Let’s start off with a quick inflation update and how that has affected the markets. We did get a CPI reading for the month of April which came in at 3.4% year/year. This is a very slight drop from March. The market actually took this month over month drop positively. At the very least, inflation isn’t increasing and is holding [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-29T11:49:17-04:00May 28, 2024|Economic Insights, Insights, Investments, Videos|

Scary Tweet Right?

Scary tweet, right? This particular tweet from *checks notes* TicTocTick made news on May 7, 2024, caught over 82,000 views, received 526 likes, and was reposted 117 times. What’s really scary about this tweet is it’s not true. From the fact that yield curve didn’t exist in 1929 (not really, anyways) to the false implication that inversion length translates 1:1 to recession strength, this tweet packed in a lot of falsehoods in just a couple sentences. But it is believable enough to scare a lot of people into retweeting, making [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-28T14:29:05-04:00May 28, 2024|Economic Insights, Financial Planning, Insights, Investments|

Delta Market Update 2024 – 1st Quarter

Delta Airlines (NYSE: DAL) shares are trading near their post-pandemic highs after trading 29% higher, year-to-date as of May 22, 2024. They’re still about $10 off their all-time highs, though. The dividend was reinstated in late 2023 after getting the cut since the summer of 2020. Currently, Delta pays $.10/share/quarter and has a yield of about 0.8%. Prior to the pandemic, Delta shares fetched a yield of around 3%. Investors are likely to shy away from the airlines industry after getting the cyclical reminder that running a profitable airline is [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-28T13:32:36-04:00May 28, 2024|Delta|

Southern Company Update, 1st Quarter 2024

Southern Company stock, along with many other utilities, has had a rare, strong rally over the last couple of weeks. Heavy buying in the utilities sector can often be a harbinger for market volatility especially if it comes at the expense of the riskier sectors like consumer discretionary stocks (clothing, vehicles, restaurants, etc.). And that’s pretty much what we’ve seen with the rally beginning April 16. Stocks like LuluLemon, Nike, and Starbucks have sold off while utilities rally in conjunction. Ultimately, this is all short-term noise for Southern shareholders though. [...]

By Brian Ransom, CFA®, MBA, MS|2024-08-27T10:55:32-04:00May 13, 2024|Economic Insights, Insights, Investments, Southern Company|

Market Update: April 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. https://youtu.be/gyKiKtFbeRI Now I know it’s not 2022 and inflation was supposed to recede by now but here we are in April 2024 and we can’t have nice things. Inflation was expected to continue to fall and level off around 2%. We did not get that. Instead, it leveled off around 3-3.5%. As mentioned in previous videos, it didn’t look like inflation [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-01T10:58:23-04:00April 30, 2024|Videos|

Southern Company Update, 4th Quarter 2023

Southern Company had a respectable end of the year for 2023 regarding the growth of its business. Usually with electric utilities, no news is good news. Since there was not a significant event in the earnings call, the utility business should continue as expected with steady earnings growth based on Southern Company forecasts. In this case, 2023 earnings per share (EPS) results hit the top end of full year guidance from management. That’s about a 2% growth rate over 2022 results. Management also guided 2024 EPS at a 10% growth [...]

By Brian Ransom, CFA®, MBA, MS|2024-03-22T13:21:29-04:00March 14, 2024|Southern Company|

Delta Market update 2023 – 4th Quarter

Delta Airlines (NYSE: DAL) had a decent year in 2023, increasing net income by about $3.3b year/year. This seemed like it was the first full year of true “normalcy” following the Covid Pandemic. This included the reinstatement of the quarterly dividend at $.20/share, giving DAL stock a yield just shy of 1% as of February 23, 2024. Delta Airlines still has a ways to go to fully restore the pre-Covid dividend of $.3775/share as well as deleveraging the balance sheet back to 2019 levels. In fact, the pandemic really demonstrated [...]

By Brian Ransom, CFA®, MBA, MS|2024-03-07T10:57:51-05:00March 7, 2024|Delta|

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