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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.
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Episode 382: Speaking of apprenticeship, check out my recent visit to the Homesteady homestead:
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Episode 381: The investor sentiment Fear & Greed cycle is comparable to a poorly paddled canoe.
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Episode 380: How the stock market performs at the end of each week is an important nuanced signal that can indicate investor sentiment.
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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.
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