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Sunday, May 19, 2024

The Only Question Now That Matters

The Only Question Now That Matters

Courtesy of The Reformed Broker 

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:

  • Earnings Season – It has begun.
  • Midterms – “The S&P 500 has historically posted strong returns following a Midterm election on average.”
  • Worst Year in a Century – When will correlation between stocks and bonds break?
  • A Healthy Consumer – “Consumer spend remains strong; 2022 YTD up 12% YoY to $3.1T”
  • No Buyers – Treasury market is directionally in free fall.
  • WeWorth – WeWork has lost 96% of its market cap since 2019.
  • Make the Case
  • Mystery Chart

and more!

This episode is brought to you by our friends at Masterworks. Visit Masterworks.com/Compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.

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