Afleveringen
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ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.
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The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.
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Zijn er afleveringen die ontbreken?
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So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.
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Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.
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Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.
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2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.
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The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.
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Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
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The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.
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Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.
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Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners
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Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.
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Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.
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Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
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Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.
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Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.
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Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.
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China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.
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