September 22, 2023

Be 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 most important matters in investing and finance, together with:

►A Textbook Buyable Dip – “Growing as a Textbook Seasonal Correction”

►Greater Charges? NBD – “S&P 500 Corporations Are Nonetheless Benefiting From the Period of Low Curiosity Charges”

►Causes to Fear – Ed Yardeni made an inventory of hardlander worries which might be nonetheless legit…

►Nonetheless Spending – Client spending on items will increase whereas providers spending slows.

►Buffett vs Icahn – Two fashions for develop outdated within the funding enterprise.

►Earnings Reactions – “Corporations which might be beating estimates are being rewarded lower than typical, whereas these which might be lacking estimates are being penalized by greater than common.”

►Make The Case

►Thriller Chart

and extra!

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