[ad_1]
Be part of Downtown Josh Brown and Michael Batnick for one more 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:
►Inflation Cooling – “Excluding meals and vitality, the Fed’s most well-liked inflation gauge — the private consumption expenditures worth index — rose 0.3% in February after the prior month was revised down barely.”
►Positioning – “Our greatest estimate of March efficiency has the business down roughly 3%, with most of that loss being booked within the final week.”
►Apple and Microsoft – How did the inventory market go up in March with the upcoming arrest of a former US President and a wave of financial institution failures hanging over our heads?
►Deep Inversions – For the previous 40 years, the following Fed transfer has at all times been a lower. Not this time
►Cash Market Bubble – The passion for cash market funds will not be driving up the worth of cash market funds neither is it establishing a crash.
►Jamie Dimon Annual Letter – “Regardless of the unsettling panorama, 2022 was considerably surprisingly one other sturdy yr for JPMorgan Chase, with the agency producing document income for the fifth yr in a row”
►Make The Case
►Thriller Chart
and extra!
Because of Birddogs for sponsoring this episode. See right here for birddogs stretch khakis, joggers, shorts, and extra!
Discuss to us about your portfolio or monetary plan right here
Join The Compound publication and by no means miss out: https://e mail.thecompoundnews.com/subscribe
Wealthcast Media, an affiliate of Ritholtz Wealth Administration, acquired compensation from the sponsor of this commercial. Inclusion of such commercials doesn’t represent or suggest endorsement, sponsorship or suggestion thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its workers. Investing in speculative securities entails the danger of loss. Nothing on this web site must be construed as, and might not be utilized in reference to, a suggestion to promote, or a solicitation of a suggestion to purchase or maintain, an curiosity in any safety or funding product.
[ad_2]