The “No Touchdown” State of affairs – The Reformed Dealer



Be a 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 focus on the largest matters in investing and finance, together with:

►A Strengthening shopper – “January anticipated family earnings drop was best in survey historical past”

►The “No Touchdown” State of affairs – “The outstanding momentum in shopper spending and employment is prompting some to ask whether or not GDP progress will ever drop beneath potential”

►”No one Can Substitute Search” – “Microsoft now a ~11x premium to Google proper now, matching the widest unfold courting 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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