The “No Touchdown” Situation – The Reformed Dealer
Be a part of Downtown Josh Brown and Michael Batnick for one more spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the largest matters in investing and finance, together with:
►A Strengthening client – “January anticipated family earnings drop was biggest in survey historical past”
►The “No Touchdown” Situation – “The exceptional momentum in client spending and employment is prompting some to ask whether or not GDP development will ever drop beneath potential”
►”No person Can Substitute Search” – “Microsoft now a ~11x premium to Google proper now, matching the widest unfold relationship again to the formation of Alphabet.”
►Worst Earnings Season in 24 Years!?! – Credit score Suisse says that is the “worst earnings season” in 24 years, excluding recessions.
►Bull Traps – “Technical purchase indicators have been a bull lure for the previous 14 months.”
►Worldwide Outperformance – “Traders Are Exiting U.S. Inventory Funds Throughout 2023 Rally”
►Make The Case
►Thriller Chart
and extra!
📈 This episode is sponsored by our pals at YCharts! For a free trial go to: https://go.ycharts.com/the-compound-wayt-q1-2023
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