The "Lunar New Year" Liquidity Pump
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 February 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.
Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.7 | Good afternoon, fellow investors, and welcome back to Investor. This is our Thursday, February 12, 2026 edition of InvestTalk. And what a day it was in markets. We finally had really that break lower that spread to most industries, although there were still some sectors that did fairly well today, |
| 0:56.4 | but certainly a lot of red on the screen. |
| 0:59.7 | And we're going to unpack this and much, much more as we go through this hour. |
| 1:04.2 | And this hour is dedicated to you. |
| 1:06.0 | So I encourage your calls, 889, try to say how you get through and ask your question on today's show. |
| 1:12.5 | And this hour is dedicated to helping you have a better investor. |
| 1:16.2 | That's what we are setting out to do each and every weekday. |
| 1:20.5 | Okay. |
| 1:20.8 | And in just a bit, we'll talk about today's Mark Performance and run down the show topics. |
| 1:25.7 | For the hour, but first, as usual, we'll tackle this first caller question now. |
| 1:30.6 | Hi, Justin. |
| 1:31.5 | I'm looking at this SFM, Sprout Farmers Market. |
| 1:38.8 | Could you please share your analysis about this stuff? |
| 1:43.4 | Thank you. |
| 1:44.0 | Bye. |
| 1:44.6 | All right. Sprouts, Farmers, Market. And this is a name that we had owned for clients for |
| 1:49.5 | a long period of time from, I believe, 2021 when it was in high teens, low 20s, ran up to |
| 1:57.9 | over $175 per share last year and started to roll over. |
| 2:02.6 | We actually sold it later last year, well, above $100 per share. |
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