
Episode 431: In yesterday’s session the Market had an impressive breakout, in all aspects.  Price, volume and breadth were all superior.  We’ll see if it holds.  I’m skeptical of the foundation of all this enthusiasm- namely that rates are going lower and profits higher.  In today’s episode I’ll discuss the shell game of earnings estimate beats, with an example of Home Depot.



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Earnings estimate beat SHENANIGANS 231115

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Episode 446:  Stubborn inflation & geopolitical instability are causing a stock market selloff.  That shouldn’t come as a surprise to Wealthsteading Podcast listeners.  So far, the decline is surprisingly mild.  In this episode I discuss my rationale for taking a concentrated position in the Utility sector.  LONG TERM Utility Stocks can offer a trifecta of benefits: Value-Growth-Defensive.



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Market Selloff- UTILITY STOCKS 240413


Episode 445:  The Fed likely won’t start cutting interest rates until June or July, that means we still have several months to enjoy 5% risk free rates.  So now it’s time to start thinking about moving back up the risk scale.



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THINKING beyond money market funds 240323


Episode 444:  On a daily basis, markets are driven primarily by fear & greed.  Ignore the economic gaslighting and focus on sound fundamentals.



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Gaslighting Economic Data 240302


Episode 443:  Why are investors and Wall Street ignoring the clear and present danger of geopolitical instability and escalation of war?



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Behold wars and rumors of wars 240205


Episode 442:  Once again foreign, Emerging Markets and Chinese stocks are being touted as the next best investing opportunity.  Maybe…maybe not.




https://thedisciplinedinvestor.com/blog/2024/01/21/tdi-podcast-ai-ai-o-852/




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Earnings estimate beat SHENANIGANS 231115

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