Welcome to Market Whispers, a weekly podcast where Beachman covers the most important market signals that investors should be aware of. I also publish this content, a few hours later, on my YouTube channel “Market Whispers by Beachman” (link below).
This week, we take a broader look at how the US economy is doing in the light of recent Q1 earnings reports. We discuss various tailwinds and headwinds as well as the impact of long term interest rates and AI.
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Here is how his portfolio performed over the past 4 years: 2023: +88%, 2022: -21%, 2021: +68%, 2020: +44%
His portfolio, currently, has a 33% allocation in AI across 6 stocks that are actually making money in AI today. And he plans to pivot towards the next set of AI winners over the next few months.
The Mothers day sale will not come around for another 12 months. So use this link to take advantage of his limited time offer and get full access to all his best ideas and content: https://beachman.substack.com/mothersdaysale2024
Cheers and good luck out there.
If you are new here, please check out the must-reads listed on the About page and the Roadmap page.
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Market Whispers - Apr 26th 2024