The “No Touchdown” Situation – The Reformed Dealer
Be part of Downtown Josh Brown and Michael Batnick for an additional spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the most important subjects in investing and finance, together with:
►A Strengthening shopper – “January anticipated family revenue drop was biggest in survey historical past”
►The “No Touchdown” Situation – “The exceptional momentum in shopper spending and employment is prompting some to ask whether or not GDP development will ever drop under potential”
►”No one 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 alerts have been a bull entice for the previous 14 months.”
►Worldwide Outperformance – “Buyers Are Exiting U.S. Inventory Funds Throughout 2023 Rally”
►Make The Case
►Thriller Chart
and extra!
📈 This episode is sponsored by our mates at YCharts! For a free trial go to: https://go.ycharts.com/the-compound-wayt-q1-2023
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