Show notes
Bakes’ Takes Podcast Show Notes Saturday March 6, 2021 :23 1) Bubble?2) How to sell stocks! 3) Commodities around 100- year lows :38 Why I do this—Bobby, Jack, please listen in. ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. Buffet Indicator—stocks to GDP at all time highs You are here, why bonds matter Bakes’ Take—Valuations poor, can’t handle rates up much more, watch 200 dma’s New Bakes’ Take—no bubble, but expensive, know how to sell CSCO—2000, $80 to $12, down 85% in 18 months Royal Caribbean/RCL--$111 down to $86, down 22% in one year, plan ahead Bakes’ Take—Podcasts of the Week! Bakes’ Take—Reporters of the Week! Jim Bianco—commodities up 16%+ first two months, going back to 1973, 2nd best year vs. 2003 https://www.cbsnews.com/video/bill-gates-climate-change-60-minutes-2021-02-14/#x Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to [email protected] or write if you prefer. I will also keep you anonymous is you’d like. Thank you for listening, Mike Wilson is my producer. Have a great week. Bakes Much needed levity… https://www.youtube.com/watch?v=hmNOe94Kz3Q

