Is it time to audible on our market outlook? The easing of financial conditions, 60/40 portfolios are having their best performance since 1991 and Barron’s sounds bullish, a potential China risk in 2024, state of the consumer & homebuilders.
Timecodes
0:00 – Calling An Audible?
9:35 – Easing Conditions
15:55 – 60/40 Portfolio Performance
21:25 – China Problem Looming
29:15 – DG & LULU Previews
31:05 – Homebuilder Outlook
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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So late today.
ARKK is up because Coinbase is going to the moon. Top holding now.
Alaskan Airlines may acquire Hawaian Airlines & it went up 192% today ( in case you missed it).
Took profits and tax loss harvested for our 2023 equity portfolio. Still holding our dividend stocks and trimmed tech stocks.
Looking at commodities and short term T-Bills (1-6 months) for next year. Looking for quality REITS. People have almost completely written off commercial real estate.
This has been an awesome sell the rip. Keep building that capital for what we all know is coming.
Next year is an election year and we have big fiscal stimulus!! 26 is the year for the downfall!!!
Unfortunately I'm not on Apple or Spotify
Thanks bud for keeping us financially Educated! Regardless of how bad it gets on the economy, I'm happy I made profits this month while trading independently after studying the market for a while.
The Packers did well but that no call was ridiculous. Happy for the Pack. I hope it doesn't hurt KC losing that game.
If Dan 'Nose' Nathan and Guy 'Psycho' Adani are advocating for something then it's probably best to take the opposite position.
I'm a Packer fan, but that game was controlled by the officials. Wonder what the gambling flow was…
Wow three total bears predicting a down market each and every update each and every day in 2023 … All three wrong each and every day between Nathan, Adami and Young … No one can possibly remain solvent listening to any of these clowns
Not 1 Bear, Not 2 Bears, we need 3 Bears on this podcast! #echochamber
Excellent bear FUD and doomsday selling boys. Bonus? Training EY to be a FUD selling perma bear as well. Good job guys!
Dan "Always" Wrong Nathan because he thinks he is smarter than he is and thinks he is smarter than anyone else comparing predicting the market to predicting a football game is a joke … It is simple Dan everything you do is to prove the false reality that you are smarter than everyone else in the world and you are not !!!
This lady Liz Young is “couscous”, bear and waiting for recession for the last 3 years. She is living is some “late economic cycle” and waiting for a horrible stock downturn for years now. Obviously she has been wrong for months and for years. I wonder why CNBC are still inviting her.
Even a broken clock is correct twice a day. So, I am sure that at some point we will have problems. But Liz Young is horrible investor.
I will forever be indebted to you you've changed my whole life continue to preach about your name for the world to hear you've saved me from a huge financial debt with just little investment, thanks so much Mrs. Belinda Owens
Went into DG store this Sat in Alpharetta, store was almost empty !!
What does the "Cycle Reset hasn't happened yet." mean ??
These folks are so disingenuous, it’s disgusting. Talking about fake China risks meanwhile they were dead wrong all year
It's comical to hear their take on Powell's comments. Powell essentially spiked the football and declared victory against inflation. He even called out PCE core running at 2.5% over the past 6 months. Only a crazy bear can think Powell was hawkish. LOL!
Predicting market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
I'm glad I got into crypto when I did because it’s been a turning point for me financially, been my best decision so far.
I wonder how you haven't gone up the charts with this one
TOM LEE: Buy the DIP specially on the NASDAQ 100
TOM IS BULLISH, END OF STORY
ITS THAT SIMPLE
IGNORE THESE FUGAZI BEARS
AT 11minutes and .05 seconds
Mr Fugazi (Guy) says I'm sure Jerome Powell is not happy seeing this stock market rally.
This is absolutely FALSE INFORMATION, you are being fooled.
NOTE: Central banks specially the FED, have infused 350+++ BILLION DOLLARS to pump the markets & risk assets since the 4100 SPX low ON 27TH OCTOBER.
These people are totally and completely lying.
FUGAZIS.
BE CAREFUL WHO YOU LISTEN TO.
JUST DO THE OPPOSITE TO WHAT THEE FUGAZI'S SAY !
EASIEST WAY TO MAKE $$$
WORKS EVERY SINGLE TIME.
Hi, I have the diversified portfolio of invested in gold, silver and crypto but not as much as I’d want because of such high prices leaves everyone spread thin. I want to diversify my $250k portfolio.
I agree – Wow three total bears predicting a down market each and every update each and every day in 2023 … All three wrong each and every day between Nathan, Adami and Young … No one can possibly remain solvent listening to any of these clowns
what a bunch of clowns. 2024 will be a bumper year for stocks
Hey, it could be worse – they could rotate in the * I was pretty much right about everything but the stock market* crap and hear Dan Nathan out, trade what he thinks.
I'm hoping to end the rat race by 60, I’m 42, $600K net worth. Money is a liability, not an asset. You have to exchange it for assets that represent real value. Real estate – properties for rent. Stocks (dividends). Bonds (interest), funds, REITs (interest) So, what is it with Gold?
Great stream, as always. I appreciate the level-headed approach you take to the news and the markets.. A lot has changed and that's on everything but the truth is I don't even care much about bullish or bearish market anymore because Mrs Victoria Wiezorek got me cover as I am comfortably making $11,639 weekly.
Great show
Dan ruined her career.
Happy Monday 😉
The most important thing that should be on everyone's mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the world. This is still a good time to invest in various stocks, Gold, silver and digital currencies. I never imagined that a few thousand dollars per month would add up. However, it is. I've made around $870,000 since 2020.
So what happens if what you guys predict in the economy comes true but the market is still holding up? Some of the arguments you guys make seems like a case to be a multi decade bear.
Dan needs to take a trip to Puerto Rico to lengthen his telemeres
I'm favoured $130k every 4 weeks! I now have a good house and can afford anything and also support my family
Apparently the only thing that matters is liquidity. With most markets from S/P, housing prices, precious metals rallying- it should be drying up.
I’m a dividend investor, My wife and I have invested in the S&P500, both through my TSP with the government, and through fidelity in her 401-k. Cashed out 270k from the S&P and invested with a Financial adviser, Monica Mary Strigle. Until around 3 years ago we were 100% in the s&p after over 30 years. I’m retiring at the end of this month at 62, while my wife will retire next year at 60. We currently have 3.7 million in our tax deferred savings. I am putting this out there for anyone looking for how to help themselves in this time of crisis.