Show Me The Money

We discuss our vision of the near future and the Fed Pivot. We present a couple of dark horse long term holds and our strategy for the next six months. We display the results of a study we have performed relative to what stocks to hold during rising and falling interest rates with some surprising results.

We continue to guess at what the Fed is going to do and remind everyone that the Fed is driving the overall market and will do so for the foreseeable future. Sector rotation is discussed as well as what is an effective investing strategy for the short term.

WE still look to the Fed to see where they are leading us. But are they running for cover? Time will tell. We discuss what is hot and what is still not as well as where we think the market is headed short and long term. Strap yourself in, it's going to be a bumpy ride for a while.

We discuss where we think the market will go over the near term and discuss whether we see any rotation between sectors. There are still some sectors and some types of stocks we are wary of but blue chips seem to be headed higher. Recorded 3/5/2024

We talk about the market dependence on the Fed and interest rate cuts. From here on out everybody is just going to watch the Fed, you do too. We list what sectors we don't like and which we think should be invested in. We give our forecast of where the market will be in 6 months.

In this special issue we discuss artificial intelligence (AI), where it came from , what it is , and where it might go. Apart from the technology, the issue for us is; can we make money from investing in it? We talk about where we think investing opportunities may arise and what the time frame for AI is.

A happy new year wish while hiking in Titusville

We review some year over year results for some stocks and discuss how various sectors have responded. Given the nice end of year rally, we discuss where we are going next and how we should approach it. Keeping emotion out of investing decisions is stressed with a painful lesson from my own investing . Despite the rally in stocks we have had, we still like corporate bonds, a lot.

We discuss the possibility of an end of year rally, and it may well depend on the Fed indicating whether it intends to continue to raise rates in 2024. We show that there is little sector rotation, and caution moving into medical stocks right now. Although we've had a good year, the market has been down for 3 months, is the latest mini rally another bump on a downward trend , or is it really the start of something big? Watch the Fed.

I talk about the trading environment and how to quickly and easily find my recommendations. Beware, you still must be the last stupid filter, do what makes sense don't blindly follow the computer's advise. Use limit orders.

The market has drifted lower lately, is it time to buy or keep our heads down? We discuss the near and longer term direction of the over all market and how various sectors have performed this last year. The relationship between interest and bond prices is touched upon with caution not to jump off the roof just because our bond prices are going down, they will come back to face value at maturity. Does the Fed know what it's doing or is this the normal political posturing ahead of more posturing to lower rates after yet another calamity? Stay tuned.

Market is off the last week or so, is it the end of the world or just the government shutdown blues? We think this will blow over and give us a buying opportunity, but wait for the signs, remember, we react, we don't predict.

We demonstrate our belief that we are in for at least a short term up market with possibly some longer term gains. Don't be dismayed about all the talk about stagflation, if it happens we'll still have time to react. Make a little money short term now and live to fight another day.

We address where the market is and where we think it is going. We show why we think switching sectors right now would be counter productive. Patience is stressed given our prediction of a buying opportunity within a few weeks. We lament the way our bonds were confiscated at 6% payback during a Chapter 11 bankruptcy and why this is bad for bond investing in general. Someone needs to look out for small bond holders in these proceedings.

We are back trying to discern the market's direction. We've seen some rotation out of growth into value and dividend stocks but who will control the future? Will the pause in growth overpower the rise in value, or the other way around? We talk about bonds and BDC's as well as how to read dividend stock charts.

We've been buying slowly into the growth stock rally but now we might want to pause or sell off a little as we see the market taking a breather. Either way be patient because buying opportunities are coming. Keep an eye out for sector rotation,; we still like our business development companies.

We see this as a buyers market as long as the buyer doesn't buy the wrong thing. We show the overall market momentum and where various sectors are, relative to each other . We provide some evidence that there are some sectors that should be given a pass right now. And don't forget about bonds.

We talk about the direction of the market and where we think it's going. We recommend a few stocks and show several others to be careful of. The overall environment of investing is touched upon with refence to the FED and congress, as well as how and where to get investing information from.

It's time to pause and take a look at the market over the next few months. We can see that the stock market is at a intermediate peak, will it fall briefly and then return moving up or are we seeing the beginning of a longer term down trend? Time is going to tell, and it's time to be patient and react not predict.

We discuss the near term behavior of the stock market and present some candidates for a short term play. Bonds are discussed and are felt to be the stars of the current market. Banking sector, employment, and credit tightening will all have an effect, but when?

Picking a Broker or Money Manager is sometimes necessary. Giving someone your money is serious business, pick carefully and thoughtfully. If your interview with a prospective Broker is anything like this, find another one, fast. Picking a Broker should be like picking a spouse, the right one is heaven, the wrong one can be hell.

A little home made play on my patio to show how I view the monetary policy of the United States and how it relates to inflation. We also discuss how inflation effects the stock and bond markets. I know this is a simple explanation, but it's intended to be understandable.