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The “No Touchdown” State of affairs – The Reformed Dealer

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The “No Touchdown” State of affairs – The Reformed Dealer

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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 focus on the most important matters in investing and finance, together with:

►A Strengthening client – “January anticipated family revenue drop was best in survey historical past”

►The “No Touchdown” State of affairs – “The exceptional momentum in client spending and employment is prompting some to ask whether or not GDP development will ever drop under potential”

►”No one Can Change Search” – “Microsoft now a ~11x premium to Google proper now, matching the widest unfold courting again to the formation of Alphabet.”

►Worst Earnings Season in 24 Years!?! – Credit score Suisse says that is the “worst earnings season” in 24 years, excluding recessions.

►Bull Traps – “Technical purchase indicators have been a bull entice for the previous 14 months.”

►Worldwide Outperformance – “Buyers Are Exiting U.S. Inventory Funds Throughout 2023 Rally”

►Make The Case

►Thriller Chart

and extra!

📈 This episode is sponsored by our pals at YCharts. Get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral

Speak to us about your portfolio or monetary plan right here

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