6 episodes
The Kelly Letter Podcast Jason Kelly
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- Business
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5.0 • 6 Ratings
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Bestselling author Jason Kelly analyzes the stock market through his quarterly price reaction system. Learn about The 3% Signal and its leveraged cousins, The 6% Signal and The 9% Signal. See that forecasting is a fool’s game. Better to react with precision to what has already happened. Topics include: stocks, bonds, ETFs, the Fed, interest rates, yields, and retirement.
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The Inflation Reduction Act Means Nothing to Inflation
The Inflation Reduction Act means nothing to inflation or stocks, focused as it is on climate change mitigation and healthcare reform.Show notes with links and comments at:https://jasonkelly.com/podcast/
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China’s Threats Will Not Harm Stocks
Nancy Pelosi lands in Taiwan, China goes ballistic, but none of this means anything to stock-market investors.Show notes with links and comments at:https://jasonkelly.com/podcast/
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Jeff Sommer Faces the Fog of Stock Market Uncertainty
Jeff Sommer at The New York Times faced the fog of stock-market uncertainty, and readers attacked him for it. But he wasn’t wrong. The stock market is uncertain, which is why you need a system.Show notes with links and comments at:https://jasonkelly.com/podcast/
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Earnings Season is Not Killing Stocks
Earnings season is not killing stocks, small caps roar back, and doubt about our economic growth model is no reason to abandon stocks.A few weeks ago, bears warned that if you thought the stock market had been rough this year through June, just you wait until second-quarter earnings stink and the bottom falls out.Well, we’re a couple of weeks into it and all is well.Show notes with links and comments at:https://jasonkelly.com/podcast/
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BlackRock Downgrades Stocks
BlackRock downgrades stocks but still recommends them for the long term, so it must be recommending short-term timing, which doesn’t work.Plus, the bond market catches a bid and yields are falling; and PepsiCo, for one, is doing fine in this inflationary environment.Show notes with links and comments at:https://jasonkelly.com/podcast/
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The Kelly Letter Goes All In to Stocks
The Kelly Letter goes all-in to stocks, inflation is stabilizing, and past stock-market declines like this one led to solid recoveries.
Customer Reviews
This podcast is fantastic for anyone interested in investing
Thank you Jason for providing this fantastic podcast series. This is great for everyone following your investment strategies or for anyone interested in investing at all. You can really hear nuances in your voice that cannot and sometimes should not be put in writing. Not that your feelings/emotions are wrong but that regardless of how you write it, feelings/emotions are inevitably misinterpreted by someone especially with enough people in your audience. And I must say that at least from my interpretation of your thoughts that I couldn’t agree more on the state of things. Well, right or wrong, it won’t impact my holdings at all because that’s already decided based on math. Cheers!