Join Josh Brown and Michael Batnick of Downtown for another round of What’s Your Thought? In this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►Inflation cools down – “Excluding food and energy, the Federal Reserve’s favorite inflation measure (the price index for personal consumption spending) rose 0.3% in February after a slight downward revision in the previous month. .”
► Positioning – “Our best estimate of March performance is that the industry is down about 3%, with most of that loss booked last week.”
►Apple and Microsoft – How did the stock market rise in March, with the imminent arrest of the former US president and a wave of bank failures hovering above us?
► Big Reversals – For the past 40 years, the Fed’s next move has always been a rate cut.not this time
►Money Market Bubbles – Money market fund enthusiasm does not drive money market fund prices higher or cause them to crash.
►Jamie Dimon Annual Letter – “Despite the volatility, 2022 was another surprisingly strong year for JPMorgan Chase, delivering its fifth consecutive year of record earnings.”
► make a case
► Mystery Chart
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