CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips.
At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.
Adam...
Yes, it is QE4. We lay out the reasons for the market rally as well as why we are seeing the continuation of a move higher.
An update of economics as well as insights on the status of the trade deal.
Plus – listener questions answered.
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Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook.
We start this episode with a quick look at the week that was and what to expect for the...
Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity.
We take a look at why this matters as an analysis tool and how it is being applied.
Plus, an update on the trade war, markets and...
Frank Curzio is back and he has plenty of ideas to share. In particular, one popular stock that he says is a short right now.
Plus, we get into the business of streaming to get Frank’s take on the potential losses that will build up. If that isn’t enough, we spend...
The Fed cuts rates again and manufacturing slumps deeper into contraction – BUT the employment report soothes recession fears.
New highs for markets, although not all stocks are participating.
Taking a close look at fundamental and technical readings as compared to historical levels.
Link to watch Andrew on – Investor Business...
Remembering some of the lessons from savvy traders and what not to fight as markets move toward all-time highs.
Taking a look at the convergence of influences that are impacting stocks and what to make of these.
Plus – reading into the latest earnings season and the Fed’s upcoming meeting.
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A mixed week for markets as economic growth slows. An earnings season scorecard – let’s just say that a high jump over a low bar.
Clips from my media appearances this week, listener questions and a hodgepodge of topics.
Plus – how much time are you spending on your own personal finance?...
The trade deal – is it in principal or principle? Either way it is a framework of an idea that has the opportunity to become a partial, skinny, Phase 1 or a bigger deal. We take a deep-dive into what was done and how this may impact markets.
We also consider...
Goldilocks is in the house! WeWork – Looking at the ramification of a deal gone bad. Market Breath questions – Participation waning.
Historic events in the investment world – yes, ZERO commissions is the now new normal – but at what price? Will there be a massive industry consolidation?
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Headline Bombs thrashing markets and stocks end the week on a sour note.
We are heading into the end of the quarter with the small-cap growth sector entering correction status.
An important discussion about “style” diversification.
Heavily shorted stocks reverse. The Fed drops rates and oil spikes on Middle East tensions.
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Something doesn’t pass the small test in the overnight lending markets. While the Fed considers it a technical matter – they are now liquefying these markets through Permanent Open Market Operations (POMO) – The first time the Fed has stepped in since 2008.
Heavily shorted stocks reverse. The Fed drops rates...
