最佳Investment Analysis播客 (2024)

1
The re-pricing of the market 24:04

5+ y ago24:04

24:04

After a great run this year, Investors are learning to deal with economic weakness and hence the markets are repricing earnings growth. We have a lot of economic data and technical data that's shows weakness in the fundamentals and sentiment. Enjoy!

1
The Wounded Economy 31:49

5+ y ago31:49

31:49

Deep dive into most recent economic data and market action. Also discussed risks to the upside and downside.

1
Economic weakness is real 26:24

5+ y ago26:24

26:24

Most economic indicators are showing additional weakness. Housing and Energy are the only areas of some strength. The outlook doesn't look great for the overall stock market.

1
Dead Cat Bounce? 16:16

5+ y ago16:16

16:16

In today's podcast, we discussed the possible direction of this market given the possible headwinds and tailwinds.

1
Ready fire aim 24:05

5+ y ago24:05

24:05

Today we discuss why the latest reaction by investors is misguided. We also discussed Q1 earnings scorecard.

1
The Long Week 32:02

5+ y ago32:02

32:02

Trade war, negotiations, Uber IPO, Facebook Article and Technical Analysis.

1
Overdue pullback 17:23

5+ y ago17:23

17:23

We finally have the overdue pullback. In todays episode we discuss the tariffs, pullbacks, support levels and real cause.

1
Tariffs impact every American 23:24

5+ y ago23:24

23:24

Today we discussed Tariffs on Chinese goods and their impact on the US consumer and risks to the US Economy.

1
Employment Report and Productivity 23:37

5+ y ago23:37

23:37

In this episode we discussed the current employment situation, ISM non-manufacturing index and productivity growth. Productivity is the most important indicator that's helps us determine the long-term health of the US economy. Questions? Email: justmarkets365@gmail.com

1
Fed Decision and Statement 19:13

5+ y ago19:13

19:13

In today's podcast we discussed the May 1st, 2019 Fed decision not to change the Fed funds rate and the market reaction. We also did a deep dive of the Fed statement. We also discussed today as being the possible catalyst for a technical correction.

1
Infrastructure bill and economic Indicators 21:12

5+ y ago21:12

21:12

Topics: Economic Indicators, $2 Trillion infrastructure package & Federal Reserve Independence.

1
Dissecting GDP Q1 2019 19:26

5+ y ago19:26

19:26

Dissecting 3.2% Q1 2019 GDP, talked about its components and S&P 500 earnings update

1
Too many headwinds for this market 17:05

5+ y ago17:05

17:05

Topics: Big move in the yield curve, Straits of Hormuz, Oil price and are these price levels sustainable.

1
Mixed US Housing Data & China's Monetary Policy 17:32

5+ y ago17:32

17:32

Topics: US Housing Data, China: Politburo's approach and risks.

1
Caution! A pullback maybe coming 24:44

5+ y ago24:44

24:44

In todays episode we talked about Oil prices, Iran sanctions, Disappointing Auto Sales and a coming market pullback.

1
Stock markets trading in a tight range? 15:19

5+ y ago15:19

15:19

Topics -S&P 500 Earnings report with 15% reporting and the index isn't going anywhere. -Can we trust Chinese Growth? -Economic Indicators are coming in mixed.