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Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now
Manage episode 414220362 series 3268443
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial real estate, the Fed’s dot plot, and the Chinese economy.
Resources
Links:
https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/
https://www.npr.org/2024/01/30/1227554424/evergrande-china-real-estate-economy-property-collapse
https://www.cnbc.com/2024/01/25/china-youth-unemployment-will-stay-elevated-in-2024-but-eiu-warns-economic-impact-will-linger.html
https://www.mba.org/news-and-research/newsroom/news/2024/01/16/delinquency-rates-for-commercial-properties-increased-in-fourth-quarter-2023
https://money.usnews.com/investing/articles/magnificent-7-stocks-explainer
100 tập
Manage episode 414220362 series 3268443
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial real estate, the Fed’s dot plot, and the Chinese economy.
Resources
Links:
https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/
https://www.npr.org/2024/01/30/1227554424/evergrande-china-real-estate-economy-property-collapse
https://www.cnbc.com/2024/01/25/china-youth-unemployment-will-stay-elevated-in-2024-but-eiu-warns-economic-impact-will-linger.html
https://www.mba.org/news-and-research/newsroom/news/2024/01/16/delinquency-rates-for-commercial-properties-increased-in-fourth-quarter-2023
https://money.usnews.com/investing/articles/magnificent-7-stocks-explainer
100 tập
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