Geopolitical Risk | Most Volatile Decade? |Housing Is Cheap? | Gold & Oil Get a Bid
Description
Derek Moore examines markets around historical geopolitical events. Plus, the 2020s are trending to be the most volatile decade and by the way we are up over 80% so far. Then, looking at the pop in gold and crude oil this week and perspective on where those markets are. Plus, a contrarian take that housing is actually cheap. Later talking semiconductor stocks, the US dollar index, inflation, and useless sentiment surveys.
1-year forward inflation expectations U-Michigan survey
Sentiment gets better
Gold breaks out of its most recent range while crude oil breaks back into its prior range
US Dollar bearishness is the prevailing opinion so is it too crowded of a view?
Semiconductors 40%+ off the bottom but still sideways since their all-time high in July 2024
Markets 1-year later after geopolitical events
Will the 2020s have the most 1% +/- days ever?
S&P 500 Index earnings expectations forward 12 months update
Price per square foot US Housing National average
Is housing cheap when considering adjustments for inflation and average square footage?
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com
United States
