The time for small caps is hotting up
I’ve been sweating on a small cap revival and Jerome Powell’s talk about rate cuts makes me confident that I’m right.
Peter Switzer is the founder of Switzer Group - a content, publishing and financial services firm. Peter is an award-winning broadcaster, talking each morning to 2GB's Ben Fordham about the latest in finance and money. You can read his views daily on Switzer.com.au, and subscribe to Switzer Report for his latest insights, analysis and recommendations.
I’ve been sweating on a small cap revival and Jerome Powell’s talk about rate cuts makes me confident that I’m right.
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
Historically when people have said “this time it is different” the market has proved them wrong. But with the arrival of Donald Trump, this time things are unquestionably different. So, the question is: Will his difference work against the market, punishing investors who remain long stocks.
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Here are 5 left field stocks thrown at Paul and me during a recent Boom, Doom, Zoom session.
It’s been a positive week for stocks but it’s not crazy to ask are we approaching a crossroad with stocks? There is one road leading to a US and global economy slowdown because of the Trump tariffs, which has to create a one-off rise in inflation in the States.
Major errors in US statistics for the number of jobs created is a new curve ball bound to be another challenge for stock markets. I’ve been holding back my own cash and that of my financial planning clients. Now I’m going to wait and see how this recession talk plays out. While my playbook for investing short term is to watch the market reaction this week, what’s my long-term play?
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
When shopping in Harris Farm Markets recently, a subscriber came up to me and said she was a fan of the Switzer Report and never misses the “Hot Stock” from Maureen Jordan, added she’d done really well out of those calls. Today I go back over the last six weeks of calls and see what the analysts think of the revelations Maureen gleans from her market buddies.
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
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