{"id":12849440,"date":"2025-11-14T20:18:09","date_gmt":"2025-11-15T01:18:09","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12849440"},"modified":"2025-11-15T14:05:11","modified_gmt":"2025-11-15T19:05:11","slug":"psws-weekly-webinar-earnings-the-700-month-portfolio-review-2","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/11\/14\/psws-weekly-webinar-earnings-the-700-month-portfolio-review-2\/","title":{"rendered":"In case you missed it: PSW&#8217;s Nov 5 Webinar: Earnings &#038; the $700\/Mo. Portfolio Review"},"content":{"rendered":"<h2 class=\"style-scope ytd-watch-metadata\"><a href=\"https:\/\/www.youtube.com\/watch?v=AVlRw6U8wD8&amp;t=141s\" target=\"_blank\" rel=\"noopener\">Earnings &amp; the $700\/Month Portfolio Review <\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/AVlRw6U8wD8?si=s-IlmxRpXoLZIgdg\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline<\/strong><\/p>\n<p>0:00 \u2013 Tech issues\u00a0<br \/>\n2:30 \u2013 Politics of the day<br \/>\n3:41 \u2013 Robo John post; political analysis<br \/>\n4:01 \u2013 Obama, Republican backlash, and political polarization<br \/>\n6:03 \u2013 Trump influence and extreme politics<br \/>\n6:19 \u2013 Civil-war map, U.S. breakup discussion<br \/>\n8:13 \u2013 Red vs. blue state finances and fiscal imbalance<br \/>\n9:27 \u2013 Gerrymandering and threats to democracy<br \/>\n10:00 \u2013 Mandami, NYC politics, Trump threats<br \/>\n11:11 \u2013 Review of NYC mayors (Bloomberg, Giuliani, Koch)<br \/>\n13:48 \u2013 Google AI quality and AI evolution<br \/>\n14:43 \u2013 Google as an investment idea<br \/>\n15:42 \u2013 Comparing AI tools (Google, Perplexity, ChatGPT\/Bod)<br \/>\n18:38 \u2013 Using Gemini to analyze political articles<br \/>\n22:55 \u2013 Political analysis tied to 2026 investing themes<br \/>\n24:45 \u2013 How to use AI for deeper investment research<br \/>\n27:00 \u2013 Mandami tax vs Trump tariffs<br \/>\n30:14 \u2013 Energy, utilities, cost-of-living themes for investors<br \/>\n31:50 \u2013 Election uncertainty, hedging, volatility<br \/>\n33:01 \u2013 Using AI + Seeking Alpha for stock discovery<br \/>\n34:14 \u2013 Three stock ideas surfaced by AI<br \/>\n35:14 \u2013 LYB deep dive (chemicals, write-down, valuation)<br \/>\n40:08 \u2013 Morningstar comparison; confirming LYB thesis<br \/>\n44:23 \u2013 Should LYB be added?<br \/>\n46:06 \u2013 LYB as new trade idea<br \/>\n47:20 \u2013 How AI assists stock selection<br \/>\n49:02 \u2013 LYB chart and valuation range<br \/>\n52:11 \u2013 LYB options review<br \/>\n54:09 \u2013 Portfolio review begins<br \/>\n55:25 \u2013 Annualized return math<br \/>\n57:17 \u2013 How risk changes as portfolio grows<br \/>\n58:11 \u2013 Position review (ET, HELE, PATH, SALE, SOFI, etc.)<br \/>\n1:10:09 \u2013 Why options outperform buying stock<br \/>\n1:11:14 \u2013 AI misreads financials; write-down example (LYB)<br \/>\n1:12:26 \u2013 AI vs. AGI and how Bod learns investing<br \/>\n1:17:29 \u2013 Why investors must use AI<br \/>\n1:20:04 \u2013 Dividend vs. options misunderstandings<br \/>\n1:22:55 \u2013 Best Buy\u2013IKEA partnership as catalyst<br \/>\n1:25:05 \u2013 Best Buy valuation and turnaround<br \/>\n1:29:22 \u2013 Timing catalysts in stock selection<br \/>\n1:31:03 \u2013 Retail inventory accounting explanation<br \/>\n1:35:25 \u2013 Analyst blind spots and real business understanding<br \/>\n1:39:13 \u2013 Best Buy seen in-store; catalyst confirmed<br \/>\n1:40:06 \u2013 LYB and Best Buy flagged for trades<br \/>\n1:41:07 \u2013 Pinterest earnings drop<br \/>\n1:43:14 \u2013 Pinterest valuation discussion<br \/>\n1:45:03 \u2013 SQQQ hedge adjustments<br \/>\n1:49:33 \u2013 Market reaction to elections<br \/>\n1:50:38 \u2013 Gold long-term trend<br \/>\n1:51:01 \u2013 Bitcoin vulnerability to quantum computing<br \/>\n1:53:02 \u2013 EPD post-earnings move<br \/>\n1:54:22 \u2013 PR follow-up<br \/>\n1:54:49 \u2013 VALE call sale<br \/>\n1:55:44 \u2013 Portfolio upside summary<br \/>\n1:57:00 \u2013 ULCC earnings preview<br \/>\n1:58:01 \u2013 Bod\u2019s analysis notes<br \/>\n1:59:22 \u2013 Wrap-up<\/p>\n<p><strong>Summary<\/strong><\/p>\n<p data-start=\"53\" data-end=\"418\">Phil opens with quick tech fixes, then shifts into a discussion of New York politics, Trump\u2019s threats toward the city, and broader concerns about democratic backsliding, gerrymandering, and state-level fiscal realities. From there, he moves into how AI tools\u2014including Google\u2019s models, Perplexity, and Gemini\u2014shape political understanding and investment research.<\/p>\n<p data-start=\"420\" data-end=\"742\">The conversation transitions into 2026 investing themes tied to politics: cost of living, tariffs, energy policy, utilities, and how elections may affect volatility. Phil demonstrates how he uses AI plus sources like Seeking Alpha and Morningstar to surface ideas, leading to a deep dive on LYB as a contrarian value play.<\/p>\n<p data-start=\"744\" data-end=\"1008\">He then does a full portfolio review\u2014positions like ET, HELE, PATH, SALE, SOFI, EPD, and VALE\u2014explaining risk, returns, and why certain stocks are held or avoided. He also covers hedging, especially using SQQQ, and explains when rolling or adjusting makes sense.<\/p>\n<p data-start=\"1010\" data-end=\"1291\">Later sections focus on evaluating catalysts (e.g., Best Buy\u2019s partnership with IKEA), how retail businesses manage inventory, and where analysts often misunderstand real-world operations. He briefly examines Pinterest, gold, and Bitcoin\u2019s long-term risks from quantum computing.<\/p>\n<p data-start=\"1293\" data-end=\"1413\" data-is-last-node=\"\" data-is-only-node=\"\">The webinar ends with final trade checks, earnings notes, and a recap of portfolio strength heading into the next cycle.<\/p>\n<p><em><a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">P.S. Subscribe to Trend Watchers and join us for Phil\u2019s LIVE weekly webinars here &gt;<\/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","protected":false},"excerpt":{"rendered":"<p>Earnings &amp; the $700\/Month Portfolio Review Timeline 0:00 \u2013 Tech issues\u00a0 2:30 \u2013 Politics of the day 3:41 \u2013 Robo John post; political analysis 4:01 \u2013 Obama, Republican backlash, and political polarization 6:03 \u2013 Trump influence and extreme politics 6:19 \u2013 Civil-war map, U.S. breakup discussion 8:13 \u2013 Red vs. blue state finances and fiscal [&hellip;]<\/p>\n","protected":false},"author":183,"featured_media":12786330,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45,26922,21,1,12,26306],"tags":[22131,26919],"class_list":{"0":"post-12849440","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-appears-on-main-page","8":"category-market-news","9":"category-available","10":"category-uncategorized","11":"category-phils-favorites","12":"category-webinars","13":"tag-webinar","14":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12849440","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\/183"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12849440"}],"version-history":[{"count":9,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12849440\/revisions"}],"predecessor-version":[{"id":12849477,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12849440\/revisions\/12849477"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12786330"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12849440"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12849440"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12849440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}