Preview Mode Links will not work in preview mode

Broken Pie Chart

Dec 27, 2021

Jay Pestrichelli joins Derek Moore to review some 2022 market predictions. You shouldn’t trade of these! Make sure to listen in a year to see what they got right, and what they got wrong.

 

2022 S&P 500 Index Year End Predictions

2022 Inflation

2022 Earnings on the S&P 500 Index

Will the S&P 500 see multiple...


Dec 19, 2021

Derek Moore responds to market pundits making 2022 predictions where they examine whether stock prices will see moves diven by changes in earnings vs PE multiples expanding. Also covered will be effect share buybacks have on earnings per share EPS. Then he compares Amazon and Apple forward multiples and...


Dec 13, 2021

Derek Moore reviews the range of potential moves the Federal Reserve may take given rising inflation. Will the Fed reduce their monthly purchases? What does the Fed Fund probability tracker show the market is expecting interest rates to be? What about the trillions of dollars the Fed is doing in the Overnight Reverse...


Dec 5, 2021

Jay Pestrichelli is back to co-host with Derek where they simplify risk measures like Alpha and Sharpe. Then they discuss the market drop that started during the short post Thanksgiving day session. Later an inflation check in, corporate profit margins at multi-decade highs, the yield curve flattening, and oil...


Nov 28, 2021

Derek reviews some key market themes including things to watch on corporate earnings, profit margins and more. Then he discusses the current situation around oil rig counts and inventories versus demand. Later Derek talks about how government responses such as lockdowns can impact the economy.

 

S&P 500 Earnings

Profit...