Why timing the market doesn’t work (EP. 46)

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Laminate Money

61 episodes

6 days ago

Your financial life, your neighbors financial life, the companies you invest in, our economy as a whole, is built layer by layer. Come learn how each week what the team at Fjell Capital is thinking as new layers unfold and how you can design and build your dream financial life. Email us at hello@tiredandrich.com. Start your journey with Fjell Capital: www.fjellcapital.com Join 12,000+ subscribers to Tired & Rich: www.tiredandrich.com

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Why timing the market doesn’t work (EP. 46)

Laminate Money

40 minutes 57 seconds

2 years ago

Why timing the market doesn’t work (EP. 46)

(Sorry we forgot to publish this last Wednesday, another episode dropping on Wednesday)

On this week’s episode we talk about asset demographics in the US and why they exist, the cost of timing the market and why it doesn’t always work, how mortgage rates and rates in general are staying higher for longer, SpaceX’s quarterly earnings, and the $900,000 AI job. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Subscribe to the Weekend Reads (https://www.fjellcapital.com/weekend-reads) Become a client of Fjell Capital (https://www.fjellcapital.com/start-here) Stocks The next streaming wars will be Netflix and Microsoft over cloud gaming (https://www.theverge.com/2023/8/14/23829262/netflix-cloud-gaming-testing-tv-web) AI powered article summaries (https://www.theverge.com/2023/8/15/23833045/google-artificial-intelligence-summary-chrome-sge) SpaceX said it made it’s first profitable quarter on $1.5 billion in revenue (more than Marriot, WYNN, and TRowe Price) (https://www.wsj.com/tech/behind-the-curtain-of-elon-musks-secretive-spacex-revenue-growth-and-rising-costs-2c828e2b?st=7i3up5shn4vvlz9&reflink=desktopwebshare_permalink) Walmart says says consumer picture is looking up compared with start of the year (https://www.wsj.com/business/retail/walmart-wmt-q2-earnings-report-2024-1aa8e9f?st=77861o4v7f2l6m4&reflink=desktopwebshare_permalink) Target said backlash to its Pride month collection contributed to weaker sales (https://www.cnbc.com/2023/08/16/target-tgt-earnings-q2-2023.html) Energy stocks finally aren’t falling in 2023 (https://allstarcharts.com/corrections-are-a-choice/) The cost of timing the market (https://www.visualcapitalist.com/chart-timing-the-market/) Economy When will the Fed begin cutting interest rates? The answer to that question depends on who you ask. Odds provided by CME Group show traders are placing the highest chances of a cut in May of next year. Economists at Goldman Sachs agree, expecting the first rate cut will be delivered in Q2 2024. Across the Street, JPMorgan doesn’t see Powell & Co. cutting rates until the second half of 2024. Next door, Morgan Stanley is more optimistic, predicting the first reduction in rates to arrive in Q1. Something most investors can agree on: the Fed will pause at its upcoming meeting on September 20. Are mortgage rates hurting the housing market? (https://www.wsj.com/economy/housing/mortgage-rates-2023-us-higher-seven-percent-c92d684a?st=i3hjnka1tcb322w&reflink=desktopwebshare_permalink) The $900,000 AI job is here (https://www.wsj.com/articles/the-900-000-ai-job-is-here-230fc3cb) This inflation chart from Ryan Detrick (https://twitter.com/RyanDetrick/status/1688218131402276865) Electronics construction spending is breaking out (https://twitter.com/BullandBaird/status/1689287624479985664) Housing Why the share of wealth among younger people is skewed towards real estate (https://www.visualcapitalist.com/us-wealth-by-generation/) Other Most Americans under 30 prefer subtitles (https://today.yougov.com/topics/entertainment/articles-reports/2023/08/11/american-adults-under-30-watching-tv-subtitles)