Interested in finding out just exactly what has been able to perform in the stock market under Barack Obama’s second term?

Jay Peroni, a certified financial planner sitting in for economist, columnist, radio host and international speaker Jerry Robinson on his “Follow the Money Weekly” program, explains.

According to Peroni, there are a couple of factors to consider.

Rate-sensitive issues, for example, are “taking a beating amid the rise in interest rates. You may want to consider getting out of long-term bonds (10 years plus) unless you are owning individual bonds and prepared to hold until maturity.”

While housing still looks good, he said, there are concerns about China.

“China’s influence affects U.S. materials, mining stocks and emerging markets, he noted.

Among U.S. stocks, small cap stocks had a slight lead over mid and large caps, with all rising some.

“The bottom line is you may know where you want to go with your portfolio, you may know exactly what type of results you’d like to see based on your time frame, risk level, etc, etc but if you don’t know where you are currently, you could take longer to get where you want to go. Worse yet, you may be heading in the wrong direction,” he said.

Peroni discusses some of the companies he’s reviewed, such as Addus Homecare, Biogen IDEC, B&G Foods, Flowers Foods and Green Mountain Coffee Roasters.

He also discusses Amerisafe, Inc., Arch Capital Group, Cabela’s, Cracker Barrel, Six Flags Entertainment and Hanesbrands Inc.

Later, Tom Cloud joins the podcast for his word on gold, silver, palladium and platinum, and John Bearss offers his Retirement Minute counsel.

Podcast is 1:13:10.

Previous podcasts:

Coming soon! ‘Transatlantic Union’

Economy settling down? Think again

Is this the calm before the storm?

The decline of the global stock market

Signs in the sun, moon and stars

All eyes on stocks rally

‘This isn’t your grandfather’s economy’

Gold dropping? Why not to worry

What’s to love about gold, silver prices

Let the printing presses roll!

New challenge rattles economy’s foundation

Big Brother looking at your bank account

Currency war pushes stocks to new realms

America and the ‘Age of Fiat’

Entitlement liabilities? Try $120 trillion

Paycheck to paycheck, and what to do about it

Boosting your savings – now!

Germans want gold reserves returned

‘The unbelievably bogus debt ceiling debate’

Investing in what people need

Is America on the eve of a civil war?

Becoming your own banker

Again? Feds printing and spending more

Why you should care about petrodollar system

The real story about the fiscal cliff

Last hurrah from a state statesman

Housing starts up, prices grow, and that’s bad?

Stock-market rally ‘flashing warning signs’

Staying afloat through global monetary flood

How to cope when the government prints money

Learn more about Jerry Robinson’s “Follow the Money Quarterly” newsletter.

“Bankruptcy of Our Nation: 12 Key Strategies For Protecting Your Finances In These Uncertain Times.”

Jerry Robinson is an economist, published author, columnist, radio talk show host, and international conference speaker. Robinson has been quoted as an economic authority by USA Today, FoxNews and many other news agencies. His columns have appeared regularly in numerous print and web publications, including WND. In addition, Robinson is also the editor-in-chief of the popular economic newsletter, “Follow the Money Quarterly.”

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