{"id":12828618,"date":"2025-06-26T18:53:18","date_gmt":"2025-06-26T22:53:18","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12828618"},"modified":"2025-06-26T19:17:17","modified_gmt":"2025-06-26T23:17:17","slug":"psws-weekly-webinar-new-trade-ideas-the-macro-view","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/06\/26\/psws-weekly-webinar-new-trade-ideas-the-macro-view\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: New Trade Ideas &#038; the Macro View"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=T7NlG5Bs2Go\" target=\"_blank\" rel=\"noopener\">New Trade Ideas &amp; the Macro View (6\/25\/2025)<\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/T7NlG5Bs2Go?si=M6H9f9BvaqqlugJN\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline <\/strong><\/p>\n<ul>\n<li>0:00 \u2013 Schlumberger (SLB)<\/li>\n<li>2:03 \u2013 Long-term spread setup and portfolio trades<\/li>\n<li>4:35 \u2013 Apple, SQQQ, Pinterest trades in short- and long-term portfolios<\/li>\n<li>7:40 \u2013 Discussion of trade predictions\u00a0<\/li>\n<li>8:13 \u2013 Using Gemini AI for financial analysis<\/li>\n<li>9:18 \u2013 Synchrony Financial\u00a0<\/li>\n<li>10:27 \u2013 Lockheed Martin (LMT)\u00a0<\/li>\n<li>11:54 \u2013 Pfizer (PFE) current valuation and potential<\/li>\n<li>17:03 \u2013 Whirlpool rumors and position<\/li>\n<li>20:20 \u2013 Pfizer income strategy (dividend + options) begins<\/li>\n<li>45:40 \u2013 Summary of long-term wealth plan\u00a0<\/li>\n<li>51:05 \u2013 Meta + eBay partnership discussion\u00a0<\/li>\n<li>56:46 \u2013 AI investment opportunity\u00a0<\/li>\n<li>1:02:21 \u2013 Evaluating eBay\u00a0<\/li>\n<li>1:13:16 \u2013 Demonstration of AI-powered Good\/Bad\/Ugly stock report<\/li>\n<li>1:17:01 \u2013 Hoka brand (Deckers)\u00a0<\/li>\n<li>1:26:44 \u2013 AI app monetization and business model<\/li>\n<li>1:44:22 \u2013 UNH (UnitedHealth)\u00a0<\/li>\n<li>1:47:19 \u2013 Webinar wrap-up\u00a0<\/li>\n<\/ul>\n<h3 data-start=\"50\" data-end=\"89\">\ud83c\udfaf Webinar Summary (hosted by Phil)<\/h3>\n<p data-start=\"91\" data-end=\"347\"><strong data-start=\"91\" data-end=\"119\">1. Portfolio Trade Recap<\/strong><br data-start=\"119\" data-end=\"122\" \/><br \/>\nPhil reviews recent trades in both short-term and long-term portfolios, including positions in SLB (Schlumberger), Ferve, Apple, SQQQ, and Pinterest. He highlights both aggressive plays and income-generating option spreads.<\/p>\n<p data-start=\"349\" data-end=\"522\"><strong data-start=\"349\" data-end=\"375\">2. Lessons from Trades<\/strong><br data-start=\"375\" data-end=\"378\" \/><br \/>\nDiscussion of wins and mistakes\u2014calling out top-performing ideas, analyzing the worst ones, and exploring lessons.<\/p>\n<p data-start=\"524\" data-end=\"749\"><strong data-start=\"524\" data-end=\"550\">3. AI &amp; Research Tools<\/strong><br data-start=\"550\" data-end=\"553\" \/><br \/>\nPhil demonstrates how he uses AI assistants for tasks like summarizing data, parsing tabs, generating \u201cGood\/Bad\/Ugly\u201d stock reports, and overall portfolio research efficiency.<\/p>\n<p data-start=\"751\" data-end=\"781\"><strong data-start=\"751\" data-end=\"779\">4. Deep Dive: Key Stocks<\/strong><\/p>\n<ul data-start=\"782\" data-end=\"1441\">\n<li data-start=\"782\" data-end=\"871\">\n<p data-start=\"784\" data-end=\"871\"><strong data-start=\"784\" data-end=\"809\">Lockheed Martin (LMT)<\/strong>: Discusses defense industry context and recent performance.<\/p>\n<\/li>\n<li data-start=\"872\" data-end=\"1051\">\n<p data-start=\"874\" data-end=\"1051\"><strong data-start=\"874\" data-end=\"890\">Pfizer (PFE)<\/strong>: A major segment focused on a long-term, income-oriented strategy\u2014combining dividends with covered calls and puts to build compounding returns over 10+ years.<\/p>\n<\/li>\n<li data-start=\"1052\" data-end=\"1116\">\n<p data-start=\"1054\" data-end=\"1116\"><strong data-start=\"1054\" data-end=\"1073\">Whirlpool (WHR)<\/strong>: Mentions rumors and option positioning.<\/p>\n<\/li>\n<li data-start=\"1117\" data-end=\"1214\">\n<p data-start=\"1119\" data-end=\"1214\"><strong data-start=\"1119\" data-end=\"1146\">Meta &amp; eBay Partnership<\/strong>: Covers their marketplace integration and strategic implications.<\/p>\n<\/li>\n<li data-start=\"1215\" data-end=\"1320\">\n<p data-start=\"1217\" data-end=\"1320\"><strong data-start=\"1217\" data-end=\"1240\">Deckers (Hoka, UGG)<\/strong>: Shares detailed analysis on buybacks, tariffs, and valuation considerations.<\/p>\n<\/li>\n<li data-start=\"1321\" data-end=\"1441\">\n<p data-start=\"1323\" data-end=\"1441\"><strong data-start=\"1323\" data-end=\"1345\">UnitedHealth (UNH)<\/strong>: Discusses risk from regulatory exposure and why it\u2019s currently not suited for the portfolio.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1443\" data-end=\"1615\"><strong data-start=\"1443\" data-end=\"1478\">5<\/strong><strong data-start=\"1617\" data-end=\"1644\">. Q&amp;A\u00a0<\/strong><\/p>\n<p data-start=\"1443\" data-end=\"1615\"><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. <a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">Subscribe to Trend Watchers and join us LIVE next time! <\/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\">Check out Phil\u2019s previous 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>New Trade Ideas &amp; the Macro View (6\/25\/2025) Timeline 0:00 \u2013 Schlumberger (SLB) 2:03 \u2013 Long-term spread setup and portfolio trades 4:35 \u2013 Apple, SQQQ, Pinterest trades in short- and long-term portfolios 7:40 \u2013 Discussion of trade predictions\u00a0 8:13 \u2013 Using Gemini AI for financial analysis 9:18 \u2013 Synchrony Financial\u00a0 10:27 \u2013 Lockheed Martin (LMT)\u00a0 [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12828621,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19951,45,26922,21,1,12,26306],"tags":[969,22131,26919],"class_list":{"0":"post-12828618","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-chart-school","8":"category-appears-on-main-page","9":"category-market-news","10":"category-available","11":"category-uncategorized","12":"category-phils-favorites","13":"category-webinars","14":"tag-charts","15":"tag-webinar","16":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828618","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=12828618"}],"version-history":[{"count":6,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828618\/revisions"}],"predecessor-version":[{"id":12828625,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828618\/revisions\/12828625"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12828621"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12828618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12828618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12828618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}