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Episode 338: The media narrative this month is that a September or October stock market correction is inevitable. Maybe…maybe not.
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Episode 337: The title says it all. When the Federal Reserve starts to taper their monthly bond purchases, it doesn’t mean they’ll actually start to retire debt and reduce their balance sheet.
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Episode 336: Small Caps & ReOpening Trade stocks have been underperforming…but I remain optimistic and continue to “buy the dip”. The two factors that are driving the most fear right now are mutually exclusive- 1) ReOpening slowdown due to COVID Delta Variant & 2) Federal Reserve tightening the money supply by tapering next month. Logic dictates that these two events can’t happen simultaneously, because if the economy is slowing, then the FED won’t taper.
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Episode 335: These 5 stocks have been part of my COVID90 ReOpening trade since Oct 2020, they’ve done extremely well, but because of concerns over the Delta Variant they’ve recently pulled back. Based on their chart patterns, I think they’re at good entry level buy points. LYFT; EVENTBRITE; TRIPADVISOR; TRIVAGO & MAGNITE.
Pay attention to the RATIONALE of why I own these stocks and how I focused on DIGITIZATION rather than traditional capital intensive travel companies like Airlines & Cruise Ships.
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Episode 334: Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs. I expect that to continue, with temporary bouts of turbulence, along with limited upside potential as we close out 2021. However, I think vast amounts of opportunity still exist in the more value oriented, cyclical and ReOpening favored stocks that have taken a dip on fears of COVID Variants. In this episode I’ll also discuss the difference between investing and speculation.
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