Welcome to another edition of Market Whispers, a weekly podcast where Beachman covers the most important market signals that investors should be aware of. I am also putting out this content, a few hours later, on my YouTube channel “Market Whispers by Beachman” using the link below.
This week, we discuss whether tech stocks are overvalued and if inflation will level back up in the US. We cover some recent macro updates, the Q4 earnings season, nearshoring to Mexico and the important of the transportation industry.
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 - Feb 23rd 2024