InvestTalk 10-27-2023 – What Factors Are Leading to Tightening Financial Conditions?
Even if the Federal Reserve is done raising interest rates, other indicators point to increasing economic pressure. Today's Stocks & Topics: VSH - Vishay Intertechnology Inc., LG Energy Solution and T...
28 Okt 202346min
InvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull Market
The Federal Reserve is powerful but clumsy and the market has experienced a series of investment "fails"— but what else have we learned? Today's Stocks & Topics: J - Jacobs Solutions Inc., SIL - Globa...
27 Okt 202346min
InvestTalk 10-25-2023 – Is the Geopolitical Climate Too Risky to Short Long Term Treasury Bonds?
A high-profile hedge fund manager believes investors may increasingly buy bonds as a safe haven because of growing geopolitical risks. Today's Stocks & Topics: ZBRA - Zebra Technologies Corp. Cl A, NV...
26 Okt 202347min
InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns
When analyzing time horizons, risk evaluation changes for different periods. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, MGY - Magnolia Oil & Gas Corp., EOG - EOG Resources Inc., FPI -...
25 Okt 202346min
InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble
Investing in the 60/40 rule has been a consistent strategy for years – until 2023. Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Ad...
24 Okt 202346min
InvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing Demand
The average contract interest rate for 30-year fixed-rate mortgages increased to 7.7% while applications for a mortgage were 21% lower than the same week last year. Today's Stocks & Topics: LAC - Lith...
21 Okt 202347min
InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees
After many years languishing at unacceptable levels, the yields for Treasury Inflation-Protected Securities have soared. Today's Stocks & Topics: CASY - Casey's General Stores Inc., NCLH - Norwegian C...
20 Okt 202346min
InvestTalk 10-18-2023 – Manufacturing Trends 2023: Sector Rebounds After Construction Increase
A ‘Made in USA’ revival has sparked a boom, and the Commerce Department says construction was driven by the building of houses and factories. Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Re...
19 Okt 202347min
