InvestTalk host Justin Klein talks about the markets, money, retirement planning, inflation, the economy, sector performance, treasury debt, and more.

Advertising Inquiries: https://redcircle.com/brands

More big-name investors have shuttered their bearish bets or changed their sad tune—even as the stock market has begun to edge lower.

 

Today's Stocks & Topics: Housing Markets, Earnings Report, Tax Credits, Student Loans, UPST - Upstart Holdings Inc., CCJ - Cameco Corp., Brokerage Accounts, KRP - Kimbell Royalty Partners L.P.

Advertising Inquiries: https://redcircle.com/brands

The pandemic boom in online retail has given way to stagnation and stiffening competition.

 

Today's Stocks & Topics: 401k and Employees, Amazon to Meet with FTC Officials, Mortgage REITs, PVL - Permianville Royalty Trust, NRT - North European Oil Royalty Trust, SCHD - Schwab US Dividend Equity ETF, ZIM - ZIM Integrated Shipping Services Ltd., CDs, JEPI - JPMorgan Equity Premium Income ETF.

Advertising Inquiries: https://redcircle.com/brands

After a fast and furious rally, there are probably still pockets of undervalued opportunities.

 

Today's Stocks & Topics: Banks, Higher Volatility, TGT - Target Corp., TMO - Thermo Fisher Scientific Inc., CLH - Clean Harbors Inc., PERI - Perion Network Ltd., NVST - Envista Holdings Corp., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, NEM - Newmont Corp., CHWY - Chewy Inc. Cl A.

 

TRIVIA: "The average homebuyer puts down about 13% on a home purchase, but how much should you have for a downpayment IF you want to avoid paying private mortgage insurance (PMI) on a conventional loan?"

Advertising Inquiries: https://redcircle.com/brands

One study has determined that investors have enjoyed greater success by favoring simpler solutions.

 

Today's Stocks & Topics: U.S. Fiscal Policy, Inflation Data, A-I Companies, BJ - BJ's Wholesale Club Holdings Inc., GOLD - Barrick Gold Corp., DIS - Walt Disney Co., SSNC - SS&C Technologies Holdings Inc., ALB - Albemarle Corp.

 

Justin's PERSPECTIVE looks at 'select historical data' from the market index we know as the Dow Jones Industrial Average.

Advertising Inquiries: https://redcircle.com/brands

Layoffs have hurt workers, but a booming artificial intelligence market is giving the industry a renewed sense of optimism.

 

Today's Stocks & Topics: Bond Rating Agencies, HON - Honeywell International Inc., CLH - Norwegian Cruise Line Holdings Ltd., JNJ - Johnson & Johnson Split, BWA - BorgWarner Inc., Best Investment Options, CRM - Salesforce Inc., Tesla.

Advertising Inquiries: https://redcircle.com/brands

Any downturn could be exacerbated by the pressure investors have put on companies to keep prices high and cut costs to replicate the abnormally large profit-margin gains of 2021 and 2022.

 

Today's Stocks & Topics: 

Advertising Inquiries: https://redcircle.com/brands

Cars have thousands of parts that come from a branching supply chain of firms-- each dependent on the success of the others-- but automakers are bringing more of their supply chain in-house.

 

Today's Stocks & Topics: Credit Rating Downgrade, Oil Prices, Foreign Purchasing of U.S. Homes, LDOS - Leidos Holdings Inc., ORCL - Oracle Corp., AGCO - AGCO Corp., Stocks with Two Symbols, DIS - Walt Disney Co., EQIX - Equinix Inc., PYPL - PayPal Holdings Inc.

Advertising Inquiries: https://redcircle.com/brands

Some names are trading at discount prices, but they may or may not be right for your portfolio.

 

Today's Stocks & Topics: CLB - Core Laboratories Inc., Investing for Kids Future, CUBE - CubeSmart, 529 Plan, AMSWA - American Software Inc. Cl A, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Roth I-R-A Contributions, PHM - PulteGroup Inc., MGV - Vanguard Mega Cap Value ETF.

TRIVIA: "Can you name the 5 states that CNBC’s 'Top States for Business' study predicts are the best-suited to withstand economic hardship?"

Advertising Inquiries: https://redcircle.com/brands

Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern.

 

Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - ProShares Short Real Estate, MED - Medifast Inc., QS - QuantumScape Corp. Cl A, GNK - Genco Shipping & Trading Ltd., MU - Micron Technology Inc.

 

"Justin's PERSPECTIVE looks at SOLAR ENERGY... including its LONG history."

Advertising Inquiries: https://redcircle.com/brands