Market shifts from risk on to risk off

For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Pos ...  Show more

Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)Show Notes:Know When To Hold 'Em And When To Fold 'EmA Free Peek Inside The Quant Growth & In ...  Show more

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ...  Show more

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps Episode transcripts: seekingalpha.com/wsb S ...  Show more

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to ...  Show more

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 GDP tops forecasts, but underlying growth a worry Episode transcripts seekingalp ...  Show more