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:
►Consumer growth – “January decline in expected household income was the largest in survey history”
► “No Landing” Scenario – “Some question whether the significant momentum in private consumption and employment will keep GDP growth below potential.”
► “No one can replace search” – “Microsoft is now about 11 times premium over Google, matching the widest spreads dating back to Alphabet’s formation.”
► Worst season in 24 years!?! – Credit Suisse says this is the ‘worst earnings season’ in 24 years, barring a recession.
► Bull Trap – “For the past 14 months, the bull trap has been the technical buy signal.”
►International outperformance – “Investors are exiting U.S. equity funds during the 2023 rally.”
► make a case
► Mystery Chart
more!
📈 This episode is sponsored by our friends at YCharts! To view the free trial: https://go.ycharts.com/the-compound-wayt-q1-2023
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