Buy Hold Sell, by Livewire Markets
Business:Investing
Following the GFC, the world embarked upon a monetary policy experiment the likes of which had never been seen before.
Having read the history books and being aware of the economic and financial malaise that lingered for decades post the Great Depression, and like a bout of long-COVID, central bankers were desperate to ensure it didn’t happen again.
So they pumped the system full of liquidity. Quantitative easing, loose balance sheets, low interest rates, you name it, the list went on. Then, when the pandemic hit, they pumped more liquidity again, and this time, governments got involved as well.
Well, the experiment is now well and truly over. Inflation has soared, recessions are imminent, and some of the distortions of all that liquidity are being reflected in the stock market. The tide is going out, and we’re going to find out just who has been swimming naked.
In that vein, Livewire’s Ally Selby sat down with the two Seans – Sean Fenton and Sean Roger – to discuss the long and short of it all, literally.
Fenton and Roger talk about hunting for shorts in the current environment, whether rate hikes are behind us and some stocks they like, both longs and shorts.
Note: This episode was filmed on Wednesday 17 May 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/2-stocks-facing-headwinds-and-the-themes-fundies-are-shorting-in-2023/
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
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