Be a part of Downtown Josh Brown and Michael Batnick for an additional spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the most important matters in investing and finance, together with:
►A horrible first half – “The worst H1 since 1788!”
►Unhealthy information is sweet information – Beneath regular circumstances, a waterfall-like collapse in commodity costs wouldn’t be seen as “excellent news” for the economic system’s near-term prospects. However these are usually not regular circumstances.
►Checking in on Financial savings – “Most Individuals Are Doing Effectively. For Now.”
►Promote Aspect Indicator – Sixth month of declining sentiment.
►Downgrades, lastly – In the course of the previous 5 years (20 quarters), the typical decline within the bottom-up EPS estimate throughout 1 / 4 has been 2.4%.
►$ has to go someplace – Healthcare sector is outperforming every little thing this 12 months, even utilities.
►”The Market” – When discussing the market I really feel such as you guys usually concentrate on the S&P 500. Is that this what you’re taking to imply ‘the market’, and with all issues being equal is that this the place you’d advise the typical particular person to take a position?
►Bear Market Technique – Ought to we be doubling and even tripling our regular DCA quantity? Ought to we make investments aggressively till we exit Bear territory? Are there any pointers you’ll recommend?
and extra!
This episode is sponsored by KraneShares. To study extra about KraneShares’ suite of China-focused and local weather themed ETFs, go to: kraneshares.com/?adsource=wealthcast
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