2. Trend, Tactic & Strategy – Wealthsteading Podcast

Episode 445:  The Fed likely won’t start cutting interest rates until June or July, that means we still have several months to enjoy 5% risk free rates.  So now it’s time to start thinking about moving back up the risk scale. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————&#...

Episode 443:  Why are investors and Wall Street ignoring the clear and present danger of geopolitical instability and escalation of war? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 442:  Once again foreign, Emerging Markets and Chinese stocks are being touted as the next best investing opportunity.  Maybe…maybe not. https://thedisciplinedinvestor.com/blog/2024/01/21/tdi-podcast-ai-ai-o-852/ Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————————&#82...

Episode 439:  2024 Investing Themes- review & commentary Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 428:  Wall Street is obsessed with the possibility of lower interest rates. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 427:  The Market has been down for two consecutive months…how bad will it get? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 426:  Interest rates and monetary policy can’t solve the global supply conundrum. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 425:  The slowdown in Germany is characteristic of the general global malaise. But…German industrial giants have survived multiple world wars, they’ll survive this current situation. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ————————————&#8212...

Episode 424:  The major indexes have regained their 50dma but global trade is slowing as evident by the decline in exports from China, Germany & Japan.  Short term markets are exuberant for peak interest rates but are ignoring the risk of structural shifts in the global economy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ &#82...

Episode 420:  Economic forecasts, PMI surveys, as well as market indicators like Metal & Petroleum prices are all pointing to a very mediocre global economy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 419:  Money Market Funds are paying yields at 15 year highs…that’s where most of my money is currently parked. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 418:  Today we celebrate nine years of Wealthsteading… a daily disciplined methodical approach to taking stewardship of your assets. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 417:  The is the audio portion of a midyear economic presentation given on June 27 2023; the full video can be seen at:    https://youtu.be/jm7LAbdbiHc Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 416:  Regardless of what the Fed does with interest rates, the global economy is slowing, inflation is sticky, and zombie companies are starting to file bankruptcy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————————————————&...

Episode 412:  The Market has been stagnant.  I continue to believe there is more downside risk than short term upside potential. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 403:  I’m concerned about two issues with the stock market. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 390:  It’s an ominous sign whenever the Market consistently fails at a declining 200 day moving average. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 386:  If you sell, make sure you have a strategy to get back in. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 385:  If you were an incumbent politician, wouldn’t you want a strong economy and stock market when you’re running for reelection? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 382:  Speaking of apprenticeship, check out my recent visit to the Homesteady homestead:    https://youtu.be/Df5UB7h0Bxg Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 381:  The investor sentiment Fear & Greed cycle is comparable to a poorly paddled canoe. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 376:  The Markets might have finally hit selloff capitulation. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 374:  Investor sentiment is extremely negative.  I believe the panic is unwarranted.  Fears from the Ukraine situation are being conflated with issues from the Pandemic that have already been resolved or mitigated.  Much of our problems are due to “policies”, and as we’ve recently seen with NATO, long established policies can be quickly reversed. Sign up for free ALERTs...

Episode 373:  The Stock Market has been selling off for 6 weeks…here’s what I’m doing. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 370:  NETFLIX’s crash shows that: 1) stay-at-home stocks still have further to drop & 2) first-mover advantage doesn’t justify extreme valuations. ——————————————————