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Episode 372: There’s a global economic crisis but it might be a windfall for the USA.
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Episode 371: Consumers haven’t run out of money yet.
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Episode 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.
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Episode 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, that sector is BOOMING!
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Episode 368: Value is a better word than cheap, but it isn’t as good of an attention getter. Here are five large cap stocks that I own and I believe they are valuable because they have a favorable price to future growth ratio: GE, GS, IBM, MU & SCHW.
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