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Behold wars and rumors of wars 240205

Episode 443:  Why are investors and Wall Street ignoring the clear and present danger of geopolitical instability and escalation of war?

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2 years, 1 month ago

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Chinese Stocks so bad they’re good? 240130

Episode 442:  Once again foreign, Emerging Markets and Chinese stocks are being touted as the next best investing opportunity.  Maybe…maybe not.

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2 years, 1 month ago

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Small Cap Stocks are withering as investors pile in 240116

Episode 441:  Small Cap stocks are the canary-in-the-coalmine early warning system of the stock market and right now they’re underperforming.  As an …

2 years, 2 months ago

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No PREDICTION- just a THOUGHT for the New Year 240104

Episode 440:  Happy New Year !!!  Here’s some thoughts on closing out 2023 and ringing in 2024.

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2 years, 2 months ago

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LIVE: 2024 Investing Themes 231220

Episode 439:  2024 Investing Themes- review & commentary

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2 years, 3 months ago

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Fed Pivot…what did they actually say? 231217

Episode 438:  Fed isn’t planning to hit 2% inflation target until end of 2026.  Fed rate cuts in 2024 would keep the yield curve inverted.

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2 years, 3 months ago

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LAYOFFs are on the rise 231211

Episode 437:  Layoffs at smaller companies appear to be on the rise.  That’s good and bad news.

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2 years, 3 months ago

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High Yield JUNK Bonds 231206

Episode 436:  High Yield is a marketing euphemism for JUNK.  I don’t often buy bond or bond funds, but when I do, I only purchase INVESTMENT GRADE.

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2 years, 3 months ago

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Santa Claus rally came early…will it last? 231129

Episode 435:  The Santa Claus rally is a seasonal phenomenon mostly driven by tax policy.  Like New Year’s resolutions, it usually quickly fades…lead…

2 years, 3 months ago

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Save at least 15% 231127

Episode 434:  In the early stages of building wealth, the key factor is SAVING.  Saving is also one of the few things that you have influence to cont…

2 years, 3 months ago

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