Left Brain Thinking

Why We Remain Bullish Despite Market's Fed Worry


Listen Later

The momentum the markets had built in recent weeks was derailed over the past few days, as fears again began to creep in ahead of next week's Federal Reserve meeting.

Despite the negative price action we saw over the past five days of trading, we remain bullish for investors' prospects into 2023.

CEO Noland Langford and Director of Research, Brian Dress, discuss the reasons we remain constructive on the markets, both stocks and bonds. As we have discussed in the past few months, market leadership is likely to shift, as investors are clearly valuing profits much more than they are revenue growth at any price.

We cover the opportunity for investors who haven't yet done so to add exposure to energy stocks, which have pulled back significantly over the past few weeks. We think this is the opportunity investors underweight energy may have been waiting for.

Finally, we again emphasize the urgency for people with money in the bank to get the cash invested before the Fed reverses course and starts lowering rates, which we think is very possible to happen in 2023.

Topic 1: The Week in Review Topic 2: A Sneak Peek into 2023

Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter

Sign up for our research service to receive this month's "The Chosen" report and access our library of 100s of full length stock reports at https://leftbrainir.com/subscribe

For a portfolio review and to learn more about our growing list of fixed income investment opportunities and our stock bounce back list for 2023, head to https://leftbrainir.com/free-portfolio-review

Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress

...more
View all episodesView all episodes
Download on the App Store

Left Brain ThinkingBy Brian Dress

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings