Clip from Weekend Video to Educational Members 10/22/22
In my Educational Product, I produce videos twice a week with market analysis and stock ideas. I also conduct regular Stock Screening Webinars. Here is a clip from the Weekend Video for Educational Members on Saturday, October 22, 2022. If you're interested in more content like this, here is the link to sign up: https://joefahmy.com/investor-education I can be reached at: jfahmy@zorcapital.com. Disclaimer: This information is issued solely for informational and educational purposes and does [...]
Random Market Thoughts
I haven’t updated my blog in a while, so here are some random market thoughts (in no particular order): 1) In mid-December 2021, I turned cautious on the market, mainly because the Fed started talking about taking all their accommodation away. In a series of announcements between early December 2021 and mid-January 2022, the Fed discussed ending their bond purchases, raising interest rates, and decreasing their balance sheet. Since then, their hawkish actions have provided [...]
Brainwashed
There’s a generation of new investors that think stocks go up forever. Before I continue, I would like to emphasize two points: 1) I’m not being critical because when I first started investing, I thought the same thing. 2) Over a 10, 20, 30-year period, the indexes always go up, but the majority of individual stocks do not. The stock market is a master manipulator. It conditions us to think a certain way over and [...]
Why the market has limited upside for now
There’s a reason the late, great Marty Zweig came up with the phrase “Don’t Fight the Fed.” They’re not the only thing that controls the market, but they are very influential. The market moves for many reasons, but the two main factors are earnings and interest rates. Monitoring the Fed’s actions is important because they affect interest rates, especially short-term rates and overall liquidity. For example, since April 2020, the Fed started pumping tons of [...]
Clip from Weekend Video to Educational Members 2/26/22
In my Educational Product, I produce videos twice a week with market analysis and stock ideas. I also conduct regular Stock Screening Webinars. Here is a clip from the Weekend Video for Educational Members on Saturday, February 26, 2022. Please keep in mind that I will not regularly update this blog with my current market thoughts. I am just trying to give people a feel for the type of detailed analysis and education I am [...]
IBD Interview 1/12/22
Here is my interview with Investor's Business Daily on 1/12/22 I can be reached at: jfahmy@zorcapital.com. Disclaimer: This information is issued solely for informational and educational purposes and does not constitute an offer to sell or a solicitation of an offer to buy securities. None of the information contained on this blog constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. From time [...]