Here’s what I chewed on this week
The Compound and Friends: Is Amazon a Monopoly?
On today’s show, we are joined by Perth Tolle, Founder of the Life +Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal’s live markets coverage to discuss:
– Amazons antitrust issues
– a coming secular rotation in equities
– Investing in Emerging Markets and China,
– Meme stocks are back, and much more!
A Chart for the Ages
Throwing good money after bad
Seasonal Weakness
Stocks are weak in September.
Animal Spirits: House Poor
On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!
Is this Really a Bull Market?
559 days ago, the fed began a rate hiking cycle that would be unlike anything the modern investor had ever seen. The stock market saw this coming. When they finally decided they needed to fight inflation, micro-cap stocks were in a 19% drawdown. The Nasdaq-100 had fallen 16% from its peak. The indices would fall…
Is this a Housing Bubble?
The housing market is broken, but that doesn’t mean prices need to break.
Talk Your Book: Where Leverage Comes From
On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss:
– How leverage is created within leveraged ETFs
– Why leveraged ETFs should not be held long-term
– Investing in China
– Using ETF flows as a trading signal
– Direxions tactical commodity ETF
– Diversifiying Nasdaq exposure with equal weight ETFs, and much more!
These Are the Goods
Hee’s what I chewed on last week
The Not-So-Magnificent 493
The mega caps versus everything else.