{"id":12801966,"date":"2025-03-30T12:50:57","date_gmt":"2025-03-30T16:50:57","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12801966"},"modified":"2025-03-30T13:45:13","modified_gmt":"2025-03-30T17:45:13","slug":"psws-weekly-webinar-upcoming-tariffs-the-money-talk-portfolio","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/03\/30\/psws-weekly-webinar-upcoming-tariffs-the-money-talk-portfolio\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: Upcoming Tariffs &#038; The Money Talk Portfolio"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=W8h3h9BusnY\" target=\"_blank\" rel=\"noopener\">Upcoming Tariffs &amp; The Money Talk Portfolio (3\/26\/2025)<\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/W8h3h9BusnY?si=iohpS2HpIf5WiqSF\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Timeline:<\/p>\n<p>0:00 Oil trade setup and rationale for shorting at $70<br \/>\n0:38 Commodity trading conditions and evaluating oil short opportunity<br \/>\n0:56 Reviewing API oil report and data significance<br \/>\n3:55 Analysis of resistance at $70 and setting up short entry<br \/>\n5:24 Technical analysis using pivot points and standard deviations<br \/>\n7:33 Market reaction to tariffs and implications for NASDAQ\/S&amp;P<br \/>\n8:17 EIA report data vs API; oil price expectations and 5% Rule<br \/>\n9:12 Applying 5% Rule to oil pullback and bounce levels<br \/>\n11:05 Profit-taking strategy based on technical retracement zones<br \/>\n13:04 Confirming oil price behavior aligns with technical expectations<br \/>\n15:22 Larger time frame oil analysis and confirmation of setup<br \/>\n16:05 Risk\/reward profile and decision-making process for oil trade<br \/>\n17:34 Summary of trade logic and selectivity in commodity futures<br \/>\n20:01 Index drop linked to Trump tariff news and market instability<br \/>\n23:06 Historical context for tariff levels and policy comparison<br \/>\n26:04 Tariff uncertainty and its disruptive effects on investment<br \/>\n27:12 Economic impact projections: recession, inflation, and earnings<br \/>\n29:27 Investment strategy and balancing long\/short positioning<br \/>\n30:39 Bullish W-patterns and potential market recovery setup<br \/>\n33:34 Portfolio performance, cash management, and hedging<br \/>\n36:10 Review of positions across $700\/month and Money Talk portfolios<br \/>\n37:49 Inflation, tariffs, Fed policy, and misinterpretation of \u201ctransitory\u201d<br \/>\n39:22 Wealth inequality, tax under-collection, and national debt<br \/>\n41:14 Retaliatory tariffs and global response to U.S. trade actions<br \/>\n42:36 Global EV growth and copper demand trends<br \/>\n45:26 Copper price trajectory and confirmation of long-term thesis<br \/>\n47:58 Wealth distribution charts and implications for tax policy<br \/>\n51:04 Reagan-era tax cuts and their long-term effects<br \/>\n53:20 Debt vs. wealth distribution and fairness<br \/>\n54:44 Proposal for wealth redistribution and fixing inequality<br \/>\n57:25 Corporate tax avoidance and systemic manipulation<br \/>\n58:47 Effects of inequality on society and risk of social unrest<br \/>\n1:01:04 Redistributive policy ideas and government role<br \/>\n1:03:07 Historical parallels: Slavery, revolution, and collapse of elites<br \/>\n1:11:15 Apple analogy for wealth inequality and public resentment<br \/>\n1:14:57 Tools of oppression: education, distraction, and suppression<br \/>\n1:16:45 Potential economic fallout from cutting Social Security<br \/>\n1:19:40 Transition to trade execution and current top trade alerts<br \/>\n1:21:10 Portfolio additions (Micron, Disney, Whirlpool, etc.) and strategy<br \/>\n1:27:30 Fundamentals behind stock picks and value opportunities<br \/>\n1:38:51 Market pattern analysis and expectations for W-shaped recovery<br \/>\n1:40:00 AI impact on earnings and macro outlook<br \/>\n1:41:26 Valuation concerns, AI infrastructure investments and economic uncertainty<br \/>\n1:45:30 Strategic positioning based on forward P\/E and earnings potential<br \/>\n1:50:09 Final investment rationale: focusing on durable, undervalued companies<\/p>\n<p style=\"text-align: center;\" data-start=\"3264\" data-end=\"3479\" data-is-last-node=\"\" data-is-only-node=\"\">*****<\/p>\n<p class=\"whitespace-pre-wrap break-words\"><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">Phil\u2019s Weekly Trading Webinars<\/a> provide an excellent opportunity to see what we do at PSW.\u00a0<a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">Join us next time as a Trend Watcher and subscribe! You\u2019ll catch our weekly webinars iive!<\/a><\/em><\/p>\n<p><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">Watch Phil\u2019s past weekly webinars on YouTube, here &gt;<\/a><\/em><\/p>\n<hr \/>\n<p>[ctct form=&#8221;12730731&#8243; show_title=&#8221;false&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Upcoming Tariffs &amp; The Money Talk Portfolio (3\/26\/2025) Timeline: 0:00 Oil trade setup and rationale for shorting at $70 0:38 Commodity trading conditions and evaluating oil short opportunity 0:56 Reviewing API oil report and data significance 3:55 Analysis of resistance at $70 and setting up short entry 5:24 Technical analysis using pivot points and standard [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12759406,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25411,19951,45,26922,21,1,12,26306],"tags":[22131],"class_list":{"0":"post-12801966","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-moneytalk","8":"category-chart-school","9":"category-appears-on-main-page","10":"category-market-news","11":"category-available","12":"category-uncategorized","13":"category-phils-favorites","14":"category-webinars","15":"tag-webinar"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12801966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12801966"}],"version-history":[{"count":3,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12801966\/revisions"}],"predecessor-version":[{"id":12801969,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12801966\/revisions\/12801969"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12759406"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12801966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12801966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12801966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}