Unlocking Economic Insights: Mike Singleton on GDP Growth, Small Business Optimism & Momentum Plays
Manage episode 464758056 series 3642467
Join me as I sit down with Mike Singleton, CFA, of Invictus Research for a deep dive into the markets. We’ll break down Mike’s economic outlook, including his take on GDP growth and a more effective way to assess the impact of jobless claims. Plus, we’ll explore the relationship between small business optimism and small-cap stocks, the role of momentum investing, and whether the classic "buy on the dips" strategy still holds up. To top it off, Mike shares two industry groups he's watching closely for potential improvement in Q4. Don’t miss this insightful conversation!
You can learn more about Mike and his work at Invictus Research using their new mobile app: https://apps.apple.com/us/app/invictu...
Follow Mike on X at https://x.com/InvictusMacro
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Take my FREE course "The Five Modes of Mindful Investors" here: https://www.marketmisbehavior.com/fre...
Follow me on Twitter: / dkellercmt
Enjoy the video? Feel free to buy me a coffee. https://www.marketmisbehavior.com/coffee
Check out Seeking Alpha Premium, including access to all premium articles as well as their exclusive Quant Ratings, and enjoy a double-sized free trial using my link: https://marketmisbehavior.com/seeking...
The best investors are voracious readers. Audible allows you to consume books on the go! Free 30-day free trial using my link:
37 episodes