My Most Important Interview Yet

Investors,

This market environment has been extremely difficult.

We’ve been in a whirlwind of uncertainty, ranging from the largest bank failures in U.S. history, geopolitical conflicts, a persistent Fed tightening cycle, and a multitude of risks that seemed to imminently threaten the sustainability of the bull market.

Thankfully, my approach to macro & willingness to listen to the market have allowed me to understand the bigger picture and align with the existing & unfolding trends.

I spoke about my framework and current views this week with Joe Consorti, one of the top analysts on X and someone I’m glad to call a friend, which you can watch here:

From a high-level perspective, this is one of the most comprehensive interviews that I’ve ever done while also providing important real-time views on current conditions.

Joe and I spoke at length about stock market fundamentals, investing psychology, the labor market, and many other hot-button topics that driving market dynamics.

Watch the interview and let me know what you think!

Even in 2022, when I had a negative short-term outlook on the market, I was telling investors throughout the 2nd half of the year that there were amazing opportunities in the market. I was interviewed by Julia La Roche in July 2022 and highlighted the attractiveness of companies like GOOGL 0.00%↑ and AMZN 0.00%↑. At the time, I acknowledged that they could go lower (they did), but stated that they were on sale and giving long-term investors attractive entry points.

Since the lows in Q4 2022, just 4 months after that interview, GOOGL has gained +118% and AMZN has gained +136%.

The best part is that I put my money where my mouth is, with both stocks ranked in the top 10 largest positions in my long-term portfolio.

Premium members of Cubic Analytics are constantly made aware of the activity in my long-term portfolio on a weekly basis, with quarterly updates on the whole portfolio.

In fact, I’ll be sharing one of those quarterly updates very soon with complete transparency about what I’m holding, why, and what I’m planning to do for the rest of the year. It will be my 3rd portfolio update of 2024, building on the prior editions that were huge hits amongst premium members.

If that’s of interest to you, upgrade to an annual/monthly membership and you’ll also receive full access to tomorrow’s premium report, where I’ll share in-depth thoughts on current stock market trends so that you know all of the important developments that I’m focused on.

Best,

Caleb Franzen
Founder of Cubic Analytics

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DISCLAIMER:

This report expresses the views of the author as of the date it was published, and are subject to change without notice. The author believes that the information, data, and charts contained within this report are accurate, but cannot guarantee the accuracy of such information.

The investment thesis, security analysis, risk appetite, and time frames expressed above are strictly those of the author and are not intended to be interpreted as financial advice. As such, market views covered in this publication are not to be considered investment advice and should be regarded as information only. The mention, discussion, and/or analysis of individual securities is not a solicitation or recommendation to buy, sell, or hold said security.

Each investor is responsible to conduct their own due diligence and to understand the risks associated with any information that is reviewed. The information contained herein does not constitute and shouldn’t be construed as a solicitation of advisory services. Consult a registered financial advisor and/or certified financial planner before making any investment decisions.