<![CDATA[The Intrepid Investor's Guidebook Podcast]]>
cscottgarliss.substack.com]]>https://cscottgarliss.substack.com/podcastSubstackFri, 29 May 2026 17:14:29 GMThttps://api.substack.com/feed/podcast/2111368.rssC Scott GarlissHarness the same analysis fund managers pay me $20,000/year to access. I spent over two decades helping some of the world’s largest mutual and hedge funds invest by making the complicated simple.episodicC Scott Garlisscscottgarliss@substack.comNo<![CDATA[The Market Moving Events I'm Watching This Week]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/the-market-moving-events-imwatchingsubstack:post:165030748Mon, 02 Jun 2025 17:57:01 GMTC Scott GarlissNo117<![CDATA[The Market Moving Events I'm Watching This Week]]>



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/the-market-moving-events-im-watchingsubstack:post:164571362Tue, 27 May 2025 16:00:42 GMTC Scott GarlissNo122<![CDATA[What I'll be watching this week in the markets...]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-this-week-insubstack:post:163946954Mon, 19 May 2025 18:39:12 GMTC Scott GarlissNo91<![CDATA[What I'll Be Watching for This Week in the Markets...]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-for-this-week-48fsubstack:post:162913654Mon, 05 May 2025 19:07:42 GMTC Scott GarlissNo103<![CDATA[What I'll Be Watching for This Week in the Markets]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-for-this-weeksubstack:post:162367066Mon, 28 Apr 2025 22:11:11 GMTC Scott GarlissNo89<![CDATA[What I'll Be Watching in the Markets This Week...]]>The Intrepid Investor's Guidebook | C Scott Garliss | Substack



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-in-the-marketssubstack:post:161819957Mon, 21 Apr 2025 17:57:07 GMTC Scott GarlissNo117<![CDATA[What I'll be Watching This Week...]]>



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-this-weeksubstack:post:161318769Mon, 14 Apr 2025 17:32:19 GMTC Scott GarlissNo89<![CDATA[Here's What I'll Be Watching This Week In the Markets...]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/heres-what-ill-be-watching-this-weeksubstack:post:160808098Mon, 07 Apr 2025 19:11:23 GMTC Scott GarlissNo60<![CDATA[Nonfarm Payrolls Look Set to Weaken in March]]>You can read more about my thoughts on this below…



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/nonfarm-payrolls-look-set-to-weakensubstack:post:160433266Wed, 02 Apr 2025 16:58:26 GMTC Scott GarlissNo62<![CDATA[What I'll Be Watching for the Week of March 31...]]>Tariff announcement, nonfarm payrolls, Jerome Powell speech



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/what-ill-be-watching-for-the-weeksubstack:post:160260658Mon, 31 Mar 2025 14:11:59 GMTC Scott GarlissNo98<![CDATA[Momentum Funds Aren't Prepared for Better Than Feared Reciprocal Tariffs]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/momentum-funds-arent-prepared-forsubstack:post:160019223Thu, 27 Mar 2025 20:14:00 GMTC Scott GarlissNo83<![CDATA[Increased purchases by the Fed make Treasury yields look increasingly attractive...]]>To read the full story, click here…



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/increased-purchases-by-the-fed-makesubstack:post:159845072Wed, 26 Mar 2025 15:30:00 GMTC Scott GarlissNo77<![CDATA[The Fed's Preferred Inflation Gauge Slowed in February]]>
Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/the-feds-preferred-inflation-gauge-3cesubstack:post:159826741Tue, 25 Mar 2025 15:01:52 GMTC Scott GarlissNo58<![CDATA[Government Shutdowns Lead to Stock Market Booms ]]>This episode analyzes the historical performance of the stock market during and after government shutdowns since 1990. It challenges the common fear that shutdowns negatively impact the stock market. Examining the S&P 500, Nasdaq Composite, and Russell 2000, the analysis reveals that these indexes generally experience gains during shutdowns. Furthermore, the market tends to continue rallying in the year following a shutdown. The author suggests that investors should not panic over potential shutdowns, as history indicates a likely positive, albeit short-lived, market reaction.



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/government-shutdowns-lead-to-stock-7easubstack:post:157493289Wed, 19 Feb 2025 20:56:35 GMTC Scott GarlissNo530<![CDATA[Muted January Hiring Points to Solid Stock Gains ]]>January's weak hiring numbers, significantly below average and seasonal expectations, initially sparked concerns about economic slowdown and inflation. However, a historical analysis reveals that similarly weak January hiring figures since 2010 have consistently correlated with above-average S&P 500 returns over the subsequent year. This analysis shows an 80% success rate of positive returns averaging 11.4%. The author suggests that despite negative market sentiment, this historical trend indicates a potentially positive outlook for the S&P 500. This is attributed to cooling labor demand, reduced consumer spending and price sensitivity.



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/muted-january-hiring-points-to-solid-05csubstack:post:157155536Fri, 14 Feb 2025 17:51:22 GMTC Scott GarlissNo502<![CDATA[The Fed Didn't Take a Hawkish Tilt]]>· The January Fed policy statement was initially dubbed a hawkish shift.

· Fed Chair Powell said policymakers think rates are meaningfully above neutral.

· The statement means there’s plenty of cushion to lower rates.



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/the-fed-didnt-take-a-hawkish-tilt-9b6substack:post:156116814Thu, 30 Jan 2025 18:56:12 GMTC Scott GarlissNo502<![CDATA[The Semiconductor Drop on DeepSeek Fears Looks Excessive]]>· DeepSeek founder Liang Wenfang reportedly bought 50,000 Nvidia H800 GPUs.

· In 2021 the cost was $41,600 per chip, meaning a $2.1 billion investment.

· The numbers suggest DeepSeek’s low cost claims are unlikely.



Get full access to The Intrepid Investor's Guidebook at cscottgarliss.substack.com/subscribe]]>https://cscottgarliss.substack.com/p/the-semiconductor-drop-on-deepseek-f57substack:post:156050641Wed, 29 Jan 2025 22:03:54 GMTC Scott GarlissNo713