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Where’s the Market Headed From Here?

Insight on which sectors are strong, whether Russian sanctions matter and more


I recently joined our investment adviser Charles Sizemore, the editor of Macro Trend Investor, on the syndicated radio show Straight Talk Money.

Some of the topics we covered include:

  • The recent jobs numbers that include another favorable report regarding jobless claims, and the headline unemployment rate of 6.2% that remains at the lowest levels since 2008 despite a tiny uptick from June to July.
  • Russian sanctions that are meant to limit imports of consumer goods, and what it means particularly to luxury stocks and Western packaged goods companies.
  • Reasons why the economy is, broadly, looking quite good.
  • Why I like healthcare picks like HCP Inc. (HCP) and enterprise technology stocks including Oracle (ORCL) and IBM (IBM), and why Charles likes the valuations in Europe as well as high-yield REITs.

Take a listen to the podcast, attached below.

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Jeff Reeves is the editor of and the author of The Frugal Investor’s Guide to Finding Great Stocks. As of this writing, he did not hold a position in any of the aforementioned securities. Write him at or follow him on Twitter via @JeffReevesIP

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