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Using Valuations to Time Investing Opportunities, Gauging Tariff Impacts

Using Valuations to Time Investing Opportunities, Gauging Tariff Impacts

Schwab Network · Schwab Network

August 8, 20258m 21s

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Show Notes

Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent economic data and Fed speakers taking a turn towards dovishness.


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