Conflation of fears drives extreme negative investor sentiment 220605

http://media.blubrry.com/wealthsteading/www.wealthsteading.com/podcastepisodes/wsp_374_220605.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 374:  Investor sentiment is extremely negative.  I believe the panic is unwarranted.  Fears from the Ukraine situation are being conflated with issues from the Pandemic that have already been resolved or mitigated.  Much of ourContinue reading “Conflation of fears drives extreme negative investor sentiment 220605”

Stock Market Selloff…Rants, Digressions, Explanations & Portfolio Adjustments 220514

http://media.blubrry.com/wealthsteading/www.wealthsteading.com/podcastepisodes/wsp_373_220514.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 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/ ——————————————————

NETFLIX crash reveals myth of first mover advantage

http://media.blubrry.com/wealthsteading/www.wealthsteading.com/podcastepisodes/wsp_370_220420.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 370:  NETFLIX’s crash shows that: 1) stay-at-home stocks still have further to drop & 2) first-mover advantage doesn’t justify extreme valuations. ——————————————————

Products recession…Services BOOM !

http://media.blubrry.com/wealthsteading/www.wealthsteading.com/podcastepisodes/wsp_369_220416.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 369:  Is there a pending recession?  Yes, probably in the “products” side of the economy, but the “services” side of the economy has yet to fully bloom.  Think in-person experiences, travel, leisure…regardless of interest rates,Continue reading “Products recession…Services BOOM !”

Four Specialty Stocks that no one’s heard of

http://media.blubrry.com/wealthsteading/www.wealthsteading.com/podcastepisodes/wsp_367_220411.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 367:  The markets remain volatile but there are still plenty of stocks that I like, including these four stocks that I’ve owned for over a year:  FLS, ITGR, MHH & VPG. ——————————————————