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 Margins at Decade Highs
Multiple expansion
Earnings expansion
Difference between multiple expansion and earnings growth
JP Morgan Guide to the Markets data
What is the market risk of Covid?
Earnings growth
Market valuations
Mentioned in this Episode:
Contact Derek Moore derek.moore@zegafinancial.com
Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
JP Morgan Guide to the Markets https://am.jpmorgan.com/us/en/asset-management/protected/adv/insights/market-insights/guide-to-the-markets/