The Bears Get Slaughtered. Again.
Courtesy of Joshua Brown at The Reformed Broker
On an all-new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the biggest topics on Wall Street this week, including:
- All the ingredients seem to be in place for a market melt-up into year end – or did that already happen?
- The Armageddonists – JP Morgan’s Michael Cembalest returns to his chart of the growliest bears in finance. Hopefully they’re not actually investing this way.
- The return of Janet Yellen as President Elect Joe Biden appoints the former Fed Chair to be our next Treasury Secretary
- Dividend stocks have underperformed the S&P 500 going back to 1990, should it matter? Are there big opportunities in dividend stocks today?
- Thinking about the 2021 economy and the potential to swing back to experiences over durable goods
- The Comeback Trade: Stocks most heavily in need of the reopening are outperforming as all the vaccine news hits the tape…
- Are there financial advisors who are interested in taking on younger clients?
- Which of the large cap technology giants are most susceptible to falling from grace?
Subscribe to The Compound's Videos here!
Thanks for playing along in the comments below! If you want to submit a topic for next week’s show, be sure to send us an email to askthecompoundshow@gmail.com
