Conflation of fears drives extreme negative investor sentiment 220605

http://media.blubrry.com/wealthsteading/p/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 is in ROTATION not CORRECTION

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_340_211009.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 340:  There wasn’t a stock market correction in September and I think it’s highly unlikely there will be one in October.  In this episode I’ll highlight names of companies that I own that have doneContinue reading “Stock Market is in ROTATION not CORRECTION”

S&P 500 sets record high…what happened to the inverted yield curve?

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_301_191030.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 301:  Today the S&P 500 set a new, all-time record high.  That’s in spite of all the fear over non-existing threats like the inverted yield curve.  Listen in for where I think the market isContinue reading “S&P 500 sets record high…what happened to the inverted yield curve?”

How to identify REAL threats to the economy

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_300_191013.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 300:  In this episode I give a very simple example of the difference between an existential threat and a harmless policy decision problem. ————————————————————–

Fundamentals vs Investor Sentiment

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_279_190118.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSEpisode 279: December 2018 was the worst stock market performance since the Great Depression…January 2019 is turning out to be one of the best. What’s driving the bipolar personality of this market?  Just the same old schizophrenicContinue reading “Fundamentals vs Investor Sentiment”