WEALTHSTEADING Podcast investing retirement money stock market & wealth Global Panic: Mag7 on sale
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Mar 24, 2026 A contrarian take on big tech being discounted and why certain mega-cap stocks look like buying opportunities. A discussion of panic trades and why rushing into oil or gold may be unwise. Examination of geopolitical timing around Iran and what it means for markets. Notes on the dollar, sharp drops in gold and silver, and a surprising comparison of Google-like fundamentals in other firms.
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View Panic As A Buying Opportunity
- Market panics present buying opportunities rather than calls to sell.
- John Pagliano says long-term US economic resilience makes current fear a potential entry point for quality stocks.
Don't Buy Energy During The Hysteria
- Avoid chasing panic buys; own quality energy names early instead of during the hysteria.
- John Pagliano notes ExxonMobil was a better buy years ago and he holds it but is not rushing to add more now.
Oil Price Contextualized By Long Term Trends
- Current oil near $90 a barrel is low in a long-term, inflation-adjusted view despite Middle East conflict.
- Pagliano argues today's US energy independence lowers past vulnerability and tempers extreme price forecasts like $250/barrel.