Episode 3: Navigating Market Highs, Tech Triumphs, and Global Economic Tides

Summary:

In this episode of the Closing Bell, Jason Jacobi and Coach Boyer discuss various topics related to the economy, stock market, and global tensions. They introduce the week's theme, which focuses on navigating market highs, tech triumphs, and global economic tides. They then delve into the semiconductor industry, specifically focusing on Taiwan Semiconductor and its positive earnings guidance. The conversation shifts to the impact of geopolitical tensions on the market, particularly about Taiwan and China. They also touch on Q4 earnings season, the housing market, and the effects of shipping costs and global tensions on inflation. The episode concludes with discussing investing strategies and the importance of staying calm and focused in turbulent times.

Chapters:

00:00 Introduction and Theme of the Week 01:11 Tech Triumphs and Semiconductor Industry 03:01 Taiwan Semiconductor and Economic Indicators 04:22 Geopolitical Tensions and Taiwan Semi 06:17 Taiwan Semi's Supply Chain and Globalization 07:44 China's Economic Challenges 09:24 Q4 Earnings Season and Market Outlook 12:45 Housing Market and Existing Home Sales 16:51 Shipping Costs and Global Tensions 17:48 Geopolitics and Portfolio Impact 22:08 Investing Strategies and Opportunities 26:17 Closing Remarks

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.