Market Bull & Bear Case | Strait of Hormuz Tracking | SpaceX IPO S-1 Coming? | Company Earnings Most Looking Forward To
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Derek Moore is joined by Mike Snyder and Shane Skinner to look at the bull case vs. the bear case in markets. Plus, which company the gang is most looking forward to seeing what their earnings release shows and how the big tech names are all cheaper on a forward valuation basis. Why doesn't the market always go up when earnings grow? Now people are tracking sailings in the Strait of Hormuz. Later, examining whether Friday's recovering from a rough open is a good sign for markets or just an anomaly.
Strait of Hormuz ship tracking
Earnings growth vs the market return in a given year
Odd to see the market down while earnings revisions have grown positively +8%
Nvidia vs Microsoft for who everyone is most looking forward to earnings wise
SpaceX files for an IPO but we'll have to wait on the S-1 release
Market bull and bear case
Mentioned in this Episode
Article with Peter Lynch video link plus forward valuation charts on the market, Nvidia, and Exxon. https://zegainvestments.com/blog/is-the-market-getting-cheaper-or-just-early-ahead-of-analyst-revisions
Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509
Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com