Watch Part 1 of Phil’s talk last week with BNN’s MoneyTalk about the overall picture for the stock market. Don’t miss it (like I initially did)!! I’ve also re-posted Part 2, below, in which Phil talks about cashing out of the MoneyTalk portfolio but keeping six positions, including SunPower Corp. (SPWR), SoFi Technologies, Inc. (SOFI) and Logitech (LOGI). ~ Ilene
Phil discusses the outlook for the market and major risks factors, such as the war in Ukraine, a looming recession, China’s property market, and Covid.
Phil makes changes to the Money Talk Portfolio.
For more on Phil’s individual positions, read: BNN’s MoneyTalk Portfolio Review.