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 matters in investing and finance, together with:
►Inflation Cooling – “Excluding meals and power, the Fed’s most popular 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 subsequent Fed transfer has at all times been a minimize. Not this time
►Cash Market Bubble – The keenness for cash market funds just isn’t 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 robust yr for JPMorgan Chase, with the agency producing report income for the fifth yr in a row”
►Make The Case
Because of Birddogs for sponsoring this episode. See right here for birddogs stretch khakis, joggers, shorts, and extra!
Speak to us about your portfolio or monetary plan right here
Join The Compound e-newsletter and by no means miss out: https://e mail.thecompoundnews.com/subscribe
Wealthcast Media, an affiliate of Ritholtz Wealth Administration, obtained compensation from the sponsor of this commercial. Inclusion of such commercials doesn’t represent or suggest endorsement, sponsorship or advice thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its staff. Investing in speculative securities includes the danger of loss. Nothing on this web site must be construed as, and will 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.