Welcome to a new edition of Market whispers, a weekly podcast where Beachman covers the most important market signals that investors should be aware of.
We are now doing these weekly updates in the form of a podcast with the content in both audio and transcript form (see link above). You can listen to the audio on the Substack app as well as on your favorite podcast platform like Apple Podcasts.
This week, we discuss several key topics including the current state of the markets, the latest read on leading macro indicators that I track, my impressions of the Indian economy, early reads on Q4 earnings and why I am getting more bullish now.
Cheers and good luck out there.
I would like to welcome the many, new subscribers who have joined the Beachman community over the past three months. 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 - Jan 21st 2024