Episode 342:  Everyone hates Verizon (VZ)…now might be a good time to buy it.

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Episode 339:  My mantra hasn’t changed…buy the dip.  In this episode I’ll discuss positive harbingers for the stock market, including how hotel stocks like Hilton and Marriott are outperforming the general stock market.

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Episode 337:  The title says it all. When the Federal Reserve starts to taper their monthly bond purchases, it doesn’t mean they’ll actually start to retire debt and reduce their balance sheet.

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Episode 335:  These 5 stocks have been part of my COVID90 ReOpening trade since Oct 2020, they’ve done extremely well, but because of concerns over the Delta Variant they’ve recently pulled back.  Based on their chart patterns, I think they’re at good entry level buy points.  LYFT; EVENTBRITE; TRIPADVISOR; TRIVAGO & MAGNITE.

Pay attention to the RATIONALE of why I own these stocks and how I focused on DIGITIZATION rather than traditional capital intensive travel companies like Airlines & Cruise Ships.

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Episode 333:  I think Oil stocks have farther to run as the threat of COVID Variants subsides.  In this episode I mention my Oil positions.

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Episode 330:  I believe the best way to build & preserve your wealth is through Diversification and Active Portfolio Management.

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Episode 329:  The latest Media driven fear factor is that variants of Covid will squelch the economic recovery.  I think the anxiety will be short lived, just like last month’s propaganda about hyperinflation.

NOTE to the Inflation Distraught:  10 Year Treasuries have dropped down to 1.3%, hardly an indicator of rampant inflation.

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Episode 326:  The subtitle to this episode could be: Why lumber prices are so high but timber prices are so low.

Bottom line, the media narrative of hyperinflation is much ado about nothing. 

Over the short term, I don’t see the FED raising interest rates nor curtailing easy monetary policy.  Transitory inflation is being caused by short term shortages, not long lasting scarcity.

The “experts” were wrong in 2018 when they said the “inverted yield curve” would cause a recession, and they’re wrong now about hyperinflation.  

For a historical perspective, listen to this episode from October 2018:  https://www.wealthsteading.com/276

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Episode 325: A lot of the financial news coverage is negative focusing on shortages and price & wage inflation.  But technically I think the major indexes are performing well and a great deal of opportunity still exists in the ReOpening Stocks. 

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Episode 324:  In this episode we’ll look at current market conditions in light of investor psychology and especially drill down into the reasons why YOU keeping missing opportunities in the stock market.

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