Semiconductors are the new transports: Josh Brown from CNBC.
See you tonight!
Hypothetical scenario – you want to play all offense with your stock portfolio, i.e. own the hottest stocks with the most potential upside, but use the rest of your portfolio to play the strongest defense possible. Another way to phrase this would be a barbell portfolio on steroids. It would have worked over the last…
Valuations don’t tell you anything about stocks: Josh Brown from CNBC.
Greatness from Ben, send this to the people in your life who need to hear it.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
Why Josh Brown is adding to his Uber position from CNBC.
Durability is one of the most important characteristics of any core portfolio.
Peter Boockvar (of Bleakley Advisory and the Boock Report) joins Josh in a wide-ranging discussion about the investment case for silver, the benefits of having short-sellers in the stock market, investment manias throughout history and more.
Repeat after me:
That sounds stupid, I’m buying some just in case.