Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►A Strengthening consumer – “January expected household income drop was greatest in survey history”
►The “No Landing” Scenario – “The remarkable momentum in consumer spending and employment is prompting some to ask whether GDP growth will ever drop below potential”
►”Nobody Can Replace Search” – “Microsoft now a ~11x premium to Google right now, matching the widest spread dating back to the formation of Alphabet.”
►Worst Earnings Season in 24 Years!?! – Credit Suisse says this is the “worst earnings season” in 24 years, excluding recessions.
►Bull Traps – “Technical buy signals have been a bull trap for the past 14 months.”
►International Outperformance – “Investors Are Exiting U.S. Stock Funds During 2023 Rally”
►Make The Case
📈 This episode is sponsored by our friends at YCharts! For a free trial visit: https://go.ycharts.com/the-compound-wayt-q1-2023
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