Geopolitical Risk | Most Volatile Decade? |Housing Is Cheap? | Gold & Oil Get a Bid
By Derek Moore
Show Summary:
Derek Moore examines markets around historical geopolitical events. Plus, the 2020s are trending to be the most volatile decade and by the way we are up over 80% so far. Then, looking at the pop in gold and crude oil this week and perspective on where those markets are. Plus, a contrarian take that housing is actually cheap. Later talking semiconductor stocks, the US dollar index, inflation, and useless sentiment surveys.
You can click below to listen:
Or Your Favorite Podcast App to Listen and Subscribe to Get Notified of New Episodes
The listening experience is better if you download the Spotify app, Apple Podcasts app, or your preferred podcast app and subscribe or follow so that you get each show as it is published.
Topics Include:
- 1-year forward inflation expectations U-Michigan survey
- Sentiment gets better
- Gold breaks out of its most recent range while crude oil breaks back into its prior range
- US Dollar bearishness is the prevailing opinion so is it too crowded of a view?
- Semiconductors 40%+ off the bottom but still sideways since their all-time high in July 2024
- Markets 1-year later after geopolitical events
- Will the 2020s have the most 1% +/- days ever?
- S&P 500 Index earnings expectations forward 12 months update
- Price per square foot US Housing National average
- Is housing cheap when considering adjustments for inflation and average square footage?
Mentioned in this Episode
Jay Pestrichelli’s book Buy and Hedge
Derek’s new book on public speaking Effortless Public Speaking
Derek Moore’s book Broken Pie Chart
Contact Derek
Last Week’s Episode:
6000 Baby! | Market Breadth Narrows| Rolling 10 Year S&P 500 Returns | Tesla Elon vs. Trump
You can click below to listen: