Mar 4, 2021
Simon discusses gold and how it has been down in price amid conditions that would normally be considered favorable. He considers it an unreliable hedge. Simon also talks about the tailwind of higher interest rates for Financials. He highlights Citigroup and MetLife as names to consider.
Feb 28, 2021
With taxes on everyone's mind, Financial Planner Matt Anderson talks about the items of ordinary income and capital gain income and uses examples of specific financial planning strategies to illustrate the interplay between the two different tax schedules.
Feb 24, 2021
The market has seen a bit of a pullback, with some of the most widely held names falling the most. Are you thinking of buying the dip? Lets look at their various valuations first. Also mentioned on the show: AAPL, AMZN, GOOGL, FB, NFLX, TSLA, MSFT.
Feb 21, 2021
This week, we look at the end of multiple expansion and discuss why the markets will still continue higher. We also evaluate the value case for ANT group and what's transpired there.
Feb 17, 2021
Simon discusses how so many investors make a stock market crash their base case expectation. He details the current collection of market signals suggesting an economic upturn, rather than a significant decline in corporate profits. He also looks at the modern history of corrections and bear markets and how...