Time to Sell???

Chris urges calm amid tech stock dips and tariff fears, quoting JP Morgan: “Stocks return to their rightful owners.” He dismisses CEO whining, highlights U.S. debt rollover at lower rates (4.2% vs. 5%), and slams media drama. Don’t be a greater fool—wise up! www.watchdogonwallstreet.com

Episode Transcript

Speaker 1 (00:00):
The Watchdog on Wall Street podcast explaining the news coming
out of the complex worlds of finance, economics, and politics
and the impact it we'll have on everyday Americans. Author,
investment banker, consumer advocate, analyst, and trader Chris Markowski.

Speaker 2 (00:16):
Are you freaking out? Are you in that sell mortimers
sell mode like from trading places? Oh no, your tech
stocks down a little bit. I will remind everybody again,
I'd used this line, explain it to you before. His
genius was now that On JP Morgan he said when

(00:38):
markets sell off, markets sell off or recession, whatever it
may be, stocks return to their rightful owners. So what
was he alluding to? Ken? It was a very cocky
statement to make, but he's not wrong. He's not wrong.
You want to be a greater fool. You want to
sell your positions because you're concerned about tariff Man and

(01:01):
the TIFF's coming down the pipe and what's gonna happen
and oh my god, look at the stocks of down.
What's gonna happen and what's gonna cost grid good? Lose money?
Do what you want now. Listen, some people that li
liken themselves to really savvy traders borrowing money on margin. Yeah,
you might get called out. A lot of people out

(01:23):
there are getting wiped out in their short term options
over a short period of time. Again, those are all
highly speculative plays. Ask yourself the question. Ask yourself question,
are you concerned about the companies in your portfolio? Are
they looking like they're gonna go out of business anytime soon? No. Now,

(01:47):
we've kind of watched this trade war Shenanigan stuff happen
in Trump's first term. This is obviously different from that
point in time. Without a doubt, we're going to see
what's going to happen down the pike. And quite frankly,
like I said before, I'm not a huge fan of

(02:07):
tariffs by any stretch of the imagination. I love free trade.
I would love to have free trade. But again, it
takes two to tango in this situation. That's one of
the things that Donald Trump is trying to get across.
You're seeing a litany of CEOs come out and actually discuss, Ah,
you know, this is going to hurt our profits, and
this is going to hurt this and this is going

(02:28):
to do that. That's what they're there to do. Why
wouldn't they stay that that they're hedging their own position
in case they have a bad quarter, or they can say, hey, look, jeez,
we can talk about this. They can drop our numbers
down and then we can blow away numbers. You do
understand how these CEOs operate, right, He's got to take

(02:51):
a big fat collective skill pill when it comes to
all of this again. But yeah, if you think you
know the right time to get in, the right time
to get out, good luck with that. Have fun with that.
There's a couple of things I wanted to mention as
well that nobody nobody is talking about in the business press.

(03:16):
We have we have a lot, a lot, a lot
of debt to roll over this year as a country.
Oh yeah, yeah, we have a lot of debt that
needs to be rolled over. The United States has to
go out and they have we have to borrow a
ton of money this year. Had he taken a look

(03:37):
at the tenure since all of this stuff has been
going on and we were up up near five percent,
we're now down at four point two percent, isn't it
better for the United States to be borrowing at a
lower Ratelutely, and I do think this is part of

(03:58):
their plan as well. Put the war words, the various
different conversation, what they're saying in Canada, what they're doing here,
what they're doing, and you do what are so that
these people are politicians? Right? And what about politicians? We'll
take that one from Hunt for Red October. Cheats and liars,

(04:19):
Okay them all, overwhelming majority of them are cheats and liars.
What was the line that they're not They're not kissing babies,
they're stealing lollipops. They know exactly what they're doing. And
again you're watching all also the mainstream media out there
and the way that they're covering this, because again they
gotta they gotta get the lot of drama to the equation.
You gotta roll out the stock photography of traders holding

(04:43):
their heads freaking out over what's going to happen next. Again,
this is another example of trying to take advantage of
the greater fools, which they think they're you. You're going
to either choose to be a greater fool or you're
going to choose to wise and up Watchdog on Wall
Street dot Com