Be a 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:
►A horrible first half – “The worst H1 since 1788!”
►Dangerous information is nice information – Below regular circumstances, a waterfall-like collapse in commodity costs wouldn’t be seen as “excellent news” for the economic system’s near-term prospects. However these aren’t regular circumstances.
►Checking in on Financial savings – “Most Individuals Are Doing Nicely. For Now.”
►Promote Aspect Indicator – Sixth month of declining sentiment.
►Downgrades, lastly – In the course of the previous 5 years (20 quarters), the common decline within the bottom-up EPS estimate throughout 1 / 4 has been 2.4%.
►$ has to go someplace – Healthcare sector is outperforming all the things this 12 months, even utilities.
►”The Market” – When discussing the market I really feel such as you guys sometimes deal with the S&P 500. Is that this what you are taking to imply ‘the market’, and with all issues being equal is that this the place you’d advise the common particular person to take a position?
►Bear Market Technique – Ought to we be doubling and even tripling our regular DCA quantity? Ought to we make investments aggressively till we exit Bear territory? Are there any tips you’d counsel?
and extra!
This episode is sponsored by KraneShares. To be taught extra about KraneShares’ suite of China-focused and local weather themed ETFs, go to: kraneshares.com/?adsource=wealthcast
Commonplace disclaimer
Join The Compound publication and by no means miss out: https://e mail.thecompoundnews.com/subscribe
