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Episode 476 Jabil Inc is a quintessential example of the key characteristic of the Industrial Tech Era.
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Episode 475 Why did OPEC+ “unexpectedly” increase curtailed oil production in April?
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Episode 474: I’ve harvested profits and pruned an extremely overweight position in Utility Stocks.
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Episode 473: More good economic news you’re not hearing about in the media- 25Q1 S&P 500 earnings likely 13%; Atlanta Fed forecasting 25Q2 GDP growth of 4.6%; all that and more.
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Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair about the 20 Year Treasury Bond negative Media narrative … it’s so insignificant it was discontinued for nearly 40 years.
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Episode 471: Market review and a list of stocks from my portfolio that are exhibiting long term strength and resilience.
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Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life.
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Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient.
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Episode 468: Cold War II is an ECONOMIC WAR and we’re experiencing the initial skirmish, the battle of the tariffs.
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Episode 467: This past week the stock market was hit with what appeared to be a major capitulation selloff, followed by an equally strong “buy the dip”; however, a new rally hasn’t yet been confirmed because follow through buying has come in weak volume.
So, in this episode, I use AI to reiterate the analysis laid out in the previous episode.
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