2. Trend, Tactic & Strategy – Wealthsteading Podcast

Episode 369:  Is there a pending recession?  Yes, probably in the “products” side of the economy, but the “services” side of the economy has yet to fully bloom.  Think in-person experiences, travel, leisure…regardless of interest rates, that sector is BOOMING! ——————————————————

Episode 367:  The markets remain volatile but there are still plenty of stocks that I like, including these four stocks that I’ve owned for over a year:  FLS, ITGR, MHH & VPG. ——————————————————

Episode 366:  The S&P 500 is sitting on very strong support at the convergence of its 100dma & 200dma but this week volatility spiked back up…should you be concerned? ——————————————————

Episode 365:  Two thoughts on how to invest without reacting to every kneejerk headline or avoiding what you personally don’t like. ——————————————————

Episode 357:  I wouldn’t recommend rushing out and chasing the headlines…I’m preparing to buy what everyone else doesn’t like. ——————————————————

Episode 356: Ignore the crisis du jour, and fortify your portfolio with quality, diversification, and especially US equities. ——————————————————

Episode 355: How should you handle an individual stock collapse?  In this episode I’ll discuss how I’m dealing with a 80% loss in SelectQuote. ——————————————————

Episode 354:  The Media narrative about Tech Stocks is flawed…there hasn’t been a major selloff nor is there currently a relief rally occurring.  The QQQ has only been up about 8% over the past 12 months; while the Energy Sector has been up over 60%. The clear winning sector over the long and short term has been ENERGY. ———————————&...

Episode 352:  Goldman Sachs stock price took a big dive today, as did the entire stock market.  But GS, like other high quality companies are extremely profitable with very reasonable valuations.  In my opinion the current volatility in the stock market is not a time to panic but a time to buy quality stocks. ——————————&#82...

Episode 351:  The way that 2022 is beginning is likely the way it will end…volatile & profitable.  In this episode I discuss why I believe that stock valuations can support further growth in the economy and the stock market. ——————————————————

Episode 345:  Both Peloton and SelectQuote are down by nearly 70%.  Is this a good entry point to buy the dip or should you avoid trying to catch a falling knife? ——————————————————

Episode 342:  Everyone hates Verizon (VZ)…now might be a good time to buy it. ——————————————————

Episode 339:  My mantra hasn’t changed…buy the dip.  In this episode I’ll discuss positive harbingers for the stock market, including how hotel stocks like Hilton and Marriott are outperforming the general stock market. ——————————————————

Episode 337:  The title says it all. When the Federal Reserve starts to taper their monthly bond purchases, it doesn’t mean they’ll actually start to retire debt and reduce their balance sheet. ——————————————————

Episode 335:  These 5 stocks have been part of my COVID90 ReOpening trade since Oct 2020, they’ve done extremely well, but because of concerns over the Delta Variant they’ve recently pulled back.  Based on their chart patterns, I think they’re at good entry level buy points.  LYFT; EVENTBRITE; TRIPADVISOR; TRIVAGO & MAGNITE. Pay attention to the RATIONALE of why I own these stocks and how I fo...

Episode 333:  I think Oil stocks have farther to run as the threat of COVID Variants subsides.  In this episode I mention my Oil positions. ——————————————————

Episode 330:  I believe the best way to build & preserve your wealth is through Diversification and Active Portfolio Management. ——————————————————

Episode 329:  The latest Media driven fear factor is that variants of Covid will squelch the economic recovery.  I think the anxiety will be short lived, just like last month’s propaganda about hyperinflation. NOTE to the Inflation Distraught:  10 Year Treasuries have dropped down to 1.3%, hardly an indicator of rampant inflation. —————————&#82...

Episode 326:  The subtitle to this episode could be: Why lumber prices are so high but timber prices are so low. Bottom line, the media narrative of hyperinflation is much ado about nothing.  Over the short term, I don’t see the FED raising interest rates nor curtailing easy monetary policy.  Transitory inflation is being caused by short term shortages, not long lasting scarcity. Th...

Episode 325: A lot of the financial news coverage is negative focusing on shortages and price & wage inflation.  But technically I think the major indexes are performing well and a great deal of opportunity still exists in the ReOpening Stocks.  ——————————————————

Episode 324:  In this episode we’ll look at current market conditions in light of investor psychology and especially drill down into the reasons why YOU keeping missing opportunities in the stock market. ——————————————————

Episode 323:   As we see the Markets sell off from the COVID19 Tech Unwind and rotation out of Stay-at-Home stocks, I’m buying the dip, and remain extremely optimistic about the ReOpening Trade. ——————————————————

Episode 322:   Did you miss the post-election stock market rally?  Well, the easy money has already been made, but there are still MANY opportunities.  In this episode I discuss potential that still exist in the COVID90 portfolio. ——————————————————

Episode 320:   The rotation rally looks like it has fizzled.  The S&P 500 keeps failing at its 50dma.  That’s a good indication that the market is headed lower. ——————————————————

Episode 319:   The stock market has fallen for three straight weeks.  There are mixed signals that this selloff could simply be a Rotation out of overbought Tech stocks and into Value and Cyclicals.  On the other hand, with over 41% of the S&P 500 already in a Bear market, maybe the Correction has just begun. ———————————&#8...