Be 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 most important subjects in investing and finance, together with:
►Inflation Cooling – “Excluding meals and power, the Fed’s most well-liked inflation gauge — the private consumption expenditures value index — rose 0.3% in February after the prior month was revised down barely.”
►Positioning – “Our greatest estimate of March efficiency has the trade down roughly 3%, with most of that loss being booked within the final week.”
►Apple and Microsoft – How did the inventory market go up in March with the upcoming arrest of a former US President and a wave of financial institution failures hanging over our heads?
►Deep Inversions – For the previous 40 years, the subsequent Fed transfer has all the time been a lower. Not this time
►Cash Market Bubble – The keenness for cash market funds will not be driving up the worth of cash market funds neither is it organising a crash.
►Jamie Dimon Annual Letter – “Despite the unsettling panorama, 2022 was considerably surprisingly one other sturdy yr for JPMorgan Chase, with the agency producing report income for the fifth yr in a row”
►Make The Case
►Thriller Chart
and extra!
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