4. Market review – Wealthsteading Podcast

Episode 452:   US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 451:   Two weeks ago, the VIX volatility index spiked above 65; today everything is honky dory (: Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 450:   What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge.  This is evergreen content, listen to it more than once. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ———————————&#821...

Episode 447:   Just listen to this episode… Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe ——————————————————

Episode 446:  Stubborn inflation & geopolitical instability are causing a stock market selloff.  That shouldn’t come as a surprise to Wealthsteading Podcast listeners.  So far, the decline is surprisingly mild.  In this episode I discuss my rationale for taking a concentrated position in the Utility sector.  LONG TERM Utility Stocks can offer a trifecta of benefits: Va...

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 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 alternative to the IWM consider SPSM which screens for profitability.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————————...

Episode 432: This past week Walmart stock climbed to a record high, then abruptly retreated, to close down more than 8%. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 431: In yesterday’s session the Market had an impressive breakout, in all aspects.  Price, volume and breadth were all superior.  We’ll see if it holds.  I’m skeptical of the foundation of all this enthusiasm- namely that rates are going lower and profits higher.  In today’s episode I’ll discuss the shell game of earnings estimate beats, with an example of Home Depot. S...

Episode 430: The S&P 500 peaked in January 2022.  It’s worse for the RUSSELL2000, with a current price at below pre-Pandemic levels.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 429:  Corporate CEOs are becoming less optimistic about 2024 and recent IPOs are a disaster. 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 423:  If the handful of tech stocks that have been propping up the Market are starting to stall, then perhaps the S&P 500 is headed lower. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 422:  The Fitch downgrade of US debt caused almost all asset classes, including precious metals to go down…why? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 421:  Listener question- why aren’t I investing in Small Cap stocks?  Headlines- FOMC, 2 nd Qtr Earnings, Leading Economic Indicators, Grain Prices, Multiple Expansion, Chinese & Japanese stocks….all that and more. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ————————&#821...

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 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 415:  “A lot of real estate isn’t so good any more…We have a lot of troubled office buildings, a lot of troubled shopping centers, a lot of troubled other properties. There’s a lot of agony out there.”   Charlie Munger, VC, Berkshire Hathaway Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ———&#821...

Episode 411:  The Economy & Stock Market are at an inflection point…they could break up or down…my bias is to the downside.  But either way, now is the time to prepare for the new company leadership that will eventually emerge. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ————————...

Episode 409:  The Market is seemingly complacent about declining corporate profits.  Did I mention that I’m ~ 90% in cash? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 407:  To reiterate…we’re not yet seeing a Black Swan event or a failure of the system.  What’s happening in the economy is what should be anticipated during a Fed tightening cycle.  What you’re witnessing isn’t a failure of the system, it’s the way the system is designed to work (by the Central Planners). We’re currently in the contraction phase of the Business Cycle . Sign...

Episode 406:  Panic is suddenly gripping the Stock Market with fears of bank failures.  Do you think Warren Buffett is scared?  Or do you think he’s plotting how to make a HUGE profit on this crisis?   Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————&...