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Market Observations as Seen Through the Eyes of a 43 Year Wall Street Executive

Gain valuable insights on the current market environment and navigate the challenges of today's Wall Street. Learn about the Federal Reserve's role, fiscal and monetary policy, bond buying, and the impact on inflation and employment. Understand the implications for equities and fixed income investments, rebalance your portfolio, and seek professional advice for a comprehensive investment plan.

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Market Observations as Seen Through the Eyes of a 43 Year Wall Street Executive

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  1. Market Observations as Seen Through the Eyes of a 43 Year Wall Street Executive Presented by Sam Peluso Retired Merrill Lynch Executive

  2. Where Are We Today ? • Just Went Through An Unprecedented Worldwide Economic Meltdown • The Response Was Unprecedented As Well • Yet Still Close to Record Equity Levels And All Time Record Low Interests Rates • So Why ? “Thank You Fed”

  3. Federal Reserve Bank • Primary Role vis a vis the Banking System • Fiscal---Monetary Policy • Past Decisions – • Bail Outs “FAT CATS” vs. “ALLEY CATS” • Q E Bond Buying • Current Thinking- Inflation vs. Employment • Future Plans- Time To Take Off The Training Wheels End Bond Buying Program And Allow Fed Funds To Trade Freely

  4. How Prepared are Investors for the Fed’s Announced Future Moves? Have I missed it? Afraid to get in and afraid to get out.

  5. Current Environment- Equities • Is It Overbought ? • 2008/2009 Melt Down • Are Portfolios Under Invested ? • RSI- Relative Strength Index

  6. Current Bond Market Environment- Fixed Income • Too Expensive---Fed Funds @ 0% to .12 Basis Points • 2008 Fed Funds • Future Losses---If Interest Rates Rise • 2yr-10 yr-30yr.

  7. What is Your Portfolio Telling You? • Are You Over/Under Invested In Stocks vs. Bonds? • Over Exposed In One Industry Or One Country? • Does One Security Represent More Than 25% Of The Portfolio? • Are You Satisfied With Your Cash Holdings?

  8. Now What ? • Should We Buy, Hold Or Sell ? • Need a Professional, Comprehensive Investment Plan! • Your Current Needs • Short/Long Term Investments

  9. Take Aways • Seek Help For A Comprehensive Investment Plan. • Don’t Be “Overly” Concerned By Any One Particular Environment, There Will Always Be Reasons to Sit On The Sidelines. • Don’t “Buy and Forget” Your Portfolio! -Rebalance! • Think Liquidity. • Don’t Forget to “Pay Yourself First!”

  10. Today’s Wall Street • It Continues to Consolidate • Learned and Still Learning Hard Lessons • HR and Legal/Compliance Call Shots • Fewer Employees • More Service Oriented-Better Educated

  11. Today’s Wall Street • More Government Restrictions • Under Federal Reserve Control • Tarnished Reputation • US Not the Only Market • Can't be All Things to All People

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