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:
►Tech Stock Roundup – Nvidia goes into earnings as the best performing stock this year, plus 221%.
►Beats Get Smoked – “The reward for EPS beats has been close to 10Y lows.”
►Musk’s Shadow Rule – This is a pretty well sourced story, a year in the making…
►Shrinkage – “Shrink has increased a bit this year. It increased last year. It’s uneven across the country. It’s not in every market. Some markets are higher than others”
►Jackson Hole Preview – Barry’s five improvements to the FOMC playbook.
►Rates Up, Stocks Down – 30 day change.
►Make The Case
Thanks to Rocket Money for sponsoring this episode! Go to rocketmoney.com/compound for more info.
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