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Using Valuations to Time Investing Opportunities, Gauging Tariff Impacts
Manage episode 499078552 series 3645668
Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent economic data and Fed speakers taking a turn towards dovishness.
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6657 episodes
Manage episode 499078552 series 3645668
Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent economic data and Fed speakers taking a turn towards dovishness.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
6657 episodes
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