Episode 510  

00:00 Q4 Earnings & GDP

01:02 Silver down 30% from its recent high

02:12 2026 long term trends

02:52 Stocks starting out the year on a strong footing

04:41 Lam Research up over 150% past year

05:17 Ciena up 200% past year

05:27 Stupid ads on YouTube

07:25 SAAS software companies too beat up

07:50 Regional Banks are the early warning signal of the economy

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Episode 509 I don’t usually invest in commodities, I’d rather own the value add companies within the commodity supply chain.

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Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE.

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Episode 507 We’re in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail.

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Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold?

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Episode 505  The title says it all.  Happy New Year!

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Episode 504   If you’re paying attention you’re witnessing Adam Smith’s “invisible hand” of the economy playing out in the AI secular growth trend.

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Episode 502 Because of Trump’s non-consecutive second term, he has the opportunity to shape the Federal Reserve like no other president in modern history.

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Episode 501 The most recent Media driven stock market selloff resulted in the S&P 500 dropping only about 5% and dominantly bounding off its 100 day moving average.  Did you panic or did you buy the dip?

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Episode 499 While the S&P 500 is only down a few percent, 65% of its constituents are in a correction, down at least 10%.  Similarly, 44% are below their 200 day moving average. 

So if you’re looking for a dip, look no further, there are plenty of bargains.

Last week I took an overweight position in the Financial Sector buying KBE, KRE, KIE & Visa.

All that and more in this episode.

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