Listen to the October 19th Show
- Investors sitting on sidelines with unusually high cash balances.
- As a contrarian indicator…HMMM.
- Lessons to be learned for tech bubble.
- Data changes can save your portfolio.
- Berkshire Hathaway tolerates underperformance for long-term wins.
- Reality of risk.
- Semiconductors and housing indicate low probability of recession.
- A review of Apple, again.
- Jeff called regarding the tariff war and getting back in the market.