An optimistic economic view 250502

Episode 478 Generac fits a unique niche in the specialty industrial machinery category and I think it’s posed for growth as it takes advantage of the long term trend in electrification of the economy. Listen to my recent conversation about Industrial Digitization with my friend Andrew Horowitz on the Disciplined Investor Podcast:  https://thedisciplinedinvestor.com/blog/2025/07/06/tdi-podcast-industrial-digitization-928/ Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 477 Happy 11th anniversary of the Wealthsteading Podcast.  The difference between being Rich and being Wealthy is like the difference between being Intelligent and being Wise.  THINK ABOUT THAT.  One of the key methods I’ve used to becoming wealthy is by asking  myself two questions before I made a purchase:  1) Does this increase my happiness?  2) Does this increase my freedom?  Don’t just THINK about that, put it into practice. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 476 Jabil Inc is a quintessential example of the key characteristic of the Industrial Tech Era. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 475 Why did OPEC+ “unexpectedly” increase curtailed oil production in April?  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 474:   I’ve harvested profits and pruned an extremely overweight position in Utility Stocks. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 473: More good economic news you’re not hearing about in the media- 25Q1 S&P 500 earnings likely 13%; Atlanta Fed forecasting 25Q2 GDP growth of 4.6%; all that and more. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair about the 20 Year Treasury Bond negative Media narrative … it’s so insignificant it was discontinued for nearly 40 years. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 471:  Market review and a list of stocks from my portfolio that are exhibiting long term strength and resilience. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------