Tag Archives: Market Expectations

Q4 2021 J.K. Financial, Inc. Newsletter … Video Audio Podcast Review ! By John Kvale CFA, CFP

Welcome to our Video and Audio Podcast Review of our Q4 2021 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.

Click the Download button below, for a direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page

BREAK IN – We hope you see videos in the email notification, but if not, you may click on the code for the actual video…hence the dual videos, hoping one works on your cell!

Let’s get going! We hope you enjoy!

Q 4 2021 Newsletter


Irrational Expectations

An article that just kept giving us more great information:

Kyle Bass Most Important Predictions

  • Oil hits $100 per barrel this year … due to mal investment over the last 7 years.
  • The Federal Reserve will continue to support the markets with continued purchases.
  • We push through the Delta Variant and there is a REAL re-opening effect that works its way through the economy

We hope you enjoy … talk to you at the beginning of the year !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

90 Day Treadmill Under Way !

For those new to our writings and as a short refresher to regular’s, we monitor quarterly earnings expectations and results as a way to gauge the health of the current economy as well as the capital markets. Our pseudo negative term, “90 Day Treadmill” comes from the constant push from wall street to meet expectations on a quarterly basis, which is somewhat short-sighted but constant.

At the commencement of earnings season, according to Thomson Reuters here are the expected numbers:

Overall for Q1 2012, earnings for the S&P 500 are expected to grow a meager 3%, much slower than the last several quarters.

Top 3 Expected Growth Sectors:

  • Industrials  10.8%
  • Financials  8%
  • Technology  7.8%

Bottom 3 Expectations:

  • Telcom  -14.4%
  • Materials -12.9%
  • Utilities  -9.3%

The S&P 500, according to Thomson Reuters is currently trading at a 15.1 P/E which is near the long-term average. Given the slow growth expectations and an election year, this may be a stretch in valuation unless earnings surprise.

Have a Great Day and a Super Weekend!