5. Terminology & Concepts – 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 444:  On a daily basis, markets are driven primarily by fear & greed.  Ignore the economic gaslighting and focus on sound fundamentals. 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 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 440:  Happy New Year !!!  Here’s some thoughts on closing out 2023 and ringing in 2024. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 437:  Layoffs at smaller companies appear to be on the rise.  That’s good and bad news. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 435:  The Santa Claus rally is a seasonal phenomenon mostly driven by tax policy.  Like New Year’s resolutions, it usually quickly fades…leading to the 2 nd Quarter phenomenon known as “sell in May and go away”. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ —————————&#821...

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 control. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 433:  How to become a master craftsman in your career. 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 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 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 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 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/ ——————————————————