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Nội dung được cung cấp bởi Reformed Millennials. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Reformed Millennials hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Manage episode 371921990 series 2987371
Nội dung được cung cấp bởi Reformed Millennials. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Reformed Millennials hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Listen in podcast app and follow below for the podcast topic arc.

* A quick Market Update featuring some insights from JC Parets’ newsletter

* MSFT’s new Chat Ai integration with Microsoft 365

* Bill C-18 impact on the Canadian media landscape

* Netflix continued dominance in the

* Recommendations and must listens

Listen on Apple, Spotify, or Google Podcasts.

📈📊Market Update💵📉

some thoughts from JC Parets:

Technical Analysis is the study of the behavior of the market and its participants. So while identifying price trends is our ultimate goal, sentiment plays an important role in that process. Prices don't move up or down because of "fundamentals" or "the economy". The price of assets move based on positioning. When investors are all positioned one way, and are at a consensus, who's left to drive prices further in that direction?

Last summer we saw some of the most pessimistic sentiment towards stocks in history.

Some of that sentiment has started to shift a bit, like in the AAII and II polls. We're back somewhere towards the middle in those. You need, at least, some bulls to buy stocks to have a bull market.

But when it comes to Fund Managers, Cash is still their largest position, and they're most bearish on equities.

This is not something we see historically right before a major market selloff. Quite the opposite, in fact.

This is fuel for further gains. This cash needs to be put to work.

J.P. Morgan asked investors if they plan to increase or decrease exposure to stocks in the coming days/weeks.

We're down to only 17% of respondents who are looking to add to equity exposure:

Again, it's when they all plan to add to equity exposure that investors should start to worry.

Currently it's the exact opposite.

They're all scared to death.

And the S&P500, Dow Jones Industrial Average and Nasdaq100 all keep closing at new 52-week highs.

This is not something we see in downtrends.

So what do we know? Stocks have been going up consistently over the past year. And investors are not participating.

Who on earth could they be listening to?

Well, let's remember that after the greatest first half to the Nasdaq in history, Wall Street strategist currently have their most bearish second half outlook on record:

Investors have found themselves following wall street strategists into really bad decisions.

Twitter Links we reference:

* Bob Elliott on how to properly predict Macro

* Mike Solana on the Twitter vs. Threads War

* Google holds off on releasing Bard in Canada

* Netflix continues to dominate streaming

🎙Podcast & YouTube Recommendations🎙

This weeks All-In Pod was actually worth a listen, if only for their thoughts on Debt to GDP financing at the national level:

* The Acquired Podcast: Porsche

* Harrison Ford goes On Conans Pod:

🔮Best Links of The Week🔮

* Bill C-18 and it’s impact on Canadian Media - Globe and Mail

* Why you believe the things that you do - Morgan Housel

* Michael Parekh has a great overview of Elon’s Xai announcement. Sign up for his free blog covering all things AI.

* "China’s billionaires have stepped out of the shadows to praise the Communist party’s efforts to restore private sector confidence as Beijing attempts to recharge the economy’s faltering post-pandemic recovery. The country’s typically low-profile titans of industry — many of whom have been hit by regulatory crackdowns in recent years — put out a series of editorials and statements on Wednesday and Thursday declaring their support for an action plan by the party to bolster private companies. The apparently orchestrated expression of confidence from the tycoons comes as the world’s second-largest economy is struggling with sagging private sector business and consumer confidence." FinancialTimes

* "Cruise, the self-driving arm of General Motors, has begun initial testing and data collection in Miami, the company said in a tweet Wednesday... The news comes two months after Cruise expanded to Houston and Dallas, where the AV company has begun supervised testing and is on track to begin driverless ride-hail service for members of the public “soon”... Most of Cruise’s operations have been in its hometown of San Francisco, where it competes head-to-head with Alphabet’s Waymo. The two companies are currently in permit limbo as they await California’s Public Utilities Commission to grant them both the right to charge for robotaxi services throughout the city 24/7... Waymo and Cruise have run up against opposition from residents and city agencies, which may have caused the CPUC to delay hearings to approve their permits." TechCrunch

Disclaimer:

Investing in equities, fixed-income instruments and/or alternative asset classes involves substantial risk of loss. Any action you may take as a result of the information presented on this website, blog or in any Reformed Millennials Podcast (a “podcast”) is your own responsibility. By opening this page and/or listening to a podcast, you accept and agree to the terms of this full legal disclaimer. The information on this website, blog and in any podcast is presented as a general educational, informational and entertainment resource only. While Joel Shackleton is registered to provide investment advice as an Advising Representative this website, blog and any podcast does not provide, and should not be construed as providing, individualized investment, tax or insurance advice, nor as containing any recommendation to buy or sell any specific securities or otherwise make any other form of investment, or take any tax or insurance decision. Nothing contained on this website, blog or in any podcast should be construed or interpreted by you to mean that an investment in any securities presented or discussed would be suitable for you in your particular circumstances. Joel Shackleton specifically disclaim that any viewer of this website, blog or any podcast should rely in any way on any of their contents as investment, tax or insurance advice or as an investment, insurance or tax recommendation. Viewers are encouraged to consult with their individual investment advisor and other financial professionals prior to taking any potential investment actions or making any insurance or tax decisions. The views and opinions expressed herein are the personal views and opinions of Joel Shackleton and any other specific contributor to the blog or podcast only and do not necessarily reflect the views or opinions of their Firm or any of its other registered individuals or employees in partnership with Joel and his guests. Joel Shackleton disclaims any obligation to update any of the information set out on this website or any blog or podcast going-forward.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit reformedmillennials.substack.com
  continue reading

61 tập

Artwork
iconChia sẻ
 
Manage episode 371921990 series 2987371
Nội dung được cung cấp bởi Reformed Millennials. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Reformed Millennials hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Listen in podcast app and follow below for the podcast topic arc.

* A quick Market Update featuring some insights from JC Parets’ newsletter

* MSFT’s new Chat Ai integration with Microsoft 365

* Bill C-18 impact on the Canadian media landscape

* Netflix continued dominance in the

* Recommendations and must listens

Listen on Apple, Spotify, or Google Podcasts.

📈📊Market Update💵📉

some thoughts from JC Parets:

Technical Analysis is the study of the behavior of the market and its participants. So while identifying price trends is our ultimate goal, sentiment plays an important role in that process. Prices don't move up or down because of "fundamentals" or "the economy". The price of assets move based on positioning. When investors are all positioned one way, and are at a consensus, who's left to drive prices further in that direction?

Last summer we saw some of the most pessimistic sentiment towards stocks in history.

Some of that sentiment has started to shift a bit, like in the AAII and II polls. We're back somewhere towards the middle in those. You need, at least, some bulls to buy stocks to have a bull market.

But when it comes to Fund Managers, Cash is still their largest position, and they're most bearish on equities.

This is not something we see historically right before a major market selloff. Quite the opposite, in fact.

This is fuel for further gains. This cash needs to be put to work.

J.P. Morgan asked investors if they plan to increase or decrease exposure to stocks in the coming days/weeks.

We're down to only 17% of respondents who are looking to add to equity exposure:

Again, it's when they all plan to add to equity exposure that investors should start to worry.

Currently it's the exact opposite.

They're all scared to death.

And the S&P500, Dow Jones Industrial Average and Nasdaq100 all keep closing at new 52-week highs.

This is not something we see in downtrends.

So what do we know? Stocks have been going up consistently over the past year. And investors are not participating.

Who on earth could they be listening to?

Well, let's remember that after the greatest first half to the Nasdaq in history, Wall Street strategist currently have their most bearish second half outlook on record:

Investors have found themselves following wall street strategists into really bad decisions.

Twitter Links we reference:

* Bob Elliott on how to properly predict Macro

* Mike Solana on the Twitter vs. Threads War

* Google holds off on releasing Bard in Canada

* Netflix continues to dominate streaming

🎙Podcast & YouTube Recommendations🎙

This weeks All-In Pod was actually worth a listen, if only for their thoughts on Debt to GDP financing at the national level:

* The Acquired Podcast: Porsche

* Harrison Ford goes On Conans Pod:

🔮Best Links of The Week🔮

* Bill C-18 and it’s impact on Canadian Media - Globe and Mail

* Why you believe the things that you do - Morgan Housel

* Michael Parekh has a great overview of Elon’s Xai announcement. Sign up for his free blog covering all things AI.

* "China’s billionaires have stepped out of the shadows to praise the Communist party’s efforts to restore private sector confidence as Beijing attempts to recharge the economy’s faltering post-pandemic recovery. The country’s typically low-profile titans of industry — many of whom have been hit by regulatory crackdowns in recent years — put out a series of editorials and statements on Wednesday and Thursday declaring their support for an action plan by the party to bolster private companies. The apparently orchestrated expression of confidence from the tycoons comes as the world’s second-largest economy is struggling with sagging private sector business and consumer confidence." FinancialTimes

* "Cruise, the self-driving arm of General Motors, has begun initial testing and data collection in Miami, the company said in a tweet Wednesday... The news comes two months after Cruise expanded to Houston and Dallas, where the AV company has begun supervised testing and is on track to begin driverless ride-hail service for members of the public “soon”... Most of Cruise’s operations have been in its hometown of San Francisco, where it competes head-to-head with Alphabet’s Waymo. The two companies are currently in permit limbo as they await California’s Public Utilities Commission to grant them both the right to charge for robotaxi services throughout the city 24/7... Waymo and Cruise have run up against opposition from residents and city agencies, which may have caused the CPUC to delay hearings to approve their permits." TechCrunch

Disclaimer:

Investing in equities, fixed-income instruments and/or alternative asset classes involves substantial risk of loss. Any action you may take as a result of the information presented on this website, blog or in any Reformed Millennials Podcast (a “podcast”) is your own responsibility. By opening this page and/or listening to a podcast, you accept and agree to the terms of this full legal disclaimer. The information on this website, blog and in any podcast is presented as a general educational, informational and entertainment resource only. While Joel Shackleton is registered to provide investment advice as an Advising Representative this website, blog and any podcast does not provide, and should not be construed as providing, individualized investment, tax or insurance advice, nor as containing any recommendation to buy or sell any specific securities or otherwise make any other form of investment, or take any tax or insurance decision. Nothing contained on this website, blog or in any podcast should be construed or interpreted by you to mean that an investment in any securities presented or discussed would be suitable for you in your particular circumstances. Joel Shackleton specifically disclaim that any viewer of this website, blog or any podcast should rely in any way on any of their contents as investment, tax or insurance advice or as an investment, insurance or tax recommendation. Viewers are encouraged to consult with their individual investment advisor and other financial professionals prior to taking any potential investment actions or making any insurance or tax decisions. The views and opinions expressed herein are the personal views and opinions of Joel Shackleton and any other specific contributor to the blog or podcast only and do not necessarily reflect the views or opinions of their Firm or any of its other registered individuals or employees in partnership with Joel and his guests. Joel Shackleton disclaims any obligation to update any of the information set out on this website or any blog or podcast going-forward.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit reformedmillennials.substack.com
  continue reading

61 tập

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