Jeff Bishop of Bullseye Trades on this "dangerous time in the market" (& why he's going short), Steve Baffico of $BPRE talks private real estate and how Bluerock is focused on 3 sectors of the privat market & @Roger_Conrad on utility/income stocks in the #MoneyLifeMarketCall.
Craig Callahan of $IOLZX says "crazy silly" earnings growth will drive markets up the worry wall for a few years, Mark Boulton of $RISE says better emerging markets returns start w/ cutting tech & China exposure, @cloop803 on @wallethub survey on rising household debt levels.
Kyle Guske of @NewConstructs puts $SPCX in #TheDangerZone before the IPO, saying it will have a negative no-growth value despite its lofty valuation, Dominic Ceci of @JohnsonBank on the market climbing/overcoming worries & @vijay_hedges on the bad omen in consumer credit trends.
Darrell Cronk of @WFInvesting on why rate hikes could be trouble as market digests 4% inflation, @StratFi likes #HALO stocks (heavy assets/low obsolescence); says market has potential to finish '26 20%; Gordon Hamilton of $KYN on looming long-term energy infrastructure opps.
Adam Rozencwajg of @Go_Rozen$GRHAX fears oil inventories will be emptied in the next 60 days, driving crude to $150-$200 /barrel (for a while). @ToddRosenbluth of @Vetta_Fi makes $XLU his #ETFoftheWeek. Plus, are indexed universal life policies too good to be true ... & more!
Eric Stein of @voya and Bryce Doty of Sit Investment both see interest rates and Treasury yields rising, but not for long, because it'll quickly destroy enough demand that rates will be lower by year's end. Plus @hamrickisms on the impact of peaking mortgage & inflation rates.
Just finished The Coffee Can Investor audiobook. Liked it so much I just purchased the print version. Thanks Chuck for highlighting this on your show. Kudos to @neerajkhemlani and Matt. Have read many multi bagger stock books. This was a fun read and thought provoking.
Here's why the market feels bubblicious but isn't actually bubbling yet, from Ross Mayfield, investment strategist @rwbaird and the #BigInterview from the 5/14 @MoneyLifeShow :
Parag Sanghani of @westwood_group$WEEI / $MDST on how war in Iran will boost oil profits & the economy - and hurt consumers - for much longer than you expect, Matt Freund of @calamos says sentiment is distracting investors from "a positive backdrop for risk assets" & more!
Erik Aarts of Touchstone Investments on how rising oil prices are responsible for higher bond yields, @ToddRosenbluth of @Vetta_Fi makes $PCY his #ETFoftheWeek & Tony Gallea of the Working Profit letter talks value investing in the #MoneyLifeMarketCall.
James St. Aubin of Ocean Park $DUKQ$DUKZ says headlines alone won't trigger overvaluation risk, Andrew Chanin of @ProcureAM_LLC$UFO on how Artemis showed space as the next investment frontier & Allison Hadley on @partner_centric survey on Americans' impulse-buying impulses.
Matt Stucky of @NM_Financial talks stocks - and why the market is overcoming headlines/geopolitics - in the #MoneyLifeMarketCall, @jeffcorliss on behavioral traps that derail retirement planning, and @JohnColeScott on the lasting lessons/legacy of the legendary Mark Mobius.