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 talk about the largest subjects in investing and finance, together with:

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

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

►”No person Can Exchange Search” – “Microsoft now a ~11x premium to Google proper now, matching the widest unfold relationship 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 entice for the previous 14 months.”

►Worldwide Outperformance – “Traders Are Exiting U.S. Inventory Funds Throughout 2023 Rally”

►Make The Case

►Thriller Chart

and extra!

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