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 Textbook Buyable Dip – “Developing as a Textbook Seasonal Correction”
►Higher Rates? NBD – “S&P 500 Companies Are Still Benefiting From the Era of Low Interest Rates”
►Reasons to Worry – Ed Yardeni made a list of hardlander worries that are still legit…
►Still Spending – Consumer spending on goods increases while services spending slows.
►Buffett vs Icahn – Two models for how to grow old in the investment business.
►Earnings Reactions – “Companies that are beating estimates are being rewarded less than typical, while those that are missing estimates are being penalized by more than average.”
►Make The Case
Thanks to Public for sponsoring this episode! Go to Public.com/compound to lock in a historic 5.5% yield on your cash.
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