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Posts Tagged: value stocks
Nick Hodge with a longer-format discussion on and the macro and micro themes that are disrupting the general equities markets and economic outlook. He still sees opportunities in gold, silver,...
Wed 12 Mar, 2025
11 comments
  Joel Elconin, Co-Host of the PreMarket Prep Show joins us to discuss the markets continued fall, and if this could develop into a...
Mon 10 Mar, 2025
35 comments
Dana Lyons shares why they are continuing to take a moderately defensive posture in the broader US general equities in the near-term, having gone short some sectors back in December, and pointing out...
Fri 7 Mar, 2025
1 comment
  Welcome to The KE Report Weekend Show! On this weekend’s show we feature two of our favorite generalist guests to provide trading strategies...
Sat 5 Oct, 2024
10 comments
Nick Hodge with his outlook on the beginning of the Fed rate cutting cycle, as shift from growth to value sectors within US equities, and the case for higher commodities prices in copper and uranium...
Wed 18 Sep, 2024
12 comments
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the rotation trade within US Equities, but also into beat up value sector stocks, gold,...
Wed 24 Jul, 2024
14 comments
    Welcome to The KE Report Weekend Show. There are a lot of positives to discuss for the markets so we are featuring...
Sat 9 Mar, 2024
36 comments
Craig Hemke with a wide-ranging discussion on the silver COT Reports, earnings from gold major producers, value versus growth, sector sentiment vs margins on valuations and the macroeconomic movers...
Thu 22 Feb, 2024
13 comments
Dana Lyons, Fund Manager and Editor of the Lyons Share Pro website joins us to share his current positions and trading strategies for US...
Thu 18 Jan, 2024
0 comment
More value stocks

Ed Moya – Investors Acceptance Of Higher For Longer Interest Rates Is Taking A Toll On Most Markets

Ed Moya outlines how the surging interest rates and King Dollar are continuing to pressure most market sectors

Mon 2 Oct, 2023
6 comments

Ed Moya – Did We Hit Peak Positive US Economic Data And How Will This Effect The Peak Fed Funds Rate?

Ed Moya recaps the potential we’ve seen peak positive economic data, and how that may affect the outlook on economic growth, Fed policy, US general equities, bonds, and commodities.

Mon 27 Feb, 2023
11 comments

Jayant Bhandari – The Contrarian Investment Thesis In Coal Companies With Attractive Valuations

Jayant Bhandari focuses on the macro picture in thermal coal and metallurgical coal, as well as a few companies he feels offer a compelling value proposition.

Thu 23 Feb, 2023
8 comments

Erik Wetterling – Value Investing Versus Guessing At Reactions To Macro Noise

Erik Wetterling, The Hedgeless Horseman,  discusses value investing versus guessing reactions to macroeconomic noise.

Thu 4 Aug, 2022
6 comments

Joel Elconin – Thoughts On The Energy Sector, Inflation, Deflation, And A Rotation Back Into Growth

Joel Elconin discusses the energy sector, inflation, deflation, and a potential rotation starting back into growth stocks.

Tue 5 Jul, 2022
106 comments