Saturday, July 9, 2022
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Worst First Half of All Time

Be 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 most important matters in investing and finance, together with:

►A horrible first half – “The worst H1 since 1788!”

►Dangerous information is sweet information – Underneath 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 usually are not regular circumstances.

►Checking in on Financial savings – “Most People Are Doing Nicely. For Now.”

►Promote Facet Indicator – Sixth month of declining sentiment.

►Downgrades, lastly – Through the previous 5 years (20 quarters), the typical decline within the bottom-up EPS estimate throughout 1 / 4 has been 2.4%.

►$ has to go someplace – Healthcare sector is outperforming every little thing this yr, even utilities.

►”The Market” – When discussing the market I really feel such as you guys usually concentrate on 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 typical 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 pointers 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:

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