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Broken Pie Chart


Jan 23, 2022

Derek Moore discusses the recent market selloff while giving some perspective around this and others. Why is everyone waiting on pins and needles for the Jan 26th Jerome Powell Fed press conference. Plus, how markets retracing means valuations are coming back down, so long as earnings remain strong. Netflix meets on top line, and beats on bottom line but the streat was not a fan of guidance on subscribers.

 

Probability of FED future rate hikes

Netflix meats, beats, and dissapoints

Anticipation grows for FED meeting

Market re-rates valuation metrics and PE ratios lower after selloff

Once again remember market predictions are often wrong

 

 

 

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/

 

Fed Rate Probability Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html