WCG In The News
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2024
Bloomberg Radio, July 23, 2024
During an interview on Bloomberg Radio, Jimmy Lee shared his thoughts on the recent rotation out of big tech, where to position portfolios for the remainder of the year, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Asia – World Exchange, July 23, 2024
During an appearance on CNBC Worldwide Exchange, Jimmy Lee highlighted investment strategies to consider, what to watch this earnings season, sector’s poised to ‘bounce back’ in a lower rate environment, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Asia, July 2, 2024
During a recent appearance on CNBC Asia, Jimmy Lee highlighted his expectations for a broadening out of investment flows after the Fed starts cutting rates and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, June 20, 2024
On Ticker News, Jimmy Lee highlighted strategies for navigating the current investment landscape, portfolio poisoning from a geopolitical standpoint, his expectations for inflation and Fed policy, sectors he’s favoring and more
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, June 11, 2024
On Schwab Network, Jimmy Lee delved into his markets and economic outlook, sector-specific insights, and more admist this week’s June Fed meeting.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, June 10, 2024
During a recent appearance on BNN Bloomberg, Jimmy Lee highlighted sectors he foresees rallying into the first Fed rate cut, potential geopolitical concerns for markets, the risks of trying to time the market, investment strategies to consider, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters, May 9, 2024
During his appearance on Reuters TV, Jimmy Lee highlighted the potential value in developed countries, and emerging markets, how a dollar dip could bode well for international stocks, and more
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, April 26, 2024
On Schwab Network, Jimmy Lee delved into his expectations for the upcoming Fed meetings, his latest market and economic outlook, sectors to keep in focus, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, April 16, 2024
Jimmy Lee discussed his outlook for markets, the economy, Fed policy, and more during his latest interview on Bloomberg Radio.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, March 13, 2024
On Ticker News, Jimmy Lee discussed his thoughts on the recent inflation data report, the likelihood of a soft landing this year, as well as areas of opportunity, outside of mega cap tech growth, if rates decline.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, March 12, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee highlighted ways to approach the current bull market and potential areas of opportunity to arise amidst a rate cut.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, February 20, 2024
On Bloomberg Radio, Jimmy Lee discussed his expectations for technology stocks and Fed rate policy. Jimmy also shared barbell strategies to consider, highlighted sectors to keep an eye on, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business Network, February 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his expectations for future Fed rate cuts, sectors poised to benefit from declining inflation, thoughts on earnings, and more
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, February 8, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee wrapped up the trading day with insights into the U.S. economy, looming Fed rate cuts, and more
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, February 5, 2024
On Schwab Network, Jimmy Lee delved into his outlook on the economy, sector-specific insights, highlighted potential opportunities in international markets, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters TV, January 30, 2024
On Reuters TV, Jim Worden discussed his reasoning behind narrowing down the Magnificent 7 stocks to what he calls the "Fab Five," pointing to challenges for Tesla and
Apple.
Apple.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss
Fox Business Network, January 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his bullish markets and economic outlook ahead of the Fed’s rate decisions this year.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
2023
Fox Business, December 27, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Nasdaq, December 18, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his market and economic outlook, Fed policy, investment strategy, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, December 6, 2023
On Schwab Network, Jim Worden discussed Toll Brothers’ fourth quarter earnings report, his expectations for mortgage rates in 2024, homebuilder stocks to watch, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss
Schwab Network, December 4, 2023
On Schwab Network, Jimmy Lee shared his outlook on the market and economy for year-end and into 2024, and more.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, December 4, 2023
On Bloomberg Radio, Jimmy Lee discussed his views on the US economy, stock market, Fed, and more in 2024.
Disclosures:
- The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, November 15, 2023
Jimmy Lee joined Ticker News to discuss his base case for a recession following the release of better-than-expected inflation data and subsequent market rally.
Disclosures
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg Radio, November 9, 2023
During a recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the stock market, economy, potential for a U.S. recession in 2024, sectors on his radar, and more.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
CNBC Asia, November 8, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his markets and economic outlook, the Fed, sectors he finds favorable, and more.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bloomberg Radio, October 31, 2023
Jimmy Lee joined Bloomberg Radio to discuss his outlook on markets, the Fed, and short and long-term opportunities he sees within the fixed income and equity side.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business Network, October 17, 2023
Jimmy Lee joined Fox Business to share his outlook on Q3 earnings, possibility of a recession, where markets are potentially headed, and more.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Schwab Network, October 9, 2023
On Schwab Network, Jimmy Lee discussed the uncertainty surrounding markets and the economy, impact of geopolitical tensions, investing in a high-rate environment and more.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Reuters TV, September 27, 2023
Jimmy Lee believes any stock-market selloff due to partial shutdown of the U.S. government would be “temporary” and present a “buying opportunity” for investors.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business Network, September 11, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg, September 1, 2023
In an recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the market and economy and investment strategies as we begin the historically weakest month of the year.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- All indices are unmanaged and may not be invested into directly.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bloomberg Radio, August 23, 2023
Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.