4. Market review – Wealthsteading Podcast

Episode 404:  Seasonal effect, short squeeze, relief rally, dead cat bounce, suckers rally, catching a falling knife…all that and more in this episode. 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 402:  There’s been a notable shift in Stock Market technical indicators since Friday’s “unexpectedly” high employment numbers. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 401:  Money is the most expensive in 16 years and the 3rd highest in over a generation.  Regardless of Fed monetary policy, if corporate profits continue to decline, then just as during the DotCom Bubble and the Housing Bubble, the Stock Market would be extremely likely to have a hefty decline.  [-50% peak-to-trough] Sign up for free ALERTs & Market Commentary at: ...

Episode 399:  Single family residential real estate should fare much better than most people are expecting and not likely to see a 2008 style price collapse.  Industrial real estate should continue to grow at a substantial pace as manufacturing continues to onshore.  The negative areas of real estate will likely be brick & mortar retailers, office space and potentially short ter...

Episode 398:  The Federal Reserve has been tightening monetary policy to burn off excesses in the economy and given the rebound of unprofitable MEME stocks, I think there’s ample underbrush to scorch. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————————————&...

Episode 394:  For me and my money, I want liquidity, so I’m using cash equivalent money market funds, which are currently paying at or near 4%.  If you don’t have access to a money market fund, other good alternatives are 401k/403b Stable Value Funds or the Thrift Savings Plan (TSP) G Fund. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscri...

Episode 392:  The seasonal Santa Claus rally is in full effect, but I think two of the three drivers are head fakes. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 389:  Of the several factors holding the Market back, I think the most critical is lack of sustainable stock leadership. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 388:  The economy is hungover from the excesses of the pandemic.  Hangovers are painful.  They’re not fun.  But they’re not fatal. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 383:  The S&P 500 is back in rally mode, retracing more than half of the distance from the Bear market peak-to-trough.  I remain cautiously optimistic, but beware of the bounce in highly speculative stocks…eventually fundaments matter. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————&#821...

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 380:  How the stock market performs at the end of each week is an important nuanced signal that can indicate investor sentiment.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 379:  Second quarter earnings will be forthcoming…pay attention to forward earnings estimates, but regardless of what CEOs say, know that June’s PMI indicates an expanding economy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————&#8212...

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 368:  Value is a better word than cheap, but it isn’t as good of an attention getter.   Here are five large cap stocks that I own and I believe they are valuable because they have a favorable price to future growth ratio:  GE, GS, IBM, MU & SCHW. —————————————————&#...

Episode 362:  Contrary to the Wall Street myth, bonds and specifically bond funds are not “safe”.  There are a number of risk factors, and today’s dominant risk is a rising interest rate environment. ——————————————————

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 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 346:  I’m not at all concerned about the stock market selloff that happened on Black Friday.  In fact, the rally will likely continue even longer, because now the FED will be more hesitant to raise interest rates.  In this episode I discuss the two primary drivers of COVID inflation…and neither have anything to do with FED monetary policy.  This temporary, transient inflation is being caus...

Episode 344:  Stocks are at record highs at the same time that 3 rd Qtr GDP was way below estimates.  Join me today as I discuss free market economics along with a stock market review. ——————————————————

Episode 340:  There wasn’t a stock market correction in September and I think it’s highly unlikely there will be one in October.  In this episode I’ll highlight names of companies that I own that have done well during this period of “seasonal volatility”. ——————————————————

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 338:  The media narrative this month is that a September or October stock market correction is inevitable.  Maybe…maybe not. ——————————————————