79 episodes

The USA Financial Trending Report is a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. It is hosted by the investment professionals at USA Financial Portformulas and includes important updates regarding their patented RAM Score indicator, as well as other data found in their monthly Trend Tracker publication.

USA Financial Trending Report USA Financial Formulas

    • Investing

The USA Financial Trending Report is a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. It is hosted by the investment professionals at USA Financial Portformulas and includes important updates regarding their patented RAM Score indicator, as well as other data found in their monthly Trend Tracker publication.

    What’s Trending: Rates Too High, Yet Somehow Too Low

    What’s Trending: Rates Too High, Yet Somehow Too Low

    The Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don’t realize is that there is a little-known calculation that actually helps identify this. We’ll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial
    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    • 18 min
    What’s Trending: Active vs. Passive Portfolio Errors

    What’s Trending: Active vs. Passive Portfolio Errors

    As humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial
    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    • 13 min
    What’s Trending: Market Up, Americans Down

    What’s Trending: Market Up, Americans Down

    The stock market and GDP are up, but consumer sentiment and happiness are down. So, what’s the disconnect? In this episode of the Trending Report, we’ll talk about what this disconnect means for the stock market looking forward, as well as break down market data as of 2/23/2024.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial
    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    • 11 min
    What’s Trending: China’s Shocking Decline

    What’s Trending: China’s Shocking Decline

    A low birth rate, dire economy, and declining stock market are all contributing factors to China’s shocking decline. In this episode of the Trending Report, we’ll dive into what this looks like and how it relates to over to the United States, as well as covering market data as of 2/9/24.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial

    • 17 min
    What’s Trending: 2023 Historical Stock Market Stack-Up

    What’s Trending: 2023 Historical Stock Market Stack-Up

    Welcome to the first Trending Report for 2024! In this edition, we’re going to take the opportunity to look back on the past year from a historical perspective. We’ll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial
    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    • 13 min
    What’s Trending: Cost-Crunch on the Homefront

    What’s Trending: Cost-Crunch on the Homefront

    What’s going on with mortgages, interest rates, and home prices? In this episode of the Trending Report, we’re going to dive into the cost-crunch taking place in the real estate market for first-time homebuyers and existing homebuyers alike. We’ll also take a look at the stock market using data as of 12/8/2023.
    The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.
    Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companies.
    In addition, the Trending Report will explore the momentum taking place within the different sectors of the market. Each episode will explore the movements taking place inside of the various sectors to help investors get a sense for how the market and economy may be impacting stocks sector by sector.
    Contact us:
    Phone (888) 444-0125
    https://www.usafinancial.com/ 
    https://www.facebook.com/usafinancial/ 
    https://www.linkedin.com/company/usafinancial1/
    Powered by USA Financial
    #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

    • 12 min