Latest / The Real Investment Show (Full Show)
3-31-25 Sellable Rally or "Buy the Dip?"
There are no discernable signs of economic stress...yet, bu tconsumers are concerned about wages and job security. The question begging to be asked: When is the Fed going to step in (Fed purview: Employment and price stability...AND by extension, consumer confidence). How will markets react to Liberation Day (4/2)? Corporate buy backs will resume 3rd week of April. Markets pulled back on Friday (mimicking four similar pull backs last year.) Make no changes just yet; wait for the next market bounce. Can corporations pass along the expense of increased tariffs? When will the Fed act? Goldman is…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.