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 most important subjects in investing and finance, together with:
►Tech Inventory Roundup – Nvidia goes into earnings as the very best performing inventory this 12 months, plus 221%.
►Beats Get Smoked – “The reward for EPS beats has been near 10Y lows.”
►Musk’s Shadow Rule – This can be a fairly nicely sourced story, a 12 months within the making…
►Shrinkage – “Shrink has elevated a bit this 12 months. It elevated final 12 months. It’s uneven throughout the nation. It’s not in each market. Some markets are greater than others”
►Jackson Gap Preview – Barry’s 5 enhancements to the FOMC playbook.
►Charges Up, Shares Down – 30 day change.
►Make The Case
►Thriller Chart
and extra!
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