Please join me today for a special interview
Good morning! 👋
Imagine JPow and his team were a band.
In my best stage announcer voice…
…Appearing live from Jackson Hole for a one-day-only exclusive engagement, JPow and the Beltways Boys. Featuring their smash hits, Attention to Deficits Disorder, Inflation Blues, It’s Transitory, We’re Keepin’ an Eye on Things... and, of course, Damn the Torpedoes.
I’m going to keep it short this morning.
Jay (@FinXSpaces) has very kindly invited me to discuss all things NVDA, PLTR, investing psychology, and more starting at 0700 PST / 1000 EST. Time permitting, I will be taking questions.
I’d love for you to join me if you can by clicking here—and I hope you do!
Later today, I’ll be joining the fabulous Liz Claman on FOX Business at 1500 EST to talk about where I see the money moving as we head into the last trading hour of the week. As always, it’ll be a great conversation!
Meanwhile, do NOT let the markets throw you off your game.
Futures are up slightly this morning as traders await Powell’s remarks from the Jackson Black Hole central banking confab. There is very little he can say that we haven’t heard before, which means any Fed-induced gyrations are just that… gyrations.
There is no doubt in my mind that Chairman Powell will attempt to maintain a middle-of-the-road stance while trying exceptionally hard not to create the appearance that he’s weak or that the Fed has lost control. And the news media will dissect every little nuance to the nth degree.
The irony couldn’t be more extreme.
You see, none of this really matters much in the grand scheme of things if you’re a long-term investor with a clear vision and a portfolio full of quality stocks and other investments.
History shows very clearly that companies making “must have” products and services, with strong protectable margins and even stronger executive teams, can profit through thick and thin. That’s why, at the risk of sounding like a broken record, I insist you focus on ‘em, almost to the exclusion of everything else.
You got this!
As always, MAKE it a great day.