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...